- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor … more
- Texas A&M University System (Galveston, TX)
- …and experience in an enrollment management area focusing on outreach and/or retention. Certified Financial Advisor or Accredited Financial Counselor. ... Job Title Financial Aid Advisor II Agency Texas...Job Title Financial Aid Advisor II Agency Texas A&M University Department Scholarships...Scholarships & Financial Aid is seeking a Financial Aid Advisor II to counsel and… more
- Columbia Bank (Eugene, OR)
- …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also… more
- Truist (College Park, MD)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- Regions Bank (Little Rock, AR)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- Regions Bank (Houston, TX)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- Amalgamated Bank (New York, NY)
- …Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified ... Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) + Certified Financial Services Auditor (CFSA) + Certified Community Bank Internal Auditor… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Truist (Newtown, PA)
- … Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing… more
- Truist (Atlanta, GA)
- … Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... training. 2. Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
- Stony Brook University (Stony Brook, NY)
- …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Senior Financial Aid Advisor **Required Qualifications (as...Federal Student Aid and Scholarship programs. 8 NASFAA Credentials Certified Financial Aid Administrator (FAAC) designation. Experience… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- … Canandaigua National Bank Location: Syracuse, NY market What does a Financial /Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is ... region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to...+ Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner,… more
- Stony Brook University (Stony Brook, NY)
- …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or… more
- Edward Jones (East Hartford, CT)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Nashville, TN)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- M&T Bank (Baltimore, MD)
- …financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Regions Bank (Naples, FL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced … more
- M&T Bank (Wilmington, DE)
- …Preferred:** Bachelor's degree Minimum of 3 years' estates and trust experience CTFA ( Certified Trust and Financial Advisor ) certification Ability to read ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more