- Midland States Bank (Joliet, IL)
- …below text Make sure to read thoroughly, then apply. Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1041-Joliet_IL At Midland, ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- Bank OZK (Atlanta, GA)
- …investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide or other ... Financial Planning tools, preferred. + Professional designation (ie, CTFA, CFP (R)), preferred. Job Expectations Job Expectations: O perate customary equipment and… more
- Principal Financial Group (Baltimore, MD)
- …the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer ... you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! *Heavy incentive… more
- Principal Financial Group (Washington, DC)
- …Wholesaler within assigned territory for collective success. + Presentations to large groups(banker/ advisor training programs) and one on one in a face to face ... days. Strong preference for current licensing. + Advanced designations preferred ( CFP (R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive… more
- Intrua Financial, LLC (Houston, TX)
- …clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able ... in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services… more
- Principal Financial Group (Houston, TX)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... state law to become IAR with Principal Securities, Inc. + Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required… more
- Neuberger Berman (New York, NY)
- …wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter expertise on ... and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa… more
- Kestra Financial (Baltimore, MD)
- …out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Regions Bank (Coral Gables, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going maintenance of… more
- Regions Bank (Little Rock, AR)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... 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
- Regions Bank (Houston, TX)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... 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
- TIAA (Hanover, NH)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Commerce Bank (St. Louis, MO)
- …wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...or other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience,… 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. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Kestra Financial (Denver, CO)
- We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive ... provide them with peace of mind. As an Associate Advisor , you will work alongside an experienced financial ...business, or a related field. + Desire to earn CFP designation in 2-3 years + A minimum of… more
- American Heart Association (St. Petersburg, FL)
- …has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department! **This individual can be home-based ... to provide technical assistance. Success in the Sr. Charitable Estate Planning Advisor role requires mastery of the American Heart Association's mission, gift… more
- Truist (Mclean, VA)
- …around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group ... (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist...be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree The annual base salary for… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation....63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Bank of America (Indianapolis, IN)
- Financial Solutions Advisor - Washington and Mitthoeffer Financial Center Indianapolis, Indiana **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Indianapolis/Financial-Solutions- Advisor Washington-and-Mitthoeffer-Financial-Center\_25048430-1) **Job Description:** At Bank of America, we… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
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