- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Financial Planner at a Thriving Wealth Management. This is a full-time permanent ... junior advisors, and ensure everything runs smoothly to support both clients and senior advisors. The firm champions your growth with FINRA sponsorships, CFP study… more
- Citigroup (New York, NY)
- …the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these ... solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …ability to serve students, faculty, and communities for generations to come. This senior leader will set ambitious goals and drive growth through an innovative ... development experience, with at least 7 years in a senior leadership or executive role. * Track Record of...working in or closely with the legal, financial, or wealth management industries (eg, estate planning attorney, financial advisor,… more
- Atria Wealth Solutions (Marion, IN)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable Expectations: +… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service in all… more