- Edward Jones (Bothell, WA)
- …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 Read More About Skills/Requirements **Awards… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... financial planning topics. + Coaching and developing the Financial Advisor assigned to the territory. This...or equivalent is required. + FINRA Series 7 securities license required at hire and FINRA Series 65 or… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... and new clientele. This position is perfect for a financial advisor who is eager to succeed...experience. Requirements . Minimum 3-5 years of experience in financial advising . Life, Health and Accident License… more
- Insight Global (Peoria, IL)
- Job Description Insight Global is looking for a Financial Planner/ Advisor to join a growing Financial Services client of ours in Peoria, IL. The Financial ... clients who have the need for advice on complex financial situations. The financial planning process includes...and training to continually grow as a professional and advisor . Salary/Compensation: Up to $120k "Base" + commission &… 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
- Navy Federal Credit Union (Waldorf, MD)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- JPMorgan Chase (Chicago, IL)
- …of a brand that sets the standard for extraordinary service and results. As a Financial Advisor , in JPMorgan National Branch Investments Direct, you will work in ... and skills** + At least 3 years in a Financial Advisor role or equivalent financial...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * The SFA shows demonstrated success ... 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. *WHAT'S IN… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...and 65 or 66 registrations; active state life insurance license . (Registration with state insurance must be obtained within… more
- Regions Bank (Little Rock, AR)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides...63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment… more
- Santander US (Conshohocken, PA)
- Financial Advisor - Centralized, Conshohocken, PA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Wells Fargo (Hunt Valley, MD)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for… more
- Wells Fargo (Arlington, VA)
- **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
- Robert Half Finance & Accounting (Utica, NY)
- Description We are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for ... service. Qualifications + Active Series 6, 7, or 65 license (required). + Proven experience in financial ...65 license (required). + Proven experience in financial advising, wealth management, or investment planning. + Strong… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of ... a team of Financial Advisors. Key objectives of this job include hiring,...within assigned Market; about 75% of time + Driver's License required **OCC Language:** + This position is with… more
- TD Bank (Shrewsbury, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. ... recognized equivalents) **Job Expectations:** + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required… more
- Robert Half Finance & Accounting (Utica, NY)
- Description Nick Corieri with Robert Half is seeking an experienced Financial Advisor to join a client in Utica, New York. Whether you are newly licensed or have ... Series 65 license or equivalent certification. * Strong knowledge of financial consulting strategies and tools. * Proven ability to provide effective … more
- Fifth Third Bank, NA (Shelby, MI)
- …presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Armada, MI At Fifth Third, we understand the ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition… more
- Robert Half Finance & Accounting (Houston, TX)
- Description We have an exciting opportunity for a Financial Advisor to join a Financial Planning firm! Option to work fully remote, hybrid or in office as ... or willing to relocate. Must have a Series 7 license . The ideal candidate will have several years of...relationships + Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives + Create… more