- Kestra Financial (Baltimore, MD)
- …out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a… more
- UMB Bank (Kansas City, MO)
- …assistance with litigation management. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate… more
- Regions Bank (Clayton, MO)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Charles Schwab (Indianapolis, IN)
- …in ongoing personal development and training to continually grow as a professional and advisor . **What you have** + CFP (R) designation required + Active and ... valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment) + Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment) + Minimum 3+ years' experience with… more
- TIAA (Pasadena, CA)
- **Wealth Management Advisor (T)** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Vanguard (Newtown Square, PA)
- Join Vanguard as a Certified Financial Advisor in Newtown Square, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading ... your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + Establish, grow, and… more
- Bank of America (Darien, CT)
- Merrill Team Financial Advisor Darien, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Darien/Merrill-Team-Financial- Advisor \_25031654-2) **Job Description:** Merrill Wealth Management is a leading… more
- Thrivent Financial (Minneapolis, MN)
- The Manager, Advisor Succession, Acquisitions and Teaming, plays a pivotal role in developing and executing our comprehensive advisor succession, acquisition and ... teaming strategy within the organization's advisor ecosystem. This role is essential in managing the...a related field; advanced degree or designation (eg, MBA, CFP (R)) preferred. + A minimum of 7 years of… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Truist (Chattanooga, TN)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in office) Salary: $120-190k+ DOE ... success, they are looking to add a Senior Wealth Advisor to their team-someone who is passionate about delivering...management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining… more
- Kestra Financial (Denver, CO)
- We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive ... provide them with peace of mind. As an Associate Advisor , you will work alongside an experienced financial ...business, or a related field. + Desire to earn CFP designation in 2-3 years + A minimum of… more
- Bank of America (San Francisco, CA)
- Merrill Financial Solutions Advisor - San Francisco Market San Francisco, California;Mill Valley, California **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Merrill-Financial-Solutions- Advisor San-Francisco-Market\_25014573) **Job Description:** Merrill Wealth Management is a… more
- Bank of America (Lincoln, NE)
- Merrill Financial Solutions Advisor - Mountain Plains Market Colorado Springs, Colorado;Fort Collins, Colorado; Aspen, Colorado; Grand Junction, Colorado; Lincoln, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Colorado-Springs/Merrill-Financial-Solutions- Advisor Mountain-Plains-Market\_25031829) **Job Description:** Merrill Wealth Management is a… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California San Diego, California Los Angeles, California Walnut Creek, California San Jose, California Santa Rosa, ... Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Bank of America (Sacramento, CA)
- Merrill Financial Solutions Advisor (Partially Licensed) - Sacramento Market Sacramento, California;Modesto, California; Redding, California; Chico, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sacramento/Merrill-Financial-Solutions- Advisor --Partially-Licensed Sacramento-Market\_25030749) **Job Description:** **Job Description:** This job is… more
- Bank of America (Washington, DC)
- Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Washington, District of Columbia **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Washington/Merrill-Financial-Solutions- Advisor Washington-DC-Market\_25030395-2) **Job Description:** **Job Description:** At Bank of… more
- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable,… more
- Bank of America (Wilmington, NC)
- Merrill Financial Solutions Advisor - Raleigh and Surrounding areas Raleigh, North Carolina;Wilson, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/RALEIGH/Merrill-Financial-Solutions- Advisor Raleigh-and-Surrounding-areas\_25014672) **Job Description:** **Job Description:** This job is… more