- Edward Jones (Northfield, MN)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...regulatory authorities, as well as required training to maintain license in good standing **Awards & Accolades** At Edward… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and… more
- Atria Wealth Solutions (Reston, VA)
- Financial Advisor I - Reston Reston,...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 ... Fortune Media IP Limited. All rights reserved. Used under license . Fortune and Fortune Media IP Limited are not...FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Financial Advisor I - Reston - Navy… more
- BECU (Bothell, WA)
- …regarding BECU Benefits can be found here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role in providing ... meetings.** **WHAT YOU'LL DO:** + **Partnering for Success** : Work collaboratively with Financial Advisor (s) in your assigned area to develop and execute… more
- Atria Wealth Solutions (League City, TX)
- …CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and ... and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing upon a limited… more
- Edward Jones (Tempe, AZ)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including...63 and 65) licenses required to apply. * Insurance license may be required in the future (life, health… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
- Atria Wealth Solutions (San Jose, CA)
- …its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment ... its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement...7, 66 (or 63 and 65) and California Insurance License + Financial services industry experience +… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member ... candidate is someone looking to partner with a seasoned financial advisor and develop their necessary skills,...ability to be flexible. + Possess a valid driver's license EOE **Representatives are employed and registered through CFS… more
- City National Bank (Las Vegas, NV)
- ** FINANCIAL ADVISOR SENIOR** **WHAT IS THE...and 63 and 65 or 66 + California Insurance License **Skills and Knowledge** + The SFA shows demonstrated ... OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Series 7 and 63 securities licenses and state insurance license required. + CFP designation highly preferred. **Compensation** Starting… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …this opportunity. Join our client, an independent RIA in Walnut Creek, as a financial advisor . They design innovative investment strategies for a diverse range ... built on collaboration and success. Key Responsibilities of a Financial Advisor : + Provide financial ...finance, economics, or a related field. + Series 65 license , or the willingness to obtain it within the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA headquartered in San Francisco, as a Financial Advisor . They craft innovative investment strategies for a diverse client ... centered on collaboration and success. Key Responsibilities of a Financial Advisor : + Provide financial ...finance, economics, or a related field. + Series 65 license , or the willingness to obtain it within the… more
- Santander US (New York, NY)
- Financial Advisor - Centralized, NY, NY New York, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA in the vibrant Bay Area as a financial advisor . They craft innovative investment strategies for a diverse clientele, from ... community of collaboration and success. Some Responsibilities of a Financial Advisor : + Offer financial ...in finance, economics, or related field. + Series 65 license or willingness to obtain within first 90 days.… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities ... and Impact:** **The Impact:** + The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of… more
- Aston Carter (Port Charlotte, FL)
- Job Title: Financial Advisor Job Description Provides ...support/service role + Must have a 2-14 or 2-15 license (2-15 highly preferred) + Must have a FINRA ... and investment services to members. Key responsibilities include assessing members' financial situations and providing guidance for services to meet the members'… more
- Aston Carter (Tampa, FL)
- Job Title: Financial Advisor Job Description Provides ...support/service role + Must have a 2-14 or 2-15 license (2-15 highly preferred) + Must have a FINRA ... and investment services to members. Key responsibilities include assessing members' financial situations and providing guidance for services to meet the members'… more
- Ballston Spa National Bank (Guilderland, NY)
- …Time Invest in your future with Ballston Spa National Bank (BSNB)! BSNB is seeking a Financial Advisor to join our growing Financial Services team! Join a ... Osaic Institutions. A DAY IN THE LIFE As a Financial Advisor at BSNB, you will work...5 years related business experience + Current life insurance license + FINRA SEI, Series 6, 7 registration &… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …business model, the firm believes in connecting all parts of a clients' financial life and delivering thoughtful, collaborative strategies that focus on what's most ... will support the business and its clients as a wealth manager, investment advisor , consultant, and constant partner in helping clients achieve their aspirations. As… more
- Wells Fargo (Scarsdale, NY)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for… more