- 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
- 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
- JPMorgan Chase (New York, NY)
- …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 (Round Rock, TX)
- …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
- M&T Bank (Washington, DC)
- …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
- 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
- CIBC (Driftwood, PA)
- …management, financial services support, and exceptional client service. As a Financial Advisor , you'll deliver on CIBC's Imperial Service approach, acting as ... needs and tomorrow's goals. You'll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up… more
- Bank of America (Pittsburgh, PA)
- …were met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Pittsburgh Market Bridgeville, Pennsylvania;Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18… more