- Atria Wealth Solutions (Dublin, CA)
- …+ Series 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- Coldstream Wealth Management (Bellevue, WA)
- Job Descriptions: Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add ... a Wealth Manager ( advisor ) who will contribute to continued growth through business...and financial planning software (Salesforce, Tamarac, and eMoney are preferred ) Keyword: Wealth Manager From: Coldstream Wealth… more
- JPMorgan Chase (New York, NY)
- …and Skills:** + Advisory background preferred + Advanced credentials: CFA, CIMA, CFP (not required) Chase is a leading financial services firm, helping ... & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best… more
- Truist (Cleveland, OH)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... travel. Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an… more
- JPMorgan Chase (New York, NY)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...certification is preferred + Bachelor's degree preferred FEDERAL DEPOSIT… more
- JPMorgan Chase (Summit, NJ)
- …MBA, JD, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 ... and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making + Present in an easily digestible, conversational manner + Be… more
- Truist (Atlanta, GA)
- …and analytical skills 11. Strong interpersonal and relationship management skills Preferred Qualifications: 1. Experience in a prior financial professional ... and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex … more
- US Bank (Minneapolis, MN)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM… more
- Huntington National Bank (Columbus, OH)
- …and operational resilience. Duties & Responsibilities: + Serve as a core advisor to Huntington Financial Advisors and Trust Investment Management, providing ... of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key… more
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