A company is looking for a Senior Advisor to support clients with their investment and financial planning needs.Key ResponsibilitiesGrow existing relationships and provide exceptional client experiencesEducate clients on financial planning and investment strategies through calls and video sessionsChallenge the wealth management industry and contribute to team initiativesRequired Qualifications, Training, and EducationMust have either a CFA Level 1 or CIM designationCFP designation is an assetExperience managing and growing client relationshipsBilingual in French and English is considered a strong assetSelf-starter with an entrepreneurial mindset
Senior Financial Advisor
A company is looking for a Senior Advisor to support clients with their investment and financial planning needs. ...
Senior Financial Advisor
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients. Pr...
J.P. Morgan Wealth Management - Private Client Advisor - St Pete Beach, FL
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
Tournament Senior Accountant
As a Pro Links Sports employee, the Tournament Senior Accountant for the Valspar. ...
Wealth Advisor
A company is looking for a Wealth Advisor to provide financial planning and investment advice focused on bitcoin integration. ...
International Wealth Advisor, Schwab Wealth Advisory - Charles Schwab
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You...
Senior Financial Analyst
The Financial Planning Analyst II is responsible for preparing and compiling financial reporting, analysis, and projections, and operating metrics for business unit reviews, identifying and analyzing forecast and budget variances, and providing financial support in development of corrective action p...
MES (manufacturing execution system) Business Analyst
Min of 5 years of experience in a Business Analyst role in the manufacturing industry for the development of applications used on the shop floor Strong knowledge of business processes in one of the industries viz. Has worked in the capacity of a business analyst for 5 years. Teamware Solutions, a bu...
Financial Advisor - Career Change Opportunity
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, est...
Client Advisor
Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. We serve people: Eve...