- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... execute our strategy. Essential skills include: + Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner ) required; CFA, CPA, or… more
- Edward Jones (Dallas, TX)
- …More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree ... the wealth management services that our clients need. The Senior Planner will serve as a conduit...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
- UMB Bank (Madison, WI)
- …we can help ensure their plan meets their needs now, and in the future. As the ** Financial Planner II** , you will be working closely with the Wealth Advisors & ... financial results. + You will work collaboratively with Senior Wealth Planners and others on team to solve...You must have 3+ years of applicable experience within Financial Services. + You must have CFP … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner to join its team. This role is ideal for a seasoned professional who ... is passionate about client service, financial planning, and mentoring others in a collaborative environment. Position Overview The Lead Planner is responsible… more
- M&T Bank (Bear, DE)
- …trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) ... **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
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Umpqua Bank (Eugene, OR)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements + Bachelor's degree in Finance, Business, or related field + Certified Financial Planner (TM) ( CFP (R)) designation required + Series 65 ... or equivalent license preferred + 5+ years of relevant wealth management or financial planning experience (8+ years preferred for Senior Wealth Manager) + Strong… more
- HUB International (Bethesda, MD)
- … financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a ... valued clients. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan… more
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