We have other current jobs related to this field that you can find below

  • Financial Advisor

    2 weeks ago

    West Hartford, Connecticut, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in West Hartford, CT would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    3 months ago

    West Union, United States Knox Financial Full time

    Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor. As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial...

  • Client Financial Advisor

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a collaborative team dedicated to providing exceptional financial guidance.Position OverviewThis is a full-time hybrid opportunity for a Financial Advisor, offering the flexibility of remote work. The selected candidate will deliver tailored financial strategies, engage in comprehensive financial...

  • Financial Advisor

    2 months ago

    West Columbia, United States Lifetime Recruiting Strategies Full time

    Become Part of The Power to Dream Again! Financial Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how.Armed with the Power to Dream The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational...

  • Wealth Management Advisor

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a distinguished organization that prides itself on its collaborative environment and commitment to client success.Position OverviewWe are seeking a dedicated Financial Advisor to join our team in a full-time hybrid capacity. This role offers the flexibility of remote work while being part of a vibrant...

  • Retirement Strategy Advisor

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support through a collaborative team environment.Position OverviewWe are seeking a full-time Financial Advisor who will engage with clients in the Greenville-Spartanburg-Anderson area. This hybrid role offers the flexibility of remote work while...

  • Financial Planning Specialist

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a well-established firm dedicated to providing comprehensive financial solutions.Position OverviewWe are seeking a full-time hybrid Financial Advisor to join our dynamic team. This role offers flexibility for remote work while serving clients in the Greenville-Spartanburg-Anderson area. The Financial...

  • Experienced Financial Advisor

    3 months ago

    West Covina, United States Strategic Fortune Wealth Management Full time

    Job DescriptionJob DescriptionExperienced Financial Advisor Job DescriptionStrategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help...

  • Financial Advisor

    3 months ago

    West Palm Beach, United States Bankers Life Full time

    Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: · Build a client base and develop knowledge of Bankers Life financial...

  • Financial Assistance Advisor

    7 days ago

    Columbia, United States ECPI University Full time

    OverviewThis is not a remote position. This position is based at our Columbia, SC campus location.Transform your Career at ECPI University Since 1966, ECPI University's employees have been dedicated to helping students achieve their academic and career goals through our unique education model.Our culture is to prioritize our students' success through the...

  • Financial Assistance Advisor

    2 months ago

    Columbia, United States ECPI University Full time

    OverviewThis is not a remote position. This position is based at our Columbia, SC campus location.Transform your Career at ECPI University Since 1966, ECPI University's employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students' success through the...

  • Home Solutions Advisor

    2 weeks ago

    Columbia, United States CPI Security Full time

    Job DescriptionJob DescriptionCPI Security, a leader in the security and automation solutions industry, is looking for positive minded and motivated Residential Security Advisor to join our growing team in Columbia, SC! Our Home Solutions Advisor will design, present and sell our award-winning security and home automation solutions and will schedule in-home...

  • Financial Advisor

    3 weeks ago

    West Athens, United States EFC Wealth Management Firm,LLC Full time

    Unleash Your Potential as a Financial Advisor with EFC Wealth Management Firm!Are you ready to transform your career and make a profound impact on people's lives? Imagine joining a team where your growth is fueled by mentorship, where culture and work-life balance are the keys to your success. This is your opportunity to become part of an independent...

  • Retirement Solutions Consultant

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a dynamic organization that fosters a collaborative environment among its dedicated team members.Position OverviewWe are seeking a full-time Financial Advisor who will operate in a hybrid capacity, allowing for a blend of in-office and remote work. This role is pivotal in delivering tailored financial...

  • Wealth Management Advisor

    6 days ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support. Our team operates within a collaborative environment, emphasizing a culture of growth and development.Position OverviewWe are seeking a full-time Financial Advisor to join our team, offering a hybrid work model that allows for flexibility....

  • Financial Advisor

    2 months ago

    West Hartford, United States Talent Masters Full time

    Job DescriptionJob Description Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided!Join an exciting 100% commission-based sales role with unlimited sales earnings potential!*Must reside locally for initial in-office training at our West Hartford, CT office and have flexible/hybrid work options afterward*Talent...

  • Affluent Market Financial Advisor

    3 weeks ago

    West Hartford, United States M&T Bank Full time

    Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Busines Financial Advisor, Advisor, Commission, Insurance Sales, Financial, Investment

  • Financial Advisor, Private Banker

    3 months ago

    West Des Moines, United States Farmers State Bank Full time

    Job Type Full-time Description Join Our Team as a Financial Advisor! Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities? If so, we want you on our team! As a Financial Advisor FSB Premier Wealth Management, you'll have the chance to make a...

  • Financial Advisor

    4 weeks ago

    WEST CONSHOHOCKEN, United States Citizens Full time

    DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

  • Financial Advisor

    3 weeks ago

    West Conshohocken, United States Citizens Full time

    DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisorswho proactively identify and sell a broad array of Investment and Insurance products to customers.The Virtual...

Financial Solutions Advisor

2 months ago

West Columbia, United States Bank of America Full time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills:

• Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America)

Hours Per Week: 40 #J-18808-Ljbffr