- Kestra Financial (Baltimore, MD)
- …out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (required). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
- Regions Bank (Coral Gables, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going maintenance of… more
- Regions Bank (Orlando, FL)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... 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
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …MBA , or master's in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP (Certified Financial Planner), or CPA , is ... financial, or wealth management industries (eg, estate planning attorney, financial advisor , CPA , or related profession), providing strong credibility in technical… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more
- TIAA (Hanover, NH)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- First National Bank of Omaha (Overland Park, KS)
- …and coaching of the Financial Advisors and Senior Financial Advisors and Financial Advisor Associates in a designated region. The Regional Manager will coach to the ... drive accountability for customer experience expectations with the Advisors and Financial Advisor Associates and ensure that we are exceeding customer needs and… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a full-time permanent role based ... clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do's, preparing… more
Recent Jobs
-
Coordinator, Surgical Ops - Operating Room - Full Time
- Guthrie (Binghamton, NY)
-
News Production Assistant
- Audacy (New York, NY)
-
PBTV Tech Assistant
- Sinclair Broadcast Group (Santa Monica, CA)
-
Lead Business Intelligence Developer - Full time
- Henry Ford Health System (Detroit, MI)
Related Job Searches:
Advisor,
CFP,
Financial Advisor CFP,
Financial Advisor CFP Baltimore,
Financial Advisor CFP Preferred,
Senior Financial Advisor CFP