Certified Financial Advisor
Hackajob
Certified Financial AdvisorAre you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Malvern, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.As a Vanguard Advisor, You Will:Establish, grow, and maintain long-term relationships with clients.Partner with investors to help them plan their financial goals.Provide disciplined investing approaches, tax management strategies, and additional financial planning support.Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.Why You'll Love Working Here:Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.Professional Growth: Benefit from a workplace that prioritizes your professional development.Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.Compensation and Benefits:At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.Qualifications:Certified Financial Planner® designation required.Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.Shown experience managing a book of business with a track record of client satisfaction and loyalty.Apply trust and estate planning knowledge to help preserve client's wealth.In-depth knowledge of financial planning, investment strategies, and industry regulations.Positive and resilient change agent while fostering collaboration as both a peer and business partner.Special Factors:Vanguard is not offering visa sponsorship for this position.Relocation available to those who qualify.We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!
- ...Certified Financial Advisor Apply ( locations Malvern, PA time type Full time posted on Posted 30+ Days Ago job requisition id 167242 Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP®...SuggestedFull timeWork at officeRemote workRelocationMonday to Friday
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded...SuggestedFull timeContract workFor contractorsWork at office- ...A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating...SuggestedWork at office
- ...Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to support Advisors in delivering planning and investment solutions to mass affluent clients with under $2 million in assets. The role emphasizes client discovery, needs-based recommendations, and growing...Suggested
- ...Job TitleProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team,...SuggestedFull timePart timeWork at office
- ...Financial Advisor ManagerWork Location: Marlton, New Jersey, United States of AmericaHours: 40Pay Details: $115,440 - $173,160 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are...Work at officeLocal area
- ...Summary The Advisor Success Associate serves as a trusted resource for financial advisors by providing outstanding service, operational support, and guidance on GVA's products, services, and processes. This role helps advisors navigate day-to-day business needs, resolve...
- ...Risk Director for Portfolio & Adviser SolutionsFinancial Advisor Services (FAS) is a critical growth engine, focused on evolving how... ...investment products, portfolio solutions, wealth management or financial advice businesses.Deep understanding of investment products, portfolio...
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients,...
$55k - $156.45k
...Financial Planner Location: 6085 Allentown Blvd, Harrisburg, PA 17112 Additional Locations include: 1835 Lincoln Hwy E, Coatesville, PA 19320 3345 Market Street, Camp Hill, PA 17011 301 Colonial Road, Harrisburg, PA 17109 4 Brandywine Ave, Downingtown, PA...Monday to Friday- Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workWork at officeShift workDay shift
- ...investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client...Full timeApprenticeshipInternshipWorldwide
$77.39k - $127.14k
...Associate Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment...Work at officeFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Wayne, Pennsylvania;Bala Cynwyd, Pennsylvania; Exton, Pennsylvania; Philadelphia, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge (...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20.43 - $32.31 per hour
Fulton Financial in Exton, PA, is hiring a full-time Relationship Banker to deliver outstanding customer service and promote financial solutions. Your role will include engaging with customers directly, understanding their needs, and identifying banking opportunities. The...Hourly payFull time- ...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Full timePart timeWork at office
- Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering financial planning and investment solutions to mass affluent clients. You will develop advisory skills, handle client discovery, needs-based recommendations, and...
$70k - $120k
...At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive...$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Work at office- ...Financial AdvisorWork Location: Collegeville, Pennsylvania, United States of AmericaHours: 40Pay Details: $72,280 - $108,160 USDTD is committed... ...role.Line of Business: TD WealthJob Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for...Work at office
- ...Job Description One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Havertown, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed for experienced financial advisors or planners who will...Full time
- ...Northwestern Mutual offers a College Financial Representative internship that mirrors a full-time career in financial planning. You’ll learn prospecting, build a client base, and develop a practical plan with guidance from experts and exclusive products. You’ll receive...Full timeInternshipFlexible hours
- ...Centralized Wealth Management Advisor, Financial AdvisorBe the first call. Be their guide. Be the growth engine behind Citadel Wealth Management's fastest-growing Mass Market client segment — all through warm, inbound member engagement with no cold calling.As a Centralized...
$72.28k - $108.16k
...dialogue with your recruiter who can provide you more specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at officeLocal areaFlexible hours- ...Financial Aid AdvisorThe Financial Aid Advisor must have exceptional customer service, organizational and prioritization skills; strong oral and written communication skills; be able to communicate effectively, and have negotiation and problem solving abilities; as well...Contract workWork at office3 days per week
- ...The Hartford is seeking a Sales Support Associate in Wayne, PA, for an entry-level role aimed at supporting financial advisors. This position includes extensive training in our Mutual Fund and ETF businesses and will require passing the Securities Industry Essentials...
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial CounselorCould you be our next Patient Financial Counselor at Riddle Hospital in Media, PA?Why work as a Patient Financial... ...Degree or Bachelor's Degree preferred. Licensures/Certifications: Certified Revenue Cycle Specialist (CRCS)/American Association of...Full timePart timeWork at officeRemote workMonday to FridayShift work
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