14 Cfp Jobs in Houston, TX
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CFP Financial Planner 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 11 days ago
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Salaried Wealth Manager, CFP 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 15 days ago
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Financial Services Professional – Hybrid Remote (TX) Bankers Life - Stafford, Texas , SIE, Series 6, Series 63, CFP®, and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered 14 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) 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 3 days ago
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Wealth Advisor 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 13 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX JPMorgan Chase Bank, N.A. - Houston, TX 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 4 days ago
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Salaried Wealth Advisor Recruiting Industry Specific Experts, LLC - Houston, TX, United States Demonstrated ability to successfully engage, close, and onboard clients Series 63/65 or Equivalent Life/Health General Lines Agent CFP Certificate, or other SME designation Experience with SEC Compliance 15 days ago
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Financial Advisor 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 16 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (South Central Houston) Bilingual - Spanish Required JPMorgan Chase Bank, N.A. - Houston, TX 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 7 days ago
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Regional Insurance Strategist - Remote Crump Life Insurance Services - Houston, TX, United States experience 8. Advanced related degree helpful (CLU, ChFC, CFP, etc) 9. Life Insurance licensed and FNRA registered 26 days ago
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