- TEKsystems (Fort Worth, TX)
- …Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors ... Must have CFP Certification Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement Income… more
- Vanguard (Dallas, TX)
- …and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... experience in advisory or paraplanner roles. + Undergraduate degree required . + SIE, Series 65/66 licenses required ....CFP program to support crew in acquiring the certification . + Regulatory licenses and/or registrations as determined by… more
- TIAA (San Antonio, TX)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner ... and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships with affluent...Analyst Institute ; If you do not have the CFP or CFA certification , TIAA will cover… more
- Truist (Austin, TX)
- …* CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
- JPMorgan Chase (Prosper, TX)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred ... confident and bank when, where, and how they want ** Required qualifications, capabilities, and skills** + At least 2...A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of… more
- Bank OZK (Dallas, TX)
- …or related field, or commensurate work experience, required . Advanced degree or CFP (R), CFA(R), or AIF(R) certification preferred. + 10+ years of experience ... in institutional wealth, retirement plan management, or investment management, required . Experience in a legal environment or a financial institution preferred. Job… more
- Truist (College Station, TX)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... processes, products, services and operating policies and procedures. **QUALIFICATIONS** ** Required Qualifications:** The requirements listed below are representative of… more
- Zions Bancorporation (Houston, TX)
- … licensing, FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and ... relevant software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial… more
- Regions Bank (Houston, TX)
- …be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements ... of Business Administration (MBA) or Master of Taxation) + Professional Certification (s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Regions Bank (Houston, TX)
- …be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements ... of Business Administration (MBA) or Master of Taxation) + Professional Certification (s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more