- City National Bank (Houston, TX)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months ... Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in… more
- Houston Methodist (Houston, TX)
- …complex datasets, advanced Excel skills, and an understanding of healthcare financial concepts. Strong proficiency in financial reporting systems, effective ... and recommendations to leadership are essential.** At Houston Methodist, the Financial Analyst position is responsible for maintaining and analyzing data related… more
- Regions Bank (Plano, TX)
- …within 60 days from employment start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified ... section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based...through our career site for a minimum of five business days from the date of posting. Job postings… more
- 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 Retirement ... offer something the competition simply can't: our unique branch-team business model. One financial advisor and one...can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused… more
- Grant Thornton (Dallas, TX)
- As the Internal Audit - Financial Services Managing Director, you'll lead business process control reviews and special projects across multiple risk domains for ... Experience performing financial , operational, and IT audits, as well as business process control reviews. + Outstanding experience in staff and audit management… more
- Texas Health Resources (Arlington, TX)
- **Sr. Director Ambulatory Services and Financial Operations** _Are you looking for a rewarding career with family-friendly hours and top-notch benefits? We're ... Lead for Ambulatory/Virtual Operations will report directly to the SVP Channel Financial Operations with a matrix reporting relationship to the Ambulatory Virtual… more
- Providence (TX)
- **Description** **Calling All Esteemed Financial Counseling Leaders: Drive Lasting Change in Healthcare Revenue Cycle!** Do you excel in navigating complex ... Cycle? If so, then we have the perfect opportunity for you to lead our Financial Counseling team! **The Role:** As the Associate Vice President (AVP) of Financial… more
- Atria Wealth Solutions (Fort Worth, TX)
- …+ Undergraduate Degree in Business , Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to… more
- Bank of America (Temple, TX)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Austin Area Austin, Texas;Austin,...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more
- Bank of America (Mckinney, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor- Greater DFW Area Cross Roads,...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more