- Robert Half Finance & Accounting (San Francisco, CA)
- …in financial or estate planning within a wealth management setting + Certified Financial Planner (CFP) designation (required) + Expertise across estate, tax, ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time… more
- Capital One (Richmond, VA)
- Compliance Advisor Manager Capital One's Retail Bank has grown by leaps and bounds in the last couple of years. The Bank has risen up the league tables in deposits ... Our clients aren't just our clients-they're our business partners. As a Compliance Advisor Manager supporting Small Business Bank, you will join a team of compliance… more
- Capital One (Richmond, VA)
- 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
- Truist (Germantown, TN)
- …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
- KeyBank (Pittsburgh, PA)
- …(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
- KeyBank (Pearl River, 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
- City of Minneapolis (Minneapolis, MN)
- … advisor to the City Council by synthesizing complex financial , operational, and legislative data into actionable insights. Provides objective, evidence-based ... Manager- Advisor Legislative Budget & Fiscal Policy Print (https://www.governmentjobs.com/careers/minneapolismn/jobs/newprint/5108505)...a strategic partner in shaping the City of Minneapolis's financial future. It plays a key role in the… more
- TIAA (Hanover, NH)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… 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
- Capital One (Mclean, VA)
- Compliance Advisor Manager The Advisory Manager performs a key risk management role (second line of defense) by ensuring that business lines deliver AML strategies ... AML Compliance experience + 2+ years of Compliance Advisory Experience + Certified Regulatory Compliance Manager (CRCM) Certification, Association of Certified … more