Associate Financial Advisor

2 weeks ago

Fort Mill, United States Bridge Financial Partners LLC Full time

Company Description

Bridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.


Role Description

This is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that this has to change.


Success in this role is measured in knowledge and activity.


Knowledge: Tests are a part of your career in the financial services industry. In the first year, you will complete your Life & Health licenses; SIE; Series 7; Series 66. After your first year, you will begin the process to become a Certified Financial Planner. We would expect you to obtain your certification by the end of your third year.


Activity: You will spend the first 3-6 months learning the products and services we provide our clients (yes, a lot of paperwork). After the initial 3-6 months, you will spend 12-18 months attending client meetings, reviewing meeting notes after each meeting, completing and delegating tasks when appropriate and tracking the completion of those tasks. In this second phase of your training, you will be attending events for the Chamber of Commerce, non-profit organizations, the financial service industry and our community. Each day you will spend time speaking with business owners.


Your goal will be to build relationships. Our goal is to help you develop the skills and knowledge we believe are necessary to become a successful financial advisor who is valued by our clients and contributes to the success and longevity of our firm. Relationships you develop in your first 2 years will become the foundation of your centers-of-influence, referrals, prospects and new clients.



Qualifications

  • Bachelor's degree
  • A desire to help others and solve problems
  • Excellent communication and interpersonal skills
  • Attention to detail
  • Ability to work independently and as part of a team
  • Strong analytical skills
  • Experience in the financial service industry a plus
  • Life & Health Licenses; SIE; Series 7; Series 66 a plus

  • Associate Financial Advisor

    2 weeks ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company DescriptionBridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.Role DescriptionThis is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Associate Financial Advisor

    1 week ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company Description Bridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals. Role Description This is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Financial Advisor

    3 weeks ago

    Fort Mill, United States Bridge Financial Partners, LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...

  • Financial Planner

    1 week ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    1 week ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • Financial Planner

    4 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high...

  • Associate Advisor

    6 days ago

    Fort Worth, United States HUB International Limited Full time

    About Us:HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,00 Advisor, Associate, Financial Planning, Client Relations, Banking, Insurance, Investment

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Advisor Securities

    3 days ago

    Fort Worth, United States Southside Bancshares Full time

    Promotes and sells Non-deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct-mail programs, follow-up cal Financial Advisor, Financial, Advisor, Skills, Project Management, Business, Banking

  • Operations Manager

    3 weeks ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSummaryThe Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor’s time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in...

  • Director Financial Planning

    1 week ago

    Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • Operations Manager

    3 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Summary The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor’s time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in retirement income and...

  • Salaried Financial Advisor

    4 weeks ago

    Fort Washington, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

  • Salaried Financial Advisor

    4 weeks ago

    Fort Washington, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

  • Salaried Financial Advisor

    2 hours ago

    Fort Washington, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

  • Registered Client Service Associate

    7 days ago

    Fort Lauderdale, United States Raymond James Financial Services Full time

    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 Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail

  • Director, Financial Planning

    3 days ago

    Fort Worth, United States Financial Additions Full time

    Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Planning to join their growing team! Company Offers: Highly competitive salary with bonus and top benefits Impactful role essential to overall company and team success High growth opportunity to join a transformative company Duties and...