• Investment Advisor

    Navy Federal Credit Union (North Richland Hills, TX)
    …organization, programs, policies and, procedures + Desire to pursue designations eg CFP, ChFC , CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - 6:00PM ... CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland Hills,… more
    Navy Federal Credit Union (07/29/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC , CFP, CPA or comparable advanced knowledge course of study 8. Advanced verbal, problem ... solving, and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Twelve years of experience with… more
    Truist (07/09/25)
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