- 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 financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard … more
- Columbia Bank (Santa Rosa, CA)
- …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Truist (Silver Spring, MD)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- UMB Bank (Rust, MI)
- …or combination of education and experience that provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- Regions Bank (Sarasota, FL)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- M&T Bank (Wilmington, DE)
- …Finance, Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...and/or work experience, including a minimum of 3 years' financial services work experience Demonstrated success operating in a… more
- M&T Bank (Harrisburg, PA)
- …as JD (Juris Doctor) CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Minimum of 4 years' experience ... in financial services industry Minimum of 3 years' supervisory or project management leadership experience Proven experience leading and developing a unique team Ability to work under time constraints Knowledge of Bank systems Knowledge of Bank culture… more
- Bank of America (El Segundo, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...& C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred +… more
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