- 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
- 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
- Edward Jones (Tempe, AZ)
- …experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more
- USAA (San Antonio, TX)
- …+ MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Commerce Bank (St. Louis, MO)
- …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...a team/region within the Commerce footprint + Work with senior trust management to develop strategy for the achievement… more
- Regions Bank (Little Rock, AR)
- …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