- M&T Bank (Naples, FL)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the ... 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 (Vero Beach, FL)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LP1** ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- M&T Bank (Wilmington, DE)
- …Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- Edward Jones (Mechanicsville, VA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...+ Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- Lincoln Technical Institute (Hartford, CT)
- …Education Units as required for State certification Requirements of a Regional Financial Aid Advisor + High School Diploma or equivalent + Minimum of ... Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred +… more
- Southern California Edison (Rosemead, CA)
- **Join the Clean Energy Revolution** Become a Financial Reporting Advisor -- SEC Reporting at Southern California Edison (SCE) and build a better tomorrow. In ... requirements, and contribute to internal management reports. As a Financial Reporting Advisor -- SEC Reporting, your...Finance, or a related field. + CPA or equivalent certification + Experience with ERP systems such as SAP… more
- Suny Polytechnic Institute (Utica, NY)
- …Professional Posted On: Wed Jul 30 2025 Job Description: Reporting to the Director of Financial Aid, the financial aid advisor is responsible for providing ... federal, and institutional financial aid programs administered by SUNY Poly. The financial aid advisor is a member of the enrollment management team and… more
- University of Miami (Coral Gables, FL)
- …Financial Assistance and Employment Office has an exciting opportunity for a Senior Financial Assistance Advisor . The Senior Advisor , Financial ... all technical and clerical tasks and procedures to process student's award/ certification status for financial assistance/educational benefits and scholarship… more
- PNC (Dunwoody, GA)
- …are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Investments, you will be based in Atlanta, GA. The ... respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and… more
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