- Atria Wealth Solutions (Vancouver, WA)
- …Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members ... through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
- Robert Half Finance & Accounting (Louisville, KY)
- …with confidence. The role emphasizes long-term relationship building, thoughtful investment strategies, and providing clear, tailored advice. The ideal candidate ... account reviews, and planning sessions. + Deliver customized guidance on investment strategies and financial planning aligned with individual goals and risk… more
- JPMorgan Chase (Woodridge, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT … more
- Edward Jones (Woodward, OK)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- JPMorgan Chase (Pittsboro, NC)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT … more
- JPMorgan Chase (Mattapan, MA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP(R)) certification is preferred * Bachelor's degree preferred INVESTMENT … more
- PNC (Mansfield, TX)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Investment team, you will be based in Mansfield, TX. ... participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… more
- CIBC (Newport Beach, CA)
- …trusted advisor , while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- Regions Bank (Atlanta, GA)
- …+ Professional Certification (s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and … more