- UMB Bank (Rust, MI)
- …+ You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...**Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory… more
- M&T Bank (Paramus, NJ)
- …sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Atria Wealth Solutions (Marion, IN)
- …long term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid driver's license, must be ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- Bank of America (New York, NY)
- …to research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Invested in ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- CIBC (Chicago, IL)
- …ideally with exposure to client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial ...a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients.… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- Regions Bank (St. Petersburg, FL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... assigned. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships + Generates… more
- Janus Henderson Investors (Denver, CO)
- …snacks and all employee Happy Hours Must have skills + Certification as a Certified Financial Planner ( CFP ) strongly preferred + Five years mutual funds/ ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more