Financial Advisor

2 months ago

lake oswego, United States Prudential Financial Full time

Explore a career as a FINANCIAL PLANNER


Take your career to the next level at Prudential Advisors - change your life by helping others change theirs


We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.


The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner your typical day may include:


· Developing relationships with clients (both existing and prospective)

· Gathering client information and using that information to build robust financial plans

· Helping clients prepare for their retirement

· Preparing and reviewing investment portfolio recommendations


Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.


YOU:

· Are a self-starter.

· Have an entrepreneurial mindset.

· Are a customer service champion.

· Are an engaging and compelling communicator and negotiator.

· Are a problem solver.

· Are a Life-long student seeking continued education and professional development.

· Are a critical thinker.

· Have prior sales experience and/or enjoy networking and seeking new clients.

· Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.


WE:

· Provide a framework to help you attain all licensing and education needed to progress through the career.

· Support your learning through joint work and a team environment.

· Provide competitive compensation and benefits that are unique in our industry.

· Provide a roadmap for your success with our experienced team of leaders.


Learn more about this lucrative opportunity. Please email your resume to Jennifer.costarella@prudential.com. I look forward to sharing more details with you

  • Financial Advisor

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    3 weeks ago

    Lake Oswego, Oregon, United States Prudential Financial Full time

    Explore a Career in Financial PlanningAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Planner. This role offers a unique opportunity to develop relationships with clients, gather information, and build robust financial plans to help them achieve their goals.Key Responsibilities:Develop...

  • Financial Planner

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    7 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Solutions Advisor

    3 weeks 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...

  • Senior Financial Advisor

    4 weeks 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,...

  • Associate Financial Advisor

    4 hours ago

    Lake Elmo, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    11 hours ago

    Lake Elmo, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Senior Financial Services Professional

    3 weeks ago

    Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

    At Pacific Capital Resource Group, we are one of the fastest growing financial services firms in the Northwest, dedicated to directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest.Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax...

  • Financial Assistance Advisor

    2 months ago

    Lake Mary, United States ECPI University Full time

    OverviewThis position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd., Transform your Career at ECPI UniversitySince 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor’s and Master’s Programs. Our...

  • Financial Solutions Advisor

    4 weeks 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

    3 weeks 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...

  • Financial Services Professional

    3 weeks ago

    Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

    Pacific Capital Resource Group, Inc. is a leading financial services firm in the Northwest, dedicated to helping individuals and businesses achieve their long-term financial goals. As a Financial Advisor, you will play a critical role in assisting clients with risk management, retirement, investments, college funding, and estate planning. You will also work...

  • Financial Assistance Advisor

    4 weeks ago

    Lake Mary, Florida, United States ECPI University Full time

    Job SummaryECPI University is seeking a highly skilled Financial Assistance Advisor to join our team. As a key member of our Financial Aid Office, you will be responsible for providing exceptional support and guidance to students and families navigating the financial aid process.Key Responsibilities:Advise students on financial aid eligibility, application...

  • Merrill Financial Solutions Advisor

    3 weeks 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 Planner

    3 weeks ago

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

    Financial Planning Role at Albion Financial GroupWe are seeking a skilled Financial Planner to join our team at Albion Financial Group. As a Financial Planner, you will work closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance.Key Responsibilities:Review and interpret client data for input...