- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor … more
- Truist (Greensboro, NC)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- Truist (Raleigh, NC)
- …overnight Preferred Qualifications: 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of ... as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- Edward Jones (Winston Salem, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Greensboro, NC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- Bank of America (Charlotte, NC)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor Stage II - East Charlotte Charlotte, North Carolina;Winston Salem, North Carolina; Charlotte, North Carolina; Indian Land, South… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … more
- TIAA (Durham, NC)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- JPMorgan Chase (Raleigh, NC)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more