- City National Bank (Los Angeles, CA)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA - Certified ... more
- City National Bank (Melville, NY)
- …financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships reviews ... more
- Insight Global (Kansas City, MO)
- …financial plans with the BFG financial planning tool and obtain Lead Advisor review and approval. Active participation in Investment Policy Committee meetings. ... more
- Robert Half Finance & Accounting (Houston, TX)
- …money. + Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a ... more
- Charles Schwab (Westlake, TX)
- …development and training to continually grow as a professional and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. ... more
- Deloitte (Milwaukee, WI)
- …cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, periods, methods ... more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …* Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and input data into a ... more
- Edward Jones (St. Louis, MO)
- …more and provide industry insights, trends and data, to Support the advisor 's retirement plan business growth. + Contribute to development of business development ... more
- Thrivent Financial (MN)
- …related business field, or equivalent experience. + Prior experience as a financial advisor . + Possession of a FINRA Series 7, 63/65 or 66 and Life/Health ... more
- ManpowerGroup (Frederick, MD)
- …to service existing client relationships under the supervision of a Lead Advisor . **Well qualified candidates will bring:** + Bachelor's degree in Finance or ... more
- Vanguard (Malvern, PA)
- Vanguard has an exciting new Sales Strategist opening in our Financial Advisor Services team. Empower your aligned sales executive with data-driven insights about ... more
- JPMorgan Chase (Palo Alto, CA)
- …banking concepts **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proven record of being a player-coach within a high ... more
- BlackRock (Boston, MA)
- …exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Minimum 3+ years in asset ... more
- JPMorgan Chase (New York, NY)
- …executive updates, including performance metrics, delivery status, and client and Advisor feedback, with a focus on investment performance and trading efficiency. ... more
- US Bank (Fargo, ND)
- …all ancillary computer systems and programs. _Service Excellence:_ + Anticipates client and advisor needs. + Takes ownership and is accountable for task and issue ... more
- Charles Schwab (Orlando, FL)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... more
- CIBC (St. Louis, MO)
- …A Bachelor's degree is preferred, along with advanced designations such as MBA, CFP , CFA, JD, CTFA, or CPA. **What Success Looks Like** * A growing ... more
- JPMorgan Chase (Newport Beach, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... more
- BMO Financial Group (Chicago, IL)
- …and risk oversight. Client Relationship Management: * Serve as a trusted advisor to high-net-worth individuals and families, addressing their fiduciary needs with ... more
- M&T Bank (Washington, DC)
- …Preferred:** MBA (Master's degree in Business Administration) or JD (Juris Doctor) CFP (Certified Financial Planner), CTFA (Certified Trust and Financial Advisor ... more