- YMCA of the North (Minneapolis, MN)
- …off that vary depending on part-time or full-time status. 1. Job Summary: The Member Service Advisor assists the Membership Director to provide strong leadership ... hourly. We take into consideration an individual's background and experience in determining salary; therefore, base pay offered may...customer service to all members, participants, and guests. The Member Service Advisor assists the Front Desk… 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...data collected from members in order to develop a financial plan that meets the member 's specific… more
- Thrivent Financial (Bellevue, WA)
- …appropriate investment advice (eg conducting due diligence, etc.) + Obtain member /customer financial and/or suitability information + Accepting and/or entering ... financial representatives in the preparation and follow up for the member /customer meetings + Collaborate with financial representatives to assist client… 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 ... the investment program necessitates the need to add a Financial Advisor to the established program. As...and Background + Two or more years of sales experience in the financial services industry, preferably… more
- TD Bank (Brattleboro, VT)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be a ... set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected...reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member … more
- Deloitte (Charlotte, NC)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... PowerPoint skills + Ability to work effectively as a member of a team + Attention to detail and...finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services… 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 ... that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are...and Background + Two or more years of sales experience in the financial services industry, preferably… more
- BMO Financial Group (IL)
- …Series 7, 66 or 7,63+65 and Life and Health are Required for this role ** Financial Advisor ** This role is accountable to invoke trust and build strong client ... bank. Being the first point of client contact, the Financial Advisor 's core mandate is to provide...University Degree with a minimum of 3-5 years of financial industry experience + Series 7 and… more
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 Refreshed On 07/30/2025 **Job Overview** Here at Dupaco, we ... pride ourselves on delivering an exceptional member experience with the mission of helping...our members build a life worth loving. As a Financial Advisor on the Dupaco Financial… more
- Atria Wealth Solutions (Lunenburg, MA)
- …Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown ... Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in...procedures adopted by the Credit Union. + Participate in member education seminars on saving for retirement, financial… more
- Thrivent Financial (Albert Lea, MN)
- …of the position or support needs on the sponsoring Financial Advisor . + Demonstrated customer service orientation/ experience , 2+ years preferred. + Ability ... members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans… more
- Insight Global (Hoover, AL)
- …of financial services experience with an emphasis on sales ( financial planner/ advisor role preferred) -Ability to obtain Life and Health License and ... Job Description Insight Global is looking for a Financial Advisor to join an established...Minimum Requirements: College degree preferred 2 + years of financial services experience with an emphasis on… more
- JPMorgan Chase (San Francisco, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities… 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 ... the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are...and Background + Two or more years of sales experience in the financial services industry, preferably… more
- Atria Wealth Solutions (Richmond, VA)
- …with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member ... million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are...and Background + Two or more years of sales experience in the financial services industry, preferably… more
- Atria Wealth Solutions (King, NC)
- …through CUSO Financial Services, LP ("CFS"), a registered broker-dealer ( Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through ... LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in...EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience . Related customer service … more
- SUNY Buffalo State (Buffalo, NY)
- Financial Aid Advisor Bookmark this Posting Print Preview | Apply for this Job Posting Details Position Information About Buffalo State Buffalo State is one of ... Professional Department Financial Aid Office Local Title Financial Aid Advisor Budget Title Financial...TAP program under close supervision of a senior staff member . Process financial aid; provide counseling; complete… more
- Navy Federal Credit Union (Matthews, NC)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... to include market strategy, product demonstration and promoting products and services + Experience consulting with customers to assess their financial status and… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member ... base in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...by Coastal Federal Credit Union and registered through CFS ( Member FINRA/SIPC). To learn more about CUSO Financial… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned ... our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative...Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer… more