- Bank of America (Houston, TX)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of… 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 ... regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services… more
- Bank of America (Austin, TX)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and… more
- Bank of America (Plano, TX)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and… more
- Bank of America (El Paso, TX)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and… more
- Bank of America (Dallas, TX)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Academy Sports + Outdoors (Katy, TX)
- …buying and product placement strategies, through managing and controlling inventory, that drive sales and achieve the financial goals of the department + Provide ... Excel) Responsibilities: + Learn the advertising process, including analyzing sales volume/trends, identifying and selecting products, ascertaining sample needs,… more
- Emerson (Austin, TX)
- …our conference attendees in-person and virtually, which ultimately drive demand and sales pipeline. This position requires a strategic, independent thinker who can ... work with NI global marketing functions, R&D, partners, and sales contacts to implement and deliver on the event...growth. This person is considered an experienced, senior events planner who could take on additional leadership roles within… more
- Truist (Dallas, TX)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Dallas, TX)
- …overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Completion of ... recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and… more