• Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …Hire (required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of… more
    KeyBank (11/24/25)
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  • Manager, Portfolio Management

    Commerce Bank (St. Louis, MO)
    …leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more
    Commerce Bank (10/28/25)
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  • Investment Consultant

    Charles Schwab (Alpharetta, GA)
    …license is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of ... The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides...first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant… more
    Charles Schwab (11/21/25)
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  • Associate Private Client Advisor

    KeyBank (Pittsburgh, PA)
    …Hire (required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of… more
    KeyBank (11/07/25)
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  • Senior Investment Advisor

    M&T Bank (Burlington, VT)
    …in Business Administration) CFA (Chartered Financial Analyst) and/or CFP ( Certified Financial Planner ) certification Proven experience working with ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
    M&T Bank (11/05/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (10/25/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Raleigh, NC)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (10/25/25)
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  • Private Wealth Strategist

    Regions Bank (Jacksonville, FL)
    …Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more
    Regions Bank (11/21/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (Boston, MA)
    …degrees and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial ... military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited… more
    Wells Fargo (11/19/25)
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  • Lead Trader / Paraplanner

    Insight Global (Fort Worth, TX)
    …Economics, or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner (CFP) designation ... role, this individual will focus on delivering comprehensive investment and financial planning support. Key responsibilities include executing trades and managing… more
    Insight Global (11/15/25)
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