- M&T Bank (Danvers, MA)
- Will consider other locations within the M&T footprint **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned ... trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC… more
- Charles Schwab (Phoenix, AZ)
- …quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... may be the opportunity for you. **What you have** **Required Qualifications** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid FINRA… more
- PNC (Erie, PA)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, ... Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or… more
- Truist (Williamsburg, VA)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a focus on business development and… more
- Charles Schwab (Westlake, TX)
- …work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more ... the financial services industry working directly with clients highly preferred + CFP or CFA preferred + Superior relationship management and client retention… more
- JPMorgan Chase (Westerville, OH)
- …that sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, you ... strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial services firm, helping nearly half of… more
- Truist (Roanoke, VA)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful **General Description of Available… more
- Bank OZK (Atlanta, GA)
- …investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide or other ... Financial Planning tools, preferred. + Professional designation (ie, CTFA, CFP (R)), preferred. Job Expectations Job Expectations: O perate customary equipment and… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of… more
- Equitable (Milwaukee, WI)
- Entry Level - Financial Advisor - WI, Milwaukee (5109) ( 240000A9 ) **Primary Location** : UNITED STATES-WI-Milwaukee **Organization** : Equitable Advisors ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more