Current jobs related to Financial Advisor - Birmingham - Click and Connect Online Limited
-
Private Client Financial Advisor
2 weeks ago
Birmingham, Michigan, United States Citizens Financial Group, Inc. Full timeAbout the RoleAs a Private Client Financial Advisor at Citizens, you will play a crucial role in helping clients navigate their financial goals and objectives. You will work closely with clients to understand their investment and lending needs, and use your financial planning expertise to develop comprehensive analyses of their assets, income, liabilities,...
-
Financial Advisor
2 months ago
Birmingham, United States First Horizon Advisors, Inc. Full timeJob DescriptionLocation: On site at location listed in job posting.SummaryAs a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and...
-
Financial Advisor
2 months ago
Birmingham, United States First Horizon Advisors, Inc. Full timeLocation: On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning...
-
Senior Financial Advisor
2 months ago
Birmingham, Alabama, United States Farther LLC Full time{"title": "Senior Financial Advisor", "content": "Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member...
-
Private Client Financial Advisor
1 month ago
BIRMINGHAM, United States Citizens Full timeDescriptionAt 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...
-
Private Client Financial Advisor
3 weeks ago
Birmingham, Michigan, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and objectives, and provide tailored advice and solutions to help them achieve their goals.Key Responsibilities:Build and maintain strong relationships with clients to understand...
-
Financial Services Professional
2 weeks ago
Birmingham, Alabama, United States PNC Financial Services Group, Inc. Full timeJob DescriptionPosition OverviewAt PNC Financial Services Group, Inc., our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...
-
Birmingham, United States Raymond James Financial Services Full timeDescription Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to...
-
Private Client Financial Advisor
3 weeks ago
Birmingham, Alabama, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with affluent clients to understand their financial needs and goals.Provide personalized...
-
Financial Planning Assistant
3 weeks ago
Birmingham, Alabama, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full timeMavenCross Wealth AdvisorsA private wealth advisory practice of Ameriprise Financial Services, LLC.Job Description:The Paraplanner will play a vital role in delivering exceptional client service experiences. This position requires the highest ethical standards and a commitment to ongoing professional development.Key Responsibilities:Execute securities trades...
-
Financial Planning Assistant
1 month ago
Birmingham, Alabama, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full timeMavenCross Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in delivering exceptional, personalized client service experiences.Key Responsibilities:Collaborate with financial advisors to design and deliver comprehensive...
-
Associate Advisor
5 days ago
birmingham, United States Planning Alternatives Full timeCompany Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...
-
Associate Advisor
5 days ago
Birmingham, United States Planning Alternatives Full timeCompany Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...
-
Associate Advisor
4 days ago
birmingham, United States Planning Alternatives Full timeCompany Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...
-
Wealth Advisor
5 days ago
birmingham, United States Planning Alternatives Full timeCompany Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...
-
Wealth Advisor
5 days ago
Birmingham, United States Planning Alternatives Full timeCompany Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...
-
Service Advisor
3 weeks ago
Birmingham, Alabama, United States TalentLink Solutions Full timeJob Title: Service AdvisorWe are seeking a highly skilled and experienced Service Advisor to join our team at TalentLink Solutions. As a Service Advisor, you will play a critical role in supporting our clients' financial planning and advisory needs.Key Responsibilities:Engage with clients to understand their financial objectives and concerns, and provide...
-
Service Advisor
3 weeks ago
Birmingham, Alabama, United States TalentLink Solutions Full timeAbout the RoleWe are seeking a highly skilled and experienced Service Advisor to join our team at TalentLink Solutions. As a Service Advisor, you will play a critical role in supporting our clients' financial planning and investment management needs.Key ResponsibilitiesEngage with clients to understand their financial objectives and concerns, and effectively...
-
RIA Trader
13 hours ago
Birmingham, United States OneAscent Financial Full timeCOMPANY OVERVIEWOneAscent Financial Services is seeking an experienced, full-time RIA trader to join their growing team. OneAscent Financial Services is part of the OneAscent family of faith-based companies committed to delivering values-based financial solutions to advisors and investors. The OneAscent Financial Services entity provides a platform for...
-
Financial Planning Associate
1 week ago
Birmingham, United States RFG Advisory Full timeJob Type Full-time Description Are you passionate about helping others achieve their financial dreams? Do you thrive in a collaborative environment where your skills and ideas are valued? This is your opportunity to dive deep into the world of financial planning, gain hands-on experience, and grow your career with a firm that prioritizes both professional...
Financial Advisor
2 months ago
My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of the financial services division.
Responsibilities:
Conduct comprehensive financial assessments for clients to understand their needs goals and risk tolerance.
Provide tailored financial advice and recommend suitable investment strategies products and services.
Manage and nurture client relationships to ensure satisfaction and retention.
Develop a deep understanding of financial markets products and industry trends to stay informed and offer informed advice.
Utilize a combination of warm leads cold leads and SelfGenerated Market Fund (SMF) leads to maximize client acquisition.
Effectively communicate complex financial concepts to clients in a clear and understandable manner.
Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
Keep abreast of industry regulations and compliance standards.
Qualifications:
Proven experience as a Financial Advisor in the UK financial market.
Relevant financial qualifications (e.g. CISI CII or equivalent).
Strong understanding of financial products investment strategies and market trends.
Excellent interpersonal and communication skills.
Selfmotivated and targetdriven.
Existing client portfolio or ability to build and maintain one.
Remuneration:
50000 basic salary.
OTE of 100000 and above.
Additional Information:
Bank of clients will be provided.
Opportunities for enhanced commission splits on SelfGenerated Market Fund (SMF) leads when bringing in own clients.
If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career please submit your application with a detailed resume and cover letter. My client looks forward to welcoming the newest member to their dynamic team.
Remote Work :
No
