• Certified Financial Planner

    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 financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Plano, TX. With competitive compensation,… more
    Vanguard (03/28/25)
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  • Associate Planner - High Net Worth

    Edward Jones (Dallas, TX)
    …$199300 Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) required, or CFP in progress ... the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex needs. This position plays… more
    Edward Jones (03/13/25)
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  • Senior Planner - High Net Worth

    Edward Jones (Dallas, TX)
    …Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required + Bachelor's ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
    Edward Jones (03/13/25)
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  • Retirement Planner - Retirement Benefits…

    Equitable (Austin, TX)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Retirement Planner - Retirement Benefits Group - TX, Austin...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (04/13/25)
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  • Personal Financial Counselor

    Magellan Health Services (El Paso, TX)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
    Magellan Health Services (04/15/25)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Mansfield, TX)
    …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments - MATLOCK...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (04/17/25)
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  • Instructor -Personal Financial Planning

    Texas Tech University (TX)
    …and Ph.D. in Personal Financial Planning. All programs are registered with the Certified Financial Planner Board of Standards. Three dual degrees are ... **40807BR** **Extended Job Title:** Instructor -Personal Financial Planning **Organization:** Texas Tech University **Position Description:** Contributes to the… more
    Texas Tech University (04/17/25)
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  • Entry Level - Financial Advisor

    Equitable (Fort Worth, TX)
    …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered ... Entry Level - Financial Advisor - TX, Fort Worth (4083) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
    Equitable (04/13/25)
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  • Merrill Financial Solutions Advisor:…

    Bank of America (Austin, TX)
    …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor: Capital Market Austin, Texas;Austin, Texas;...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (04/02/25)
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  • Financial Solutions Advisor II - Consumer…

    Bank of America (San Juan, TX)
    …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor II - Consumer Investments -...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (04/01/25)
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