Financial Advisor
4 weeks ago
Financial Representative
Hybrid - up to 3 days per week in the office
- Answers customer or vendor inquiries and accesses information from multiple sources using numerous computer programs.
- Fields and receives customer inquiries for basic to complex administrative issues and questions.
- Provides a high level of quality and comprehensive customer care services by collecting information from the customer or vendor, performing moderately complex transactions, retrieving answers in a knowledge base, websites, or financial systems, documenting/tracking service in a case management system, writing notes and emails to complete service, and filing documents electronically.
- Works as a team member performing various tasks across Accounts Payable, Travel and Expense and IT. Creates cases for handling and escalates cases to other provider groups, as needed.
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Financial Advisor
1 month ago
Oxford, MS, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...
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Financial Advisor
4 weeks ago
Austin, TX, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...
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Financial Advisor
1 month ago
Wichita, KS, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
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Financial Advisor
1 month ago
Chicago, IL, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor
1 month ago
Alexandria, LA, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...
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Financial Advisor
2 weeks ago
Virginia Beach, VA, United States Clarke Financial Management Full timeWHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR: CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...
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Senior Financial Advisor
4 days ago
Colchester, VT, United States Baystate Financial Full timeAbout Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...
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Financial Advisor
1 month ago
Chicago, IL, United States Lakeshore Financial Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...
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Second Chair Advisor
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Westport, CT, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...
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Financial Advisor
1 month ago
Albuquerque, NM, United States Prevender Financial Services, LLC Full timeOur CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...
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Financial Advisor
1 month ago
Boca Raton, FL, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
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Financial Advisor
1 month ago
Lawton, OK, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are...
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Senior Financial Advisor
1 month ago
Wexford, PA, United States Prudential Financial Full timePrudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to...
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Associate Financial Advisor
1 month ago
Houston, TX, United States Financial Synergies Wealth Advisors Full timeCompany DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...
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Senior Financial Advisor
2 weeks ago
Virginia Beach, VA, United States Clarke Financial Management Full timeWHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. The Senior Financial Advisor will work closely with all the...
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Senior Financial Advisor
1 month ago
Daytona Beach, FL, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...
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Financial Advisor
1 month ago
Saint Robert, MO, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...
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COUNTRY Trust Bank Financial Advisor
2 weeks ago
Beaverton, OR, United States COUNTRY Financial Full timeDescription Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We're looking for ambitious and established candidates who want to own their...
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Servicing Financial Advisor
1 month ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
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COUNTRY Trust Bank Financial Advisor
1 month ago
Beaverton, OR, United States Country Financial Full timeDescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...