- Canandaigua National Bank & Trust (Pittsford, NY)
- …including trust and estate planning experience preferred. + CTFA (Certified Trust and Financial Advisor ) certification preferred. What does a successful ... needs and interests of each, and provides assistance. + Coordinates with the Wealth Advisor to monitor the cash and investments of each account with consideration of… more
- M&T Bank (Naples, FL)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- M&T Bank (Vero Beach, FL)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LP1** ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- M&T Bank (Wilmington, DE)
- …Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- Edward Jones (Altoona, WI)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...+ Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- Lincoln Technical Institute (Parsippany-Troy Hills, NJ)
- …Education Units as required for State certification Requirements of a Regional Financial Aid Advisor + High School Diploma or equivalent + Minimum of ... Lincoln Tech is seeking a bilingual English/Spanish preferred Regional Financial Aid Advisor of New Students to be responsible for providing information and… 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 + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred +… more
- University of Miami (Coral Gables, FL)
- …Financial Assistance and Employment Office has an exciting opportunity for a Senior Financial Assistance Advisor . The Senior Advisor , Financial ... all technical and clerical tasks and procedures to process student's award/ certification status for financial assistance/educational benefits and scholarship… more
- Southern California Edison (Rosemead, CA)
- **Join the Clean Energy Revolution** Become a Financial Reporting Advisor -- SEC Reporting at Southern California Edison (SCE) and build a better tomorrow. In ... requirements, and contribute to internal management reports. As a Financial Reporting Advisor -- SEC Reporting, your...Finance, or a related field. + CPA or equivalent certification + Experience with ERP systems such as SAP… more
- PNC (Austin, TX)
- …contribute to the company's success. Spanish speaking preferred, but not required. As a Financial Advisor within PNC's of organization, you will be based in ... Cedar Park, TX. Financial Advisors are based within a bank branch and...a degree, a comparable combination of education, job specific certification (s), and experience (including military service) may be considered.… more
- TD Bank (Springfield, VA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing ...regulatory agency or self-regulatory organization enforcement action search, and statements/ certification from job applicant regarding administrative, civil, and/or criminal… more
- TD Bank (Greenville, SC)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Personal Financial Advisor (PFA) I works from a centralized hub with clients in ... PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial … more
- Texas A&M University System (San Antonio, TX)
- Job Title Financial Aid Advisor II Agency Texas A&M University - San Antonio Department Enrollment Management Proposed Minimum Salary Commensurate Job Location ... customer service and accurate and timely completion of all components of financial aid administration, eg, verification, awarding, loan certification , etc. +… more
- Kestra Financial (Cranbury, NJ)
- …a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build ... experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not... industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent communication and… more
- Comerica (Wilmington, DE)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This position's direct involvement in business… more
- Capital One (Richmond, VA)
- Senior Manager, Compliance Advisor - Credit Card The Senior Manager, Compliance Advisor - Credit Card performs a key risk management role (second line of ... the Compliance Management Program framework, the Credit Card Compliance Advisor is responsible for delivering quality results, providing compliance...or military experience + At least 6 years of financial services experience + At least 3 years of… more
- Robert Half Office Team (Minneapolis, MN)
- …degree in finance, economics, business administration, or a related field (preferred). + Certification as a financial coach, financial counselor, or similar ... organization that is committed to helping clients navigate their financial journeys toward success and stability. We are seeking...journeys toward success and stability. We are seeking a Financial Coach for a contract to hire opportunity in… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more
- Cardinal Health (Madison, WI)
- …and Cash Flow FP&A The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis. An understanding of balance sheet, ... a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity. at-Home… more
- Atria Wealth Solutions (Vancouver, WA)
- …with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the ... About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k...Assistance + And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to… more
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