- 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
- M&T Bank (Radnor, PA)
- …and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more