- Atria Wealth Solutions (Allentown, PA)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal...(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Atria Wealth Solutions (Sandusky, MI)
- …Qualifications: + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... Job description Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is...LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to… more
- Kestra Financial (Cranbury, NJ)
- …preferred but not required + Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
- Bank of America (Honolulu, HI)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Principal Financial Group (Mount Pleasant, SC)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...experience, including sales and management. + Recruiting of experienced financial advisors, strongly preferred. + Must have a broad… more
- Equitable (Kansas City, KS)
- …your business * Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** * Unlimited earning ... Financial Advisor - Kansas City (5206) ( 250000JJ...Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen… more
- M&T Bank (Bridgeport, CT)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Truist (Roanoke, VA)
- …software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience ... 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
- 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
- Robert Half Finance & Accounting (Albany, NY)
- …management duties; working directly with clients; various other duties typical of a financial planner . Requirements Qualified candidates will have a BA in ... Description A wealth management / financial planning firm in the Albany area is...planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing… more