Current jobs related to Financial Advisor - St Charles - Cornerstone Consulting Group

  • Financial Advisor

    1 week 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...

  • Financial Advisor

    1 month ago

    St Petersburg, United States Thrivent Financial Full time

    Thrivent 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...

  • Financial Advisor Trainee

    4 months ago

    St Louis, United States Raymond James Financial Services Full time

    Through 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

  • Financial Advisor

    2 months ago

    St Charles, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Senior Financial Advisor

    4 weeks ago

    St Louis, United States Moneta Group Full time

    As 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

  • Financial Advisor

    1 month ago

    St Paul, United States Boutique Recruiting Full time

    A 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...

  • Associate Advisor

    2 months ago

    St Louis, Missouri, United States Allworth Financial Full time

    Allworth 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...

  • Strategic Financial Advisor

    17 hours ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Advisor to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesFinancial Planning Expertise:...

  • Associate Financial Advisor

    1 month ago

    St Paul, United States Boutique Recruiting Full time

    A 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...

  • Financial Advisor I

    1 week ago

    St Petersburg, United States Bayfront Health Full time

    Join 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...

  • Financial Advisor

    1 month ago

    St. Cloud, United States Cetera Full time

    At 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...

  • Financial Advisor

    3 months ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...

  • Financial Advisor for Athletic Professionals

    1 week ago

    Lake Charles, Louisiana, United States Conrad District of Northwestern Mutual Full time

    Position OverviewCompensation and Benefits:Stipend401(k) PlanPerformance-Based BonusesCompany Social EventsDental CoverageFlexible Work HoursHealth InsuranceCareer Advancement OpportunitiesTraining and Development ProgramsVision CoverageAbout the Conrad District of Northwestern Mutual:Are you a former athlete with a passion for teamwork and competition?...

  • Financial Advisor

    1 month ago

    St George, United States Northwestern Mutual Full time

    Financial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...

  • Senior Financial Advisor

    1 week ago

    St Louis, Missouri, United States Kelly Services, Inc. Full time

    Position 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...

  • Financial Advisor for Competitive Individuals

    1 week ago

    Lake Charles, Louisiana, United States Conrad District of Northwestern Mutual Full time

    Position OverviewBenefits:Stipend401(k) planPerformance-based bonusesCompany eventsDental coverageFlexible working hoursHealth insuranceCareer advancement opportunitiesTraining and development programsVision coverageBecome a Part of the Conrad District at Northwestern MutualAre you a competitive individual with a background in sports? Leverage your athletic...

  • Senior Financial Advisor

    1 week ago

    St Louis, Missouri, United States Kelly Services, Inc. Full time

    Position OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and business unit, ensuring comprehensive management of the Profit and Loss (P&L) and Balance Sheet outcomes.Key ResponsibilitiesStrategic Collaboration: Work closely with site leadership to align financial strategies that enhance...

  • Financial Advisor

    4 weeks ago

    St Paul, United States U.S. Bancorp Full time

    As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. You will primarily source clients through referrals received through our affiliat Advisor, Financial Advisor, Management, Wealth, Financial, Financial Planning, Banking

  • Financial Advisor Support Specialist

    14 hours ago

    St Louis, Missouri, United States Apex Systems Full time

    Job Summary:As a key member of the Partnership Accounting team at Apex Systems, you will play a crucial role in providing world-class service to our Financial Advisors (FAs). This position focuses on delivering exceptional support and guidance to Financial Advisors to enable them to make informed decisions about new partnership...

  • Financial Analysis Advisor

    1 month ago

    St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Financial Analysis Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...

Financial Advisor

2 months ago

St Charles, United States Cornerstone Consulting Group Full time

We are seeking a local professional to join our team as an additional Financial Advisor.

Job Responsibilities:

Serve Your Clients:

1. Cultivate strong relationships with members by consistently using the prescribed sales process.

2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.

3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.

4. Present a professional image in all interactions both personally and professionally.

5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.

6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business:

8. Meet or exceed individual production goals - with an appropriate product mix.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

QUALIFICATIONS

1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.

3. Demonstrated ability to effectively build business relationships with diverse clients.

4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

5. Life/Health License(s)

6. Series 7, 63/65 and/or 66 Licenses.

7. LUTCF, CLU, ChFC or CFP designation preferred.

#J-18808-Ljbffr