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113 cfp jobs at 62 companies in Texas

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Lead Advisor - New Market - Austin
Austin, Texas, United States
$150k-$350k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOE CFP® or equivalent; 6+ years in financial planning; CFP/CPA/CFA/JD; Series 65 within 120 days if lacking CFP.
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1mo
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Financial Planner
College Station, Texas, United States
$80k-$110k/yr OnsiteFull Time
Briaud Financial Advisors
Briaud Financial Advisors: A financial advisory firm providing comprehensive planning and fiduciary investment advice.
2+ YOECFP or equivalent required, 2 years working with a CFP, RIA/fiduciary experience preferred; strong client relationship, analytical, retirement, tax, and estate planning skills.
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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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Financial Planner- Houston, TX
Houston, Texas, United States
$60k-$100k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
Prepare planning deliverables, maintain data accuracy, and support client meetings while pursuing CFP designation.
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Senior Wealth Advisor
Austin, Texas, United States
$150k-$350k/yr HybridFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
10+ YOEBachelor’s degree required; 10+ years’ experience in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
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3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
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2mo
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
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Spire Operations Liaison
Lubbock or United States
RemoteFull Time
Cambridge Investment Research
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
4+ YOEFour or more years in financial planning or wealth management; strong collaboration, organizational skills; experience with eMoney; CFP-related credentials a plus.
eMoney planning software
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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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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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Director, Wealth Advisor
Austin, Texas, United States
RemoteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
10+ YOEDrive client acquisition, pipeline development, and growth in Austin; 10+ years wealth management; CPA/CFP/CFA preferred; strong relationship and sales skills.
CRM, Financial planning software
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3mo
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Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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
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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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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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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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2mo
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Manager, Client Advisory
Austin, Texas, United States
OnsiteFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
4+ YOEBachelor's degree required; 4–7+ years financial services experience; strong analytical, client service, and communication skills; Microsoft Office/Excel proficiency; CFP preferred.
Microsoft Office, Microsoft Excel
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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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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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