- Bank of America (Houston, TX)
- …licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus ... Private Client Advisor Houston, Texas **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- JPMorgan Chase (Plano, TX)
- …experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial ... As a Personal Advisor , in JP Morgan's Wealth Management's National Branch...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- Fifth Third Bank, NA (Houston, TX)
- …degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred . + CFP , CFA, or CPWA industry certification is ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days… more
- Truist (Houston, TX)
- …of the legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA ... States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable… more
- US Bank (Houston, TX)
- …skills + Ability to make critical decisions independently Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as MST, MAcc, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Antonio, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more