- Edward Jones (El Paso, TX)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Bank of America (Dallas, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Vanguard (Dallas, TX)
- …Series 7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred , with a commitment to pursue the designation. We offer a ... Vanguard is seeking talented Financial Advisors to join our dynamic team across our...corporate CFP program to support crew in acquiring the certification. +… more
- TIAA (Dallas, TX)
- …Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role… more
- Truist (Fort Worth, TX)
- …role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- JPMorgan Chase (San Antonio, TX)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- Charles Schwab (Austin, TX)
- …more years in the financial services industry working directly with clients ** Preferred Qualifications:** + CFP or CFA + Superior relationship management and ... on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining...a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire)_… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Zions Bancorporation (Houston, TX)
- …licensing, FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred . + Exhibit proficiency in using computers and ... abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and… more
- Comerica (Houston, TX)
- …and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred : + CFP or CTFA, CFA, CPA, JD, or MBA About Comerica We know ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… more