- 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...may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of… more
- Citizens (Foxboro, MA)
- …the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Merck & Co. (Rahway, NJ)
- …benefits, cost/effort estimate, success criteria and risks.Act as a trusted advisor to divisional partners, ensuring Studios' engagements shift thinking from ... interviews, ideation sessions, and executive briefings.Excellent business acumen and financial literacy: ability to build credible business cases, ROI estimates,… more
- Skidmore College (Saratoga Springs, NY)
- …It trains and advises student leaders on budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP ... prior experience advising college-age students on leadership and/or financial management is preferred. Essential job competencies (knowledge, skills, abilities &… more
- Unknown (Middletown, NY)
- …auto loans retirement services investment services banking personal loans credit cards financial education financial literacy mortgages and home equity loans ... The CoS will be a strategic partner and trusted advisor , ensuring the effective execution of organizational priorities and...A minimum of 8 years' progressive leadership experience in financial services and operations is required, with a strong… more
- Unknown (Kansas City, MO)
- …to spend 80% of their time in the field, engaging in in-person meetings with financial professionals, and must be adept at using sales data and CRM tools to meet ... equivalent experience, and have at least 5 years' of prior wholesaling experience in the bank and/or wirehouse distribution...to grow a region, and excellent knowledge of the advisor community and industry are required. The role demands… more
- Larson Wealth Partners, LLC (Indianapolis, IN)
- …the job specs as found below. Location: Indianapolis, IN About the Role Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and take ... Finance, Economics, or related field Experience with Schwab systems ( Advisor Center, OMS, or OMS API tools) Python, C++,...MatLab or Excel VBA for automation/reporting Series 24 or prior supervisory experience What We Offer Direct impact on… more
- Iowa State University (Ames, IA)
- Position Title: Financial Aid Advisor II Job Group:Professional & Scientific Required Minimum Qualifications:Bachelor's degree and 2 years of related experience ... such as FAFSA, FISAP, IPEDS, and state grant programs. Prior experience providing advising, counseling, or customer service in...campus/community partners. Job Description: Join our team as a Financial Aid Advisor II and make a… more
- Iowa State University (Ames, IA)
- Position Title: Financial Aid Advisor II Job Group:Professional & Scientific Required Minimum Qualifications:Bachelor's degree and 2 years of related experience ... such as FAFSA, FISAP, IPEDS, and state grant programs. Prior experience providing advising, counseling, or customer service in...campus/community partners. Job Description: Join our team as a Financial Aid Advisor II and make a… more
- First National Bank of Omaha (Plano, TX)
- …how it fits into our organization's success.** **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery ... innovative solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate...advisors or driving strategic initiatives is a plus. + Prior experience using "eMoney" is also a plus Robert… more
- Citizens (Pittsburgh, PA)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Logan Health (Kalispell, MT)
- … journey? At Logan Health, we are seeking an enthusiastic and compassionate Patient Financial Advisor to join our team. In this dynamic role, you will ... Be Trusted | Work Together | Strive for Excellence. Join the Patient Financial Advising Team! Location: Logan Health Medical Center - Kalispell, Montana Shift: Day… more
- Wells Fargo (San Jose, CA)
- **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 ... training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function +… 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...of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Prior Brokerage Industry Experience. + Series 7, 66 (or… more
- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) (...client base * Must pass FINRA Series 24 exam prior to stepping into leadership * Ability to draw upon ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… 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. ... this role, you will:** + Support clients and provide financial advice and counsel consistent with client goals and...Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals… more
- First National Bank of Omaha (Dekalb, IL)
- …investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** Duties ... May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance… more
- JPMorgan Chase (Columbus, OH)
- …job-related duties as assigned **Preferred qualifications, capabilities, and skills** + Prior experience with Advisor or Banker Onboarding/Licensing programs ... The Advisor Onboarding Team for JP Morgan Wealth Management...qualifications, capabilities, and skills** + 3 plus years of brokerage/ financial services industry experience. + Highly motivated, customer-focused, proactive,… more
