Latest Cfp jobs in Houston, TX (page 2) - JobisJob United States Mobile

19 Cfp Jobs in Houston, TX - page 2

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 28 days ago
Financial Consultant - Houston, TX (Highland Village) Fidelity TalentSource LLC - Houston, TX Experience with High Net Worth clients A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The\u00A0 Purpose \u00A0of Your Role 3 days ago
Trust Advisor GPAC - Houston, TX related to trust administration Requirements: 5 years of trust operations and investment portfolio management experience CFP or CTFA designation preferred Series 65 license required Excellent client service 11 days ago
VP, Senior Wealth Consultant - Pasadena, CA Charles Schwab - Pasadena, United States ., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred Professional designations/certifications (e.g., CFP, CFA, MBA, CHFC, CPWA) preferred Active & valid FINRA Series 7 license required Active Competitive 5 days ago
Trust Advisor GPAC - Houston, TX - In-depth knowledge of fiduciary and trust activities - Strong analytical thinker with excellent communication skills - CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor 11 days ago
Wealth Advisor GPAC - Houston, TX in Finance or related field CFP (Certified Financial Planner) designation- 5 years of experience in the financial industry A team player who thrives in collaborative environments- Enjoys direct and personal 11 days ago
Benefits and Planning Consultant - TX Work from Home (Central West) Fidelity TalentSource LLC - Houston, TX Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission 11 days ago
Investment Consultant - Sugar Land, TX Fidelity TalentSource LLC - Sugar Land, TX hire Degree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring 10 days ago
Regional Planning Consultant - Houston (Baybrook), TX Fidelity TalentSource LLC - Friendswood, TX & Insurance licenses within 6 months of hire CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration 17 days ago

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