- Regions Bank (Hoover, AL)
- …Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary (AIF) and ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified… more
- Bank of America (New York, NY)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Accounting from a four-year college or university. Certifications / Licenses Financial Para- Planner Certification* Life Insurance License* *The candidate will ... be required to pass the Financial Para- Planner and Life Insurance exams within a period of 6 months after starting in this role. If the candidate does not pass,… more
- Truist (Sterling, VA)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- UMB Bank (Kansas City, MO)
- …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and… more
- Access Dubuque (Dubuque, IA)
- …SISCO Tax Senior Associate Eide Bailly Purchasing Agent Sedona Staffing Services Financial Planner Northwestern Mutual Financial Planning Internship ... at the heart of the action-greeting customers with a smile, assisting with financial solutions, and delivering the kind of outstanding service that keeps hometown… more
- Thrivent Financial (Auburn, WA)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation ... Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial . We take a broad-based… 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 ... make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- CIBC (Chicago, IL)
- …with exposure to client relationship management, and must hold a **Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a strong ... a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a… more
- Thrivent Financial (IL)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; ... including all team members, procedures and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of … more