- Amerant Bank (Coral Gables, FL)
- …A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements:At least 15 years of ... The Senior Relationship Manager (SRM) is responsible for managing...of business. Customer needs tend to be sophisticated.Develops new client business using external knowledge of target market (LATAM).Assesses… more
- Truliant Federal Credit Union (Greensboro, NC)
- …comparable knowledge and abilities have been acquired.3-5 years financial services sales experience required.LUTCF, CLU, ChFC, CRPC, or CFP designation or ... we would demand for ourselves.Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements.Meets… more
- Vanguard (Dallas, TX)
- …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 help our clients ... Vanguard, clients are our most important asset. As a Senior Financial Advisor, you will be tasked with looking...What it takes: + Minimum of five+ years advisory experience in a client facing role +… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …in continuing education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress ... apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm based in… more
- Commerce Bank (Kansas City, MO)
- …clients, and in their role as relationship manager is accountable for the overall client experience . The PCA book of business is represented by high-net worth ... unique client needs while managing the overall client experience + Leverage the expertise of...for some roles. This compensation range is for the Senior Private Client Advisor job and contemplates… more
- M&T Bank (Paramus, NJ)
- …fiduciary experience working with high net worth clients **Education and Experience Preferred:** CFP (Certified Financial Planner) CTFA (Certified Trust & ... internal and external clients as part of the internal client service team. Participates as part of the Wealth...the highest level of service and satisfaction. **Education and Experience Required:** Bachelor's degree and a minimum of 2… more
- Charles Schwab (Phoenix, AZ)
- …**Developing others -** We are seeking an individual with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment ... Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group...income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a… more
- Commerce Bank (St. Louis, MO)
- …clients, and in their role as relationship manager is accountable for the overall client experience . The PCA book of business is represented by high-net worth ... unique client needs while managing the overall client experience + Leverage the expertise of...some roles. This compensation range is for the Private Client Advisor II, III & Senior job… more
- Commerce Bank (Leawood, KS)
- …clients, and in their role as relationship manager is accountable for the overall client experience . The PCA book of business is represented by high-net worth ... unique client needs while managing the overall client experience + Leverage the expertise of...some roles. This compensation range is for the Private Client Advisor I, II, III & Senior … more
- Kestra Financial (Westport, MA)
- …Summary The Client Service Coordinator is critical to providing superior client experience . This position utilizes excellent customer service, attention to ... and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/ Senior Client Service Associate of a large book of business… more
- Bank of America (Boston, MA)
- …Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience Branding + Client Solutions Advisory + Decision Making + ... Senior Trust Officer Boston, Massachusetts **Job Description:** At...of 5 years of trust administration and estate planning experience , preferred. + Fiduciary professional with CTFA, CFP… more
- Fifth Third Bank, NA (Charlotte, NC)
- …the Wealth Strategy and assists the Private Bank team in coordinating the client experience . Provides professional consulting / advisory services to clients ... primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving… more
- Bank of America (Providence, RI)
- …goals, objectives and asset allocations are aligned and reflected properly for each client . Senior -level expertise in a wide range of investment product areas ... Senior Investment Manager Providence, Rhode Island **Job Description:**...products and services across the enterprise, ensuring alignment to client goals and strategies. Oversee preparation and present … more
- Plante Moran (Southfield, MI)
- Financial Senior Advisor + Location: United States, Michigan, Southfield + Location: United States, Michigan, Detroit + Location: United States, Michigan, Auburn ... strategies and financial plan. Work within team to manage client relationships and provide day to day oversight on...Business, Accounting, or Finance required + 3+ years of experience as a Financial Planner (within a brokerage, RIA,… more
- Deloitte (Columbus, OH)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services...various industry sectors. You will work directly with the client , have access to an elite group of specialists… more
- HUB International (Austin, TX)
- …insurance, tax and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for ... working in a financial planning, accounting, legal or other organization that provides relevant experience + Series 65 or equivalent + CFP or CFA preferred… more
- Deloitte (Denver, CO)
- …do As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will ... players. Does this describe your background? If you're a senior leader who wants to play in the big...and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the… more
- Bank of America (Atlanta, GA)
- …Management * Business Development * Client Management * Wealth Planning * Customer and Client Focus * Client Experience Branding * Client Solutions ... Senior Trust Officer Atlanta, Georgia **Job Description:** At...administration, fiduciary law, and estate & wealth transfer planning experience + Fiduciary professional with CTFA, CFP ,… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2024 What You'll Do As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory ... growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- Edward Jones (St. Louis, MO)
- …tools, and processes that create a better client and branch team experience 5. regularly interface with senior leadership, divisional leaders, product line ... leaders, learning and development branch and client experience , and operational leaders) 5. Serve...required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial… more
