- Equitable (Fort Worth, 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
- Bank of America (Stafford, TX)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (Fort Worth, TX)
- …based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (Allen, TX)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory… more
- UMB Bank (Austin, TX)
- …to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range ... and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay;...and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means… more
- Citizens (Dallas, TX)
- …+ Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM ... education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or...local communities. When you join our team, you are part of a supportive and collaborative workforce, with access… more
- CIBC (Austin, TX)
- …bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of ... Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation),...Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients,… more
- Edward Jones (Denison, TX)
- …other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique ... law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Guardian Life (Austin, TX)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more