Current jobs related to Investment Advisor - Lake County - Wisely Advised

  • Financial Advisor

    1 week ago

    monmouth county, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives....

  • Financial Advisor

    1 month ago

    monmouth county, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives....

  • Financial Solutions Advisor

    4 days ago

    Lake Mary, Florida, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe in building long-term relationships...

  • Financial Solutions Advisor

    2 weeks ago

    Lake Forest, Illinois, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.Key ResponsibilitiesProvide...

  • Financial Services Professional

    2 weeks ago

    Monmouth County, NJ, USA, United States Cetera Investment Services LLC Full time

    Job Title: Financial AdvisorThe Financial Advisor is a key role at Cetera Investment Services LLC, responsible for providing expert financial planning, investment advice, and wealth management services to our clients. This includes assessing their financial objectives, developing tailored investment strategies, and delivering exceptional customer service.Key...

  • Investment Associate

    2 weeks ago

    Salt Lake, Utah, United States Sorenson Impact Advisory Full time

    Investment Associate OpportunitySorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to...

  • Financial Solutions Advisor

    1 week ago

    Lake Mary, Florida, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe trust comes from transparency. Our...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Lake Oswego, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • Academic Advisor

    5 months ago

    Henrico County, United States Commonwealth of Virginia Full time

    Title: Academic Advisor Agency: J. Sargeant Reynolds Community College Location: Henrico - 087 FLSA: Nonexempt Hiring Range: Hiring range: $20.03 - $25.50, based on related experience. Full Time or Part Time: Part Time Job Description: Reynolds is one of the largest community colleges in Virginia and serves Virginia’s capital...

  • Merrill Financial Solutions Advisor

    3 days ago

    Lake Forest, Illinois, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities:Develop...

  • Senior Financial Advisor

    2 weeks ago

    Salt Lake, Utah, United States Farther LLC Full time

    Job Title: Senior Financial AdvisorFarther LLC is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement...

  • Senior Financial Advisor

    1 week ago

    Lady Lake, Florida, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Trajan Wealth LLC, we're on a mission to provide exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you'll play a crucial role in helping us achieve this goal.About the RoleWe're seeking a highly experienced Financial Advisor to join our team. In this role,...

  • Financial Planner, Investment Retirement Planning

    4 days ago

    Salt Lake, Utah, United States Albion Financial Group Full time

    Location: Albion Financial Group is an investment advisory firm founded in Utah. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our wealth advising team works closely with our clients...

  • Financial Advisor Opportunity

    2 weeks ago

    Lady Lake, Florida, United States Trajan Wealth LLC Full time

    Job Title: Financial Advisor OpportunityAt Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint into The Villages and Orlando.About UsWe pride ourselves on more than just growth-we are distinguished by our...

  • Advisor Experience Specialist

    4 weeks ago

    Salt Lake, Utah, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Charitable Gift Fund is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced more than 200,000 donors to the benefits and increased charitable impact of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable (FC) and its Fidelity...

  • Financial Advisor

    2 weeks ago

    Lake Elmo, Minnesota, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to embark on a career that combines financial expertise with a passion for making a meaningful impact? As a Financial Advisor at Northwestern Mutual, you'll have the opportunity to work with individuals, families, and small businesses to help them achieve their financial goals and secure their...

  • Tax Advisor

    4 days ago

    Salt Lake, Utah, United States H&R Block Full time

    About the RoleWe are seeking a skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and...

  • Financial Advisor

    4 weeks ago

    Salt Lake, Utah, United States Thrivent Financial Full time

    About the RoleWe are seeking a skilled and compassionate Financial Advisor to join our team at Thrivent Financial. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing personalized financial guidance and support.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

  • Merrill Financial Solutions Advisor

    4 days ago

    Lake Zurich, IL, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Merrill. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.Key...

  • Financial Solutions Advisor

    2 weeks ago

    Lake Oswego, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.Key...

Investment Advisor

2 months ago

Lake County, United States Wisely Advised Full time
Job DescriptionJob Description

Join Our Team at Wisely Advised

Are you a passionate financial advisor seeking a new opportunity to advance your career? At Wisely Advised, we are committed to offering high-level financial planning and investment management services with a strong client-first focus. As a Registered Investment Advisor (RIA) firm, we pride ourselves on delivering personalized, fiduciary-driven advice that puts our client’s interests first.

Why Join Us?

  • Client-Centric Approach: We prioritize building lasting relationships and providing tailored financial solutions that truly make a difference in our clients' lives.
  • Growth Opportunities: Expand your career with opportunities for professional development and advancement.
  • Collaborative Environment: Work alongside a team of like-minded professionals who share your passion for excellence in financial planning and wealth management.
  • Cutting-Edge Technology: Leverage the latest tools and resources to streamline your workflow and enhance client experiences.

Qualifications:

  • Proven Experience: 2+ years of experience as a financial advisor, preferably with an RIA firm.
  • Credentials: Series 65 or equivalent certification required (Series 7 & 66)
  • Client-Focused Mindset: A strong commitment to acting in the best interest of clients and providing transparent, ethical advice.
  • Entrepreneurial Spirit: A self-starter who thrives in a dynamic, growth-oriented environment.

Your Responsibilities:

  • Develop and manage comprehensive financial plans for clients, addressing their unique needs and objectives.
  • Build and maintain strong client relationships, providing ongoing support and guidance.
  • Develop customized financial strategies that align with clients' goals and risk tolerance.
  • Stay current on market trends, regulatory changes, and industry best practices to ensure the highest level of service.
  •  

*Credit and criminal history verification will be required of all applicants.