- 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 ... a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard … more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Truist (West Chester, PA)
- …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
- Vanguard (Newtown Square, PA)
- …Qualifications + Undergraduate degree or equivalent combination of training and experience. + Certified Trust and Financial Advisor (CTFA) designation (or ... ability to obtain within 1 year of assuming position) or Certified Financial Planner designation required. + Minimum of five years related to personal trust… more
- Edward Jones (Wilmington, DE)
- …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 (Wayne, PA)
- 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 (Wilmington, DE)
- …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
- Bank of America (Springfield, PA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments- Springfield Springfield, Pennsylvania **Job Description:** At Bank of America, we are guided by a common… more
- M&T Bank (Wilmington, DE)
- …**Education and Experience Preferred:** Juris Doctor (JD) or Master's degree CTFA ( Certified Trust and Financial Advisor ) certification Strong interpersonal ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more
- TD Bank (Exton, PA)
- …conferences. + Securities Licensed: Series 7, 63 + 65 or 66 preferred + Certified Financial Planner (CFP), preferred. + Strong understanding of private banking ... **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf… more
- M&T Bank (Bear, DE)
- …product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- JPMorgan Chase (Middletown, DE)
- …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
- Vanguard (Malvern, PA)
- …+ Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively with the ... Financial integrity from the inside out Vanguard's core...obtain within 6 months if not currently held). + Certified Regulatory and Compliance Professional (CRCP) designation is a… more
- Lincoln Financial (Radnor, PA)
- …systems while demonstrating an understanding of the broad implications & financial impacts of proposed solutions on operational & infrastructure support. + ... and delivery of cloud -native applications on AWS tailored to actuarial and financial modeling needs. + Provides subject matter expertise to team members and… more
- AAA Mid Atlantic (Wilmington, DE)
- …critical role, you will report directly to the CFO and serve as a key advisor to the Audit Committee, driving the development and execution of the company's internal ... six auditors , providing independent and objective assessments of key risk areas, financial reporting, and internal controls. In this position, you will drive change… more
- Vanguard (Wayne, PA)
- …a related field. + Certification: Certification: Certified Public Accountant (CPA), Certified Tax Advisor (CTA), or Enrolled Agent (EA) are advantageous. + ... Join our team and leverage your expertise to drive impactful financial strategies, while enjoying a collaborative and growth-oriented environment. Responsibilities:… more