- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Capital One (Plano, TX)
- Principal Associate , Executive Communications- Financial Services We're seeking an influential communicator who has experience writing high-quality content for ... and working in cross-functional teams to drive results. In Financial Services at Capital One, we believe internal and...internal storytelling and campaigns. If you're a strategic thinker, planner and storyteller who merges writing and data to… more
- Capital One (Plano, TX)
- Principal Associate , Internal Executive Communications- Financial Services We're seeking an influential communicator who has experience writing high-quality ... and working in cross-functional teams to drive results. In Financial Services at Capital One, we believe internal and...contributing to social media. If you're a strategic thinker, planner and storyteller who merges writing and data to… more
- Equitable (Dallas, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - TX, Dallas (4028) ( 210000R8 )...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Dallas, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - TX, Dallas...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Magellan Health Services (Dallas, TX)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Edward Jones (Dallas, TX)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- GAF (Dallas, TX)
- …mentor a small team of maintenance E/I technicians and work with the planner on preventative maintenance programs to enhance reliability. The selected candidate will ... electrical/electronic and mechanical theories and principles.* Partner with the maintenance planner to ensure electrical projects are properly scheduled on PMDs, and… more
- System One (Fort Worth, TX)
- …returned following a meeting. + Assist with specific departmental financial tasks including expense reconciliation, attendee reimbursement, vendor payments and ... aspects of a program on behalf of the Meeting Planner and other department personnel and/or serve as back.../ medical device industry or hospitality industry. + Minimum: Associate degree or equivalent (high school + 4 years)… more