- Robert Half Finance & Accounting (CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Financial Planner Location: East Bay Salary: $100,000-$175,000 About ... experience. + Bachelor's degree (finance or economics strongly preferred). + Certified Financial Planner (CFP(R)) designation. + Experience with both brokerage… more
- Robert Half Finance & Accounting (New York, NY)
- …office. The Wealth Planning Analyst will work closely with the Senior Advisors, providing comprehensive and holistic financial planning services to the ... Description Robert Half Financial Services are recruiting for a Wealth...not involve production or sales. Responsibilities: * Collaborate with Senior Financial Advisors to develop and deliver… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Edward Jones (Tempe, AZ)
- …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Edward Jones (Scottsdale, AZ)
- …is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with ... them on-track. **What you'll do:** + Partner with the Senior Planner , Financial Advisor, and...on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we… more
- HUB International (Albuquerque, NM)
- …partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with ... each client's goals and values. The Senior Wealth Advisor will be an experienced planner ,...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP required… more
- Edward Jones (St. Louis, MO)
- …financial strategies to help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to ... and Financial Planning offerings. * Professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFP), CPA, or… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice,...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Hartford, CT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, MAcc, JD, ... Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- M&T Bank (Radnor, PA)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust & Financial ... (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition....Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of… more