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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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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. As a Financial Advisor at WellBridge Wealth, you’ll be at the forefront of client relationships, utilizing your expertise to create unique and impactful financial plans.
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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.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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About the Financial Advisor Role:As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
$83,000 - $139,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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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.
$215,000 - $230,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems. We are currently seeking an experienced Wealth Advisor to work with high-net-worth clients of our firm.
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As the external face of First Community Bank and Trust, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the clients financial life.
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Wealth Management Advisor. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
$44.23 - $52.88 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Manager works alongside a Wealth Advisor and Paraplanner serving the same clients with an excess of $500,000 on platform with the firm. The Wealth Advisor leads the investment management portion of the relationship as well as the Raving Fan experience in addition to all business development and new client onboarding.
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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.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
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