- Vanguard (Dallas, TX)
- …everyone should be given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will ... Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will...to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (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
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...support branch needs. Requirements - + Bachelor's Degree + CFP /CFA, Juris Doctorate, CPA designation, Trust certification or equivalent… more
- M&T Bank (Boston, MA)
- …Preferred:** MBA (Master's degree in Business Administration) Certified Financial Planner ( CFP ), Certified Trust & Financial Advisor (CTFA), Certified ... team of Wealth Advisors and for being a Wealth Advisor . Leads, hires, coaches and develops assigned team. Works...hires, coaches and develops assigned team. Works closely with senior management in managing the team. **Primary Responsibilities:** +… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client...degree in finance or accounting -desire to seek the CFP designation in 2-3 years Benefits Base salary ($80K-100K)… 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 (Des Moines, IA)
- …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
- Citizens (NJ)
- …a white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial planning ... client's unique circumstances. We're looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank...other departments of the firm, as necessary. Less seasoned Financial Planners will shadow associate and senior … 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:** Minimum: $83,200.00 - Maximum: $214,560.00 _The… more
- M&T Bank (Los Angeles, CA)
- …Private Banking, Investment Advisors and Fiduciary Advisors 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
- M&T Bank (Wilmington, DE)
- …Administration) Minimum of 10 years' relevant experience Certified Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… 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 (Dallas, TX)
- …Specific activities may change from time to time. 1. 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 3. 15+ Years of fiduciary experience with a… more
- Atria Wealth Solutions (Pittsburgh, PA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... follow through on the promises we make. 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 (Dayton, TX)
- CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area. ... 75,000 members and assets exceeding $1 Billion. 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
- Commerce Bank (Leawood, KS)
- …an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... 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
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment ... 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 II, III & Senior job and… more
- Truist (Palm Beach, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Charles Schwab (San Francisco, CA)
- …in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth Advisors_** work ... as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You will provide ongoing… more