- 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
- Kestra Financial (Westport, MA)
- …join our team. This position combines working in a support capacity assisting the CFP (R) with client service and financial planning while also taking an active ... the Lead Advisor + Support the Lead Advisor in financial planning, case design, and...to manage multiple priorities + Proficiency with Microsoft Office and financial planning/CRM software (experience with EMoney preferred… 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
- 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 (Coral Gables, FL)
- …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
- Bank of America (Chicago, IL)
- Financial Solutions Advisor - Downtown Chicago Market Chicago, Illinois;Chicago, Illinois; Berwyn, Illinois **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Financial -Solutions- Advisor Consumer-Investments Downtown-Chicago-Market\_25029546-2) **Job Description:** At Bank… more
- Truist (Richmond, VA)
- …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
- Huntington National Bank (Columbus, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP … more