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1-2 years of financial services experience; goal is to be in a wealth advisor not a financial analyst. Holding Series 7, 65, and/or CFP®, ChFC® or similar certification is a plus. Opportunity to complete licensing process for a future career as a Lead Advisor or Financial Advisor.
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Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, new business development and practice management.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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Vice President, Wealth Advisor | Seattle, Washington. Advise clients on a variety of financial matters including preparation of individualized wealth management, financial planning, and retirement plans.
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As a Private Client Wealth Advisor in the Detroit Metro area, you will be crucial in growing our client base, driving sales revenue, and building strong relationships with existing clients.
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CFP and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
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Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
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Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
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An accredited Wealth Management Advisor (AWMA) is preferred. Certified Financial Planner (CFP) is preferred. This associate will operate within the Advisor Technology group, which is focused on delivering tools and applications that support the advisor and support staff's day-to-day branch operations.
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Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
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Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA) preferred. Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management) in compliance with our investment and planning strategies.
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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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Judson Group has been retained by a growing wealth management firm, with a national reputation, in the search for an Associate Wealth Advisor CFP to develop and manage client relationships.
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Analog Capital Partners is seeking a part-time remote CFP or CFA Entry Level Wealth Advisor. The CFP or CFA Entry Level Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice.
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MBA, JD, CFP®, CPA or ChFC, a plus. MBA, JD, CFP®, CPA or ChFC, a plus. If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
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