- 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 with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Newtown...this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As… more
- Umpqua Bank (Greenwood Village, CO)
- …AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood...Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Regions Bank (Orlando, FL)
- …Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- The Cigna Group (St. Louis, MO)
- …+ High School Diploma required + Bachelor's degree strongly preferred + 5+ years of project / program management experience, preferably within a healthcare ... This role reports into the Sr. Manager of the Transformation Management Office (TMO) team and will be responsible for leading key projects and programs within the EviCore organization. The individual in this role will work with a variety of stakeholders to… more
- Commerce Bank (Wichita, KS)
- …or financial planning preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other… more
- Citizens (Osterville, MA)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... financial situation, becoming the client's trusted relationship manager + Engage with Certified Financial Planners and Financial Advisors to create and analyze the… more
- Truist (Norcross, GA)
- …Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Huntington National Bank (Cincinnati, OH)
- …to complex Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Wells Fargo (Minneapolis, MN)
- …and able to operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate ... this role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as… more
- Vanguard (Scottsdale, AZ)
- …and performs other duties as assigned. Qualifications + Bachelor's degree. + Certified Trust and Financial Advisor (CTFA) designation required (or ability ... to obtain within 1 year of assuming position) or hold CFP or Juris Doctorate (JD). + Minimum of three years of trust administration and client relationship management experience. + Exceptional client relationship management skills. + Excellent writing and… more
- Regions Bank (Birmingham, AL)
- …law on behalf of Regions Bank. + Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), ... Administrative and Compliance Reviews for clients in conjunction with the assigned Advisor + Supports and may supply Portfolio Managers with documentation of… more
- Southern States Cooperative, Inc (Ranson, WV)
- …following, or ability to obtain: Commercial Driver's License, Commercial Pesticide Applicator License, Certified Crop Advisor , Certified Feed Advisor ... License Requirements: + This position requires the safe operation of a motor vehicle to perform essential job functions and mandatory compliance with the SSC motor vehicle safety policy + Able to effectively apply knowledge of a variety of seed, fertilizer,… more
- Amalgamated Bank (New York, NY)
- …Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & ... (CFIRS) + Certified Bank Auditor (CBA) + Certified Financial Services Auditor (CFSA) + Certified ...+ Certified Financial Services Auditor (CFSA) + Certified Community Bank Internal Auditor (CCBIA) + Ability to… more
- Comerica (Farmington Hills, MI)
- …preferred + CGEIT preferred + CIA ( Certified Internal Auditor) + CISA ( Certified Information Security Advisor ) + CISSP ( Certified Information Systems ... Security Professional) About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward… more
- JBS USA (Oklahoma City, OK)
- …**Required Qualifications:** + Must be able to become PAACO and Pork Quality Assurance Advisor Certified . + PAACO Certification Requirements: + BS or higher with ... relevant livestock experience of 3 years within the past 5 years OR Associates degree with relevant livestock experience in 5 of the last 7 years OR High school diploma with relevant livestock experience of 10 years within the past 15 years + Excellent written… more
- Capital One (New York, NY)
- Anti-Money Laundering (AML) Fraud Compliance Advisor Manager The Anti-Money Laundering (AML) Fraud Compliance Advisor Manager performs a key risk management role ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for providing AML compliance advice to Capital… more
- Highmark Health (Pittsburgh, PA)
- …Licensed in the state of Pennsylvania prior to employment Preferred: + Board Certified in Quality/Physician Advising + Physician Advisor experience in a clinical ... **Allegheny Health Network (AHN)** is recruiting a full-time **Physician Advisor ** to join our team located in **Pittsburgh, PA**...setting for the administration of that care. The Physician Advisor is responsible for level of care reviews and… more
- TD Bank (New York, NY)
- …**Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf ... of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within...Series 7, 63 + 65 or 66 preferred + Certified Financial Planner (CFP), preferred. + Strong understanding of… more
- Bank of America (Evansville, IN)
- Merrill Team Financial Advisor Evansville, Indiana **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team Financial… more
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