- M&T Bank (Danvers, MA)
- …product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... locations within the M&T footprint **Overview:** Serves as an advisor to provide an advice-based approach to financial... advisor to provide an advice-based approach to financial solutions for an assigned book of business in… more
- M&T Bank (Buffalo, NY)
- …product, Financial Planning, Managed Accounts, or insurance experience CFP ( Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and… more
- Capital One (New York, NY)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Insight Global (Atlanta, GA)
- Job Description Working within Grant Thornton's Accounting Advisory group, this Financial Advisor spends each day helping clients get audit‑ready-planning and ... external auditors, manage organized workpapers and controls, and support financial reporting deliverables (10‑K/10‑Q/8‑K tie‑outs, disclosures, and footnotes). On… more
- Commerce Bank (St. Louis, MO)
- … planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- Capital One (New York, NY)
- …years of consumer compliance, monitoring, risk, or auditing experience at a financial institution + CIPP ( Certified International Privacy Professional) or CRCM ... Compliance Privacy Advisor , Manager Manager, Compliance Privacy Advisor ...a passion for mitigating privacy risk at a tech-focused financial institution. They will join us to perform key… more
- KeyBank (Mahopac, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor... financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong… more
- JPMorgan Chase (New York, NY)
- …Outlook. **Preferred qualifications, capabilities, and skills** + Experience in an advisor -facing role is highly preferred. + Certified Equity Professional ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management...with participants across wealth levels, piquing interest in broader financial planning benefits. + Develop and manage leads management… more
- Truist (Fairfax, VA)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Wells Fargo (Los Angeles, CA)
- …+ Extensive eMoney experience or equivalent planning software + Extensive knowledge in financial planning + Certified Financial Planner (CFP), Chartered ... focuses on training, troubleshooting, and optimizing the use of eMoney to enhance advisor efficiency and client experience while helping Financial Advisors with… more