- Kestra Financial (Baltimore, MD)
- …out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a… more
- UMB Bank (Rust, MI)
- …provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate… more
- Regions Bank (Atlanta, GA)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more
- Charles Schwab (Chicago, IL)
- …in ongoing personal development and training to continually grow as a professional and advisor . **What you have** + CFP (R) designation required + Active and ... valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment) + Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment) + Minimum 3+ years' experience with… more
- TIAA (Memphis, TN)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- First National Bank of Omaha (Omaha, NE)
- …change based on business needs. **Summary of the Job:** The Business Owner Advisor supports the financial wellbeing of the business owner by providing customized ... formally part of the Wealth and Institutional Segment, the Advisor will be so seamlessly integrated and engaged with...to or after normal business hours **Additional Qualifications:** CAP, CFP , CFA, CWS, CTFA, CFM or ability to earn… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading ... your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + Establish, grow, and… more
- Bank of America (Staten Island, NY)
- Merrill Financial Solutions Advisor - SD Financial Market New York, New York;Staten Island, New York **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Financial-Solutions- Advisor SD-Financial-Market\_25028127) **Job Description:** Merrill Wealth Management is a… more