- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… more
- Vanguard (Newtown Square, PA)
- …rigorous study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation ... financial planning process as you become a successful Financial Advisor and put our clients on...+ Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building… more
- M&T Bank (Radnor, PA)
- … 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, and internal business partners in process workflow… more