- Edward Jones (Tampa, FL)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Bank of America (Boca Raton, FL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Truist (Tampa, 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. ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful… more
- Truist (Jupiter, FL)
- …role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- American Heart Association (St. Petersburg, FL)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, ... Preferred Experience:** + Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred . + Ten (10) years of experience … more
- JPMorgan Chase (Sarasota, FL)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- Fifth Third Bank, NA (Tampa, FL)
- …, Accounting, Law, or a related field. Advanced degree or professional certification (eg, CTFA, CFP ) preferred . + Minimum of 8 -10 years of experience in trust ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary… more
- Truist (Melbourne, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- US Bank (Naples, FL)
- …to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible schedule, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- UMB Bank (Tallahassee, FL)
- …experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor...Management or Finance or combinations of education & experience preferred + 5+ years of financial services… more