- Edward Jones (Phoenix, AZ)
- … goals and identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner , Financial Advisor , and high net worth team to ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...extensive resources of our home office to support our senior planner and financial advisors… more
- Edward Jones (Phoenix, AZ)
- …They serve as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of… more
- Edward Jones (St. Louis, MO)
- …need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve the ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Financial Planner to join our team. The Financial Planner will ... in financial services is required + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation or a...experience in Financial Planning or as a Financial Advisor is required + Experience at… more
- SMBC (New York, NY)
- …its employees. **Role Description** The Strategic Events Manager will act as a strategic advisor to our internal business partners and senior leaders for all ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...by compliance and procurement + Act as a trusted advisor to stakeholders on budget, events and other relevant… more
- Bank of America (Redmond, WA)
- Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington; Puyallup, Washington; Seattle, ... and Merrill. + Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)… more
- US Bank (Minneapolis, MN)
- …managing, and retaining client relationships for Private Wealth Planning. 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
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of...willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the… more
- M&T Bank (Williamsport, PA)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- HUB International (Albuquerque, NM)
- …strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a strong team ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP required… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- … Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and insurance services to ... strategy, there is an exciting opportunity for an experienced Financial Advisor to join the investment program...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- EFI Global (Philadelphia, PA)
- …anywhere. Click here to learn more about EFI Global. Seeking an experienced Advisor Project Manager in the Building Sciences Industry with experience in Asbestos, ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- Atria Wealth Solutions (Riverside, CA)
- …Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and ... more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Atria Wealth Solutions (San Francisco, CA)
- …(CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... security by making sound investment choices. As a Financial Advisor your responsibilities include, but are...preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives… more
- Atria Wealth Solutions (Plano, TX)
- …LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- M&T Bank (Radnor, PA)
- …Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner ) certification Proven experience working with high net ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… 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 ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...roles. This compensation range is for the Private Client Advisor I, II, III & Senior job… more