- USAA (San Antonio, TX)
- …and other industry related applications. + Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all ... 7 + Current / Active Life/Health license + CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional)… more
- Deloitte (San Antonio, TX)
- …Excel + Excellent research and writing skills + Excellent presentation and communications skill + One of the following active accreditations obtained, in process, ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Austin, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... firm experience + Excellent research and writing skills + Excellent presentation and communications skills The wage range for this role takes into account the wide… more
- Berkshire Hathaway Automotive (Irving, TX)
- …will play a multitude of roles, including Event and Meeting Planner , Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator. ... eLearning resources and tools. * Manage training registration systems, calendars, and communications * Assist with month-end reports that are deployed across the… more
- Edward Jones (Denison, TX)
- …**What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including ... + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM)… more
- Bank of America (Frisco, TX)
- …+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess ... the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also… more