- ECPI University (Virginia Beach, VA)
- …supervisory experience preferred . + 2-3 years of experience as a Student Financial Advisor preferred . + Any equivalent combination of education, ... Overview Campus Director of Financial Assistance This position will work at ECPI...CampusVue Student database. + Ability to utilize AI tools preferred . + Well-developed oral and written communication skills. +… more
- Edward Jones (Tempe, AZ)
- …with at least 1 year registered experience required. + Prior experience in a Financial Advisor position is strongly preferred . Skills/Abilities + Ability to ... financial and account related needs when their Financial Advisor is unavailable. CRFRs play a...+ Working knowledge of all Jones systems and tools preferred (Joneslink, Financial Foundations, Portfolio, Advisory Solutions,… more
- Kestra Financial (Bellaire, TX)
- …with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65, ... We are an independent financial planning firm in Bellaire, Texas. The successful...or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years… more
- Bank of America (Sarasota, FL)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Sarasota Main Financial Center Sarasota, Florida **Job Description:** flThis job ... If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become… more
- Morgan Stanley (Alpharetta, GA)
- …and growing an existing book of Morgan Stanley relationships. As a*Virtual Client Financial Advisor - Alpharetta, GA*,your primary focus is to help clients ... are fully prepared to take their place among our Financial Advisor workforce. */Upon completion of this...* Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred … more
- Thrivent Financial (Brenham, TX)
- …Brenham, TX Role: Full-Time Hours: M-F As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's ... all post meeting tasks + Other responsibilities as assigned by the Lead Advisor Qualifications + Previous financial services experience desired + Securities… more
- Edward Jones (Reynoldsburg, OH)
- …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...**Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if… more
- Edward Jones (Pataskala, OH)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... yourself at a professional crossroads, a career as a financial advisor may be the right change...bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/ financial… more
- First National Bank of Omaha (Council Bluffs, IA)
- …is subject to change based on business needs. **Summary of the Job:** The Financial Advisor Associate provides the daily customer support, and enables the ... efficient and effective practice management of our Financial Advisor teams. A Financial...customer experience of helpful, easy and personal. Additional Qualifications Preferred : + FINRA Series 7 and 66 (or Series… more
- Lincoln Technical Institute (Parsippany-Troy Hills, NJ)
- **Position** : Senior Financial Aid Advisor **Requisition ID:** : 919-16913 Lincoln Tech is seeking a Sr Financial Aid Advisor to help conduct ... FA documentation is collected. This is a more advanced advisor position with advanced Title V knowledge to have...willingness to work evening hours and Saturdays **_Preferred:_** + Financial Aid or Customer Service experience strongly preferred… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...to 10 pounds. Education and Background + Associate/Bachelor's Degree preferred , or equivalent combination of education/experience from which comparable… 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 ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid… more
- Raymond James Financial, Inc. (San Jose, CA)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...* Bachelor's Degree (BA) from four-year college or university preferred with a minimum of three (3) years of… more
- Advatix, Inc. (Mcallen, TX)
- Financial Services Advisor Role Summary Our client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service ... to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer...US Department of Education recognizes; an associate's degree is preferred + One year of experience in a customer… more
- Atria Wealth Solutions (Austin, TX)
- …with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, TX area. Job Summary ... The Licensed Financial Advisor provides members, non-members, and UFCU...within 90 days of hire). + Must be bondable. Preferred Requirements + Licensed in Texas Life, Accident, and… more
- San Jose State University (San Jose, CA)
- Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us) ... California, Probationary, Full Time, Student Services Job Summary The Financial Aid Advisor performs functions under the...may be substituted for one year of professional experience Preferred Qualifications + Bachelor's Degree + Three (3) to… more
- Edward Jones (Columbus, OH)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...a track record of success + State insurance licenses preferred + Preferred additional professional designations such… more
- Atria Wealth Solutions (Traverse City, MI)
- …LP. (CFS) through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse ... preferably in a bank or credit union + Certified Financial Planner designation preferred (CFP) CUSO ...Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor , Insurance… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... according to an established schedule determined by your manager. Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit… more
- Deloitte (Tampa, FL)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services...this role + Limited immigration sponsorship may be available Preferred : + Experience working with a variety of contracting… more