- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Huntington National Bank (Chillicothe, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in… more
- Vanguard (Charlotte, NC)
- …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner ( CFP (R)) with a passion...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Fifth Third Bank, NA (Tampa, FL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the...by providing fiduciary advice that aligns with the client's financial goals and objectives . Responsible and accountable for… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Vanguard (Malvern, PA)
- …position). + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, ... Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding...to this role, you will be considered for Certified Financial Advisor and Senior Certified… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Truist (Williamsburg, VA)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive ... for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in… more
- M&T Bank (Burlington, VT)
- …and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members… more
- American Heart Association (St. Petersburg, FL)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- US Bank (Minneapolis, MN)
- …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited ... 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
- Robert Half Finance & Accounting (West Lebanon, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion...degree required; advanced degree and professional certifications such as CFP , CTFA, or CWS strongly preferred. + Minimum 7+… more
- PNC (Erie, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Erie, PA. ... PNC Bank's Northwest PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I (Investment Associate), you will provide support for the senior … more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... with exposure to client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong… more
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