- Comerica (Dallas, TX)
- Job Description Senior Wealth Planner ( Wealth Planner III), Wealth Management The Senior Wealth Planner role is responsible for ... assisting members of the wealth planning team with developing customized financial plans for...Most Sustainable Corporations Position Responsibilities: + Provide financial and wealth transfer strategies and solutions through the creation of… more
- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting… more
- Bank of America (San Antonio, TX)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... International Relationship Manager San Antonio, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- Edward Jones (Dallas, TX)
- …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and ... have a desire to be a part of the wealth management process? Do you have a strong background...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- City National Bank (Houston, TX)
- …to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate ... succession planning. What you will do * Work with Senior Wealth Strategist and Wealth ...Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA -… more
- Truist (Houston, TX)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- 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 ... applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor, You Will: + Establish, grow,… more
- Lockheed Martin (Fort Worth, TX)
- …forward in a fast\-paced and dynamic setting\. **A level 4 employee is senior career and typically has 8 to 10\+ years of professional experience\.** **WHY ... JOIN US** **Your Health, Your Wealth , Your Life** With our employees as our top priority, we provide career opportunities designed to propel development and boost… 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 ... Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service in all… more