- 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 (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
- Bank of America (Corpus Christi, 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
- Neuberger Berman (Dallas, TX)
- …deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent in Texas, with the remainder spread across the rest ... Series 31 required within 3 months of employment + CFP , CIMA, and/or CFA/CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Charles Schwab (Westlake, TX)
- …in a dynamic industry. The program journey involves 4-5 months of licensing exam preparation. This time is meant for you to study and obatian you SIE, 7 and 66. If ... + Promotion into a role in wealth management, as part of the SWA Service Team upon your successful...accredited college or university + Completed or enrolled in CFP Board-approved coursework + Ability to travel occasionally during… more
- Bank of America (El Paso, 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
- American Heart Association (Dallas, TX)
- …accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You ... expenses. + Ability to travel approximately 25%-30% of the time , working to develop programs in major metropolitan areas...Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred. + Ten (10) years… more
- Edward Jones (Dallas, TX)
- …one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full- Time This job posting is anticipated to remain open for 30 days, from ... Overview:** Do you have a desire to be a part of the wealth management process? Do you have...January 1 of each year, as well as sick time , personal days, and a paid day for volunteerism.… more
- Wells Fargo (Austin, TX)
- …explain will and trust documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth) clients ... fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet...+ Ability to travel up to 50% of the time **Pay Range** Reflected is the base pay range… more
- Guardian Life (Austin, TX)
- …Excellent Relationship Management/Client Relations skills. + Demonstrate abilities in time management; including managing multiple projects and meeting strict ... deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - $105,000 The salary… more
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