- Kestra Financial (Westport, MA)
- …Insurance Service & New Business Coordinator is responsible for supporting the Lead Advisor / CFP in placing new insurance business and servicing existing client ... Financial Planning Alternatives is an independent financial...Responsibilities Insurance New Business Support + Assist the Lead Advisor / CFP in preparing, submitting, and tracking life,… more
- Truist (Atlanta, GA)
- …address issue resolution. + Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams. + Provide support to the team's External ... service oriented, high volume, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in...+ Limited travel (2 - 4 days per month) ** Preferred Qualifications:** + 3-5 Years of experience in the… more
- JPMorgan Chase (New Orleans, LA)
- …66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half of ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration;… more
- Thrivent Financial (Milwaukee, WI)
- …in business, management, or a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading a team of eight ... are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales...Experience working in a virtual or hybrid working environment. Preferred : + Advanced Designation ( CFP (R), ChFC ,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred . Other ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- KeyBank (Naples, FL)
- …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner ( CFP ) ( preferred ) + Certified ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...(CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) (… more
- KeyBank (Canton, OH)
- …(required) **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner ( CFP ) ( preferred ) + Certified ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...(CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) (… more
- JPMorgan Chase (New York, NY)
- …industry trends ** Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on investment products, including managed ... enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... travel. ** Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Completion of an… more