- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for immediate consideration! Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in office) Salary: ... their continued success, they are looking to add a Wealth Advisor to their team-someone who is...management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining… more
- Kestra Financial (Baltimore, MD)
- About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial ... www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Umpqua Bank (Denver, CO)
- Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue, Washington Vancouver, Washington Seattle, Washington Tacoma, Washington ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Truist (Mclean, VA)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Chattanooga, TN)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- UMB Bank (Scottsdale, AZ)
- …At UMB Private Wealth Management, your story is our focus. As the **Sr. Wealth Advisor ** , you will lead a highly integrated team-based approach working to ... are at the center of every action. The Sr. Wealth Advisor works closely with the Financial...possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with… more
- Truist (Dallas, TX)
- …(United States of America) **Please review the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the ... managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a...Master's degree in Finance, accounting or International Business. 2. CFP , CFA, CIMA, CTFA **General Description of Available Benefits… more
- Charles Schwab (San Diego, CA)
- …to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a comprehensive ... contributions, consider a career as a Sr. Manager, Sr. Wealth Advisor . Sr. Manager, Sr. Wealth...skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid… more
- TIAA (Irvine, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Vanguard (Charlotte, NC)
- …make 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 for transforming lives through...lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina,… more
- Zions Bancorporation (Boise, ID)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Boise, ID area. ... Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor , your role will be to...66 ( 65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Zions Bancorporation (Houston, TX)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. ... + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be...66 ( 65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Zions Bancorporation (San Diego, CA)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the San Diego ... + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to...& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- HUB International (Albuquerque, NM)
- …due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner,...in the financial services industry + Series 65, or CFP required **Skills and Knowledge** + Wealth … more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... The **Private Wealth Management team** serves to manage, protect and...hold an advanced degree or professional certification such as CFP or CFA. **Compensation Range:** $83,200.00 - $178,800.00 _The… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
- Insight Global (Kansas City, MO)
- Job Description Insight Global is assisting a client with identifying a Sr. Wealth Advisor for a direct hire role in the Kansas City, MO area with a growing ... boutique wealth management firm, specializing in providing comprehensive financial planning...of partners. Client Relationship Management Serve as the Primary Advisor and trusted resource for a select group of… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and proven at acquiring new clients...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- US Bank (Naples, FL)
- …specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- M&T Bank (West Hartford, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for growth and retention of that client base. The Wealth Advisor is focused on the profitable... management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more