- 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
- Charles Schwab (Westlake, TX)
- …for this role to work on site in the specified locations.** This Financial Planner position is a specialist supporting broader Investor Services organization ... managing banking and lending needs, Investor Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide… more
- Edward Jones (Dallas, TX)
- …More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required + Bachelor's degree in ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
- Equitable (San Antonio, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Retirement Planner - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… 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 ... and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day… more
- 7-Eleven (Irving, TX)
- …role is a key driver of long-term strategy and profitability. The Senior Planner leverages deep analytical expertise and advanced financial modeling to influence ... business decisions, ensuring alignment with overarching company objectives and financial targets. Sr. Planner also acts as the primary financial liaison… more
- Texas A&M University - Faculty (College Station, TX)
- … Financial Planning programs. All programs are registered with the Certified Financial Planner (CFP) Board of Standards. This position provides the ... engaging with private industry or trade associations. + A Certified Financial Planner (CFP(R)) certification or a commitment to obtain the CFP(R) certification… more
- Magellan Health Services (Fort Hood, 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
- Magellan Health Services (Laughlin AFB, 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
- Kestra Financial (San Antonio, TX)
- …client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing ... service and operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage and oversee… more