Associate Financial Planner
4 weeks ago
Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today ResponsibilitiesWhat You'll Do • Build relationships with clients in your community and beyond • Learn to assess financial needs and create customized plans • Receive ongoing support and mentorship from experienced advisors • Use modern tools and technology to manage client accounts • Grow your client base through networking and referrals • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor QualificationsWhat We're Looking For • A self-starter with a strong work ethic and a desire to learn • Passionate about helping others and making a difference • Comfortable talking to people and building long-term relationships • Open to feedback and mentorship • Interested in a career with flexibility and growth potential • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Requires a Bachelor's degree in business administration, finance, or other related field • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
-
Associate Financial Planner
1 week ago
Bismarck, North Dakota, United States Foster Klima & Company Full timeOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math...
-
Financial Planner
4 days ago
Bismarck, United States Foster Klima Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Financial Planner
2 days ago
Bismarck, ND, United States Foster Klima Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Financial Planner
5 days ago
Bismarck, North Dakota, United States Foster Klima & Company Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Deli/Bakery Associate
4 weeks ago
Bismarck, United States SpartanNash Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, “I can’t live without them.” Our SpartanNash family of Associates is 20,000...
-
Bismarck, ND, United States Oracle Full timeJob Description Join our dynamic team as a Senior Principal Financial Analyst specializing in hardware supply chain financial analysis and demand forecasting. We are looking for an analytical expert who will enhance financial performance by merging financial insights with supply chain operations. Your focus will be on hardware demand planning, inventory...
-
Bismarck, ND, United States Oracle Full timeJob Description Join our dynamic team as a Senior Principal Financial Analyst specializing in hardware supply chain financial analysis and demand forecasting. We are looking for an analytical expert who will enhance financial performance by merging financial insights with supply chain operations. Your focus will be on hardware demand planning, inventory...
-
Deli Associate Part time
2 weeks ago
Bismarck, North Dakota, United States SpartanNash Full time $36,000 - $42,000 per yearAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them."Our SpartanNash family of Associates is 20,000 strong,...
-
Senior Principal Financial Analyst, OCI Hardware
2 weeks ago
Bismarck, United States North Dakota Staffing Full timeFinancial AnalystWe are seeking a highly skilled and analytical Financial Analyst with extensive experience in hardware demand forecasting and end-to-end supply chain financial analysis. In this role, you will drive financial performance by integrating financial expertise with supply chain operations, focusing on hardware demand planning, inventory...
-
Deli/Bakery Associate
2 weeks ago
Bismarck, ND, United States SpartanNash Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them." Our SpartanNash family of Associates is 20,000 strong,...
