Financial Advisor
1 week ago
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 Responsibilities: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. • Build and maintain long-term client relationships based on trust and expertise. • Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams. • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. • Maintain all necessary licenses and adhere to compliance standards. Qualifications: • Requires a Bachelor’s degree in finance, business administration, or related field • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • 2+ years of experience as a financial advisor, wealth manager, or related role. • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). • Strong relationship-building, communication, and analytical skills. • Commitment to ethical, client-centered advice. Compensation: $70,000 • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. • Build and maintain long-term client relationships based on trust and expertise. • Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams. • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. • Maintain all necessary licenses and adhere to compliance standards. Compensation: $70,000 per year
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Financial Advisor
4 days ago
Macomb County, United States First Command Financial Services, Inc. Full timeFinancial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and...
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Associate Financial Advisor I
5 days ago
Brevard County, United States LPL Financial Full timeJob Overview: Allen & Company of Florida LLC, an affiliate of LPL Financial, is looking to hire an Associate Financial Advisor. Allen & Company is LPL Financial’s first investment firm employee model. Our partnership with LPL allows us to preserve our independence and brand identity while wrapping LPL’s employee services around us. As a full-service...
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Financial Advisor
1 week ago
Sugarcreek, Greene County, OH, United States Edward Jones Full timeJob Overview Ready to make your application Please do read through the description at least once before clicking on Apply. This job posting is anticipated to remain open for 30 days, from 04-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the...
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Financial Advisor
1 week ago
Jefferson County, United States Regions Bank Full timeDescription :At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and...
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Financial Advisor
3 weeks ago
Macomb County, United States PNC Full timePosition Overview At PNC, 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 have an opportunity to contribute to the...
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Bucks County, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate- Bensalem Plaza Bensalem, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make...
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Investment Advisor
2 weeks ago
Suffolk County, United States The Quintessential Experience Full timeThe Quintessential Experience - Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision...
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Mortgage Advisor
7 days ago
Ocean County, United States Weichert, Realtors Full timeWeichert Financial Services is hiring a Mortgage Advisor in the LBI, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage...
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Financial Representative
7 days ago
nassau county, ny, United States The Quintessential Experience Full timeThe Quintessential Experience - Job Description: Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will...
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Financial Solutions Advisor
2 weeks ago
Nassau County, United States Bank of America Full timeDescription :This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a...
