- TEKsystems (Fort Worth, TX)
- Certified Financial Planner ( CFP ) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + ... Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - … more
- Equitable (Fort Worth, TX)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... 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
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a ... learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + Certified Financial Planner (R) designation required .… more
- Magellan Health Services (Dallas, TX)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Bank of America (Plano, TX)
- …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor- Greater DFW Area Cross Roads, Texas;Dallas, Texas; Frisco, Texas; McKinney, Texas; Dallas, Texas; Dallas, Texas; Plano, Texas; Dallas,… more
- Bank of America (Allen, TX)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas; Grand Prairie, Texas; Arlington, Texas; Allen, Texas; Fort… more
- Bank of America (Frisco, TX)
- …activities and new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Insight Global (Fort Worth, TX)
- …or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner ( CFP ) designation ... role, this individual will focus on delivering comprehensive investment and financial planning support. Key responsibilities include executing trades and managing… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for… more
- USAA (Plano, TX)
- …or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation + 10 or more years of Retirement ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Equitable (Dallas, TX)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- USAA (Plano, TX)
- …+ Current / Active FINRA Series 7 + Current / Active Life/Health license + CFP ( Certified Financial Planner ), CLU (Chartered Life Underwriter), or ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...RICP (Retirement Income Certified Professional) designations + 10 or more years of… more
- Edward Jones (Dallas, TX)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... 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