- Umpqua Bank (Greenwood Village, CO)
- …years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth manager. ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- M&T Bank (Rochester, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages… more
- Truist (Ocala, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - Consumer Investment - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job Description:** At Bank ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …state. + Obtain licensing required to come under the RJA and RJFSA registered investment advisor . + Must have Certified Financial Planner (CFP) designation ... in presenting the GPM plan to the client. + Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data,… more
- Truist (Marlton, NJ)
- …as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and ... investment needs. Advises clients and prospective clients with a...1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. This position… more
- 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
- Bank of America (Evansville, IN)
- …and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial ... Merrill Team Financial Advisor Evansville, Indiana **Job Description:** Merrill Wealth Management...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (Delray Beach, FL)
- Merrill Financial Solutions Advisor - Palm Beach Market WEST PALM BEACH, Florida;Palm Beach Gardens, Florida; Delray Beach, Florida; Stuart, Florida; Palm Beach, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Alexandria, VA)
- Merrill Financial Solutions Advisor - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Jersey City, NJ)
- Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey City, New Jersey **Job Description:** This job is responsible for working with ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (Chapel Hill, NC)
- …Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and ... Merrill Financial Solutions Advisor - Raleigh and Surrounding areas Raleigh, North...annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that… more
- TD Bank (New York, NY)
- …and relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within ... the TD Ameritrade Retail channel, the Senior Wealth Lending Advisor partners with TD Ameritrade Investment Consultants...Series 7, 63 + 65 or 66 preferred + Certified Financial Planner (CFP), preferred. + Strong understanding of… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… 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 ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- Atria Wealth Solutions (Sandusky, MI)
- …through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the ... (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience… more
- Atria Wealth Solutions (Cincinnati, OH)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience… more
- Bank of America (Atlanta, GA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Huntersville, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and… more
- Regions Bank (Orlando, FL)
- …to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... 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