- Truist (Williamsburg, VA)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive ... for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in… more
- M&T Bank (Burlington, VT)
- …and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members… more
- American Heart Association (St. Petersburg, FL)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more
- Truist (Jupiter, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- US Bank (Minneapolis, MN)
- …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited ... 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
- PNC (Erie, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Erie, PA. ... PNC Bank's Northwest PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I (Investment Associate), you will provide support for the senior … more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... with exposure to client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong… more