- Bank of America (Houston, TX)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or… more
- Charles Schwab (Westlake, TX)
- …identify their financial goals, and find the appropriate products and services through Schwab. + Since your clients are located across multiple jurisdictions ... **Your opportunity** International Services is a diverse and multi-faceted organization. We...with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients… more
- PNC (Austin, TX)
- …on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book ... to the company's success. Spanish speaking preferred, but not required. As a Financial Advisor within PNC's of organization, you will be based in Cedar Park,… more
- Equitable (Fort Worth, TX)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... management ambition + ** Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)),… more
- WTW (Houston, TX)
- …effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services , ideally gained in a benefit consulting/brokerage firm ... **Description** As a Healthcare Financial /Actuarial Senior Associate you will be a key...benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients,… more
- WTW (Dallas, TX)
- …effectively on cross-functional teams **Qualifications** + 4+ years' experience in professional services , ideally gained in a benefit consulting/brokerage firm ... **Description** As a Healthcare Financial /Actuarial Lead Associate you will contribute to a...decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates… more
- Edward Jones (El Paso, TX)
- …of success + State insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or ... much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's...Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge… more
- Tarleton State University (Stephenville, TX)
- …deadlines and maintain a high level of accuracy, professionalism and a customer service mindset + Knowledge of financial aid counseling, verification, rules and ... Financial Planning (https://www.tarleton.edu/hr/benefits/) + Fully covered employee health insurance + Reimbursement of Insurance Premium Deductions! The… more
- Bank of America (Mckinney, TX)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... * At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner… more
- Bank of America (Cypress, TX)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... + At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner… more