- Stony Brook University (Stony Brook, NY)
- …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Senior Financial Aid Advisor **Required Qualifications (as...Federal Student Aid and Scholarship programs. 8 NASFAA Credentials Certified Financial Aid Administrator (FAAC) designation. Experience… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- … Canandaigua National Bank Location: Syracuse, NY market What does a Financial /Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is ... region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to...+ Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner,… more
- Stony Brook University (Stony Brook, NY)
- …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or… more
- Edward Jones (East Hartford, CT)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Nashville, TN)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- M&T Bank (Baltimore, MD)
- …financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Regions Bank (Naples, FL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced … more
- M&T Bank (Wilmington, DE)
- …Preferred:** Bachelor's degree Minimum of 3 years' estates and trust experience CTFA ( Certified Trust and Financial Advisor ) certification Ability to read ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more