- Oklahoma State University (Oklahoma City, OK)
- …school, enroll in post-secondary education or reentry programs in education. The Advisor /Coordinator will provide program services specific to the needs of our adult ... disadvantaged youth. Certifications, Registrations, and/or Licenses: Valid Oklahoma driver's license . Skills, Proficiencies, and/or Knowledge: Active listening skills, essential… more
- JobElephant (Los Angeles, CA)
- …and executes a comprehensive fundraising strategy to increase financial support from foundation, government, and corporate donors/prospects.Serves as ... priorities.Maintains strong, proactive relationships with Accounting, Finance and Administration, Financial Aid, Human Resources, Payroll, and funding agencies to… more
- JobTarget (Naperville, IL)
- …High school diploma or GED is requiredMust possess a current valid driver's license and have a satisfactory Motor Vehicle Report (MVR)2+ years' automotive shop ... management experience1+ year experience in a service advisor role or demonstrate an ability to sell.Self-aware, servant leader with proven experience managing… more
- JobElephant (Lewiston, ID)
- …out-of-state (evening and weekend work is required).Valid driver's license .Preferred Qualifications:Experience working with a customer relationship management (CRM) ... referral agentsProvide general advice and guidance on matters related to financial aid, scholarships, fee payment, and other college services/programs to prospective… more
- Edward Jones (Cornelius, NC)
- …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
- 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
- Navy Federal Credit Union (Lacey, WA)
- …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
- City National Bank (Los Angeles, 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
- 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
- Thrivent Financial (Spokane, WA)
- … services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Our vision is to offer our clients sound ... This is a full time role. As an Associate Financial Advisor , you'll be a resource for...license may be required for some) + Assist Financial advisors in the preparation and follow up for… 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
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... field preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial...management abilities. + You must possess a valid driver's license and be comfortable meeting clients in-person as needed.… 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
- Thrivent Financial (Altamont, IL)
- …as needed Position Qualifications + Bachelor's degree or 3+ years of experience in a financial services firm + Life & Health License (or willingness to obtain ... Summary About the Role Eckhardt Financial Group, one of the top-producing teams under...umbrella, is seeking a highly organized and client-focused Support Advisor . This hybrid position supports both investment operations and… more
- Insight Global (Port Charlotte, FL)
- …Global's customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service ... the Port Charlotte/Wauchula/Sebring region. As a Financial Advisor , you'll work with credit union...Series 7 & 66 (or 63 & 65) Florida 2-15 License Clean FINRA U4 record CFP, ChFC, CRPC… more
