Financial Advisor
2 weeks ago
Job Description
Job Description
* This position is located in Norfolk, NE. Relocation or reliable commuting is required.
Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing clients.
Salary :
From $60,000.00 per year
Benefits:
Simple IRA Plan
Simple IRA Plan matching
Paid time off - vacation and medical
Schedule:
Full-time, 8 hour shift
Monday to Friday
Experience:
Financial concepts: 1 year (Preferred)
Essential Functions:
Advising clients on the many aspects of the financial goals.
Develop financial plans
Research investment products/funds
Trading
Assisting in pre-appointment as well as post-appointment
Completing and processing applications and forms
Marketing
Requirements :
Must be a college graduate
Must obtain Series 7 and Series 66
Have obtained or able to obtain appropriate state insurance license
Ability to create a positive work environment
Ability to effectively function as a team player
Ability to follow a systemized workflow
Ability to organize, prioritize and handle multiple tasks
Ability to work required hours
Ability to work beyond regular hours when needed
Ability to work under pressure and meet deadlines
Ability to be at work on a regular basis
Skill in effective verbal and written communication
Detail oriented
#hc112032
#J-18808-Ljbffr
-
Financial Advisor
3 weeks ago
Iowa City, United States Lead Advisor Full timeWe are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...
-
Financial Advisor
2 weeks ago
Iowa City, United States Lead Advisor Full timeWe are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...
-
Financial Advisor
3 weeks ago
Sioux City, United States Insight Financial Planning Full timeJob DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...
-
Financial Advisor
1 day ago
Sioux Falls, United States Prudential Financial Full timePrudential Advisors is looking for an experienced financial professional in the Sioux Falls area that is interested in working with Prudential existing clients base. 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...
-
Financial Advisor
21 hours ago
Sioux Falls, United States Prudential Financial Full timePrudential Advisors is looking for an experienced financial professional in the Sioux Falls area that is interested in working with Prudential existing clients base. 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...
-
Voya Financial Ellicot City Financial Advisor
2 weeks ago
Ellicott City, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...
-
Voya Oklahoma City Financial Advisor
2 weeks ago
Oklahoma City, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...
-
Financial Advisor/Senior Financial Advisor
9 hours ago
Foster City, California, United States Summitry Full timeFinancial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...
-
Financial Advisor Operations Analyst
3 days ago
Sioux Falls, United States Garry Private Wealth Resouces, LLC Full timeJob DescriptionJob DescriptionCompany Overview:Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group...
-
Associate Bank Financial Advisor
7 days ago
Daly City, United States Wells Fargo Full timeParticipate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function. Review basic or tactical client goals and risk tolerance, as Financial Advisor, Financial, Associate, Advisor, Client Service, Client Relations, Banking
-
Senior Financial Advisor
2 weeks ago
Jersey City, United States Farther LLC Full timeCompany Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...
-
Registered Investment Advisor
2 weeks ago
Silver City, United States Farm Bureau Financial Services Full timeBecoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. Youll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Plus your success can seed future growth like bringing on staff and supporting your community. As an IAR...
-
Registered Investment Advisor
3 weeks ago
Silver City, United States Farm Bureau Financial Services Full timeBecoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...
-
Registered Investment Advisor
1 week ago
Silver City, United States Farm Bureau Financial Services Full timeBecoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. Youll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Plus your success can seed future growth like bringing on staff and supporting your community. As an IAR...
-
Registered Investment Advisor
3 weeks ago
Silver City, United States Farm Bureau Financial Services Full timeBecoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...
-
Senior Financial Planner
2 weeks ago
Oklahoma City, United States Insight Financial Strategists LLC Full timeWe are a fee-only boutique wealth management firm in Newton, MA, deeply rooted in fiduciary principles. Our mission is to guide clients with clarity, foresight, and precision on their financial journeys. We are dedicated to providing clients with personalized strategies to help them solve complex situations, including retirement planning and divorce...
-
Advisor Development Program
2 weeks ago
West Valley City, United States Disability Solutions Full timeJob Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...
-
Patient Financial Advisor
2 weeks ago
Kansas City, United States The University of Kansas Health System Full timePosition Summary / Career Interest:The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and other sources available based on need. Follows the enterprise financial...
-
Merrill Financial Solutions Advisor
2 weeks ago
Peachtree City, United States Bank of America Full timeDescription At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of...
-
Insurance Sales Advisor
2 weeks ago
Sioux Falls, United States Tate Teveldal State Farm Full timeJob DescriptionJob DescriptionInsurance Salves AdvisorJoin Tate Teveldal State Farm as an Insurance Sales AdvisorAbout Us:Tate Teveldal State Farm is a well-established insurance agency located in Sioux Falls, SD. Our mission is to help our customers protect what matters most to them and plan for their financial future. We strive to provide personalized...