- KeyBank (Seattle, WA)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- Equitable (Charlotte, NC)
- …potential? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors field force and ... delivery Increase the amount of fee-based financial planning engagements The Relationship Manager is an influential part of the growth of Advisory and Investment… more
- SDL Search Partners (Boston, MA)
- …transactions and new business for completion and accuracy Complete Contact Manager notes and/or follow-up correspondence Qualifications: CFP designation, or ... for an individual who either already has obtained, or is in pursuit of their CFP , and is looking for a new opportunity with unlimited growth potential. This position… more
- Equitable Advisors (New York, NY)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Oxford Financial Group, Ltd. (Minneapolis, MN)
- …client engagements and delivers effective and appropriate advice Serves as lead relationship manager to clients or as co-lead relationship manager for clients ... as assigned Qualifications: Bachelor's degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM,… more
- Lifetime Recruiting Strategies (Eastwood, KY)
- …Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager , Sales and Sales Management. Interviews next week. We are Looking for Top ... the Financial Services Industry as a: Investment Advisor/Private Wealth Manager - This position is highly entrepreneurial and involves...education is expected * An MBA, JD, CPA or CFP is valued Start your new "Career" now by… more
- Equitable Advisors (Atlanta, GA)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Regions Financial Corporation (Knoxville, TN)
- …in conjunction with the assigned Trust or Wealth Advisor Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual Investment reviews ... Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary (AIF) and four (4) years of… more
- Willis Johnson & Associates (Houston, TX)
- …Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support ... the first point of contact for clients. Under close supervision of a Wealth Manager , the Financial Planning Analyst will have the opportunity to lead select client… more
- Fifth Third Bank (Indianapolis, IN)
- …meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp Vision and Core Values ... equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP , CFA, or CPWA industry certification is preferred and will be… more
- Regions Bank (Indianapolis, IN)
- …section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. ... of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment objectives… more
- Healthcare Services Group, Inc. (Boonsboro, MD)
- …Must show proof of or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first 14 days of ... and leadership opportunities to see you succeed! Position Summary Our exciting Manager -In-Training (MIT) program gives you the opportunity to learn and grow at… more
- Charles Schwab (Lone Tree, CO)
- …to meet income generation, risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of 10-12 Wealth Advisors and ... your contributions, consider a career as a Senior Regional Manager . **What you have** **Motivating** - As a leader...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
- Charles Schwab (Chicago, IL)
- …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the monitoring ... inherent in our industry. **What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and… more
- TD Bank (Greenville, SC)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to ... the high net worth segment. The Private Client Relationship Manager II will serve as the central point of...Life & Health insurance licenses + Certified Financial Planner ( CFP ), preferred + Strong understanding of private banking business… more
- Bank of America (Richmond, VA)
- Portfolio Manager I Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Richmond/Portfolio- Manager -I\_25021628-2) **Job Description:** At Bank of America, we are… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager (FP) San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private-Wealth-Relationship- Manager --FP-\_25025589-2) **Job Description:** Merrill Wealth Management is a leading… more
- Charles Schwab (Sarasota, FL)
- …status quo" and transform the finance industry together._ As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to ... collaboration with, and under the guidance of, the Branch Manager , you will develop and implement a comprehensive local...obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry… more
- Bank of America (Kansas City, MO)
- Portfolio Manager III Kansas City, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Portfolio- Manager -III\_25028788) **Job Description:** At Bank of America, we are… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week onsite) Salary: $150,000 - $200,000+ (DOE) + Bonus + Profit Sharing ... compliance and accurate records of all client interactions + (Senior Wealth Manager ) Lead complex client engagements, mentor junior advisors, and contribute to… more
