- Vanguard (Dallas, TX)
- …everyone should be given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will ... Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will...to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (or… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. +… more
- Plante Moran (Southfield, MI)
- Financial Senior Advisor +...planning firm/practice, or money management firm) + Pursuit of CFP will be required, if not already obtained + ... advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals and families, providing comprehensive financial solutions in… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...support branch needs. Requirements - + Bachelor's Degree + CFP /CFA, Juris Doctorate, CPA designation, Trust certification or equivalent… more
- Commerce Bank (Kansas City, MO)
- …an advisory and fiduciary perspective preferred + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...for some roles. This compensation range is for the Senior Private Client Advisor job and contemplates… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client...degree in finance or accounting -desire to seek the CFP designation in 2-3 years Benefits Base salary ($80K-100K)… more
- M&T Bank (Williamsport, PA)
- …(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
- HUB International (Austin, TX)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Certified Associate in Project Management (CAPM) is preferred + Certified Financial Planner ( CFP ) is preferred + Chartered Financial ... FL, office location._ **Job Summary** This associate will operate within the Advisor Technology group, which is focused on delivering tools and applications that… more
- UMB Bank (Kansas City, MO)
- …clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...+ You have a Juris Doctorate or CTFA or CFP . **Compensation Range:** Minimum: $83,200.00 - Maximum: $214,560.00 _The… more
- First National Bank of Omaha (Overland Park, KS)
- …Work location is subject to change based on business needs. **Summary of the Job:** The Senior Financial Advisor is a trusted advisor who will serve ... wellbeing. Through an advisor led approach, the Senior Financial Advisor will serve...Qualifications: + Certifications or degrees such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM or MBA, JD… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees. + Must have… more
- M&T Bank (New York, NY)
- …Private Banking, Investment Advisors and Fiduciary Advisors 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
- Robert Half Finance & Accounting (CA)
- …to complete licensing process for a future career as a Lead Advisor or Financial Advisor + Support Senior and Lead Advisors to acquire in-depth knowledge ... flexibility $Base + Bonus Day to Day: + Support Senior and Lead Advisors in creating, implementing, and monitoring...services experience; goal is to be in a wealth advisor not a financial analyst + Ability… more
- Atria Wealth Solutions (Austin, TX)
- …with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, TX area. Job Summary ... The Licensed Financial Advisor provides members, non-members, and UFCU...Licensed in Texas Life, Accident, and Health Insurance + CFP designation. + One (1) year administrative or clerical… 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 (Charlotte, 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
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... determined by your manager. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees + Must h… more
- Atria Wealth Solutions (Fairfax, VA)
- …with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area. Job Title: ... Financial Advisor Company: Apple Federal Credit Union...or related field (preferred). + Relevant certifications such as CFP , CWS, ChFC, or CFA are a plus. +… more
- Atria Wealth Solutions (Battle Creek, MI)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... members every day. They are looking to add a financial advisor to the team to join...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more