- JPMorgan Chase (Chicago, IL)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... the standard for extraordinary service and results. As a Financial Advisor , in JPMorgan National Branch Investments...degree preferred Chase is a leading financial services firm, helping nearly half of America's households… 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
- TIAA (Hanover, NH)
- …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
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate...degree required; advanced degree and professional certifications such as CFP , CTFA, or CWS strongly preferred . +… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive ... financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is...(or 65/66) required Clean U4; Life/Health/Variable Annuity licenses and CFP (R) preferred Robert Half is the world's… more
- Kestra Financial (Hamilton Township, 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
- Bank of America (Westmont, IL)
- Financial Solutions Advisor - Westmont, IL Westmont, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westmont/ Financial -Solutions- Advisor Westmont--IL\_25046062-1) **Job Description:** At Bank of… more
- Truist (Roanoke, VA)
- …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
- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) ( 250000JJ ) **Primary Location** : UNITED STATES-KS-KANSAS CITY **Organization** : Equitable Advisors **Description** ... your business * Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** * Unlimited earning… more
- M&T Bank (Danvers, MA)
- …licenses **Education and Experience Preferred :** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... locations within the M&T footprint **Overview:** Serves as an advisor to provide an advice-based approach to financial... advisor to provide an advice-based approach to financial solutions for an assigned book of business in… more