20 Cfp Jobs in Stafford, 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 10 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 12 days ago
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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 4 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 12 days ago
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Wealth Manager 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 14 days ago
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Financial Services Professional -Hybrid Remote (TX) Bankers Life - Houston, Texas , SIE, Series 6, Series 63, CFP®, and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via 11 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) 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 14 days ago
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Associate Financial Advisor 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 22 days ago
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Director - Wealth Advisory (Houston, Louisiana) 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 13 days ago
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Finance Business Controller CEVA Logistics - Houston, TX, United States . Preferred: MBA Minimum three years industry experience. CPA (Certified Public Accountant) CFM (Certified Financial Manager) CFP (Certified Financial Professional) Knowledge in Qlik and business intelligence 25 days ago
Top locations
- The Woodlands, TX (27)
- Houston, TX (15)
- Friendswood, TX (2)
- Sugar Land, TX (1)
- Galveston, TX (1)
- Texas City, TX (1)
- Katy, TX (1)
- Pasadena, TX (1)
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