- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * The SFA shows demonstrated success ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...and 65 or 66 registrations; active state life insurance license . (Registration with state insurance must be obtained within… more
- Regions Bank (Orlando, FL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides...63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment… more
- Wells Fargo (Wichita, KS)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for… more
- Wells Fargo (Deptford, NJ)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for… more
- Robert Half Finance & Accounting (Utica, NY)
- Description We are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for ... service. Qualifications + Active Series 6, 7, or 65 license (required). + Proven experience in financial ...65 license (required). + Proven experience in financial advising, wealth management, or investment planning. + Strong… more
- Santander US (Conshohocken, PA)
- Financial Advisor - Centralized, Conshohocken, PA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- TD Bank (Burlington, VT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of ... a team of Financial Advisors. Key objectives of this job include hiring,...within assigned Market; about 75% of time + Driver's License required **OCC Language:** + This position is with… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. ... recognized equivalents) **Job Expectations:** + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required… more