- TEKsystems (Fort Worth, TX)
- Certified Financial Planner ( CFP ) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement ... Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - Financial… more
- 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 ... 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
- Charles Schwab (Westlake, TX)
- …"challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business ... Legacy systemsPreferred - industry specific licensing and/or designations (CPIM, CFA, CFP , etc. + Preferred - industry specific licensing and/or designations (CPIM,… more
- Charles Schwab (Westlake, TX)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... asset and service targets are met. **Managing performance** - Part of this role includes the monitoring of client...to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation required (may consider 24 month… more
- 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 (Webster, 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
- Tarleton State University (Stephenville, TX)
- …committees, advisory committees, student/faculty recruitment, and mentoring of new and part - time faculty. 40% Research, Scholarship, and Creative Activity: + ... of Finance in the Department of Accounting, Finance, and Economics . As part of a vibrant academic community dedicated to excellence in teaching, research, and… more
- 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** USAA is seeking two ... Series 7 + Current / Active Life/Health license + CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or...do not apply for this role if at any time (now or in the future) you will need… more
- 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** USAA is seeking a ... financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation + 10 or more years of Retirement...do not apply for this role if at any time (now or in the future) you will need… more
- Equitable (San Antonio, TX)
- …services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more