- Regions Bank (Plano, TX)
- …date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years of ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning skills… more
- Fujifilm (Austin, TX)
- …on the benefits of the product. This position must establish a solid network of reference with "partner" representatives who supply the same customers with ... and competitive positioning to ensure success and become a true "Endoscopic Consultant " for the customer. Has overall responsibility in achieving a 10% annual… more
- Truist (Dallas, TX)
- …mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and ... Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered… more