• Wealth Management Advisor-Allentown

    TIAA (Center Valley, PA)
    …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
    TIAA (10/29/25)
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  • Retirement Planning Consultant - Augusta, GA

    Aegon Asset Management (GA)
    …+ Ability to quickly learn new systems/technology. Preferred Qualifications: + Certified Financial Planner ( CFP ) Working Conditions: + Remote environment. ... than a century ago, we were among the first financial services companies in America to serve everyday people...63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or… more
    Aegon Asset Management (08/28/25)
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  • Sr Wealth Advisor

    UMB Bank (Dubuque, IA)
    …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with… more
    UMB Bank (10/18/25)
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  • Senior Wealth Advisor

    Columbia Bank (Los Angeles, CA)
    …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
    Columbia Bank (10/23/25)
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  • Private Wealth Management Trust Advisor - JD, LLM,…

    Regions Bank (Houston, TX)
    …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
    Regions Bank (10/28/25)
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  • Executive Director of Gift Planning

    University of North Carolina- Chapel Hill (Chapel Hill, NC)
    …master's in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP (Certified Financial Planner ), or CPA , is preferred. ... philanthropy at the nation's first public university. Reporting directly to the Associate Vice Chancellor for Development - Individual Giving, the Executive Director… more
    University of North Carolina- Chapel Hill (10/16/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …**Education and Experience Preferred:** + MBA (Master's degree in Business Administration) + CFP (Certified Financial Planner ) and/or CPA (Certified Public ... monitoring, maturing loans, delinquencies, and appropriate risk ratings. Guide the Associate to effectively execute the overall outcome of these responsibilities. +… more
    M&T Bank (09/19/25)
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