- Wilmington Savings Fund Society (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating ... their careers, we guide our customers to secure their financial futures, and we actively support our Communities so...platforms. Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced certifications preferred. Must have… more
- Fidelity TalentSource LLC (Edina, MN)
- …clients identify long term objectives and develop strategies for achieving them.Certifications:Certified Financial Planner ( CFP ) - Issuing Authority, Series 07 - ... Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients...on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for… more
- Truliant Federal Credit Union (Greensboro, NC)
- …they feel valued, empowered and rewarded for all that they do.Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union ... members utilizing a holistic approach. The Financial Advisor helps members identify their ...work with people at different job levels ranging from senior managers to front line employeesMust hold the following… more
- 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
- 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
- Plante Moran (Chicago, IL)
- Financial Advisor - Senior or Manager -...Accounting or Finance is required + Candidate should be a CFP or obtaining CFP status + 3+ years of ... relationship systems is highly preferred + This position may be filled as a Senior Advisor or Manager depending on applicable experience and qualifications Our… more
- City National Bank (Las Vegas, NV)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Ally (Austin, TX)
- …You're constantly evolving, so shouldn't your opportunities be, too? **The Opportunity** The Senior Wealth Advisor works as a fiduciary, focusing on driving ... 18137 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and... goals for today and tomorrow. The Sr. Wealth Advisor will do this by flawlessly executing upon our… 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 (York, 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 (Albuquerque, NM)
- As a Senior Wealth Advisor , you will work directly...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP ... will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- HUB International (Elk Grove, CA)
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy ... partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven… more
- Atria Wealth Solutions (Leavenworth, KS)
- …Financial Services, LP. visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP , ... Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area....preferably in a bank or credit union + Certified Financial Planner ( CFP ) designation preferred EOE **Representatives… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees. + Must have… more
- M&T Bank (Baltimore, MD)
- …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
- Charles Schwab (Orlando, FL)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation required + Bachelor's degree + Active and… more
- US Bank (Seattle, WA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… 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
- Truist (Baltimore, MD)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... determined by your manager. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees + Must h… more
