- Vanguard (Newtown Square, PA)
- Join Vanguard as a Certified Financial Advisor in Newtown Square, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career ... a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role, you will be considered for the Financial Advisor and Senior Financial … more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Truist (West Chester, PA)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- Truist (Philadelphia, PA)
- … Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to… 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 (Philadelphia, 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 (Springfield, PA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments- Springfield Springfield, Pennsylvania **Job Description:** At Bank of America, we are guided by a common… more
- Equitable (Bala Cynwyd, PA)
- Entry Level - Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown) (3963) ( 200004B3 ) **Primary Location** : UNITED STATES-PA-Bala Cynwyd **Other ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … more
- Bank of America (Lahaska, PA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments - Southern Philly Market Doylestown, Pennsylvania;Lahaska, Pennsylvania **Job Description:** At Bank of… more
- TD Bank (Exton, PA)
- …conferences. + Securities Licensed: Series 7, 63 + 65 or 66 preferred + Certified Financial Planner (CFP), preferred. + Strong understanding of private banking ... **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf… more
- M&T Bank (Bear, DE)
- …product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... **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
- Truist (Marlton, NJ)
- …Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. This position is ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- JPMorgan Chase (Voorhees, NJ)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Truist (Philadelphia, PA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- EFI Global (Philadelphia, PA)
- …anywhere. Click here to learn more about EFI Global. **Seeking an experienced Advisor Project Manager in the Building Sciences Industry with experience in Asbestos, ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- Deloitte (Philadelphia, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Philadelphia, PA)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Philadelphia, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more