Cfp Jobs in Houston, TX

Mosaic - Houston, TX, United States

Are you a CFP® with ninja-level Excel skills? Do you naturally create scary detailed to-do lists, & love sleuthing out inconsistent information from mountains of data? Does analyzing complicated

from: linkedin.com - 13 days ago

Recruiting Industry Specific Experts, LLC - Houston, TX, United States

and wealth management for publication Get involved with the community and develop new business Qualifications: Undergraduate degree and CFP or CFA designation required 5+ years’ experience developing financial

from: linkedin.com - 17 days ago

JPMorgan Chase Bank, N.A. - Houston, TX

experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve

from: JPMorgan Chase Bank, N.A. - 3 days ago

Teamwork Financial - Houston, TX, United States

An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred CFP preferred 5+ years of financial services experience with an emphasis on sales preferred Life

from: linkedin.com - 15 days ago

Tanglewood Total Wealth Management - Houston, TX, United States

in the financial services, accounting, or estate planning field. CERTIFIED FINANCIAL PLANNER® (CFP®) designation Proven client relationship skills to develop client trust for deeper insight and understanding

from: linkedin.com - 15 days ago

JPMorgan Chase Bank, N.A. - Houston, TX (+1 location)

of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT

from: JPMorgan Chase Bank, N.A. - 4 days ago

Avantax Planning Partners - Houston, TX, United States

, and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification

from: linkedin.com - 17 days ago

Prime Capital Investment Advisors - Houston, TX, United States

production for client planning matters Education/Experience Financial services experience (2+ years) Bachelor's Degree required Licensing required: Series 65 Life & Health Insurance preferred CFP preferred

from: linkedin.com - 25 days ago

Principal Financial Group - Houston, Texas

skills.Motivational skills are vital. Ability to maintain a high degree of confidentiality. Travel required, including overnight stays. Advanced designations preferred (e.g., CFP®, CFA®, CIMA®, CAIA®). Salary Range

from: resume-library.com - 16 days ago

Avantax Planning Partners - Houston, TX, United States

, and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification

from: linkedin.com - 30 days ago