- Edward Jones (San Diego, CA)
- …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
- Canandaigua National Bank & Trust (Syracuse, NY)
- … Canandaigua National Bank Location: Syracuse, NY market What does a Financial /Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is ... region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to...education and training. + Life Accident & Health Insurance License , FINRA Series 7 and 66 OR FINRA Series… 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 (Tempe, AZ)
- …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
- City National Bank (West Hollywood, 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
- Navy Federal Credit Union (Waldorf, MD)
- …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
- San Francisco Federal Credit Union (San Francisco, CA)
- …Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...and 65 or 66 registrations; active state life insurance license . (Registration with state insurance must be obtained within… more
- Regions Bank (Naples, 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
- Santander US (Mashpee, MA)
- Financial Advisor , Falmouth, MA Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial services ... **We Want to Talk to You!** **The Difference You Make:** The Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Santander US (Newark, NJ)
- Financial Advisor - Centralized, Newark, NJ Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Wells Fargo (Grants Pass, OR)
- **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 (Brooklyn, 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
- TD Bank (Exton, PA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of ... a team of Financial Advisors. Key objectives of this job include hiring,...within assigned Market; about 75% of time + Driver's License required **OCC Language:** + This position is with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. ... recognized equivalents) **Job Expectations:** + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required… more
- Fifth Third Bank, NA (Chicago, IL)
- …and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) West Loop - Chicago At Fifth Third, we ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition… more
- Robert Half Finance & Accounting (Houston, TX)
- Description We have an exciting opportunity for a Financial Advisor to join a Financial Planning firm! Option to work fully remote, hybrid or in office as ... or willing to relocate. Must have a Series 7 license . The ideal candidate will have several years of...relationships + Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives + Create… more
- Sedgwick (Greensboro, NC)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor (REMOTE - NC license & experience REQUIRED; some travel) Are you ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- KeyBank (Redmond, WA)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more