- 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
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a… more
- Kestra Financial (Westport, MA)
- …Insurance Service & New Business Coordinator is responsible for supporting the Lead Advisor / CFP in placing new insurance business and servicing existing client ... Key Responsibilities Insurance New Business Support + Assist the Lead Advisor / CFP in preparing, submitting, and tracking life, disability, and long-term care… more
- UMB Bank (Rust, MI)
- …provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate… more
- Regions Bank (Atlanta, GA)
- …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
- 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 (Durham, NC)
- **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
- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading ... your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + Establish, grow, and… more
- First National Bank of Omaha (Omaha, NE)
- …change based on business needs. **Summary of the Job:** The Business Owner Advisor supports the financial wellbeing of the business owner by providing customized ... formally part of the Wealth and Institutional Segment, the Advisor will be so seamlessly integrated and engaged with...to or after normal business hours **Additional Qualifications:** CAP, CFP , CFA, CWS, CTFA, CFM or ability to earn… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** The Wealth Private Advisor 's primary responsibility is to deepen client relationships around banking, ... segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for...be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree **General Description of Available Benefits… more
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