- TIAA (Dallas, TX)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Magellan Health Services (Dallas, TX)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Magellan Health Services (San Antonio, TX)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... their families. + Assists service members in establishing a spending plan for extended absences. + Develops and makes available informational financial materials to… more
- TIAA (Dallas, TX)
- …TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing ... phone support lines. **Key Responsibilities and Duties** + Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time… more
- Vanguard (Dallas, TX)
- …a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? ... By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard...rewarding the impact of your contributions. Beyond your competitive salary , we offer a comprehensive benefits package designed to… more
- Charles Schwab (Austin, TX)
- …Series 7 license + _(May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... interpersonal, communication and presentation skills, attention to detail **In addition to the salary range, this role is also eligible for bonus or incentive… more
- Charles Schwab (Westlake, TX)
- …+ Minimum of 2 years supervisory experience strongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
- Guardian Life (Austin, TX)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range:** $116,350.00… more
- Guardian Life (Austin, TX)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... wholesaling + Professional designation such as CLU, ChFC or CFP preferred. ** Salary Range:** $90,000 - $105,000...and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- Neuberger Berman (TX)
- …+ CFP , CIMA, and/or CFA/CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for this role is $100,000-$100,000. This is the lowest to ... **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through...for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total… more