- Columbia Bank (Los Angeles, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team… more
- Truist (Hendersonville, TN)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- American Heart Association (St. Petersburg, FL)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, ... Preferred Experience:** + Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred . + Ten (10) years of experience … more
- KeyBank (Mahopac, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- Tompkins Community Bank (Pittsford, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA, or JD certification(s) preferred with mandatory continuing ... Overview The Wealth Advisor III is responsible for maintaining existing client...will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client's goals and… more
- Bank of America (Dallas, TX)
- …obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus Skills ... Private Client Advisor II Dallas, Texas **To proceed with your...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Kestra Financial (Sewickley, PA)
- …insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series ... The Support Advisor reports to the Lead Advisor and is responsible...7 and 63 required + Series 65/66 preferred (or ability to obtain) + CFP or CIMA … more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth… more
- JPMorgan Chase (Mattapan, MA)
- …of employment * Preferred qualifications, capabilities, and skills * Certified Financial Planning ( CFP (R)) certification is preferred * Bachelor's degree ... qualifications, capabilities, and skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success… more
- Truist (College Park, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more