- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking ... a Senior Wealth Advisor to join their dynamic...make a significant impact through high-touch relationship management and financial planning expertise. Applicants must have a CFP… more
- Unknown (San Clemente, CA)
- …in operations, investment, financial planning, and relationship management. Applicants for the Senior Wealth Advisor position at the company should have a ... Senior Wealth Advisor About the Company... Senior Wealth Advisor About the Company Fast-growing independent investment advisory...the Role The Company is in search of a Senior Wealth Advisor to join their team.… more
- Unknown (Los Angeles, CA)
- Senior Wealth Advisor About the Company Respected investment management firm Industry Investment Management Type Privately Held About the Role The Company is in ... search of a Senior Wealth Advisor to join its well-established...extensive internal referral channels. The role involves providing comprehensive financial , estate, tax, and retirement planning services to ultra-high-net-worth… more
- Unknown (Nashville, TN)
- …with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP (R) certification or coursework completion is strongly ... Associate Vice President and Wealth Advisor About the Company Premier investment advisor...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… 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 ... risk or compliance issues with the assistance of more senior staff + In some cases, they may have...Experience working with high-net-worth clients in relationship management and/or financial advisory capacity + CFP (R) designation -… 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...and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in… 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 (Charlotte, NC)
- …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner ( CFP (R)) with a passion...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Fifth Third Bank, NA (Tampa, FL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the...by providing fiduciary advice that aligns with the client's financial goals and objectives . Responsible and accountable for… more
- Vanguard (Malvern, PA)
- …position). + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, ... Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding...to this role, you will be considered for Certified Financial Advisor and Senior Certified… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Senior within PNC's Private Bank organization, you will be based in ... beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship...accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject… more
- M&T Bank (Wilmington, DE)
- …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
- 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 ... matter to you . Role Summary (Individual Investors Holistic Advisor ) T. Rowe Price is a recognized leader in...the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …As a Lead Advisor , you'll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning ... Description Lead Advisor - Wealth Management About Us We are...families, and businesses achieve clarity and confidence in their financial future. With approximately $600M in assets under management… more
- US Bank (Minneapolis, MN)
- …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- JPMorgan Chase (Wheaton, IL)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Select Growth Advisor to a Private Client Advisor ... condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner… more
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