- Edward Jones (Conway, SC)
- …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
- 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 ... goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and… 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
- Edward Jones (St. Louis, MO)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including...63 and 65) licenses required to apply. * Insurance license may be required in the future (life, health… 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
- Boston University (Boston, MA)
- **GRADUATE ADMISSIONS & FINANCIAL AID ADVISOR , School of Social Work, Financial Aid** **Job Description** **GRADUATE ADMISSIONS & FINANCIAL AID ... ADVISOR , School of Social Work, Financial Aid** **Category** Charles River Campus --> Professional **Job...+ Some evening, overnight, travel and weekend work, driver's license preferred. This position offers competitive salary and is… more
- Navy Federal Credit Union (Lexington Park, 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
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 **Job Overview** Here at Dupaco, we pride ourselves on ... our members build a life worth loving. As a Financial Advisor on the Dupaco Financial...63 securities licenses, with desire to obtain Series 7 license within one year of employment. + Hold Series… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... interested in exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... you believe that strong, personal relationships are critical to financial success? Do you want to work for an...required. + North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or similar… 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 ... our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way… more
- Regions Bank (The Villages, FL)
- …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
- San Francisco Federal Credit Union (San Francisco, CA)
- …a (Job Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch ... and 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… more
- First Horizon Bank (Coral Gables, FL)
- …: On site at location listed in job posting. **Summary** : As a Financial Advisor , you will build trusted relationships with clients and referral partners, ... You'll play a vital role in guiding clients toward achieving their financial goals, including estate planning, investment strategies, and retirement planning. We… more
- Santander US (Mashpee, MA)
- Financial Advisor , Falmouth, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... **We Want to Talk to You!** **The Difference You Make:** The Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Wells Fargo (Pasadena, 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 ... additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …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 basic financial consulting services to assist members and non-members...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- Wells Fargo (Leawood, KS)
- **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
- TD Bank (Brooklyn, NY)
- …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
- TD Bank (Little River, SC)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor 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