- 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
- Robert Half Finance & Accounting (San Rafael, CA)
- …team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including ... Requirements + 2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. + Bachelor's degree or… 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
- M&T Bank (Wilmington, DE)
- …degree in Business Administration (MBA) CFTA (Certified Trust and Financial Advisor ) and/or CFP (Certified Financial Planner) certifications Strong interpersonal ... 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
- Bank of America (Seattle, WA)
- Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington; Puyallup, Washington; Seattle, Washington; Gig ... passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one… more
- TIAA (Atlanta, GA)
- **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
- Atria Wealth Solutions (Reston, VA)
- Financial Advisor I - Reston Reston, VA, United States (Hybrid) *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Commerce Bank (Leawood, KS)
- …from an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... of Commerce Bank. About This Job 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
- Truist (Richmond, VA)
- …and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group ... Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for… more
- American Heart Association (Dallas, TX)
- …Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This ... donors in support of charitable gift planning. The Senior Advisor ensures a mastery of the American Heart Association...Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA highly preferred. + At least 5… more
- Bank of America (Columbus, OH)
- Merrill Financial Solutions Advisor - Buckeye & Associates Market Columbus, Ohio;Columbus, Ohio; Powell, Ohio; Mansfield, Ohio; Findlay, Ohio; Marietta, Ohio; ... Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Baton Rouge, LA)
- Merrill Financial Solutions Advisor : Louisiana Mississippi Market New Orleans, Louisiana;Baton Rouge, Louisiana; Biloxi, Mississippi; Mandeville, Louisiana; Tupelo, ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Indian Wells, CA)
- Merrill Financial Solutions Advisor - Orange County Inland Empire Market Indian Wells, California;Brea, California; Ontario, California; Riverside, California **Job ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (San Diego County, CA)
- Merrill Financial Solutions Advisor - San Diego Market Carlsbad, California;San Diego, California; Rancho Santa Fe, California; La Jolla, California; San Diego, ... well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Honolulu, HI)
- Merrill Financial Solutions Advisor (Partially Licensed) - Pacific Islands Market Honolulu, Hawaii **Job Description:** Merrill Wealth Management is a leading ... core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Washington, DC)
- Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Washington, District of Columbia **Job Description:** **Job ... Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- US Bank (San Francisco, CA)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... A passion for problem-solving and acting as a strategic advisor + Ability to make critical decisions independently and...business owner + Professional designation such as CFA or CFP is preferred This position requires National Mortgage Licensing… 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 re.lated field. + Desire to earn CFP designation in 2-3 years + A minimum of… more
- Truist (Charlotte, NC)
- …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
- Truist (Greenwich, CT)
- …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
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