- Bentley Systems (Exton, PA)
- …is a critical link between the company's commercial strategy and tangible financial results, ensuring both back office and account facing colleague organizations ... commercial strategy initiatives allowing them to reach their targeted financial impact. **Responsibilities:** + Participate in the "front-end" development of… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...applying to this role, you will be considered for Financial Advisor and Senior Financial … more
- M&T Bank (Wilmington, DE)
- …as JD (Juris Doctor) CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Minimum of 4 years' experience ... in financial services industry Minimum of 3 years' supervisory or project management leadership experience Proven experience leading and developing a unique team Ability to work under time constraints Knowledge of Bank systems Knowledge of Bank culture… more
- M&T Bank (Wilmington, DE)
- …Finance, Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...and/or work experience, including a minimum of 3 years' financial services work experience Demonstrated success operating in a… more
- Edward Jones (Wilmington, DE)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Wayne, PA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- M&T Bank (Wilmington, DE)
- …financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more
- Bank of America (West Chester, PA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Southern Philly Market West Chester, Pennsylvania **To proceed with your application, you must be at least 18 years of age.**… more
- TIAA (Radnor, PA)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- KeyBank (West Chester, PA)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... West Chester, Pennsylvania 19382 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- TD Bank (Wilmington, DE)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... + OCC/FINRA/SEC/CFPB/ FED/ FDIC examiners welcome + CRCM or CIA certified preferred **Customer Accountabilities:** + Develops, communicates and implements a holistic… more
- Vanguard (Malvern, PA)
- …+ Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively with the ... Financial integrity from the inside out Vanguard's core...obtain within 6 months if not currently held). + Certified Regulatory and Compliance Professional (CRCP) designation is a… more
- Vanguard (Newtown Square, PA)
- …is an immersive, hands-on experience for high-potential undergrads passionate about becoming Certified Financial Planner (TM) professionals and pursuing a career ... you will be considered for Vanguard's full-time, entry-level positions, including the Financial Advisor Development Program (FADP). This specialty program is a… more
- City National Bank (Newark, DE)
- …in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced...employment * CEPA - Certified Exit Planning Advisor credential, or the… more
- IBM (Newark, DE)
- …with the broader SAP and IBM communities, establishing our firm as a trusted advisor in the SAP Business AI space. * Incentive Maximization: Stay updated on IBM's ... incentive programs and work diligently to qualify for and maximize financial rewards associated with successful SAP Business AI implementations and partnership… more
- IBM (Newark, DE)
- …with the broader SAP and IBM communities, establishing our firm as a trusted advisor in the SAP UX space. * Incentive Maximization: Stay updated on incentive ... programs and work diligently to qualify for and maximize financial rewards associated with successful SAP UX implementations and partnership milestones. * Market… more
- IBM (Newark, DE)
- …with the broader SAP and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive Maximization: Stay updated on ... incentive programs and work diligently to qualify for and maximize financial rewards associated with successful SAP AI-enabled TaaS implementations and partnership… more
