- Truist (Mclean, VA)
- …around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group ... (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist...be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree The annual base salary for… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation....63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Private-Client- Advisor -II\_23021273) **Job Description:** This role is responsible for new… 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 ... to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor , You Will: +… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This ... of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated… more
- US Bank (Minneapolis, MN)
- …Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and ... retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship… more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and...+ Series 7 and 63 required + Series 65/66 preferred (or ability to obtain) + CFP or CIMA preferred ... is responsible for providing technical support for the Lead Advisor . Responsibilities include: data gathering, modeling, case design, scenario building, and plan and… more
- MillerMusmar CPAs (Reston, VA)
- Job Description for Financial Planner/ Advisor Position: Financial Planner/ Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based Wealth Management and ... Job Summary: We are seeking a dedicated and organized Planner/ Advisor to join our fast growing Wealth Management and...the firm + Relevant certifications (Series 7,65 and or CFP ) will be a plus Compensation will be structured… more