- Charles Schwab (Westlake, TX)
- **Your opportunity** The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and ... banking and lending needs, Investor Services can help. The Financial Planning Group works with branch partners...realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a … more
- TIAA (Frisco, TX)
- …+ 5+ years of client relationship experience, in portfolio management and financial planning for high-net-worth clients **Preferred Qualifications:** + 7+ years ... of client relationship experience, in portfolio management and financial planning for high-net-worth clients + 3+...+ Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certifications + Excellent communication,… more