- Edward Jones (Durham, NC)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… 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 interested in ... a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding… more
- GAF (New York, NY)
- …under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This ... into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a Specified… more
- City of New York (New York, NY)
- …Summary: We are seeking an experienced individual to serve as a Senior Policy Advisor in the Office of the Commissioner. This critical executive role in the ... their impact across New York City. The Senior Policy Advisor will directly report to the First Deputy Commissioner...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking ... new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent...experience in financial advising . Life, Health and Accident License - State of CT . FINRA Series 7… more
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 Refreshed On 07/30/2025 **Job Overview** Here at Dupaco, we ... with the mission of helping our members build a life worth loving. As a Financial Advisor on the Dupaco Financial Services team you will have a front row seat to do… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- Commerce Bank (Kansas City, MO)
- …$57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth ... high-net worth clients and their families and multi-generational relationships. As a trusted advisor the PCA must develop an in depth understanding of the client's… more
- Edward Jones (Tempe, AZ)
- …programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, ... am to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the… more
- General Dynamics Information Technology (Offutt AFB, NE)
- …At GDIT, people are our differentiator. As a **SCITLS SharePoint Software Developer Advisor ,** you will help ensure today is safe and tomorrow is smarter. Our ... work depends on a **SCITLS SharePoint Software Developer Advisor ** joining our team to develop and provide subject matter expertise for SharePoint platforms that… more
- TEKsystems (Orlando, FL)
- …will be required to submit PDB Report Active Health & Life Insurance License Description The Licensed Virtual Benefit Advisor 's responsibilities include selling ... Licensed Benefit Advisor 100% Remote - Equipment Provided Anticipated Start...Maintain active resident health (and life if required) insurance license , or ability to renew license prior… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall ... clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a… more
- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to… more
- City of New York (New York, NY)
- …a specific mission and meet program goals. Duties and Responsibilities The Public Advisor II (under the direction of the Supervising Public Health Advisor ) ... and oral communication skills, fluency in English and Spanish or French preferred LICENSE REQUIREMENTS: A motor Vehicle Driver's license valid in the State… more
- General Dynamics Information Technology (Scott AFB, IL)
- …logistical operations for approximately 36,000 users. GDIT is seeking a Systems Engineer Sr Advisor to work as an App/Domain specialist to help ensure today is safe ... and tomorrow is smarter. **How a Systems Engineer Sr Advisor Will Make an Impact:** + Basic AMC/SDDC and...and software management; uses, monitors, and manages a software license repository, across the enterprise, for recording and tracking… more
- Commerce Bank (Wichita, KS)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparations + Serve as additional point of contact within the… more
- Truist (Mclean, VA)
- …accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... coordination with teammates. 3. Facilitate the preparation of applicable tax returns, including by way of example and not...2. Obtained or working toward an advanced degree or license /certification (eg JD, LLM, MBA, CPA, CTFA or CFP).… more
- Hendrick Automotive Company (Kansas City, MO)
- …Rd, Kansas City, Missouri 64153 Hendrick Automotive Group is looking for Automotive Sales Advisor with a proven track record of success to join our award winning ... for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales,… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Pittsburgh, PA. The ... negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...job requires a Series 7, 63 or 66 regulatory license and/or registration (eg FINRA, state, SFC) as well… more