- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr . Wealth ... career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you… more
- KeyBank (Akron, OH)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- Bank of America (New York, NY)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Columbia Bank (Los Angeles, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They… more
- KeyBank (Salt Lake City, UT)
- …experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Deloitte (Princeton, NJ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Raleigh, NC)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- UMB Bank (Rockford, IL)
- …of every action. The Sr . Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service Administrator ... team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and… more
- M&T Bank (Burlington, VT)
- …Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner ) certification Proven experience working with high net ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more