- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- UMB Bank (Rust, MI)
- …a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft Office ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more