• Financial Advisor

    Atria Wealth Solutions (Marion, IN)
    …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
    Atria Wealth Solutions (07/06/25)
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  • Financial Advisor - Wealth Management…

    HUB International (Scottsdale, AZ)
    … advice. + Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with account ... As a Financial Advisor on the Wealth Management Services team,...+ Bachelor's degree in business, finance, or related field preferred . + 5 years of experience as a … more
    HUB International (06/27/25)
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  • Financial Planning Consultant

    Raymond James Financial, Inc. (Hackensack, NJ)
    …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred . ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
    Raymond James Financial, Inc. (08/09/25)
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  • Private Wealth Advisor, Director

    BMO Financial Group (Winnetka, IL)
    …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
    BMO Financial Group (07/24/25)
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  • Private Wealth Advisor / Relationship Manager

    BMO Financial Group (Minneapolis, MN)
    …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
    BMO Financial Group (07/10/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Licensed Attorney/JD (varies… more
    KeyBank (08/04/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Dayton, OH)
    …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Certified Wealth Strategist… more
    KeyBank (07/28/25)
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  • Financial Advisor

    Kestra Financial (Cranbury, NJ)
    …Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
    Kestra Financial (06/09/25)
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  • Key Private Bank Relationship Manager - Licensed

    KeyBank (Canton, OH)
    …development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) ( preferred ) + Certified Investment ... Management Analyst (CIMA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State… more
    KeyBank (08/08/25)
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  • Associate Financial Planner

    Robert Half Finance & Accounting (Dallas, TX)
    Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... retirement strategy optimization. You will work closely with the Financial Planner and other team members to...Bachelor's degree in finance, accounting, or a related field preferred . * Proven experience in financial analysis,… more
    Robert Half Finance & Accounting (07/23/25)
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