Financial Advisor
3 weeks ago
Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.
Job Responsibilities
- Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
- Budgeting: Advisors can help you create a budget to boost savings and manage expenses.
- Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
- Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.
- Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
- Insurance: They can help determine if life insurance or annuity products are suitable for you.
- Help client with financial planning.
- Retirement plans or disabilities.
- ct as a financial advisor.
- Pick up a new account 1 weekly, (own book of business or they will help them to build one).
- Handle and grow own book of business.
- College educated, but not mandatory.
- Mandatory Licenses:
- Series 7 registered rep
- Series 6
- Series 63 or 65
- Experience as a financial advisor of at least 1 year.
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Financial Advisor
1 month ago
Tampa, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Directly...
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Senior Financial Advisor
4 weeks ago
Tampa, Florida, United States Sequoia Financial Group Full timeFinancial Planning and Investment Management RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.Key Responsibilities:Collaborate with Managing Advisors and...
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Private Wealth Advisor
3 weeks ago
Tampa, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Private Wealth Advisor
3 weeks ago
tampa, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Private Wealth Advisor
3 weeks ago
tampa, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Wealth Advisor
3 weeks ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
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High Net Worth Financial Consultant
3 weeks ago
Tampa, Florida, United States UpTick Financial- Advisor Recruiters and Consultants Full timeThe UpTick Financial approach to wealth management gives you the flexibility to run your business the way you choose.As a High Net Worth Financial Consultant with our team, you'll have access to a broad range of traditional brokerage products, mutual funds, and insurance products.Our team is dedicated to helping high-quality advisors reach their full...
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Experienced Financial Professional
4 weeks ago
Tampa, Florida, United States Prudential Financial Full timeAt Prudential Financial, we're seeking a seasoned financial professional to join our team in the Tampa area. As a Prudential Financial Advisor, you'll have the opportunity to work with an existing book of clients and grow your business with our support.We offer a comprehensive platform to deliver exceptional client experiences, including:Open Architecture...
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Financial Operations Specialist
3 weeks ago
Tampa, Florida, United States Larson Financial Group, LLC Full timeDefining the RoleLarson Financial Group, LLC specializes in building strong relationships with medical professionals to achieve their financial goals. The firm prides itself on its core values: Goal Oriented, Servant Leadership, and Warrior Spirit, with a focus on family and teamwork. Our team embodies the entrepreneurial spirit, is confident, believes in...
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Life Insurance Specialist/Producer
1 month ago
Tampa, Florida, United States Kestra Financial Independent Advisor Full timeJob SummaryWe are seeking a highly skilled and experienced Life Insurance Specialist/Producer to join our team at Kestra Financial Independent Advisor. The ideal candidate will have a strong understanding of life insurance, executive benefits, and estate planning, as well as excellent communication and organizational skills.The successful candidate will be...
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Client Service Associate
7 days ago
Tampa, United States Larson Financial Group Full timeDefining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial spirit, is confident, believes...
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Client Service Associate
1 week ago
Tampa, United States Larson Financial Group, LLC Full timeJob DescriptionJob DescriptionDefining the TeamLarson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial...
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Wealth Management Advisor
1 month ago
Tampa, Florida, United States Equitable Advisors Full timeA Culture of Growth with Equitable AdvisorsAre you a successful wealth management advisor looking to take your practice to the next level? At Equitable Advisors, we offer a supportive environment that allows you to grow your business and achieve your goals.We provide you with the tools, products, and platform to deliver an outstanding client experience. Our...
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Client Service Liaison
4 weeks ago
Tampa, Florida, United States Ameriprise Financial Full timeKey Responsibilities:As a Client Service Specialist at Ameriprise Financial, you will be responsible for new client onboarding and assisting clients with setting up a Client Service. This role involves 50% Business Management, where you will be responsible for managing business operations and ensuring the smooth delivery of services to clients. Your duties...
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Solutions Advisor Manager
3 weeks ago
Tampa, United States The Bank of America Corporation Full timeAt 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, Manager, Solutions, Risk Manager, Advisor, Market Manager, Banking, Business Services
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Tax Advisor
4 weeks ago
Tampa, Florida, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...
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Client Service Associate
2 months ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...
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Client Service Associate
2 months ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
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Investment Counselor
3 weeks ago
Tampa, United States Fisher Investments Full timeOverview Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...
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Senior Business Advisor
4 weeks ago
Tampa, Florida, United States USAA Full timeAbout the RoleWe are seeking a highly skilled Senior Business Advisor to join our team at USAA. As a Senior Business Advisor, you will play a key role in driving operational excellence and process improvements within our Deposits' Funds Availability Team.Key ResponsibilitiesDevelop and implement solutions to drive business decisions and improve operational...