- Charles Schwab (Westlake, TX)
- …beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- 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 of ... insurance; legacy trusts * Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like * Demonstrable… 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). ... Financial Solutions Advisor- Greater DFW Area Cross Roads,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Texas Tech University (TX)
- …BS in Applied Personal Finance. All PFP programs are registered with the Certified Financial Planner Board of Standards. The APF program is registered with ... **42118BR** **Extended Job Title:** Instructor - Personal Financial Planning **Organization:** Texas Tech University **Position Description:** Contributes to the… more
- Bank of America (Temple, TX)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Austin Area Austin, Texas;Austin,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Bank of America (Houston, TX)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor: Houston Texas Market Houston, Texas;Houston,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… 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). ... Financial Solutions Advisor Registration Candidate- New Mexico and...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Texas Tech University (TX)
- …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... CFR Director **Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human Sciences at Texas… 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 ... workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new...from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture… more
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