- Wright-Patt Credit Union Inc. (Columbus, OH)
- Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield ... opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their … more
- Vanguard (Dallas, TX)
- …into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our ... given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …**Description** The Office of Financial Aid is in search of a Senior Financial Aid Advisor to join their team. + Awards federal, state, institutional ... and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Empire State Development, NYS Title Senior Advisor Financial Strategies Occupational Category Other Professional Careers Salary Grade NS ... principles related to economics and finance, expertise in municipal debt and financial derivatives. Duties Description *Applicants MUST submit a cover letter with… more
- Huntington National Bank (Fenton, MI)
- …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...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...Job Duties - + Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- First National Bank of Omaha (Overland Park, KS)
- …Work location is subject to change based on business needs. **Summary of the Job:** The Senior Financial Advisor is a trusted advisor who will serve ... their financial wellbeing. Through an advisor led approach, the Senior Financial Advisor will serve as a planning generalist to help individuals in… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution! Become a Financial IT Operations, Senior Advisor at Southern California Edison (SCE) and build a better ... realization and present results to organization regularly and to senior management. + Responsible for developing, maintaining, and enforcing governance… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...follow-up actions. + Gather and input data into clients' financial plans. + Prepare recommendations, analyses, and reports for… more
- PNC (Carnegie, PA)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of ... helping our advisors build their future. As a Centralized Advisor within PNC Investments, you will be based in...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment… more
- Citizens (Mineola, NY)
- …interests first while coaching and developing self and others. The Private Client Senior Wealth Advisor understands financial planning strategies and wealth ... contact strategy. The Private Client Senior Wealth Advisor delivers advice through financial planning and...Senior Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and… more
- Citizens (Newark, NJ)
- …interests first while coaching and developing self and others. The Private Client Senior Wealth Advisor understands financial planning strategies and wealth ... contact strategy. The Private Client Senior Wealth Advisor delivers advice through financial planning and...Senior Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and… more
- Office of the Director of National Intelligence (Bethesda, MD)
- Summary The Office of the Chief Financial Officer (CFO) leads the development, negotiation, and presentation of the National Intelligence Program (NIP) budget on ... formulation, justification, and execution), performance planning and evaluation, and financial management improvement. Responsibilities We encourage you to read the… more
- Office of the Director of National Intelligence (Bethesda, MD)
- Summary The Office of the Chief Financial Officer (CFO) leads the development, negotiation, and presentation of the National Intelligence Program (NIP) budget on ... formulation, justification, and execution), performance planning and evaluation, and financial management improvement. Responsibilities We encourage you to read the… more
- Insight Global (Palos Heights, IL)
- Job Description The Senior Business Advisor is a financial professional who leads a team focusing on bookkeeping, tax preparation, and business consulting. ... tax preparation and review for high level tax returns. The Senior Business Advisor provides coaching and support for their team through effectively managing… more
- Robert Half Finance & Accounting (CA)
- …to complete licensing process for a future career as a Lead Advisor or Financial Advisor + Support Senior and Lead Advisors to acquire in-depth knowledge ... flexibility $Base + Bonus Day to Day: + Support Senior and Lead Advisors in creating, implementing, and monitoring...services experience; goal is to be in a wealth advisor not a financial analyst + Ability… more
- Citigroup (Chicago, IL)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more