- Equitable (Fort Worth, TX)
- …company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary ** : Annual salary for eligible financial professionals, empowering ... wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) ... clients of new offerings. + Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy...policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM -… more
- CIBC (Austin, TX)
- …At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000 - 175,000 for the Austin, TX market based on ... We're building a relationship-oriented bank for the modern world. We need talented, passionate...and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring… more
- USAA (San Antonio, TX)
- …that may be performed in the job. **What we offer:** **Compensation Range:** The salary range for this position is: $195,230 - $351,410. **Compensation:** USAA ... trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a...and casualty, life insurance or financial services industry + CFP certification The above description reflects the details considered… more
- JPMorgan Chase (Katy, TX)
- … for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** New York,NY $64,350.00 - $64,350.00 ... At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer… more
- Edward Jones (Fort Worth, TX)
- …on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your ... enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible … more
- CIBC (Houston, TX)
- …**At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $125,000 - $150,000 for the Houston, TX market based on ... We're building a relationship-oriented bank for the modern world. We need talented, passionate...timely. **Who you are** + Bachelor's degree and/or MBA, CFP , CFA, JD, CTFA, CPA + 10+ years of… more
- City National Bank (Houston, TX)
- …skills * Outstanding Word, Excel, and PowerPoint creation abilities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary : $122,535 - $208,715 per year. ... *WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high… more
- American Red Cross (Dallas, TX)
- …the world's largest humanitarian network?_** **Join us-Where your Career is a Force for Good!** **Job Description:** _WHY CHOOSE US?_ Joining The American Red Cross ... individuals equipped to never stop changing lives and situations for the better. When you choose to be a...or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years… more
- American Heart Association (Dallas, TX)
- …you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us. The American ... Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our...Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred. + Ten (10) years… more