Junior Financial Advisor

3 weeks ago


Bonita Springs, United States Magellan Financial & Insurance Services, Inc. Full time

Join Our Team as a Junior Advisor at Nova Wealth Management


About the Role: Are you passionate about finance and eager to kickstart your career in the financial services industry? Nova Wealth Management is looking for a dynamic and motivated Junior Advisor to join our team. In this role, you will be the primary point of contact for our clients, providing exceptional service and support while learning from seasoned professionals. This is a fantastic opportunity for someone who loves working with people and is ready to grow into a full-fledged financial advisor.


Compensation: $50-70k + Bonuses, Commissions, etc.


Primary Responsibilities:

  • Client Interaction: Serve as the main point of contact for our clients, addressing inquiries and delivering outstanding customer service.
  • Relationship Building: Develop and maintain strong, lasting relationships with clients, ensuring their needs are met and building trust over time.
  • Administrative Support: Manage client accounts, schedule appointments, and maintain accurate records to support our advisors.
  • Business Development: Participate in activities aimed at attracting new clients and expanding our client base, contributing to the growth of our firm.


Required Qualifications and Skills:

  • Education: Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • Skills: Strong communication and interpersonal skills, keen analytical abilities, and a high attention to detail.
  • Technical Proficiency: Proficiency in Microsoft Office Suite; experience with financial software (Salesforce experience is a plus).
  • Motivation: A self-starter with a strong work ethic, a desire to learn, and the ambition to advance within the financial services industry.


Who We Are: At Nova Wealth Management, we are dedicated to providing personalized financial planning and expert advice to help our clients achieve their financial goals. Our team of professionals is committed to excellence and works collaboratively to deliver tailored solutions. As we continue to grow, we are looking for individuals who share our commitment to client success and who are excited to embark on a rewarding career with us.


Equal Opportunity Statement: Nova Wealth Management is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This position is not accepting remote applicants.


  • Financial Advisor

    3 months ago


    Colorado Springs, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Spring, Insurance, Investment

  • Financial Advisor

    6 days ago


    Saratoga Springs, United States Frontier Management (OR) Full time

    Financial Advisor Ready to grow by affiliating with New York Life? New York Life's top-performing financial professionals are expanding their team of producers. They're eager to work with other experienced financial professionals who are joining the New York Life family specializing in one or more of the following areas: Income Protection Retirement...

  • Financial Advisor

    2 months ago


    Colorado Springs, United States gpac Full time

    We are seeking a dedicated Financial Advisor to join our team. Responsibilities: Provide comprehensive financial planning and investment advice. Develop and implement tailored financial strategies. Maintain strong client relationships and provide ongoing support. Stay updated on market trends and regulatory changes. Requirements: Proven experience as a...


  • Connelly Springs, North Carolina, United States EmergeOrtho Full time

    Patient Financial AdvisorThe Patient Financial Advisor will play a crucial role in ensuring accurate patient demographic verification, elucidating treatment expenses and insurance benefits, and managing insurance certification documentation. This position also involves overseeing the collection of preoperative deposits, evaluating payment alternatives, and...

  • Financial Advisor

    2 months ago


    Colorado Springs, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area. At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor responsible for providing financial...

  • Financial Advisor

    3 months ago


    Colorado Springs, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area.At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor...


  • Webster Springs, West Virginia, United States Davis Health System Full time

    Position: Patient Financial Services AdvisorAs a vital member of the financial team at Davis Health System, you will play a crucial role in assisting patients with their financial inquiries and obligations.Provide support to patients in managing their outstanding self-pay balances.Engage in discussions regarding various payment options, including installment...

  • Financial Advisor

    1 month ago


    Colorado Springs, United States State Farm Full time

    Securities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...


  • Colorado Springs, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Overview: We are seeking a motivated and detail-oriented Junior Financial Analyst to join our Financial Planning and Governance team. This entry-level role will support financial planning, budgeting, forecasting, and governance processes to ensure our financial operations are effective and compliant. The ideal candidate will...

  • Financial Aid Advisor

    2 weeks ago


    Saratoga Springs, NY, United States Empire State University Full time

    Financial Aid Advisor Empire State University is currently seeking a full-time Financial Aid Advisor (State Title: Financial Aid Advisor) to join our team at our Saratoga Springs, NY location.The Financial Aid Advisor will administer, evaluate, process, verify, award and deny federal, state and institutional financial aid. The advisor will determine...


  • Bonita Springs, Florida, United States Regency Insurance Group LLC Full time

    Join Our Team as an Insurance Customer Care AssociateAre you a recent graduate eager to embark on a fulfilling career in customer service? Look no further! We invite you to become a vital part of our dynamic team at Regency Insurance Group LLC. About the RoleAs an Insurance Customer Care Associate, you will be instrumental in providing exceptional service to...


  • Steamboat Springs, Colorado, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe primary role of the Client Service Associate is to provide administrative support to financial advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for clients.ResponsibilitiesProvide exceptional customer service by answering phones, scheduling appointments, and...


  • Excelsior Springs, Missouri, United States Excelsior Springs Hospital Full time

    Position OverviewAs a Financial Advisor for Healthcare Services, you will play a crucial role in guiding patients and healthcare providers through the financial aspects of care. Your responsibilities will include:Providing patients and healthcare professionals with accurate private pay estimates.Assisting patients in completing financial applications and...


  • Colorado Springs, Colorado, United States First Command Financial Services, Inc. Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and dreams.Key ResponsibilitiesDirectly engage with the military community by partnering with local military...


  • Glenwood Springs, Colorado, United States Sonic Automotive Full time

    Position Overview:The Junior Automotive Technician plays a crucial role in executing vehicle repairs and maintenance on Audi automobiles as designated, adhering to dealership and manufacturer standards.Ideal Candidate:The successful applicant will possess a minimum of 1-2 years of experience in an automotive dealership technician role (focusing on brakes,...


  • Glenwood Springs, Colorado, United States Sonic Automotive Full time

    Company OverviewSonic Automotive is a leading name in the automotive sector, recognized for our commitment to excellence and customer satisfaction. We are dedicated to fostering a workplace that values integrity, teamwork, and the professional growth of our employees. Our focus is on creating a supportive environment where every team member can thrive as we...


  • Colorado Springs, Colorado, United States The Ladders Full time

    Job Title: Accountant Subject Matter Expert Position Type: Full Time, Employee Location: Remote with flexible working options available Credentials: Bachelor's Degree in Accounting; Master's Degree Preferred Citizenship: United States citizenship required Security Clearance: All new hires will undergo a government security investigation and must meet...


  • Bonita Springs, Florida, United States Edward D. Jones & Co., L.P. Full time

    Join Our Dynamic TeamIf you are looking for a fulfilling career opportunity, the Office Operations Coordinator position may be the ideal match for you.In this role, you will work closely with Financial Advisors to support clients in achieving their financial aspirations over time.About Edward D. Jones & Co., L.P.:Role: Office Operations...


  • Bonita Springs, Florida, United States Edward D. Jones & Co., L.P. Full time

    About Edward D. Jones & Co., L.P.We are a leading financial services company dedicated to helping individuals and families achieve their long-term financial goals.Job Summary:The Branch Office Administrator (BOA) plays a critical role in supporting our Financial Advisors in delivering exceptional client service and driving business growth.Key...


  • Colorado Springs, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...