• US Experienced Financial Advisor

    Edward Jones (Fort Lauderdale, FL)
    …other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique ... law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
    Edward Jones (06/11/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …financial plan. + Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review ... change or new ones may be assigned at any time with or without notice + Complies with all...(or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred)… more
    KeyBank (05/05/25)
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