Financial Services Professional
20 hours ago
Gorra Financial Group is looking for talented individuals who seek to make a difference in the lives of others by providing financial literacy.Our team is composed of entrepreneurial, success-driven individuals who pursue control of their career. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.We offer a program that can generate income, plus commissions with high-income potential, a flexible work schedule, and a rewarding work-life balance. We provide you with the essential resources and tools needed to build your skills as a financial professional.This career can take off quickly, with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team.We offer full benefits available including insurance, 401k with a match along with attractive rewards and recognition programs. ResponsibilitiesProspecting for clients as you build your practice through introduction-based activities.Maintaining long-term, positive relationships with your clientele.Providing education and solutions to clients.Capitalize on the education and knowledge opportunities offered by our team.SkillsStrong interpersonal skills and a desire to be in a relationship-driven career.Entrepreneurial spirit with a commitment to integrity.College degree or military equivalent is preferred.Sales or entrepreneurial experience preferred but not required.QualificationsBachelor's degree in business, finance, or related field.2-5 years of experience being a financial advisor/ financial planner or IARs (Investment Advisory Representative) in the life and/or health fieldMust have current FINRA Series 65 or 66 and 7 Securities Registration (65 preferred - Independent Advisor Representative). Life and health license.In-depth understanding of employer, industry and federal regulationsKnowledge of mutual funds, securities, and insurance industries.Proficient in Word, Excel, Outlook, and PowerPoint.Experience providing quality financial advice.Analytical thinking skills and the ability to assess clients’ needsExcellent communication abilities, including writing, speaking and active listeningEffective sales, presentation and customer service skills.Compensation and BenefitsA program for new professionals with rate considerations as you grow your commission-base.Comprehensive rewards, trips, and recognition opportunities.Full benefits package including insurance and retirement benefits.Residual income, build equity as you will own your business.Extensive training and joint work to improve financial and presentation skills.Weekly coaching to support growth of a practice for new and experienced levels.Ongoing practice advancement, continuing education, and growth opportunities.Location:Rhode Island and Massachusetts
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Financial Analyst
2 weeks ago
Harris County, United States Dean's Professional Services Full timeFinancial AnalystLocation: Houston, TXPay Rate: $33/hourSchedule: Monday-Friday, 8:00 AM-5:00 PMDean's Professional Services is actively seeking a detail-oriented and analytical Financial Analyst to support moderate to complex financial analysis projects, including budgeting, forecasting, and financial reporting. This role is ideal for professionals who...
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Financial Analyst
6 days ago
Harris County, United States Dean's Professional Services Full timeFinancial AnalystLocation: Houston, TXPay Rate: $33/hourSchedule: Monday-Friday, 8:00 AM-5:00 PMDean's Professional Services is actively seeking a detail-oriented and analytical Financial Analyst to support moderate to complex financial analysis projects, including budgeting, forecasting, and financial reporting. This role is ideal for professionals who...
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Financial Services Associate 1
2 weeks ago
Sussex County, United States BlueShore Financial Full timeAbout Beem Credit UnionBeem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...
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Financial Advisor
4 days ago
Macomb County, United States Financial Services of America Full timeJob Description: Financial Advisor – New Location - Chesterfield, MI About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning,...
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Voya Financial Warwick
2 weeks ago
Providence, RI, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our highly successful team in the greater Warwick RI area to work plan sponsor relationships as a dedicated enroller, that is also heavily involved in all facets of plan sponsor...
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Financial Advisor
20 hours ago
Onondaga County, United States Prudential Financial Full timePrudential Advisors is looking for driven, motivated self-starters in Onondaga County that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help...
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Financial Advisor
20 hours ago
Niagara County, United States Prudential Financial Full timePrudential Advisors is looking for driven, motivated self-starters in the Niagara County area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together,...
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Financial Advisor
1 week ago
Providence, Rhode Island, United States New England Financial Advisors (NEFA) Full timeNew England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the...
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Client Service Associate
7 days ago
Providence, RI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to...
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Client Service Associate
2 weeks ago
Providence, RI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to...
