- Wells Fargo (Greenwood Village, CO)
- **About this role:** The Wells Fargo Advisor (WFA) Premier Partnership Leader reports directly to the Head of WFA Premier channel and will serve on the Client ... Division leader's strategic table. This individual contributor role will act as an advisor to Area Managers, Market Leaders, and Division Leaders to develop and… more
- Wells Fargo (Sacramento, CA)
- …regulatory standards, maintaining active FINRA Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required ... in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize… more
- Bank of America (Atlanta, GA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on...of all sales and service activities. Theywork with the Financial Advisor and/or team Senior Business Manager… more
- HUB International (Fort Myers, FL)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we ... accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation,… more
- TXNM Energy (Albuquerque, NM)
- …until filled. **DEPARTMENT** Department: Distribution Engineering NSD **PREFERENCES** PE License Required **JOB DESCRIPTION** **Engineer III** Salary Grade: G06 ... cyber security training. Annual cyber security training is also required. Given the financial nature of this position, this position may be required to obtain a… more
- KeyBank (Albany, NY)
- … S66 (preferred) or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- KeyBank (Akron, OH)
- … S66 (preferred) or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- World Insurance Associates, LLC. (West Warwick, RI)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other… more
- Wells Fargo (Wayne, PA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more