- Edward Jones (Franklin, IN)
- …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
- Thrivent Financial (Bismarck, ND)
- Our Team Infinity Financial Advisors is a growing independent financial services practice of Thrivent. We specialize in planning around one's retirement and ... to us by God. About Thrivent Thrivent is a faith-based, not-for-profit financial services organization serving more than 2.3 million clients, offering advice,… 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
- Atria Wealth Solutions (League City, TX)
- …CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and ... and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing upon a limited… 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 (New York, NY)
- …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
- 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
- Santander US (Peabody, MA)
- Financial Advisor - Centralized, Peabody, MA Peabody, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA in the vibrant Bay Area as a financial advisor . They craft innovative investment strategies for a diverse clientele, from ... community of collaboration and success. Some Responsibilities of a Financial Advisor : + Offer financial ...in finance, economics, or related field. + Series 65 license or willingness to obtain within first 90 days.… 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
- 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
- Regions Bank (Jonesboro, 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
- First Horizon Bank (Key Largo, 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
- Navy Federal Credit Union (Reston, VA)
- …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 (Anchorage, AK)
- **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 (Jamison, PA)
- …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 ...Market to meet prospects, clients and partners + Driver's License required in select territories based on geographical coverage… more
- TD Bank (Melville, 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
- JPMorgan Chase (Chicago, IL)
- …to assist in building that experience. This is the team for you. As a ** Financial Advisor ** , in **JPMorgan National Branch Investments Direct** ,you will work ... in a team based, office environment to offer comprehensive financial planning and advice to clients by helping to...7 + A valid and active Series 66 (63/65) license is required or ability to obtain within 60… more
- PNC (Towamencin, PA)
- …passionate about our values and helping our advisors build their future. As a Branch Financial Advisor within PNC Investments, you will be based in King of ... valued and have an opportunity to contribute to the company's success. Branch Financial Advisors work within a highly collaborative circuit of bank branches and… more