• Senior Advisor Associate…

    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
    Robert Half Finance & Accounting (03/26/24)
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  • Financial Senior Advisor

    Plante Moran (Southfield, MI)
    Financial Senior Advisor +...planning firm/practice, or money management firm) + Pursuit of CFP will be required, if not already obtained + ... financial advisory firm based on assets under management, according to Financial Advisor magazine. At Plante Moran, we live by the Golden Rule, fostering a… more
    Plante Moran (03/13/24)
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  • Senior Financial Advisor

    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
    Kestra Financial (01/31/24)
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  • Senior Wealth Advisor - Schwab…

    Charles Schwab (Chicago, IL)
    …in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth Advisors_** work ... as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You will provide ongoing… more
    Charles Schwab (03/22/24)
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  • Senior Wealth Advisor

    HUB International (Fort Worth, 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
    HUB International (01/24/24)
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  • Sr. Financial Advisor

    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
    First National Bank of Omaha (01/17/24)
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  • Financial Advisor

    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
    Atria Wealth Solutions (03/27/24)
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  • Senior Wealth Advisor

    M&T Bank (Wilmington, DE)
    …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
    M&T Bank (03/07/24)
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  • Financial Advisor

    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
    Atria Wealth Solutions (03/28/24)
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  • Financial Advisor

    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 (03/27/24)
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  • Financial Advisor

    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 (03/27/24)
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  • Financial Advisor

    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 (03/27/24)
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  • Senior Trust Advisor

    Truist (Dallas, TX)
    …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
    Truist (03/23/24)
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  • Financial Advisor

    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
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Cambridge, MA)
    …Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University ... Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Pasadena, CA)
    …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 ... more than 56,000 members, and is searching for a Financial Advisor to participate in their mission...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Winston Salem, NC)
    …CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. ABOUT ALLEGACY: ... Business, or a related field. + Experience Required: 5 years' experience as a financial advisor . + License/Certification Required: Series 7, 66 or 63/65. North… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Shoreline, WA)
    …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 ... employees, and the community and is looking for a Financial Advisor to join the team. As...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Robert Half Finance & Accounting (Farmington, CT)
    …Our client is an established independent registered investment advisory firm and looking for a Senior Financial Advisor to join their team. The Senior ... for business development. Ideal candidate will bring 5+ years of experience of Financial Advisor /Planning experience, CFP is ideal, series 65/66 is a plus as… more
    Robert Half Finance & Accounting (02/29/24)
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  • Executive Financial Advisor

    Bank of America (Charlotte, NC)
    …Leveraging industry leading tools, resources, and services, the Executive Financial Advisor works with a defined group of senior executive leaders to ... Executive Financial Advisor Charlotte, North Carolina **Job...advisors providing integrated goals-based wealth planning services to select senior executive leaders at Bank of America. EAS partners… more
    Bank of America (01/04/24)
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