- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion...degree required; advanced degree and professional certifications such as CFP , CTFA, or CWS strongly preferred. + Minimum 10… more
- Vanguard (Newtown Square, PA)
- …rigorous study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation ... financial planning process as you become a successful Financial Advisor and put our clients on...+ Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building… more
- Huntington National Bank (Chillicothe, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in… more
- Columbia Bank (Los Angeles, CA)
- …approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Vanguard (Charlotte, NC)
- …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner ( CFP (R)) with a passion...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Wells Fargo (Chicago, IL)
- …**Job Expectations:** + Ability to travel up to 50% to join client and Financial Advisor meetings + Individuals in Loan Originator (LO) positions must meet ... **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special...specifications, resources, and long term goals for highly complex financial planning needs + Lead the strategy and resolution… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- Fifth Third Bank, NA (El Segundo, CA)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD Annual ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by… more
- Robert Half Finance & Accounting (Danville, CA)
- …advisors, and handling everything needed to support both the client and the senior advisor . The firm actively supports your professional development with FINRA ... Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a...a strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment… more
Related Job Searches:
Advisor,
Advisor CFP,
CFP,
Financial,
Financial Advisor,
Financial Advisor CFP,
Financial Senior,
Senior,
Senior Financial Advisor