- Truist (Orlando, FL)
- …is to be located within the Truist geography. The New Account Onboarding Advisor directly oversees and is responsible for all facets for onboarding new fiduciary ... more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and forward-thinking team. What You'll Do: + Serve as a trusted advisor , providing personalized financial planning and investment guidance. + Manage and grow ... more
- Kestra Financial (Wappingers Falls, NY)
- Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. ... more
- Bank OZK (Fort Lauderdale, FL)
- …investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide or other ... more
- Kestra Financial (Cranbury, NJ)
- …a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career ... more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... more
- Commerce Bank (Wichita, KS)
- …with desire to expand responsibilities preferred + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisory (CTFA) designation or current progress ... more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that ... more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... more
- Truist (Charlotte, NC)
- …proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and ... more
- Santander US (Mashpee, MA)
- Financial Advisor , Mashpee, MA Mashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped ... more
- Shell (Houston, TX)
- **What's the role?** As US Regulatory Advisor you will have the opportunity to support understanding and execution of US regulatory and compliance efforts for our ... more
- US Bank (Fort Lauderdale, FL)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means ... more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Redtail CRM is a plus. + Bachelor's degree required + FINRA Series and CFP (R) or ChFC(R) is a plus but not mandatory. + Strong analytical and problem-solving ... more
- Vanguard (Charlotte, NC)
- …required, or ability to acquire within department guidelines. Special Factors + CFP and/or CFA preferred. + Graduate degree preferred. Special Factors Sponsorship ... more
- Truist (Germantown, TN)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... more
- Vanguard (Dallas, TX)
- …roles. + Undergraduate degree required. + SIE, Series 65/66 licenses required. + CFP (R) preferred, with a commitment to pursue the designation. + Regulatory licenses ... more
- M&T Bank (Georgetown, DE)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... more
- M&T Bank (Williamsport, PA)
- …trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... more
- Deloitte (San Diego, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Proven ability to ... more