- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: data ... plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance + Learn the… more
- HUB International (Fort Lauderdale, FL)
- …or working toward certification + Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software + Strong attention to detail ... yes, we have the perfect opportunity for you._ _Our Paraplanner position within our Retirement & Private Wealth practice...giving you the chance to work directly with seasoned Financial Planners within HUB International. The role offers a… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
- Insight Global (Fort Worth, TX)
- …Economics, or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner (CFP) designation ... and managing model portfolios through Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more
- Coldstream Wealth Management (Mercer Island, WA)
- …(or willingness to get it within 12 months at Coldstream's expense) + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the ... If you want to utilize your client service and financial planning experience and advance your career in wealth...client service/team operations and/or towards becoming a Wealth Manager ( advisor ). We have a hybrid work environment, with team… more