- Kestra Financial (Baltimore, MD)
- …out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... supportive team with opportunities to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or 66 (or ability to acquire… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including ... Requirements + 2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. + Bachelor's degree or… more
- Atria Wealth Solutions (Leavenworth, KS)
- …Services, LP. visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP , Financial Consultant, ... Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area. When you join...a bank or credit union + Certified Financial Planner ( CFP ) designation preferred EOE **Representatives are employed and registered… more
- Regions Bank (Chattanooga, TN)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- M&T Bank (Radnor, PA)
- …degree in Business Administration (MBA) CFTA (Certified Trust and Financial Advisor ) and/or CFP (Certified Financial Planner) certifications Strong interpersonal ... their needs to add value to client relationships by serving as trusted advisor to resolve existing issues, pro-actively anticipate issues and take preventive action… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more
- TIAA (Hanover, NH)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Bank of America (Santa Monica, CA)
- Merrill Team Financial Advisor Santa Monica, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team Financial… more
- Atria Wealth Solutions (Reston, VA)
- Financial Advisor I - Reston Reston, VA, United States (Hybrid) *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Commerce Bank (Leawood, KS)
- …from an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...or other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience,… more
- Truist (Orlando, FL)
- …and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group ... Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for… more
- Truist (Greenwich, CT)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Truist (Boca Raton, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Kestra Financial (Denver, CO)
- We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive ... provide them with peace of mind. As an Associate Advisor , you will work alongside an experienced financial ...business, or a re.lated field. + Desire to earn CFP designation in 2-3 years + A minimum of… more
- Bank of America (Columbus, OH)
- Merrill Financial Solutions Advisor - Buckeye & Associates Market Columbus, Ohio;Columbus, Ohio; Powell, Ohio; Mansfield, Ohio; Findlay, Ohio; Marietta, Ohio; ... Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Tucson, AZ)
- Merrill Financial Solutions Advisor : Tucson, AZ Market Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Conshohocken, PA)
- Private Client Advisor II Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking,… more
- Bank of America (Salem, OR)
- Merrill Financial Solutions Advisor (Partially Licensed) - Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Bend, Oregon; Salem, Oregon; Lake Oswego, ... core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Amarillo, TX)
- Merrill Financial Solutions Advisor - Fort Worth & Associates Market Lubbock, Texas;Amarillo, Texas **Job Description:** At Bank of America, we are guided by a ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more