- Magellan Health Services (San Antonio, TX)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, San Antonio, ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Magellan Health Services (Austin, TX)
- …Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, Austin, TX ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Guardian Life (Austin, TX)
- …required + Minimum of 5+ years wholesaling + Professional designation such as CLU, ChFC or CFP preferred. **Salary Range:** $90,000 - $105,000 The salary range ... reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to… more
- Insight Global (Fort Worth, TX)
- …verbal and written communication skills - Advanced credentials in financial planning (CFP, ChFC , CpA, etc.) null We are a company committed to creating diverse and ... inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment… more
- Truist (Fort Worth, TX)
- …and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP, CPA, CFA or comparable advanced knowledge course of study. 3. Proven superior ... technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning 4. Track… more
- Truist (Dallas, TX)
- …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working… 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, ... 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 advanced markets concepts and use of… more
- Insight Global (Fort Worth, TX)
- …Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP, ChFC , CPA-PFS, JD A - Deep knowledge of financial planning processes, tools, ... concepts and strategies: - Tools: CRM (Salesforce) & Tax Review Software - Presentation Skills: Client Meetings, Internal Trainings and Seminars - Their degree is in Financial Planning, Finance or Business Related - RICP (Retirement Income Certified… more
- Equitable (Fort Worth, TX)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
- Equitable (Dallas, TX)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Stable Pay** : Biweekly pay for eligible financial professionals, empowering you to… more