- Monster (Berwyn, PA)
- … planning and custodial platforms Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced certifications preferred . Must have expert knowledge, ... and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating… more
- Monster (New Milford, CT)
- …Work Experience or better. Experience Required 4-6 years: Financial Planning experience Licenses & Certifications Required CFP Preferred CPWA CTFA CRPC ... Financial Planning: Maintain a thorough understanding of the...leader. Trust & Account Administration Act as the primary advisor for an assigned client base. Responsible for maintaining… more
- Monster (Dallas, TX)
- …can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, ... and procedures. Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred ) CFP or willing to pursue the CFP for… more
- Vanguard (Newtown Square, PA)
- …rigorous study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation ... financial planning process as you become a successful Financial Advisor and put our clients on...Undergraduate degree required. Cumulative GPA of 3.2 or higher preferred . + Completion of the CFP Board-registered… more
- City National Bank (Los Angeles, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...63 securities licenses and state insurance license required. * CFP designation highly preferred . *WHAT'S IN IT ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Bank of America (Denver, CO)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/ Financial -Solutions- Advisor Colorado-North-Market Spanish- Preferred ... Financial Solutions Advisor - Colorado North Market - Spanish Preferred Denver, Colorado;Thornton, Colorado; Greeley, Colorado **To proceed with your… more
- Atria Wealth Solutions (Marion, IN)
- …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid driver's license, must be insurable ... Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
- Edward Jones (Lafayette, IN)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Robert Half Finance & Accounting (Dalton, GA)
- Description This search is being conducted by Steve Spinello. Role: Financial Advisor Industry: Financial Services Unlock Your Career Potential - Take the ... wealth for established clients? We are seeking an enthusiastic Financial Advisor to join our dynamic team....A Bachelor's degree in Accounting, Finance, or Economics is preferred . + Industry Experience: Background in banking, accounting, or… more
- Bank of America (Buffalo, NY)
- 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...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- JPMorgan Chase (San Francisco, CA)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- Vanguard (Dallas, TX)
- …Series 7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred , with a commitment to pursue the designation. We offer a ... Vanguard is seeking talented Financial Advisors to join our dynamic team across our...corporate CFP program to support crew in acquiring the certification. +… more
- Moss Adams LLP (Portland, OR)
- **Associate Financial Advisor ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... willing to obtain within 180 days of hire + CFP preferred + Experience with CRM, Portfolio... + Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred + Excellent communication,… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... related field, required. EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred . SKILLS -… more
- HUB International (Scottsdale, AZ)
- …finance, or related field preferred . + 5 years of experience as a Financial Advisor , delivering high quality financial advice. + Active FINRA 66 ... As a Financial Advisor on the Wealth Management...or 65 securities registration required + Certified Financial Planner ( CFP ) designation preferred … more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Robert Half Finance & Accounting (Utica, NY)
- …for immediate consideration. About the Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will provide ... (Series 7, Series 65/66, or equivalent). Required + Certified Financial Planner ( CFP ) designation or willingness to...Bachelor's degree in Finance, Business, Economics, or related field Preferred + Proven experience in financial planning,… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...Life, Long-term Care Insurance, and Medicate Supplement licenses + CFP preferred Deadline for Application: All resumes… more
- TIAA (Radnor, PA)
- …Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role… more
- Kestra Financial (Cranbury, NJ)
- …Minimum of 2 years of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent ... leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a… more
