- Lithia & Driveway (Troy, NY)
- …service expenses. What are we looking for? + Experience as an automotive Service Advisor . + Subaru Certified Service experience, a plus! + Active listening ... Subaru of Troy Are You a Top Performing Service Advisor Looking for a Better Opportunity? Time to make...move! Rare Opportunity at Subaru of Troy! BEST SERVICE ADVISOR JOB EVER! Subaru of Troy, part of the… more
- Regions Bank (Nashville, TN)
- …Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... 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
- 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...industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives are… more
- M&T Bank (New York, NY)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ... (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth product knowledge Excellent sales skills Excellent relationship management skills M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The… more
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other… more
- Eastern Bank (Portsmouth, NH)
- …business is a plus + Completion of multi-year Trust School program preferred. + Certified Trust & Financial Advisor ("CTFA") designation preferred. + Minimum 7 ... years' experience in financial services, including 4 years of direct client management. + Proven analytical and decision-making skills, with effective problem resolution. + Excellent communication skills, both verbal and written, including proper business… more
- Hendrick Automotive Company (Charleston, SC)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Citizens (Southfield, MI)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... financial situation, becoming the client's trusted relationship manager + Engage with Certified Financial Planners and Financial Advisors to create and analyze the… more
- Huntington National Bank (Grand Rapids, MI)
- …to complex Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Citizens (Naples, FL)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's… more
- Southern States Cooperative, Inc (Hopkinsville, KY)
- …or the ability to obtain: Commercial Driver's License, Commercial Pesticide Applicator License, Certified Crop Advisor License, Certified Feed Advisor ... License Requirements -- degree of expertise increases with grade level RETAIL SALES: * Able to effectively apply knowledge of a variety of seed, fertilizer, crop protectant, and feed products and services in order to accurately answer questions and make… more
- Hills Bank (Cedar Rapids, IA)
- …Certified Financial Planner (CFP), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified Employee ... Benefit Specialist (CEBS) or other related credentials or commensurate experience specifically within Retirement Plan Administration is preferred but not required. + One to four years of experience with direct client-facing role in personal banking, wealth… more
- Huron Consulting Group (Columbus, OH)
- …or more of the following certifications: Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $150,000 - $215,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- M&T Bank (Radnor, PA)
- …Preferred:** Juris Doctor (JD) or Master's degree in Business Administration (MBA) CFTA ( Certified Trust and Financial Advisor ) and/or CFP ( Certified ... 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
- Agriland FS (Winterset, IA)
- …training/developmental plans that improves marketing effectiveness and serves as foundation for Certified Crop Advisor and Certified Crop Specialist ... certification process. + Utilizes appropriate sales administration practices and reporting process for the purpose of measuring progress towards specific objectives with the use of CRM tools + Identifies and implements best practices which lead to strong… more
- DA Davidson Companies (Seattle, WA)
- …of our employee-owned company for more than 85 years. The Apprentice Financial Advisor Program is designed to provide a multi-year and multi-faceted training program ... looking to join our best-in-class team of Financial Advisors.The Apprentice Financial Advisor Program is a paid three-year developmental and informative program that… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate ... basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Columbus, OH)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial… more
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