- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and… more
- JPMorgan Chase (San Francisco, CA)
- The Wealth Planner is a vital member of the Financial Advisor 's team. A Wealth Planner works in close partnership with the Financial ... industry + FINRA Series 7 and 66 licenses required + Certified Financial Planner designation required + Bachelor's degree required + Proven ability to be… more
- Huntington National Bank (Westlake, OH)
- Description Summary: The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high-net-worth clients ... collaborating with internal advisors on building, presenting, and reviewing financial plans as well as training the internal advisors...Review the first couple of plans for each internal advisor new to planning and review a sample size… 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 ... leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with...Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial … more
- TIAA (Hanover, NH)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... ** Wealth Management Advisor ** Supported with a...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …or email for immediate consideration and additional info. Join a fast-growing wealth management firm specializing in financial planning and investment services ... immediate consideration and additional info. Requirements + 4+ years of financial planning experience in a wealth management firm. + CFP is a plus. + Strong… more
- JPMorgan Chase (Los Angeles, CA)
- …derivative-based transactions, and exchange funds) will also be a plus. As a Vice President, Wealth Planner within JP Morgan Wealth Management, you will need ... the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive… more
- Regions Bank (Indianapolis, IN)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for...Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- Equitable (Macon, GA)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... Wealth Management Advisor - Macon, GA... Wealth Management Advisor - Macon, GA (4042) ( 210000YM )...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- BMO Financial Group (Chicago, IL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... have in sourcing and servicing high net worth clients within a wealth management team platform. Provides advisory-based sales and relationship management to attract,… more
- Robert Half Finance & Accounting (Oakland, CA)
- …Bachelor's degree in Finance, Economics, or a related field. + Must hold a Certified Financial Planner (CFP) designation. + 5+ years of experience in wealth ... consideration for this opportunity. Our client is a boutique wealth management firm based in the Bay Area that...based in the Bay Area that offers investment management, financial planning, and tax services to families and individuals.… more
- BMO Financial Group (Hinsdale, IL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- TIAA (Dallas, TX)
- ** Financial Planner ** The Financial Planner...possess a passion for contributing to the success of a Wealth Management Advisor + be focused on a ... the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, ...Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner (CFP) - Certified Financial… more
- Edward Jones (Phoenix, AZ)
- …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 deliver an ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...resources of our home office to support our senior planner and financial advisors in serving HNW… more
- Edward Jones (New River, AZ)
- …clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve ... have a desire to be a part of the wealth management process? Do people consider you a strategic...planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the… more
- Bank of America (Leawood, KS)
- …63, and 65. This role is an FA Paid Resource. The **Elite Growth Practice (EGP) Wealth Planner ** position may be filled at a Trainee, Specialist or Senior level ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a… more
- Truist (Atlanta, GA)
- … Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and Financial Advisor , Chartered Life ... leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's...the delivery and integration of a broad range of wealth products and services ( financial planning, asset… more
- City National Bank (CA)
- …experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner * CEPA - Certified Exit Planning Advisor within one year of ... by partnering with Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth ...independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in… more
- M&T Bank (New York, NY)
- …CFP (Certified Financial Planner ) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail and ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team,...Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of… more