- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Huntington National Bank (Elm Grove, WI)
- …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...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Huntington National Bank (Naperville, IL)
- …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...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …our Northern Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners ... leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- Huntington National Bank (Temperance, MI)
- …daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals ... drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …community. **Description** The Office of Financial Aid is looking for a Senior Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: + Awards ... federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- Vanguard (Malvern, PA)
- …position). + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, ... your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.… more
- Robert Half Finance & Accounting (West Lebanon, 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 ... regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Vanguard (Malvern, PA)
- …evolving our distribution strategy. As the Senior Strategy Analyst for our Financial Advisor Services (FAS) business, you will help shape the future of ... health assessment, or client engagement analysis within asset management, wealth, or financial advisor services. + Strong analytical and problem-solving skills… 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 for transforming...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
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