- 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 (Atlanta, GA)
- …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
- TEKsystems (Fort Worth, TX)
- …achievement of their goals. . Coordinate Case Prep for client meeting with Advisor . Maintain expert understanding of all financial software tools in the Financial ... facing calls, need them to be resourceful and self-starters Skills CFP Certification, Sales experience, Client Facing Experience, Financial Services, MoneyGuide Pro,… more
- TIAA (Knoxville, TN)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... 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
- Bank of America (Flagstaff, AZ)
- Merrill Team Financial Advisor Flagstaff, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team Financial… more
- Commerce Bank (Leawood, KS)
- …their families and multi-generational relationships preferred + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...or other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… 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
- 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 (Memphis, TN)
- Merrill Financial Solutions Advisor - Memphis/Little Rock Market Little Rock, Arkansas;Memphis, Tennessee **Job Description:** Merrill Wealth Management is a leading ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Umpqua Bank (Scottsdale, AZ)
- Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue, Washington Vancouver, Washington Seattle, Washington Tacoma, Washington Sacramento, ... 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 (Jersey City, NJ)
- Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey City, New Jersey **Job Description:** This job is responsible for working with ... well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Wilkes Barre, PA)
- Merrill Financial Solutions Advisor - Eastern Pennsylvania Market Allentown, Pennsylvania;Camp Hill, Pennsylvania; Lancaster, Pennsylvania; Chambersburg, ... Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Associate Financial Advisor /Planner Location: San Francisco; Hybrid (3 days in office) Salary: $85-115k+ (DOE) + Bonus Robert Half is teaming ... up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven...possess one of the following: Series 65, CFA, or CFP + Experience with Redtail, Orion, eMoney, or Morningstar… more
- JPMorgan Chase (Menlo Park, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor within JP Morgan, you will offer comprehensive financial planning and advice to ... + At least 2 years of experience as a Chase Private Client Advisor + Demonstrated success in affluent client acquisition, cultivating and maintaining client… more
- Bank of America (Chapel Hill, NC)
- Merrill Financial Solutions Advisor - Raleigh and Surrounding areas Raleigh, North Carolina;Wilson, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North ... core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job Description:** This role is responsible for new client acquisition, deepening client relationships and building upon an ... network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners...Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant… more
- Umpqua Bank (Henderson, NV)
- Private Client Advisor Wealth Management Reno, Nevada Greenwood Village, Colorado Henderson, Nevada San Diego, California **Description** **About Us:** At Umpqua, we ... Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Associate Advisor at a Fast Growing RIA. This is a full-time permanent role based in ... timely and comprehensive responses in collaboration with the Lead Advisor . + Track task progress and follow up on...including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan to sit for the… more
- City National Bank (Walnut Creek, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and… more
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