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The Wealth Advisor III works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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Consumers Credit Union , as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.
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The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification.
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Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
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CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
$70,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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IF YOU ARE INTERESTED IN APPLYING TO THIS POSITION, PLEASE APPLY DIRECTLY TO NAVY FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Financial Advisor I - Investment Services - Navy Federal Careers (oraclecloud.com) ANY RESUMES RECEIVED THROUGH THE "APPLY NOW" BUTTON BELOW WILL NOT BE CONSIDERED.
$55,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Benefits: 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Training & development Vision insurance Opportunity for advancement Join the Growth Financial Team of Northwestern Mutual - Greater St. Pete as our next district changing Financial Advisor.
$79,600 - $147,100 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services.
$55,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This role is responsible for the development and implementation of an integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth Advisor team.
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Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA), and/or Certified Public Accountant (CPA) designation. This position serves as a feeder pool for the Wealth Advisor role and gains progressive experience in client-facing responsibilities focused on the attraction and retention of business.
$93,581.1 - $155,968.52 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
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The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.
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Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors. Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) or Series 65 (S65) would be considered.
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financial advisor wealth jobs Title: financial planner Company: Ihire
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