Financial Advisor

Job Overview Interested in this role You can find all the relevant information in the description below. 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...

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...

Are you tired of the BS? Ready to act in the best interest of your clients? No annuities, no life insurance—just doing right by your clients because you're a good person. High Knoll Wealth Advisors is a fee-only, fiduciary investment advisor located in the heart of Downtown Lexington. Founded by a Principal who spent over a decade at Morningstar, embracing...

Position Overview:Suffolk University is seeking qualified candidates for the role of Financial Aid Advisor. This position is part of the Office of Student Financial Services and reports directly to the Assistant VP/Director of Student Financial Services.Key Responsibilities:Graduate Student Support: Act as the primary financial aid advisor for a significant...

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interest Financial Advisor, Investment, Financial, Winter, Insurance Sales, Advisor

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

We are looking for a highly experienced and knowledgeable Financial Advisor to join our team. The ideal candidate will have at least three years of experience working with clients in the wealth management space. Responsibilities:- Provide financial planning and investment advice to clients- Develop and implement financial strategies to help clients meet...

We are looking for a highly experienced and knowledgeable Financial Advisor to join our team. The ideal candidate will have at least three years of experience working with clients in the wealth management space. Responsibilities:- Provide financial planning and investment advice to clients- Develop and implement financial strategies to help clients meet...

Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of bus Financial Advisor, Investment, Financial, Client Relations, Sales Associate, Customer Experience, Banking

About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Services Representative. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial services.Key ResponsibilitiesClient Support: Provide exceptional customer service to our clients, responding...

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 Aid Advisor I Job no: 494730 Work type: Full-time Location: Lexington, KY Categories: Staff Title: Financial Aid Advisor I Salary Range: $2,640 - $3,449 per month Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: On-Site FLSA Status: Non-Exempt College: Bluegrass Community & Technical College Campus Location: Bluegrass C&TC -...

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in...

SummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities Assist...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.Key ResponsibilitiesClient Meeting Support: Assist in preparing for...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional information and education to clients.Key ResponsibilitiesClient Meeting Support: Assist in...

Position OverviewAre you driven by an entrepreneurial mindset?At Stone Press Financial Group, we are dedicated to making a difference in a workplace that values individuals. Become part of a thriving organization where your career progression is in your hands, and your contributions matter daily. We believe that true growth transcends mere numbers; it...

Position OverviewAre you driven by an entrepreneurial mindset?At Stone Press Financial Group, we prioritize meaningful work within a culture that values individuals. Become part of a thriving organization where your career trajectory is in your hands, and your contributions matter every day. We believe that success is not solely about metrics; it’s about...

Job OverviewPosition SummaryAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial sector. We are committed to providing an exceptional experience for our clients while fostering a workplace culture that values inclusivity and respect. As a Senior Trust Advisor, you will play a...