- 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, ... We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship… more
- 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
- 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...+ Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building… 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
- Columbia Bank (Santa Rosa, 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office) Compensation: $175,000 - $200,000 DOE + Bonus + Profit ... is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior...degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series… 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 (Malvern, 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: ... Advisor in Malvern, 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 (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
- Robert Half Finance & Accounting (CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based ... the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and… more
- UMB Bank (Rust, MI)
- …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
- M&T Bank (Wilmington, DE)
- …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
- 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 (Raleigh, NC)
- …Specific activities may change from time to time. 1. 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 3. 15+ Years of fiduciary experience with a… 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....to: + Proactively manage client relationships. + Collaborate with senior advisors to develop and implement comprehensive financial… more
- Charles Schwab (Boston, MA)
- …to work on site in the specified location.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid… 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
- 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: ... you believe that strong, personal relationships are critical to financial success? Do you want to work for an...Carolina Life, Accident and Health Insurance License required. + CFP , ChFC, JD, CPA or similar designation currently held… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …/ Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth ... Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial ...Minimum of 5 years (Wealth Manager) or 8 years ( Senior Wealth Manager) of experience in financial … more
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