- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …the Role 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… more
- T. Rowe Price (Owings Mills, MD)
- …difference in ways that matter to you . Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth ... + Experience working with high-net-worth clients in a relationship management and/or financial advisory capacity + CFP (R) designation - Required for role… 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 ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in… more
- Umpqua Bank (Walnut Creek, CA)
- …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Vanguard (Charlotte, NC)
- …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner ( CFP (R)) with a passion...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- M&T Bank (Bear, DE)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP or CTFA designations **Job Expectations:** + Individuals in Loan Originator (LO) positions… more
- Vanguard (Newtown Square, PA)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: ... in Newtown Square, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding...( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory… more
- HUB International (Bethesda, MD)
- …and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral partners, and ... clients. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- UMB Bank (Chandler, AZ)
- …a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft Office ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews ... internal customers to identify, research, and resolve problems. The Senior Advisor in this role will support...regulations as well as prevent potential liability. * Uses financial data and performance indicators to propose and/or assist… more
- Fifth Third Bank, NA (Birmingham, AL)
- …+ Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Birmingham, Alabama 35205 Fifth Third Bank, ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets....(IPS) for each client portfolio tied to each client's financial plan. + Ensures that the construction and ongoing… more
- M&T Bank (Fairfield, CT)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- M&T Bank (Wilmington, DE)
- …Administration) Minimum of 10 years' relevant experience Certified Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 Refreshed On 07/31/2025 **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 education and… more
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