- Vanguard (Dallas, TX)
- …Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized… more
- American Heart Association (Dallas, TX)
- …This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to ... document plans, progress, and results in the Association's Salesforce Customer Relationship Management system in an accurate and timely manner. + Bachelor's Degree… more
- Bank of America (Frisco, TX)
- …of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client ... inflows of new business across all product lines (ie, Credit, Assets Under Management , Deposit) into existing book of business + Leads complex credit opportunities,… more
- Truist (Dallas, TX)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. (CFA), Accredited Asset Management ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more
- Charles Schwab (Westlake, TX)
- …lending needs. If you are seeking the next step in your career as a leader within wealth management , this may be the role for you. To learn more about our client ... a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch...obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry… more
- Charles Schwab (Westlake, TX)
- …in person, on the phone, and virtual meetings. + Comprehensive understanding of wealth management and financial planning concepts. + Demonstrated ability to ... from the CFFP (or obtain within 12 months of joining the team). CFP (R) strongly preferred. + Bachelor's degree or equivalent experience demonstrating a deep… more
- Insight Global (Dallas, TX)
- …or Finance or Economics 1-2+ years of experience in capital markets, wealth management , family offices, estate planning, financial institution Great verbal ... must have since they are working directly with family and business finances CFA, CPA or CFP certs If they are coming from the big 4 accounting firms ( Deloitte, PWC,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with… more