50 cfp jobs at 29 companies in Dayton, TX
2mo
Save
Mark Applied
Hide
Financial Planner- Houston, TX
Houston, Texas, United States
$60k-$100k/yr OnsiteFull Time
Prepare planning deliverables, maintain data accuracy, and support client meetings while pursuing CFP designation.
2mo
Save
Mark Applied
Hide
Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
2d
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
2w
Save
Mark Applied
Hide
Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
3mo
Save
Mark Applied
Hide
Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree; 5–25 years experience; CFP or other advanced certifications; strong knowledge of investments, tax, estate planning; willing to travel up to 50%.
Microsoft Office, Salesforce, Docusign, Box, Custodian Sites, Financial planning software
1mo
Save
Mark Applied
Hide
Trust Advisor II
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree with 3+ years trust administration experience or Juris Doctorate; strong communication, fiduciary account administration, and Microsoft applications proficiency; CTFA/CFP preferred.
Microsoft applications
1mo
Save
Mark Applied
Hide
Financial Advisor Wealth Management
Houston, Texas, United States
OnsiteFull Time
Series 7 and 66 required, CFP preferred; relationship-driven advisor with client-facing experience; strong communication and fiduciary mindset; familiarity with advisor technology and CRM.
Orion, Salesforce CRM
1mo
Save
Mark Applied
Hide
Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
2d
Save
Mark Applied
Hide
Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
1mo
Save
Mark Applied
Hide
Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1mo
Save
Mark Applied
Hide
Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
Undergraduate degree required; CFP, CPA, CFA, or JD required; baseline Microsoft Office proficiency; 4+ years industry experience preferred; strong analytical, communication, and teamwork skills.
Microsoft Word, Microsoft Excel, Windows, Wealth Management Scorecard (WMS), CRM
1mo
Save
Mark Applied
Hide
Vice President, Regional Planning Consultant - The Woodlands, TX
The Woodlands or Houston
OnsiteFull Time
Sales experience in financial services; Series 7 & 63 required (Series 66 & insurance within 6 months), CFP preferred; strong public speaking, coaching, and planning skills.
1w
Save
Mark Applied
Hide
Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
2mo
Save
Mark Applied
Hide
Hydraquip - Regional Sales Manager - South Region (Texas)
Houston or San Antonio or Dallas or Tulsa or Memphis or Denver or Lafayette or Texas
FieldFull Time
5+ YOEBachelor's degree or equivalent experience, CFPS a plus, 5+ years sales experience in fluid power/industrial distribution preferred, strong sales leadership, technical hydraulics knowledge, and excellent communication.
2d
Save
Mark Applied
Hide
Senior Wealth Advisor
Houston or Miami or Florida
RemoteFull Time
7+ YOECFP required; Series 7, 63 or 66 and SIE required or obtainable. Requires 7+ years in financial advice, planning, book management, and relationships, plus trust and estate planning expertise.
1mo
Save
Mark Applied
Hide
Risk Control Technical Consultant Construction Safety
Houston, Texas, United States
$94k-$156k/yr FieldFull Time
5+ YOE5+ years safety/risk control or related experience, bachelor's degree in a technical field preferred, recognized certifications (ASP,CSP,ARM,CFPS), valid driver's license, strong communication and technical skills.
4w
Save
Mark Applied
Hide
Client Advisor - Houston, TX
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree preferred, 2+ years finance/analysis or advisory experience, CFP required or working toward, CPA preferred, fixed income knowledge, strong communication and analytical skills, Microsoft Suite proficiency.
eMoney, Right Capital, Microsoft Suite
3w
Save
Mark Applied
Hide
Private Wealth Advisor I/II/III
Houston, Texas, United States
RemoteFull Time
3+ YOEMinimum baseline: HS+Trust School+3 yrs or Bachelor's+5 yrs or Graduate+3 yrs; moderate knowledge of client/account administration; excellent communication; CTFA/CFP/CPA/CWS preferred.
1mo
Save
Mark Applied
Hide
AVP, Property Account Engineer
Denver or Houston or Boston or Dallas or Los Angeles or New York City
$130k-$175k/yr RemoteFull Time
10+ YOEUndergraduate degree in engineering or related field preferred, 10+ years insurance risk control experience preferred, expertise in fire protection systems, P-Eng./CFPS or similar certifications desirable, Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
Save
Mark Applied
Hide
Business Development Advisor
Santa Barbara or Lisle or Houston
$225k-$255k/yr OnsiteFull Time
3+ YOE3+ years business development or consultative sales experience in financial services; strong sales, CRM, and financial planning knowledge; CFP or Series 65 (or obtain within 12 months); outstanding communication and relationship skills.
Salesforce, Pardot, Catchlight, Zoom