- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… 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...2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. +… more
- City National Bank (Las Vegas, NV)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Ally (Austin, TX)
- …You're constantly evolving, so shouldn't your opportunities be, too? **The Opportunity** The Senior Wealth Advisor works as a fiduciary, focusing on driving ... 18137 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and... goals for today and tomorrow. The Sr. Wealth Advisor will do this by flawlessly executing upon our… more
- Vanguard (Newtown Square, PA)
- …rigorous study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation ... financial planning process as you become a successful Financial Advisor and put our clients on...+ Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building… more
- M&T Bank (York, PA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **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
- HUB International (Albuquerque, NM)
- As a Senior Wealth Advisor , you will work directly...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP ... will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- HUB International (Elk Grove, CA)
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy ... partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven… more
- Atria Wealth Solutions (Leavenworth, KS)
- …Financial Services, LP. visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP , ... Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area....preferably in a bank or credit union + Certified Financial Planner ( CFP ) designation preferred EOE **Representatives… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...work with people at different job levels ranging from senior managers to front line employees. + Must have… more