• Regional Director

    Manulife (TN)
    …days from your start date. + Professional designations such as CLU, ChFC, CFP , CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong understanding of market ... dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong analytical and problem-solving… more
    Manulife (01/06/26)
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  • Associate/Vice President - Retirement Sales…

    BlackRock (Atlanta, GA)
    …exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Minimum 3+ years in asset ... management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource… more
    BlackRock (01/06/26)
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  • US Wealth Advisory SMA Specialist, Associate/VP

    BlackRock (Princeton, NJ)
    …deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA or CFA preferred + Minimum 3+ years in SMA, ETF or ... mutual fund sales + Strong financial services background with knowledge of investment trends and advisor practices + Solid understanding of fixed income, equity and options markets + Exceptional verbal and written communication skills + Strong sales,… more
    BlackRock (01/06/26)
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  • Wealth Lending Advisor III

    Truist (Orlando, FL)
    …**Preferred Qualifications:** + Advance degree or related industry designation (CFA, CFP , etc). + Knowledge of relevant legal, regulatory and compliance issues. ... + Solid legal and loan structuring fundamentals. + Ability to operate independently with minimal supervision. + Ability to manage multiple deals simultaneously and different constituents depending on deal stage. + Strong organizational skills. + Demonstrates… more
    Truist (01/06/26)
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  • Investment Analyst II

    Truist (Washington, DC)
    …towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP (R), CIMA, CAIA The annual base salary for this position is $95,000 - ... $105,000 **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… more
    Truist (01/06/26)
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  • Fiduciary Advisor Sr. - PNC Private Bank

    PNC (Pittsburgh, PA)
    …Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or ... participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and… more
    PNC (01/06/26)
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  • Associate Advisor at RIA

    Robert Half Finance & Accounting (San Francisco, CA)
    …RIA experience preferred. + Familiarity with eMoney or similar tools; + CFP (R) preferred + Strong communication, attention to detail, and client-focused mindset. ... Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market. Robert Half is… more
    Robert Half Finance & Accounting (01/06/26)
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  • Associate Director - Wealth Advisory (AZ)

    Principal Financial Group (Phoenix, AZ)
    …Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA(R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and financial ... markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills are… more
    Principal Financial Group (01/06/26)
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  • Private Client Advisor

    KeyBank (Toledo, OH)
    …S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure… more
    KeyBank (01/06/26)
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  • Financial Professional - Retirement Benefits Group

    Equitable (Franklin, TN)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible… more
    Equitable (01/06/26)
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