- Oklahoma State University (Oklahoma City, OK)
- …school, enroll in post-secondary education or reentry programs in education. The Advisor /Coordinator will provide program services specific to the needs of our adult ... disadvantaged youth. Certifications, Registrations, and/or Licenses: Valid Oklahoma driver's license . Skills, Proficiencies, and/or Knowledge: Active listening skills, essential… more
- Appcast (Lone Tree, CO)
- …role to work on site in the specified location.As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... designation or CFA(R) designation Bachelor's degreeActive and valid FINRA Series 7 license May be obtained with a 120-day condition of employmentActive and valid… more
- JobElephant (Los Angeles, CA)
- …and executes a comprehensive fundraising strategy to increase financial support from foundation, government, and corporate donors/prospects.Serves as ... priorities.Maintains strong, proactive relationships with Accounting, Finance and Administration, Financial Aid, Human Resources, Payroll, and funding agencies to… more
- JobElephant (Lewiston, ID)
- …out-of-state (evening and weekend work is required).Valid driver's license .Preferred Qualifications:Experience working with a customer relationship management (CRM) ... referral agentsProvide general advice and guidance on matters related to financial aid, scholarships, fee payment, and other college services/programs to prospective… more
- vaco (Litchfield Park, AZ)
- …Partnership: This role offers a unique opportunity to serve as a trusted advisor to the CFO and Controller, directly influencing strategic business decisions at the ... executive level. You'll shape financial strategy, provide technical guidance, and lead initiatives that...Degree in Accounting or Finance; Master's degree is preferred.CPA license is requiredMinimum of 10+ years of progressive accounting… more
- Edward Jones (Cornelius, NC)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements **Awards… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... financial planning topics. + Coaching and developing the Financial Advisor assigned to the territory. This...or equivalent is required. + FINRA Series 7 securities license required at hire and FINRA Series 65 or… 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 ... goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... and new clientele. This position is perfect for a financial advisor who is eager to succeed...experience. Requirements . Minimum 3-5 years of experience in financial advising . Life, Health and Accident License… more
- JPMorgan Chase (San Francisco, CA)
- …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 ...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
