- Edward Jones (St. Louis, MO)
- …product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred . * Bachelor's degree in a ... ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or...business-related field is strongly preferred * Ability to seek, receive and implement feedback.… more
- Edward Jones (St. Louis, MO)
- …the future (life, health and variable annuity) + Experience as an Edward Jones Financial Advisor highly preferred + Bachelor's degree in a business-related ... ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or...field is preferred + Ability to understand information about various securities… more
- Morgan Stanley (Purchase, NY)
- …and performance management. * . Proficient job knowledge. Former experience as a successful Financial Advisor is preferred * . Demonstrated strong leadership ... of our culture. * * * * *About the Team:* * * The Financial Advisor Associate (FAA) Talent Management group drives the overall field strategy relative to the… more
- Kestra Financial (Bellaire, TX)
- …with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65, ... We are an independent financial planning firm in Bellaire, Texas. The successful...or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years… more
- University of Utah (Salt Lake City, UT)
- …Public Accountant ( CPA ), Certified Financial Planner ( CFP ), and/or Chartered Financial Advisor ( CFA ) preferred . **Experience:** + Ten (10) years ... for developing and directing my529's strategic plan, overseeing leadership, financial management, operations, and compliance functions. They ensure long-term… more
- Edward Jones (Spirit Lake, IA)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Morgan Stanley (Gilbert, AZ)
- …and growing an existing book of Morgan Stanley relationships. As a*Virtual Client Financial Advisor - Gilbert, AZ*,your primary focus is to help clients ... are fully prepared to take their place among our Financial Advisor workforce. */Upon completion of this...* Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred … more
- Edward Jones (Warsaw, 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...**Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if… more
- JPMorgan Chase (Tempe, AZ)
- …Hispanics and Latinos Fellowship Program - Consumer & Community Banking (CCB) - Financial Advisor Development Track (FADT) Tempe, AZ | Westerville, OH | ... **About Our Track** **Line of Business:** Consumer & Community Banking (CCB) **Track:** Financial Advisor Development Track (FADT) The mission of the … more
- Bank of America (Pleasanton, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...(CRPC) is a plus. + Obtained insurance licenses is preferred . **Skills:** + Account Management + Client Investments… more
- CUNY (Brooklyn, NY)
- Financial Aid Advisor (2 positions) -...(Word, Excel, PowerPoint). + Two years of related experience preferred . + Experience with CUNY financial aid ... Reopened **POSITION DETAILS** Brooklyn College is currently accepting applications for the position of Financial Aid Advisor in the Office of Financial Aid.… more
- Atria Wealth Solutions (Greenville, SC)
- …CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's ... all that they do. Purpose of the Job The Financial Advisor II serves the financial...to 10 pounds. Education and Background + Associate/Bachelor's Degree preferred , or equivalent combination of education/experience from which comparable… more
- Woodforest National Bank (The Woodlands, TX)
- The Financial Advisor II is responsible for providing financial planning, financial advice, and investment management to serve the needs of individuals, ... families, and business owners. The Financial Advisor is responsible for building and...or FINRA Series 7, 66 required. . Bachelor's degree preferred . Work Status: . Full-Time. Supervisory Responsibility: . None.… more
- Edward Jones (St. Louis, MO)
- …helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you!** Edward Jones has ... an opening for a HQ Transitional Financial Advisor to maintain relationships with clients...skills + Bachelor's degree in a business-related field is preferred Candidates that live within in a commutable distance… 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 ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid… more
- Deloitte (Austin, TX)
- Engagement Financial Advisor Intern - Summer 2025...18 years of age at the time of employment. Preferred : + Strong academic track record (minimum GPA of ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in...3.2 preferred ) All qualified applicants will receive consideration for employment… more
- Morgan Stanley (Sandy, UT)
- …growing an existing book of Morgan Stanley relationships. As a *Licensed/Registered**Virtual Client Financial Advisor - Sandy, UT* your primary focus is to help ... are fully prepared to take their place among our Financial Advisor workforce. */Upon completion of this...(or 63 & 65) | 1-3 years of relevant financial services or brokerage sales experience preferred … more
- Edward Jones (Columbus, OH)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...a track record of success + State insurance licenses preferred + Preferred additional professional designations such… more
- Rochester Institute of Technology (Rochester, NY)
- **9462BR** **Position Title:** Student Financial Aid Advisor **Organization:** Office of Financial Aid and Scholarships **Job Responsibilities:** + Software ... and independently, in a fast paced, team oriented environment. ** Preferred Qualifications:** Preferred at least three years...the direction of the Sr. Assistant Director the Student Financial Aid Advisor serves as the first… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... according to an established schedule determined by your manager. Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit… more