- 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
- Regions Bank (Coral Gables, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going maintenance of… more
- US Bank (Irvine, CA)
- …designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP , Chartered Advisor in Philanthropy (CAP), Certified 2164 Trainer, and/or Graduate of ... excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization /… more
- Regions Bank (Little Rock, AR)
- …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
- Regions Bank (Houston, TX)
- …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
- Nuveen Investments (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
- Commerce Bank (St. Louis, MO)
- …wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred ... $57 billion in total client assets. 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
- Bank of America (Darien, CT)
- Team Financial Advisor Darien, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Darien/Team-Financial- Advisor \_26000754-1) **Job Description:** Merrill Wealth Management is a leading… more
- Adecco US, Inc. (Webster Groves, MO)
- **Financial Advisor , Registered Investment Advisor Representative -** **Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster ... team to deliver a seamless and exceptional client experience. **Required Qualifications:** + ** CFP certification (active and in good standing).** + **You must be a… more
- Truist (Mclean, VA)
- …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
- 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 related field. + Desire to earn CFP designation in 2-3 years + A minimum of… more
- Truist (Orlando, FL)
- …of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client relationship...Qualifications:** + Advance degree or related industry designation (CFA, CFP , etc). + Knowledge of relevant legal, regulatory and… more
- Columbia Bank (Eugene, OR)
- …approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. ... management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Private-Client- Advisor -II\_23021273) **Job Description:** This role is responsible for new… more
- KeyBank (Corry, PA)
- …Columbus Avenue - Corry, Pennsylvania 16407 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading ... to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor , You Will: +… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Lead Advisor - Wealth Management About Us We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses ... approach to wealth planning. The Role As a Lead Advisor , you'll play a key role in supporting senior...direct client engagement + Support for FINRA exams and CFP certification + Collaborative team culture and work-life balance… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation....63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- MillerMusmar CPAs (Reston, VA)
- Job Description for Financial Planner/ Advisor Position: Financial Planner/ Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based Wealth Management and ... Job Summary: We are seeking a dedicated and organized Planner/ Advisor to join our fast growing Wealth Management and...the firm + Relevant certifications (Series 7,65 and or CFP ) will be a plus Compensation will be structured… more
- US Bank (Minneapolis, MN)
- …Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and ... retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship… more
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