• CFP Certification Required…

    TEKsystems (Fort Worth, TX)
    …client facing calls, need them to be resourceful and self-starters Skills CFP Certification , Sales experience, Client Facing Experience, Financial Services, ... Emotional Intelligence, Good Communicators, Financial Support Top Skills Details CFP Certification ,Sales experience,Client Facing Experience,Financial Services,MoneyGuide Pro… more
    TEKsystems (04/18/25)
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  • Wealth Advisor III - Houston / Austin

    Truist (Houston, TX)
    …* CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
    Truist (03/04/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, ... the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an… more
    Edward Jones (03/13/25)
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  • Premier Region Director

    Truist (Dallas, TX)
    …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... management and production expectations. 3. Supervises and provides assistance in general, advanced , and complex tasks related to relationship building as well as… more
    Truist (04/17/25)
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  • Premier Banker - Midland/Odessa

    Truist (Midland, TX)
    …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... processes, products, services and operating policies and procedures. **QUALIFICATIONS** ** Required Qualifications:** The requirements listed below are representative of… more
    Truist (03/27/25)
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  • Wealth Advisor

    Zions Bancorporation (Houston, TX)
    …licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and ... Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/ Advanced Planning Professionals As a Wealth Advisor , your role will be… more
    Zions Bancorporation (04/23/25)
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