We have other current jobs related to this field that you can find below
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Associate Advisor
2 months ago
St Louis, Missouri, United States Allworth Financial Full timeAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...
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Financial Advisor
6 days ago
St Louis, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll 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 youll be paid through commissions and incentives based on your...
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Associate Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm, is seeking a dedicated Associate Financial Advisor to join their team in New Brighton, Minnesota. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career. The Associate Financial Advisor will support the team in delivering high-quality financial planning...
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Financial Advisor
1 month ago
St. Cloud, United States Cetera Full timeAt Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly...
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Financial Advisor Trainee
1 month ago
St Albans, United States Raymond James Financial Services Full timeJob Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...
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Financial Advisor
1 month ago
St Petersburg, United States Thrivent Financial Full timeThrivent Financial Advisor Meaningful 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 and...
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Financial Advisor Trainee
4 months ago
St Louis, United States Raymond James Financial Services Full timeThrough distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holis Financial Advisor, Advisor, Trainee, Financial Planning, Financial, Relationship Manager, Banking
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Senior Financial Advisor
5 days ago
St Louis, Missouri, United States Kelly Services, Inc. Full timePosition OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and its associated business. Your responsibilities will encompass:Ownership of Financial Outcomes: You will manage the Profit and Loss (P&L) statements and Balance Sheet results, ensuring financial health and sustainability.Collaboration...
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Senior Financial Advisor
4 weeks ago
St Louis, United States Moneta Group Full timeAs a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your experti Financial Advisor, Advisor, Financial Planning, Financial, Senior, Banking, Business
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Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the...
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Service Professional
2 weeks ago
St Cloud, United States Cetera Financial Group Full timeJob Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...
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IRA Service Professional
2 months ago
St Cloud, United States Cetera Financial Group Full timeJob Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...
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Client Services Representative
4 days ago
St Cloud, United States Cetera Financial Group Full timeJob DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
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Client Services Representative
1 week ago
St Cloud, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
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Client Services Representative
4 days ago
St Cloud, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
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Associate Financial Representative
7 days ago
Saint Cloud, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...
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Associate Financial Representative
2 weeks ago
Saint Cloud, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...
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Financial Services Associate
4 weeks ago
St Cloud, United States Dahl Consulting Full timeKickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract position! Interested? Get more...
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Financial Advisor I
6 days ago
St Petersburg, United States Bayfront Health Full timeJoin Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...
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Principal Software Engineer
3 months ago
St Cloud, United States Cetera Financial Group Full timeJob Description We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside...
Associate Financial Advisor
2 months ago
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 inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 2521 13th St Suite B, Saint Cloud, FL 34769If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor?Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients?Cultivating relationships in your local community to grow the business?Contributing to the branch business plan to increase branch effectiveness?As a salaried professional, you can also expect...A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentYou'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $53700.00Hiring Maximum: $62766.00Skills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-BOA
