- Northwestern Mutual (San Diego, CA)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through ... financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on client-building and obtaining licenses. Our… more
- Simply Auto Group (Grapevine, TX)
- …Group, a fast-growing Automotive Repair facility, is seeking a new Service Advisor /Client Manager! This individual needs to be an ambitious, high-performing, and ... and collaboration. Our technician staff is highly trained and certified and has access to all the latest and...Paid Vacation and Holidays HEALTHCARE Position Summary: The Service Advisor position is one of the most vital roles… more
- JPMorgan Chase & Co. (Milpitas, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Jamie Grayem (Newport Beach, CA)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)… more
- Fifth Third Bank (Cincinnati, OH)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Accountable for the… more
- Cetera Financial Group, Inc. (Leawood, KS)
- …advancement and success are limitless. TRPG is currently seeking to add a Tax Advisor ( Certified Public Accountant) position to our team located in Leawood, KS, ... be hybrid remote and work in office. The Tax Advisor will have a degree in accounting and either...and a leading provider of retail services to the investment programs of banks and credit unions. Through its… 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 in ... in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the following:… more
- Central Bancompany (Lawrence, KS)
- …and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in ... software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all...or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to… more
- COUNTRY Financial (Carol Stream, IL)
- …the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and ... Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP)… more
- Jamie Grayem (Albany, NY)
- Wealth Planner / Hight Net Worth Financial Advisor Albany, NY, US $100,000 - $200,000 / yr + Bonus + Full Benefits + Great Growth Opportunities CFP Required Job ... events, and children/wealth planning opportunities. Partner with Fiduciary, Insurance, Investment teammates to deliver the Planning experience to prospects, clients,… more
- Advisor Employee Services (Grand Rapids, MI)
- Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy ... Grand Rapids, MI is seeking to add a Financial Advisor to our Team! The Financial Advisor ...and managing money *Provide financial planning advice to include investment , insurance, and retirement *Develop, manage, and retain strong… more
- Cetera Financial Group, Inc. (St. Paul, MN)
- …such as Certified Fiduciary & Investment Risk Specialist (CFRIS) or Certified Trust and Fiduciary Advisor (CTFA) highly preferred. A minimum of 6 years ... Group, a premier wealth advisory organization specializing in providing personalized investment management services. A key component of this role is developing… more
- Easy Recruiter (Dallas, TX)
- …Transfers, Settlement, as well as Business Actions that directly impact the Client/ Advisor profile. A professional's breakdown to translate or even refine customer ... Analysis *Customer review of membership agreements or transmission asks for *Client/ Advisor amount exceptions *Governing commitments (Instances: 2340 as well as… more
- Jiffy Lube (Trenton, NJ)
- …of jobs that include customer service, automotive service & repair, service advisor and key holder/management positions. This provides for a well-balanced foundation ... "Jiffy Lube University" a CBT (computer-based training) program designed to provide an investment in knowledge and skills to maintain the highest level of service.… more
- Recruit Monitor (New York, NY)
- …Back Together, as well as Company Actions that straight impact the Client/ Advisor profile. A specialist's failure to decipher or process customer transactions in ... *Customer review of registration deals or even transfer demands *Client/ Advisor degree exemptions *Governing obligations (Examples: 2340 and 15C3-3) *Settlement… more
- HDR (Colorado Springs, CO)
- …and program energy management projects for execution via Energy Conservation Investment Program (ECIP), Federal Energy Management Program (FEMP), MILCON, and Energy ... and results to the Contracting Officer's Representative and Civil Engineer Resource Advisor . Prepare quarterly reports for 10 Civil Engineer Squadron (CES) on Energy… more
- Jiffy Lube (Roselle, NJ)
- …of jobs that include customer service, automotive service & repair, service advisor and key holder/management positions. This provides for a well-balanced foundation ... a CBT (computer-based training) program designed to provide an investment in knowledge and skills to maintain the highest...with our guests and other teammates. Once you've become certified , we offer advancement opportunities to become a Lube… more
- KeyBank (Beachwood, OH)
- …(or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public ... existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- Dayton Independent School District (Dayton, TX)
- …sound and effective management practices. Direct and monitor the management and investment of all district funds and ensure they are adequately protected. Serve ... as chief financial advisor and budget advisor to the superintendent...Bachelor's degree in business, accounting, or other related field Certified Public Accountant (CPA), preferred Special Knowledge/Skills: Advanced knowledge… more
- JPMorgan Chase & Co. (Houston, TX)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
