- Edward Jones (Tallahassee, 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 (Tampa, 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 (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. ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful… more
- Truist (Fort Lauderdale, 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
- JPMorgan Chase (Melbourne, 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
- Truist (Jupiter, 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
- Charles Schwab (Orlando, FL)
- …or more years in the financial services industry working directly with clients ** Preferred Qualifications:** + CFP or CFA + Fluency in Portuguese in reading, ... the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier,… 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
- Bank of America (Miami, FL)
- …licenses within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus ... Private Client Advisor II Miami, Florida;Palm Beach, Florida **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- US Bank (Sarasota, FL)
- …and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more