- Vanguard (Scottsdale, AZ)
- 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
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. +… more
- T. Rowe Price (Owings Mills, MD)
- …join us and grow your career with us. Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth clients ... + Experience working with high-net-worth clients in a relationship management and/or financial advisory capacity + CFP (R) designation - Required for role… more
- NBT Bank (Manchester, NH)
- The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, agencies, endowments, ERISA plans and Investment ... provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance and direction to staff on account administration… more
- M&T Bank (Williamsport, PA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **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 (New Orleans, LA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… more
- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- UMB Bank (Kansas City, MO)
- …clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...+ You have a Juris Doctorate or CTFA or CFP . **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation… more
- Fifth Third Bank, NA (Louisville, KY)
- …+ Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank, ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by… more
- M&T Bank (Hauppauge, NY)
- …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
- 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
- Atria Wealth Solutions (Cambridge, MA)
- …Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University ... Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… 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 (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... you believe that strong, personal relationships are critical to financial success? Do you want to work for an...Carolina Life, Accident and Health Insurance License required. + CFP , ChFC, JD, CPA or similar designation currently held… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Financial Advisor Employment Type: Full-Time Location: San Francisco; Hybrid ... their financial goals is seeking an Associate Financial Advisor to join their expanding team!...place to advance your career. Responsibilities: + Collaborate with Senior Advisors to ensure that communication to the client… more
- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored ... strategies that will help our clients achieve their unique financial goals. You will provide advice using ongoing portfolio...be determined by Compliance based on role-specific duties. + CFP required. Are you ready to take the next… more
- Citizens (Boston, MA)
- …(UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to the bank's UHNW clients. The ... goals. * Work with the Senior Wealth Advisor to deliver customized financial plans that...Bachelor's degree in Finance, Economics, or a related field ( CFP preferred or Series 65). * 5+ years of… more