- Insight Global (Fort Worth, TX)
- …client data - Excellent verbal and written communication skills - Advanced credentials in financial planning ( CFP , ChFC, CpA, etc.) null We are a company ... Job Description The Financial Planning Support Specialist will report directly to...with other home office teams as needed to resolve advisor support requests We are a company committed to… more
- Robert Half Finance & Accounting (Houston, TX)
- …a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as ... degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of financial … more
- Charles Schwab (Westlake, TX)
- …under a condition of employment within the first 120 days)_ + College for Financial Planning designations ( CFP , AAMS, AWMA, etc..) are preferred + 5+ years' ... center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are...with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients… more
- City National Bank (Houston, TX)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, JP ... Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Completion of… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's… more
- Truist (Fort Worth, TX)
- …and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex ... financial documents, trust documents, wills, retirement accounts and other...service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and… more