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55 cfp jobs at 34 companies in Flower Mound, TX

3w
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Senior Financial Advisor (Client Servicing)
Fort Worth, Texas, United States
$95k-$105k/yr OnsiteFull Time
Strittmatter Wealth
Strittmatter Wealth: Provides financial planning and investment management for high-net-worth clients.
8+ YOE8+ years client-facing financial planning or wealth management experience; CFP preferred; Series 65 required if no CFP; Life & Health insurance license required; Bachelor's degree.
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2mo
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Financial Planning Advocate (Open to Fully Remote, If Not Local)
Fort Worth, Texas, United States
RemoteFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
8+ YOE8+ years experience in financial services; Bachelor's degree preferred in finance; advanced planning credentials (CFP, ChFC, CPA) preferred.
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2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
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3mo
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Private Banking Officer II
Dallas, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
5+ YOE5+ years in relationship management in financial services; NMLS license; Series 7/63; insurance licenses; CFP/CWS preferred; bachelor degree or equivalent.
Microsoft Office
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3d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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2w
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Planning Consultant - Southlake, TX
Southlake, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEFINRA Series licenses (7,63,66) or ability to acquire, SIE, 2+ years financial services experience, CFP encouraged, proficiency with Salesforce, client profiling and outbound outreach skills.
Salesforce, Glance
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2mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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2mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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
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3w
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Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX
Dallas, Texas, United States
$58k-$94k/yr FieldPart Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOEBachelor's or equivalent experience, 3+ years financial counseling experience, U.S. citizenship, fluent English, favorable Tier 2 investigation, and one of AFC/CFP/ChFC certifications.
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4d
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Director of Private Wealth Markets
Fort Worth or Dallas
OnsiteFull Time
Simmons Bank
Simmons BankNasdaq: SFNC: Provides retail and commercial banking and financial services.
6+ YOERequires a bachelor's degree, 6–8 years as a trust manager or officer, people management, communication and sales skills; CPA, CFP, law degree, or ABA designation preferred.
Microsoft Word, Microsoft Outlook
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1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
Westwood Holdings Group
Westwood Holdings GroupNYSE: WHG: Offers investment management and private wealth advisory services.
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.
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1mo
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Financial Planning Counselor
Plano, Texas, United States
HybridFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
5+ YOE5+ years in financial services, deep financial planning knowledge (CFP beneficial), strong verbal and written communication, ability to manage complexity and coordinate across departments under deadlines.
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2w
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Regional Director
Minneapolis or Kansas City or St Louis or Dallas
$100k-$125k/yr OnsiteFull Time
Frontier Asset Management
Frontier Asset Management: Provides downside-risk managed investment strategies and active ETFs.
5+ YOEBachelor's degree, 5+ years investment wholesale experience, proven sales record, deep IBD/RIA relationships, strong communication and organizational skills, Series 65 or CFP preferred.
Salesforce, Pardot, Seismic, Microsoft Office, Zoom
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1mo
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Associate Wealth Advisor
Plano, Texas, United States
$75k-$85k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
1+ YOEBachelor's degree preferred, 1+ years relevant experience, professional designations (CFP/CFA/Series 65) preferred, Microsoft Office and Tamarac proficiency, strong communication and analytical skills.
Tamarac, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Office 365
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1w
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Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
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1d
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Senior Wealth Planner
Cincinnati or Dallas or Denver or Indianapolis
OnsiteFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
10+ YOERequires a bachelor's degree, CFP, and 10+ years of financial planning experience with high-net-worth clients; expertise in estate planning, tax strategies, investments, and financial planning software.
eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2mo
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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
Employee Owned Holdings
Employee Owned Holdings: Engineers and manufactures hydraulic and electric powered movable structures.
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.
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1w
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Executive Wealth Services Advisor
Boston or Dallas or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
7+ YOE7+ years planning-related experience desired; advanced knowledge of tax, trust, estate, equity and executive compensation planning; JD/CPA/CFP desired; strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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4d
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Certified Financial Advisor
Austin or Dallas or Houston or Texas
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months; 3 years advisory experience, with financial planning, book management, and relationship management expertise.
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1w
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Vice President
Dallas, Texas, United States
$120k-$130k/yr OnsiteFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
5+ YOEBachelor's degree required; 5–7+ years in investment, wealth management, estate planning, or tax/accounting; strong planning, analytical, communication, organizational, and Microsoft Office skills; CFP or CFA preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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