- Atria Wealth Solutions (Cincinnati, OH)
- … Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Truist (Atlanta, GA)
- …Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... or enrollment in professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment… more
- Regions Bank (The Villages, FL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- Atria Wealth Solutions (Lunenburg, MA)
- …with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers ... with our members to help them make their best financial choices and improve their financial wellness....65 licenses required, Series 7 and 66 preferred; MA certified life insurance license; excellent interpersonal, organizational skills. Must… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced … more
- Bank of America (Redwood City, CA)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto,… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... field preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial...of series 63 and 65 securities registration required + Certified Financial Planner (CFP) designation preferred +… more
- Bank of America (New York, NY)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor Stage II - Consumer Investments - Manhattan Central Market New York, New York;New York, New York **To proceed with your application,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience… more