- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. +… more
- Bank of America (Seattle, WA)
- Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington; Puyallup, Washington; Seattle, ... If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a… more
- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… more
- M&T Bank (Williamsport, PA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- HUB International (Elk Grove, CA)
- …due to our industry leading success in mergers and acquisitions. As a wealth advisor you will work directly with the wealth management team to create comprehensive ... wealth plans that include a coordinated financial strategy that aligns with each client's goals and...a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees. + Must have… more
- M&T Bank (Hauppauge, NY)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... determined by your manager. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees + Must h… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- … Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and insurance services to ... strategy, there is an exciting opportunity for an experienced Financial Advisor to join the investment program...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- Description We are seeking a Financial Advisor to join our team in Los Angeles, California. In this role, you will support Senior Advisor and Lead ... eye for detail and a strong understanding of the financial industry. Responsibilities: * Work closely with all teams...Financial Planning) * Series 65 and working toward CFP * Developing technical advice knowledge across areas of… more
- Atria Wealth Solutions (Riverside, CA)
- …Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and ... more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Atria Wealth Solutions (Plano, TX)
- …LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- M&T Bank (Radnor, PA)
- …and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- American Heart Association (Dallas, TX)
- …current and potential individual donors in support of charitable gift planning. The Senior Advisor ensures a mastery of the American Heart Association mission, ... on the many opportunities to financially support the Association. The Senior Advisor encourages participation, builds strategic relationships, and consults… more
- Commerce Bank (Leawood, KS)
- …an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...roles. This compensation range is for the Private Client Advisor I, II, III & Senior job… more