- 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
- Kestra Financial (Hamilton, NJ)
- Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data ... case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. Essential Duties and Responsibilities *… 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