Associate Financial Advisor

3 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

  • Financial Planner

    3 weeks 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 month 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 Advisor

    1 day ago

    Fort Mitchell, United States Financial Planner Recruiting Llc Full time

    Our client is a financial planning firm located in Edgewood, KY. They are seeking an experienced Financial Advisor to join their team. The Financial Advisor will be part of a team of advisors focused on team goals. Combine personal and communication skills with all the resources provided for helping clients realize their financial goals. You will be...

  • Financial Advisor

    5 hours ago

    Fort Myers, United States Edward Jones Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    1 day ago

    Fort Myers, United States Edward Jones Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    1 day ago

    Fort Lauderdale, Florida, United States PNC Full time

    Position OverviewAt 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...

  • Financial Advisor

    1 day ago

    Fort Worth, United States Thrivent Full time

    Job DescriptionJob DescriptionMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions...

  • Financial Advisor

    1 day ago

    Fort Worth, United States SWMG, LLC Full time

    SWMG Title: Financial Advisor Subtitle: Financial Advisor Level 2 (Lead Advisor) Job DetailsTime: Full Time Position with expected 40+ hours per week in the downtown Fort Worth office Salary and bonus - $75k plus production bonus Dress Code: Business Professional Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm Benefits: Medical, Dental, Vision, Disability,...

  • Financial Planner

    7 days 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

    1 month 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

    1 month 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

    1 month 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...

  • Associate Advisor

    3 weeks 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

  • Lead Financial Advisor

    3 hours ago

    Fort Worth, United States SWMG, LLC Full time

    Job DescriptionJob DescriptionSWMGTitle: Financial AdvisorSubtitle: Financial Advisor Level 2 (Lead Advisor)Job DetailsTime: Full Time Position with expected 40+ hours per week in the downtown Fort Worth officeSalary and bonus - $75k plus production bonusDress Code: Business ProfessionalHours: Monday-Thursday: 8am-5pm & Friday: 8am-4pmBenefits: Medical,...

  • Operations Manager

    1 month 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

    3 weeks 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...

  • Salaried Financial Advisor

    2 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

    1 month 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

    1 month 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,...

  • Financial Advisor

    4 hours ago

    Fort Worth, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionJoin a Winning Team!CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth...