- Guardian Life (Austin, TX)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more
- Insight Global (Fort Worth, TX)
- …Bachelors Degree Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP , ChFC, CPA -PFS, JD A - Deep knowledge of financial planning ... in Financial Planning, Finance or Business Related - RICP (Retirement Income Certified Professional) and EA (Enrolled Agent) designations - Sales and Client Meeting… more
- City National Bank (Houston, TX)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to...of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to… more
- Edward Jones (Dallas, TX)
- …Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree ... **What Could Set You Apart:** + Series 24 license + Advanced degree; CPA , JD, CFA or additional financial planning certification. Read More About Skills/Requirements… more
- Truist (Houston, TX)
- …least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study 8. Advanced verbal, ... and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to… more
- Bank of America (Houston, TX)
- …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Kestra Financial (Fort Worth, TX)
- …focus, and teamwork * Develop Centers of Influences such as community involvement, CPA 's and attorneys, etc. * Other duties as assigned Knowledge, Skills, and/or ... Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities more