- Bank of America (San Francisco, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Bank of America (Taylorsville, UT)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Taylorsville/ Financial -Solutions- Advisor Consumer-Investments Utah-South-Market ... Financial Solutions Advisor - Utah South Market - Bilingual, Spanish Preferred Taylorsville, Utah;Highland, Utah; West Jordan, Utah **To proceed with your… more
- City National Bank (New York, NY)
- * 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
- 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 (Wausau, WI)
- …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
- 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
- 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...series 63 and 65 securities registration required + Certified Financial Planner ( CFP ) designation preferred … 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
- Navy Federal Credit Union (Matthews, NC)
- …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
- 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
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 Refreshed On 07/30/2025 **Job Overview** Here at Dupaco, we ... our members build a life worth loving. As a Financial Advisor on the Dupaco Financial...experience required + Minimum of five years related experience, CFP designation preferred and/or equivalent combination of… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on managing ... and retaining client relationships, delivering comprehensive financial planning, and mentoring associate advisors. The ideal candidate is passionate about service… more
- TIAA (Pasadena, CA)
- …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
- T. Rowe Price (Owings Mills, MD)
- …ways that matter to you . Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth clients and prospective ... + FINRA Series 7 and 66, or 63/65 licenses Preferred : + 5-8+ years of experience in financial...working with high-net-worth clients in a relationship management and/or financial advisory capacity + CFP (R) designation -… more
- Bank of America (New Rochelle, NY)
- Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York;White Plains, New York; Bronx, New York **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Rochelle/ Financial -Solutions- Advisor Consumer-Investments Westchester Bronx-Market\_25029024) **Job Description:** At… more
- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful… more
- Thrivent Financial (Minneapolis, MN)
- …in finance, business administration, or a related field; advanced degree or designation (eg, MBA, CFP (R)) preferred . + A minimum of 7 years of experience in ... + Strong understanding of practice valuations, industry trends, and the financial principles underpinning advisor business transitions. + Familiarity with… more