- US Bank (Naples, FL)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client… more
- Truist (Homosassa, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews which can include - ... customers to identify, research, and resolve problems. The Senior Advisor in this role will support Raymond James' Private...used instead of the 66 o Applicable designation or CFP can be used instead of the 65 or… more
- Bank of America (Jacksonville, FL)
- Financial Solutions Advisor - Neptune Beach Financial Center Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Financial-Solutions- Advisor North-Mandarin-Financial-Center\_25034030) **Job Description:** At Bank of America, we… more
- Bank of America (Gainesville, FL)
- Financial Solutions Advisor - Millhopper Financial Center Gainesville, Florida **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Gainesville/Financial-Solutions- Advisor Consumer-Investments Millhopper-Financial-Center\_25029271) **Job Description:** At Bank of America,… more
- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful **General Description of Available… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other advanced post-graduate… more
- Navy Federal Credit Union (Pensacola, FL)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM -… more
- Equitable (Orlando, FL)
- Entry Level - Financial Advisor - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125) ( 240000F8 ) **Primary Location** : UNITED STATES-FL-Orlando ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Truist (Davie, FL)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the… more