UNKNOWN

FEED

Background working with high-net-worth individuals, multi-generational families, trusts, estates, closely held businesses, and complex wealth-planning situations is highly desirable. Evaluate planning opportunities related to estate and gift tax, charitable giving, executive compensation, investments, real estate holdings, business ownership, and intergenerational wealth transfer.

Pathway Talent Partners

Senior Wealth & Tax Planner

ea_via_bold

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Premier Advisor - Wyomissing, PA

YEAR

Premier Advisor - Arlington, VA / Georgetown

Premier Advisor - Knoxville, TN

Premier Advisor - Charleston, WV

Premier Advisor - Murrell Inlet, SC

Premier Advisor - Nashville, TN

Premier Advisor - Louisville, KY

Premier Advisor - Winston Salem, NC

Premier Advisor - Simpsonville, SC

Virtual Premier Advisor - Boca Raton, FL

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc.

Truist Bank

Finanical Planning Officer, Truist Investment Services Richmond, VA

Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).

Wealth Business Advisor II

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.

Northern Trust Corp

Financial Advisor

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

Corebridge Financial

Financial Wealth Advisor - Baltimore, MD

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). Cultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions.

OneAZ Credit Union

Wealth Advisor

FULL_TIME

Level III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.

Trustmark Bank

Private Wealth Advisor I/II/III

[AW]-iCims

OTHER

Palm Beach Gardens,FL $195,000.00 - $285,000.00 / year; Orlando,FL $181,000.00 - $285,000.00 / year; Miami,FL $200,000.00 - $300,000.00 / year; Sarasota,FL $181,000.00 - $285,000.00 / year; Naples,FL $195,000.00 - $285,000.00 / year; Atlanta,GA $195,000.00 - $285,000.00 / year; Tampa,FL $195,000.00 - $285,000.00 / year . Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

equestftpin

Bachelor's degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Certified Financial Planner Jobs in the United States

Senior Wealth & Tax Planner Pathway Talent Partners

Premier Advisor - Wyomissing, PA Truist Financial Corp

Premier Advisor - Arlington, VA / Georgetown Truist Financial Corp

Premier Advisor - Knoxville, TN Truist Financial Corp

Premier Advisor - Charleston, WV Truist Financial Corp

Premier Advisor - Murrell Inlet, SC Truist Financial Corp

Premier Advisor - Nashville, TN Truist Financial Corp

Premier Advisor - Louisville, KY Truist Financial Corp

Premier Advisor - Winston Salem, NC Truist Financial Corp

Premier Advisor - Simpsonville, SC Truist Financial Corp

Virtual Premier Advisor - Boca Raton, FL Truist Financial Corp

Finanical Planning Officer, Truist Investment Services Richmond, VA Truist Bank

Finanical Planning Officer, Truist Investment Services Richmond, VA Truist Financial Corp

Wealth Business Advisor II Truist Bank

Financial Advisor Northern Trust Corp

Financial Wealth Advisor - Baltimore, MD Corebridge Financial

Wealth Advisor OneAZ Credit Union

Private Wealth Advisor I/II/III Trustmark Bank

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase Bank, N.A.

Financial Planning Advisor Foundation Risk Partners Corp

Similar Job Searches

See More Jobs

Stand out to leading employers.