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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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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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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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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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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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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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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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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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The Senior Wealth Associate provides comprehensive support to the Wealth Advisor to enable them to focus on the attraction and expansion of business and provide high client satisfaction.
$93,581.1 - $155,968.52 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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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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We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Mercer Advisors is a different kind of wealth management firm.
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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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financial advisor wealth jobs Title: compliance associate Company: Nfp
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