- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (New Philadelphia, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Parkersburg, WV)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Lake Charles, LA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor … more
- Atria Wealth Solutions (Lunenburg, MA)
- …with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers ... efforts to outreach to additional members to offer our financial planning services. (In- Branch ) + Actively and...Adheres to all applicable laws, regulations, policies, and guidelines. (In- Branch ) + Manage, service and grow an… more
- Atria Wealth Solutions (Sandusky, MI)
- …Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to our customer base ... in and around our service area. Thumb Bank & Trust has been providing...the investment program necessitates the need to add a Financial Advisor to the established program. As… more
- Citizens (Boston, MA)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial… more
- Edward Jones (Kinston, NC)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch… more
- JPMorgan Chase (Tempe, AZ)
- …OH **About Our Track** **Line of Business:** Consumer & Community Banking (CCB) **Track:** Financial Advisor Development Program Track (FADP) The mission of the ... Financial Advisor Development Program Track (FADP) Program...skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch , with… more
- PNC (Hershey, PA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Hershey, ... PA . Financial Advisors are based within a bank ...business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals… more
- Edward Jones (Jasper, GA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- Thrivent Financial (Spokane, WA)
- …Career Progression May become Lead Advisor or Associate on the team or branch off to as solo Financial Associate. Compensation and Benefits Compensation is ... learning and development while serving clients with mentorship through joint field work. The Team-Based Financial Advisor is a Financial Advisor that is… more
- Atria Wealth Solutions (Cincinnati, OH)
- … Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... financial solutions that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Atria Wealth Solutions (Richmond, VA)
- …CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... credit union with $500 million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Edward Jones (St. Louis, MO)
- …to maintain relationships with clients when a branch office needs a temporary Financial Advisor . This role will support 4-6 offices remotely s. This person ... answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role...unable to meet those obligations + Provide excellent client service and suitable investment advice during the transition period… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About the Opportunity ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...insurance solutions within our branches-helping members make confident, values-based financial decisions. You'll partner closely with branch … more
- Atria Wealth Solutions (Allentown, PA)
- … Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the… more