• Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (06/03/25)
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  • Premier Region Director

    Truist (Dallas, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
    Truist (07/16/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (07/09/25)
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  • Wealth Regional Managing Director

    Truist (Houston, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... overnight Preferred Qualifications: * MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (05/13/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Bryan, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
    Truist (05/09/25)
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  • Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (04/30/25)
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  • Gift Planning Officer

    American Red Cross (Dallas, TX)
    …the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network?_** **Join us-Where your Career is a Force for ... feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a...or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years… more
    American Red Cross (07/15/25)
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  • Director, Life/Health/Retirement Income - Life…

    USAA (Plano, TX)
    …loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** **USAA is seeking a ... Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working...do not apply for this role if at any time (now or in the future) you will need… more
    USAA (06/17/25)
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  • Financial Institution Distribution - Retirement…

    USAA (San Antonio, TX)
    …loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** As a dedicated ... of Property and casualty, life insurance or financial services industry + CFP certification The above description reflects the details considered necessary to… more
    USAA (06/07/25)
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  • Wealth Management Associate

    Equitable (Dallas, TX)
    …**Work-Life Balance** : Flexible schedule to maximize productivity and personal time **Qualifications** **Skills & Experience** + **Education** : Bachelor's degree ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
    Equitable (07/16/25)
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