- Vanguard (Malvern, PA)
- …engagement with prioritized clients. + Possesses a deep understanding of the advisor industry, trends in the marketplace, and competitor products and offerings. + ... work experience. At least two years of working within intermediary advisor distribution. National accounts experience preferred. + Undergraduate required. Graduate… more
- KeyBank (Akron, OH)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Coldstream Wealth Management (Bellevue, WA)
- Job Descriptions: Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a ... Wealth Manager ( advisor ) who will contribute to continued growth through business...including managing, identifying, building, and developing client relationships + CFP and 3+ years of experience producing and presenting… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …As an Financial Planner, you'll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, ... financial planning for RIAs. + Credentials: Familiarity with eMoney or a CFP (R) designation is a strong plus. + Mindset: Intellectually curious, detail-oriented, and… more
- Principal Financial Group (Houston, TX)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... state law to become IAR with Principal Securities, Inc. + Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required… more
- Principal Financial Group (Washington, DC)
- …you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! *Heavy incentive ... internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information** This position offers a competitive compensation… more
- Commerce Bank (Columbia, MO)
- …Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship ... required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your… more
- Insight Global (Fort Worth, TX)
- …FinTech - Coordinate with other home office teams as needed to resolve advisor support requests We are a company committed to creating inclusive environments where ... to understand and interpret client data - Excellent verbal and written communication skills - Advanced credentials in financial planning ( CFP , ChFC, CpA, etc.) more
- Neuberger Berman (New York, NY)
- …wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter expertise on ... and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa… more
- Equitable (Charlotte, NC)
- …advisory services, Financial Professionals, or end-clients + Industry designations (including CFP (R) and ChFC(R)) or progress toward completion + Experience with ... investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred… more