- Bank of America (Miamisburg, OH)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Edward Jones (Toledo, OH)
- …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 (Cincinnati, OH)
- 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
- Huntington National Bank (Columbus, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP … more
- JPMorgan Chase (Hilliard, OH)
- …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 (Cincinnati, OH)
- …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
- KeyBank (Sandusky, OH)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... - Sandusky, Ohio 44870 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (Westerville, OH)
- …experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial ... this is the team for you. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- US Bank (Seven Hills, OH)
- …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
- Fifth Third Bank, NA (Toledo, OH)
- …degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred . + CFP , CFA, or CPWA industry certification is ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging… more