- Vanguard (Dallas, TX)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… more
- Deloitte (Dallas, TX)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Minor or coursework in management information systems or ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Bank of America (Lubbock, TX)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Bank of America (Marble Falls, TX)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Edward Jones (Laredo, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more
- Bank of America (San Antonio, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Atria Wealth Solutions (Plano, TX)
- …LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Bank of America (The Woodlands, TX)
- Financial Solutions Advisor -Consumer Investments -Houston Area Katy, Texas;Sugar Land, Texas; Sugar Land, Texas; The Woodlands, Texas; Pearland, Texas **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Equitable (Austin, TX)
- Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X ) **Primary Location** : UNITED STATES-TX-Austin **Organization** : Equitable Advisors ... their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered Financial… more
- Truist (Houston, TX)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience… more
- Truist (Austin, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- American Heart Association (Dallas, TX)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners ... Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job Description:** This role is responsible for new client acquisition, deepening client relationships and building upon an ... network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Dallas, TX)
- …presentation and sales skills that establish the WA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including UHNW ... objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor ...Master's degree in Finance, accounting or International Business. 2. CFP , CFA, CIMA, CTFA **General Description of Available Benefits… more
- JPMorgan Chase (Houston, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred +… more
- Zions Bancorporation (Houston, TX)
- …is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These ... services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- Bank of America (Houston, TX)
- Private Client Advisor Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more