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51 cfp jobs at 35 companies in Plano, TX

1w
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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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3w
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Associate Wealth Advisor - Hightower Signature Wealth
Dallas, Texas, United States
OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years in investment management, CFP® or working toward CFP, Series 65 or 66, knowledge of financial planning concepts, strong communication and analytical skills, experience with eMoney/Salesforce/Tamarac.
eMoney, Salesforce, Tamarac
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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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2mo
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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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1mo
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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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1w
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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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1w
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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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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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3d
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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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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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3d
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Sr. Financial Planner (Dallas, TX)
Dallas, Texas, United States
$72k-$85k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
6+ YOEBachelor's degree preferred, CFP or equivalent preferred, 6+ years client-facing financial planning experience, proficiency with eMoney/Orion/Morningstar/Holistiplan and Microsoft Office, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer
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19h
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Wealth Management Academy Professional - Westlake, TX - July/October Cohorts
Westlake, Texas, United States
$22-$42/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree, CFP coursework completed or in progress, willing to travel <10%, motivated for financial planning career, able to study for and pass SIE/Series 7/Series 66, strong communication and adaptability.
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2w
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Senior Wealth Advisor
Dallas, Texas, United States
$240k/yr HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
7+ YOE7+ years financial services experience, bachelor\u0002s degree required, Series 65 or CFP required, experience with high net worth clients, proficiency with eMoney and MoneyGuide Pro, proven sales success.
eMoney, MoneyGuide Pro
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2mo
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Manager, Retirement Income – Life Company
Plano, Texas, United States
$90k-$163k/yr HybridFull Time
USAA
USAA: Provides insurance and banking to the military community.
6+ YOE2+ Mgmt6 years financial services operations; 2 years direct team leadership; FINRA licenses 7, 66 (or 63/65), 24, and 51/53; Life/Health license; CFP/RICP preferred.
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3w
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AVP, Property Account Engineer
Denver or Houston or Boston or Dallas or Los Angeles or New York City
$130k-$175k/yr RemoteFull Time
Sompo International
Sompo InternationalTokyo Stock Exchange: 8630: Provides global commercial property and casualty insurance and reinsurance.
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
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1mo
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Wealth Planning Consultant, Senior Specialist-2
Charlotte or Malvern or Scottsdale or Dallas or United States
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
8+ YOEUndergraduate degree required; graduate degree (JD, MBA, Master of Tax) or equivalent required. Minimum 8 years related experience; project management experience preferred. Active law license, CFP, or CPA preferred.
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1mo
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Senior Lead Trust & Fiduciary Strategist (LO)
Dallas, Texas, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ YOE7+ years fiduciary advisory experience; deep trust and estate planning knowledge for HNW/UHNW clients; strong communication and presentation skills; regulatory and LO qualification compliance; JD/CTFA/CPA/CFP desirable.
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4w
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Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
The Hartford
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
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1mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
Matter Family Office
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
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1mo
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Cost Accountant
Dallas, Texas, United States
OnsiteFull Time
Crown Technical Systems
Crown Technical SystemsNASDAQ: FLEX: Manufacturer of integrated power distribution and protection systems.
5+ YOE5+ years accounting experience; Bachelors or Masters in commerce/business; professional certification preferred (CPA, CMA, CFP, APICS, CA, CGA); responsible for P&L review, variance analysis, reconciliations, and budget/forecast support.
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