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

  • Associate Advisor

    3 months ago

    Chapel Hill, United States Hilltop Wealth Advisors, LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor (AA) MISSIONThe Associate Advisor is an integral role at Hilltop Wealth Advisors, providing technical financial planning and investment management work in collaboration with others. This great communicator, leader, and enthusiastic team member supports the vision, positive culture, and team spirit across our...

  • Associate Financial Advisor

    3 months ago

    Pleasant Hill, United States Berthel Fisher Companies Full time

    The Associate Financial Advisor will support the Registered Financial Advisor's business with day-to-day administrative assistance while enhancing the service experience of clients. The ideal candidate should aspire to be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will be trained to...

  • Financial Advisor Trainee

    3 months ago

    Camp Hill, United States Thrivent Financial for Lutherans Full time

    Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to he Financial, Financial Advisor, Advisor, Trainee, Banking

  • Financial Planning Intern

    2 months ago

    Chapel Hill, United States Hilltop Wealth Advisors, LLC Full time

    Job DescriptionJob DescriptionHilltop Wealth Advisors - Financial Planning Intern We are looking for an addition to our team to help us build upon our reputation as a leading full-service financial planning and asset management company. Based in Chapel Hill, NC, we are an independent Registered Investment Advisor (RIA).  For more information on our team,...

  • Financial Planning Intern

    7 days ago

    Chapel Hill, United States Hilltop Wealth Advisors, LLC Part time

    Job DescriptionJob DescriptionHilltop Wealth Advisors - Financial Planning Intern We are looking for an addition to our team to help us build upon our reputation as a leading full-service financial planning and asset management company. Based in Chapel Hill, NC, we are an independent Registered Investment Advisor (RIA).  For more information on our team,...

  • Managing Director-Financial Advisor

    2 months ago

    Chapel Hill, United States Investors Title Insurance Company Full time

    Managing Director-Financial Advisor Investors Trust Company Chapel Hill, NC (MUST LIVE or WORK IN DURHAM / CHAPEL HILL area) Investors Trust Company is seeking a well-rounded finance leader with a proven track record of leading high performing sales teams. The Managing Director will be responsible for overseeing and driving business development efforts as...

  • Senior Financial Advisor

    3 months ago

    Cherry Hill, United States BCG Securities Full time

    Who We Are:BCG Securities, an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and...

  • Junior Financial Advisor

    6 days ago

    Camp Hill, Pennsylvania, United States New York Life Harrisburg Full time

    Exciting Career Opportunity for a Junior Financial Advisor Are you equipped with essential leadership traits such as: Competitive mindsetEntrepreneurial driveWillingness to learnStrong communication abilitiesSelf-motivationGenuine characterJoin our team at New York Life Harrisburg as a financial services associate and make a significant difference in the...

  • Financial Services Advisor

    6 days ago

    Richmond Hill, Georgia, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized advice.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...

  • Senior Banker

    1 month ago

    Chapel Hill, 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...

  • Mortgage Advisor

    2 weeks ago

    Cherry Hill, United States Weichert Realtors Full time

    Weichert Financial Services is hiring a Mortgage Advisor - Direct in its Cherry Hill, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique Mortgage, Advisor, Customer Engagement, Customer Service, Sales Associate, Banking, Skills

  • Financial Services Associate

    5 days ago

    Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time employment opportunity, offering approximately 40 hours per week.Key Responsibilities:- Provide exceptional customer service and support to clients.- Assist customers with their banking needs and inquiries.- Ensure compliance with financial regulations and policies.- Foster a positive customer experience in a dynamic...

  • Vice Chancellor of Financial Operations

    6 days ago

    Chapel Hill, North Carolina, United States InsideHigherEd Full time

    Department:AVC Finance and BudgetCareer Area :Accounting/Finance/AuditingPosition Type:Permanent Staff (EHRA NF)Working Title:Vice Chancellor of Financial OperationsAppointment Type:EHRA Non-FacultyFull Time/Part Time:Full-Time PermanentHours per week:40Hiring Range:Commensurate with experienceInstitution Overview:As a leader in global higher education, the...

  • Client Services Associate

    3 months ago

    Chapel Hill, United States Hilltop Wealth Advisors, LLC Full time

    Job DescriptionJob DescriptionI.     MISSIONThe Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The...

  • Financial Solutions Advisor

    4 months ago

    Rocky Hill, United States The Bank of America Corporation Full time

    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 Solutions Advisor, Financial, Investment, Solutions, Advisor, County

  • Financial Analyst

    1 week ago

    Chapel Hill, United States UNC Health Full time

    Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. Summary: Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including...

  • Certified Financial Planner

    2 weeks ago

    Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Title: Financial Service Advisor - Licensed Series 65.Functions: Client Servicing & Advisor Support.Type: Full Time.Salary: Salary + Variable Compensation Package.Experience: FINRA Series 65 Required, CFP designation required.Reports To: Principal of Practice.Location: Spring Hill, Florida.About Campbell & Company:Welcome to Campbell & Company Wealth...

  • Certified Financial Planner

    4 weeks ago

    Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Title: Financial Service Advisor - Licensed Series 65.Functions: Client Servicing & Advisor Support.Type: Full Time.Salary: Salary + Variable Compensation Package.Experience: FINRA Series 65 Required, CFP designation required.Reports To: Principal of Practice.Location: Spring Hill, Florida.Position Highlights:Campbell & Company, Wealth Advisors and CPAs is...

  • Mortgage Advisor

    1 month ago

    Cherry Hill, United States Weichert Full time

    Weichert Financial Services is hiring a Mortgage Advisor - Direct in its Cherry Hill, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor as they help our clients achieve the American Dream of Homeownership. Our...

  • Mortgage Advisor

    6 days ago

    Cherry Hill, United States Weichert, Realtors Full time

    Weichert Financial Services is hiring a Mortgage Advisor - Direct in its Cherry Hill, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor as they help our clients achieve the American Dream of Homeownership. Our...

Associate Financial Advisor

2 months ago

Chapel Hill, United States Robert W. Baird & Co. Incorporated Full time

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor, you will: Operate within the team’s client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Review, research and analyze data to create customized, annual financial plans for clients. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Connect with next generation clients through planning. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What makes this opportunity great: In partnership with the Financial Advisory Team, you will participate in client meetings and reviews. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. Work-life balance is promoted. Team of associates passionate about achieving great results for clients and give back to the communities where we live and work. What we look for: Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of three years of investment experience in a client facing role. Excellent presentation skills, very strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work independently. #DI #LI-PWM4

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