• Financial Advisor Senior

    City National Bank (New York, NY)
    * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
    City National Bank (08/07/25)
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  • Senior Financial Advisor

    Robert Half Finance & Accounting (Mountain View, CA)
    …the Role A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused ... on managing and retaining client relationships, delivering comprehensive financial planning, and mentoring associate advisors. The ideal candidate is passionate… more
    Robert Half Finance & Accounting (07/27/25)
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  • HFA Financial Advisor Senior

    Huntington National Bank (Columbus, OH)
    …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in… more
    Huntington National Bank (06/27/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Eugene, OR)
    …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
    Umpqua Bank (08/08/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner ( CFP (R)) with a passion...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
    Vanguard (07/02/25)
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  • Senior Financial Advisor

    M&T Bank (Bear, DE)
    …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
    M&T Bank (08/08/25)
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  • Senior Philanthropic Advisor

    Wells Fargo (Dallas, TX)
    …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP or CTFA designations **Job Expectations:** + Individuals in Loan Originator (LO) positions… more
    Wells Fargo (07/31/25)
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  • Certified Financial Advisor

    Vanguard (Malvern, PA)
    …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: ... Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding...( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory… more
    Vanguard (07/17/25)
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  • Senior Wealth Advisor

    HUB International (Bethesda, MD)
    …and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral partners, and ... clients. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
    HUB International (07/18/25)
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  • Senior Wealth Advisor

    HUB International (Albuquerque, NM)
    …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP more
    HUB International (06/27/25)
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