• Wealth Management Advisor II

    Fifth Third Bank, NA (Nashville, TN)
    …work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA , or CPWA industry certification is preferred and will ... be required within 24 months (36 months for CFA ) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of… more
    Fifth Third Bank, NA (11/25/25)
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  • Client Advisory Center Financial Advisor I

    Truist (Orlando, FL)
    …Undergraduate degree in business, accounting, or related field. Preferred Qualifications: MBA, CFP , CFA , CIMA **General Description of Available Benefits for ... Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist… more
    Truist (01/03/26)
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  • Regional Director, Structured Investments…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP , CFA , CIMA, or MBA **Travel Requirements** 50-75% ... + Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective… more
    Raymond James Financial, Inc. (01/03/26)
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  • VP, Branch Manager- Atlanta (Buckhead)

    Charles Schwab (Atlanta, GA)
    …experience **Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA , CIMA, and/or AAMS + Strong leadership, management, and ... motivational skills + A desire to lead, a passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise partnerships + Strong candidates will also have excellent communication skills and a track… more
    Charles Schwab (01/02/26)
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  • Investment Advisor III - PNC Private Bank

    PNC (Erie, PA)
    …following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA , or CIMA credentials - In-depth investment knowledge needed - ... Able and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the… more
    PNC (01/01/26)
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  • Internal Wholesaler

    Vanguard (Malvern, PA)
    …degree or equivalent combination of training and experience. + Progress toward CFP , CFA , or other investment-related certification preferred. + This role ... requires a regulatory license and/or registration (eg, FINRA, state, SFC), determined by Compliance based on role-specific duties. Training & Career Path You will receive comprehensive training on how to sell the Vanguard way. Upon successful completion of the… more
    Vanguard (01/01/26)
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  • Financial Consultant

    Matter Family Office (Dallas, TX)
    …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA , CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
    Matter Family Office (12/30/25)
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  • Wealth Management Coach and Consultant

    Charles Schwab (Chicago, IL)
    …required, MBA a plus + FINRA Series 7 and 66 required + Industry certifications (CIMA/ CFP / CFA /CWS) preferred + Must have a minimum of 10-15 years in the ... financial services industry + Must have 7+ years of sales leadership experience + Typical travel is about 50% of the time for supervision and meetings + **Position must reside in the region they cover, with potential to be located in a branch or corporate site… more
    Charles Schwab (12/20/25)
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  • Alternative Investments Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA , or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
    Raymond James Financial, Inc. (12/19/25)
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  • Senior Product Manager - High Net Worth Solutions…

    Edward Jones (St. Louis, MO)
    …+ Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA, CFP , CFA , ChFC,) + Strong technical aptitude and analytical skills ... **INTERNAL APPLICANTS ONLY:** Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future… more
    Edward Jones (12/17/25)
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