- Navy Federal Credit Union (Cherry Hill, NJ)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...data Desired Qualifications + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's… more
- Zions Bancorporation (Boise, ID)
- …Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor , your role will be to build wealth management relationships ... licensing, FINRA Series 7& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more
- JPMorgan Chase (Chicago, IL)
- …brand that sets the standard for extraordinary service and results. As a Financial Advisor , in JPMorgan National Branch Investments Direct, you will work in a team ... capabilities, and skills** + At least 3 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in cultivating… more
- HUB International (Albuquerque, NM)
- …our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective clients with a ... with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have...in the financial services industry + Series 65, or CFP required **Skills and Knowledge** + Wealth management experience… more
- Zions Bancorporation (St. George, UT)
- …in the Western United States. We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in the St. George, UT marketplace. At ... Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor , your role will be to build wealth management...& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- JPMorgan Chase (New Orleans, LA)
- …+ Series 7, Series 66 required **Preferred qualifications, capabilities, and skills:** + CFP preferred + previous Advisor experience preferred Chase is a leading ... advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be...partners in the division and region to support new advisor initiatives and updates + Become a subject matter… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or… more
- Bank of America (Hyattsville, MD)
- Financial Solutions Advisor - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; Columbia, Maryland **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hyattsville/Financial-Solutions- Advisor --Chesapeake-Market\_25048277) **Job Description:** At Bank of America, we are… more
- Bank of America (Glendale, CA)
- Financial Solutions Advisor - Wilson-Glendale Financial Center Glendale, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Financial-Solutions- Advisor --Wilson-Glendale-Financial-Center\_25048179) **Job Description:** The following laws or regulations restrict… more
- Bank of America (Stafford, TX)
- Financial Solutions Advisor - West Houston Area Houston, Texas;Sugar Land, Texas; Katy, Texas; Stafford, Texas **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Financial-Solutions- Advisor West-Houston-Area\_25041016) **Job Description:** Please note that this requisition… more