- T. Rowe Price (Owings Mills, MD)
- …difference in ways that matter to you . Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth ... + Experience working with high-net-worth clients in a relationship management and/or financial advisory capacity + CFP (R) designation - Required for role… more
- Huntington National Bank (Columbus, 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
- Umpqua Bank (Greenwood Village, CO)
- …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Scottsdale,...+ 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 (Minneapolis, MN)
- …**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
- M&T Bank (Bear, DE)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP or CTFA designations **Job Expectations:** + Individuals in Loan Originator (LO) positions… more
- Vanguard (Newtown Square, PA)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: ... in Newtown Square, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding...( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory… 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
- UMB Bank (Chandler, AZ)
- …a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft Office ... 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
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