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Dec 04, 2023
Financial Advisor
$100,000 yearly
New York Life Oahu Honolulu, HI, USA
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $100,000+ yearly Responsibilities: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial...
Accounting / Finance
Dec 03, 2023
Financial Advisor
RK Partners Newport Beach, CA, USA
Financial Advisor A Financial Advisor strives to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. During the Apprenticeship and Residency stages, you’ll receive outstanding support and training provided by our Advisor Development Program. This four- and half-year paid training program aims to provide you with the skills, support and financing necessary to build a thriving book of business, which you will personally own. This career is structured for goal orientated and independent individuals who strive to help others and establish trusting relationships with your clients. You’ll have a business without limits while making a difference. *Company culture, leadership, and specifics will be discussed via an initial phone call* INCOME GROWTH OPPORTUNITY Paid apprenticeship and paid Residency Beyond income, you'll also have access to a comprehensive benefits package: • Medical, Dental and Vision • 401(k) Plan...
Accounting / Finance
Dec 03, 2023
Full time
Financial Advisor
A+ Federal Credit Union Austin, TX, USA
Financial Advisor Job Type: Full-Time Exemption Type: Exempt Wage Amount: Financial Advisors work in partnership with the credit union to provide comprehensive financial services to credit union members. A Financial Advisor is an integral part of the credit union environment providing wealth management services in the area of investment, insurance, retirement and estate planning. Essential Functions: Department Support Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a personalized investment strategy to implement. Utilizes a financial planning approach and related software to draft a comprehensive financial plan creating customized strategies unique to each member. Remains visible to public to meet potential new clients for A+FCU, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Services and performs periodic...
Accounting / Finance
Dec 01, 2023
New Financial Advisor
Honolulu, HI, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Dec 01, 2023
New Financial Advisor
Grove City, PA, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Tehachapi, CA, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Troy, OH, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Worthington, MN, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Nebraska City, NE, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Renton, WA, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Aumsville, OR, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Brevard, NC, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Nov 29, 2023
New Financial Advisor
Fort Dodge, IA, USA
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Endicott NY
Binghamton, NY, USA
Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Financial Advisors are adept at growing existing relationships, using partnership...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Beverly, MA
Beverly, MA, USA
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Endicott NY
Endicott, NY, USA
Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Financial Advisors are adept at growing existing relationships, using partnership...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Beverly, MA
Gloucester, MA, USA
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Endicott NY
Vestal, NY, USA
Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Financial Advisors are adept at growing existing relationships, using partnership...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Lower Manhattan, NYC
New York, NY, USA
Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept...
Accounting / Finance
Dec 02, 2023
Private Client Financial Advisor - Elizabeth, NJ
Verona, NJ, USA
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow...
Accounting / Finance