- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor (CPA preferred ) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that ... Accounting, Real Estate or related business areas + CPA preferred + 4 - 5 years of financial analysis experience in commercial real estate occupancy analytics +… more
- Kestra Financial (West Hartford, CT)
- …Excel, and PowerPoint) are essential + Proficiency in eMoney Advisor financial planning software is strongly preferred + Excellent communication skills, both ... customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships… more
- Lincoln Technical Institute (Parsippany-Troy Hills, NJ)
- Lincoln Tech is seeking a bilingual English/Spanish preferred Regional Financial Aid Advisor of New Students to be responsible for providing information and ... while adhering to policies, procedures, and legal requirements. Responsibilities of a Regional Financial Aid Advisor + Conduct preliminary financial aid… more
- Atria Wealth Solutions (Dublin, CA)
- …+ Series 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Kestra Financial (Bellaire, TX)
- …with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65, ... We are an independent financial planning firm in Bellaire, Texas. The successful...or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years… more
- KeyBank (Brooklyn, OH)
- …business related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of ... using relationship team model, to high net worth clients with complex financial needs + Fulfills Key's fiduciary responsibilities, ensuring retention of business and… more
- Bank of America (Taylorsville, UT)
- Financial Solutions Advisor Registration Candidate - Taylorsville Financial Center - Bilingual, Spanish Preferred Taylorsville, Utah **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Taylorsville/ Financial -Solutions- Advisor -Registration-Candidate Taylorsville- Financial -Center\_25019872) **Job Description:** At… more
- Bank of America (Omaha, NE)
- Financial Solutions Advisor Registration Candidate - West Dodge Road Financial Center - Bilingual Spanish Preferred Omaha, Nebraska **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Omaha/ Financial -Solutions- Advisor -Registration-Candidate West-Dodge-Road- Financial -Center Bilingual-Spanish- Preferred \_25031432-2)… more
- Bank of America (Oklahoma City, OK)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program Financial Solutions ...assessing client needs,identifying/recommendingsolutions, and building/managing client relationships. Bi-lingual Spanish ( Preferred ) **Shift:** 1st shift (United States of America) **Hours… more
- Edward Jones (Halltown, MO)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...**Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if… more