• Certified Financial Planner

    Vanguard (Dallas, TX)
    Join Vanguard as a Certified Financial Planner in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Plano, TX. With competitive compensation,… more
    Vanguard (03/28/25)
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  • Entry Level - Financial Planner…

    Equitable (Fort Worth, TX)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Planner - TX, Fort Worth, Dallas, Houston, Austin, San Antonio; OK, Oklahoma City(3985) ( 2100001P ) **Primary Location** : UNITED… more
    Equitable (05/03/25)
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  • Retirement Planner - Retirement Benefits…

    Equitable (Fort Worth, TX)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Retirement Planner - Retirement Benefits Group - TX, Fort...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (04/13/25)
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  • Personal Financial Counselor, PFC…

    Magellan Health Services (Dallas, TX)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
    Magellan Health Services (05/29/25)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Irving, TX)
    …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments - Mid-Cities...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (04/04/25)
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  • Merrill Financial Solutions Advisor:…

    Bank of America (Dallas, TX)
    …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor: Greater Dallas Market Frisco, Texas;Dallas,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (04/02/25)
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  • US Experienced Financial Advisor

    Edward Jones (Dallas, TX)
    …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... 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
    Edward Jones (03/13/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
    Atria Wealth Solutions (03/18/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Dallas, TX)
    …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (04/08/25)
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  • Wealth Regional Managing Director

    Truist (Dallas, TX)
    …certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and ... Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management development or leadership program such as… more
    Truist (05/03/25)
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