- Vanguard (Dallas, TX)
- …Series 7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred , with a commitment to pursue the designation. We offer a ... Vanguard is seeking talented Financial Advisors to join our dynamic team across our...corporate CFP program to support crew in acquiring the certification. +… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... related field, required. EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred . SKILLS -… more
- HUB International (Scottsdale, AZ)
- …finance, or related field preferred . + 5 years of experience as a Financial Advisor , delivering high quality financial advice. + Active FINRA 66 ... As a Financial Advisor on the Wealth Management...or 65 securities registration required + Certified Financial Planner ( CFP ) designation preferred … more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Robert Half Finance & Accounting (Utica, NY)
- …for immediate consideration. About the Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will provide ... (Series 7, Series 65/66, or equivalent). Required + Certified Financial Planner ( CFP ) designation or willingness to...Bachelor's degree in Finance, Business, Economics, or related field Preferred + Proven experience in financial planning,… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...Life, Long-term Care Insurance, and Medicate Supplement licenses + CFP preferred Deadline for Application: All resumes… more
- TIAA (Seattle, WA)
- …Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role… more
- Kestra Financial (Cranbury, NJ)
- …Minimum of 2 years of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent ... leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Requirements + 4+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent preferred . + Expertise in ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at...advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial … more
- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful… more