- Robert Half (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion...degree required; advanced degree and professional certifications such as CFP , CTFA, or CWS strongly preferred. Minimum 10 years… more
- M&T Bank (West Hartford, CT)
- …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
- American Heart Association (Chattanooga, TN)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more
- Truist (Jupiter, FL)
- …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 and ... America) Please review the following job description: Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible… more
- Deloitte (Hartford, CT)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Hartford, CT)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Tampa, FL)
- …not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Seattle, WA)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Dallas, TX)
- …not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
- Deloitte (San Jose, CA)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Ability to travel ... Business Tax Services (Federal tax) practice! What you'll do As a Tax Senior within the Business Tax Services group, you will provide federal tax consulting… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Edward Jones (St. Louis, MO)
- …a member of a HNW client-facing professional team required Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core ... lending, and cash management situations requiring deep technical knowledge. Partner with senior planners, financial advisors, and third-party experts to deliver… more
- US Bank (Chicago, IL)
- …developing, managing, and retaining client relationships for Banking. 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
- Robert Half (Mill Valley, CA)
- …a collaborative, growth-oriented environment. Key Responsibilities Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning ... to JC del Rosario - I'd love to connect! Senior Wealth Manager About the Role We're seeking an...What We're Looking For 8+ years of experience in financial planning, wealth management, or investment advisory. CFP… 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
- 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 (Los Angeles, CA)
- …approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 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
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