- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... institution. **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior … more
- Emory Healthcare/Emory University (Atlanta, GA)
- …community. **Description** The Office of Financial Aid is looking for a Senior Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: + Awards ... federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… 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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent ... of Duties:** We are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our team. The Enrollment Success & … more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... network of principal owners and 2,700 financial advisors to amplify their visibility, engage clients, and drive growth. You will work closely with the home office… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, ... insights that guide executive decisions and ensure regulatory compliance. As a Financial Analysis, Senior Advisor , your work will help power our planet,… more
- Huntington National Bank (Chillicothe, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time… more
- T. Rowe Price (Owings Mills, MD)
- …to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have ... the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging...risk or compliance issues with the assistance of more senior staff + In some cases, they may have… more
- Vanguard (Malvern, PA)
- …position). + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, ... your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.… more
- University at Albany (Albany, NY)
- …best practices, and policy updates. Functional and Supervisory Relationships: + Reports to Senior Financial Aid Advisor + Supervises the following positions: ... NY Category: Promotional Posted On: Fri Jan 9 2026 Job Description: The Financial Aid Advisor supports students and families in navigating the financial aid… more
- Vanguard (Malvern, PA)
- …clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, ... education, and research to financial advisors across the US The Senior Risk Director will lead a small team of risk practitioners aligned to select FAS business… more
- First Horizon Bank (Coral Gables, FL)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… 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 ... and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Vanguard (Malvern, PA)
- We are seeking a strategic and experienced Senior Risk Advisor within the Financial Advisor Services division to support the Sales and Distribution ... transformation initiatives. This role will serve as a trusted advisor to senior leadership, helping to identify,...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Bank of America (Cupertino, CA)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Homestead Financial Center Cupertino, California **To proceed with your application, you must be at least 18 years of age.**… more
- Allied Universal (Conshohocken, PA)
- …for a specific region tied to our security services business. The Senior Financial Analyst is a trusted advisor and will help support the EBITDA performance, ... the communities and customers we serve. Allied Universal(R) is hiring a Regional Senior Financial Analyst. The Regional Senior Financial Analyst will… more
- Vanguard (Malvern, PA)
- …excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and evolution ... vision with execution. You've led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics of the… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
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