Financial Advisor

2 weeks ago


Jamison PA USA, United States TD Bank Group Full time
Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our team in Bucks County/Warwick PA. As a Financial Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients to help them achieve their financial goals.

Key Responsibilities
  • Provide financial planning and investment advice to clients
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Stay up-to-date on industry trends and developments to provide the best possible advice to clients
  • Work closely with other members of the team to ensure seamless delivery of services to clients
Requirements
  • 4-year degree required or equivalent work experience
  • 2+ years of selling investments and providing financial planning with a track record of success
  • In-depth knowledge of investment products and services
  • Series 65 required
  • Life and Health insurance licenses required, or ability to obtain within licensing and registration schedule
What We Offer

We offer a competitive salary and bonus structure, as well as a comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional development and growth within the company.

How to Apply

If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your resume and cover letter to us. We look forward to hearing from you


  • Lead Financial Advisor

    13 hours ago


    Tacoma, WA , USA, United States Advisor Employee Services Full time

    Lead Advisor OpportunityWe are seeking a highly motivated and experienced Lead Advisor to join our team at Advisor Employee Services. As a Lead Advisor, you will be responsible for providing exceptional financial planning and advisory services to our clients, while also building and maintaining strong relationships with them.Key Responsibilities:Develop and...


  • Brodbecks, PA , USA, United States First Financial Federal Credit Union Full time

    Job Title: Senior Financial Planner and Investment AdvisorJob Summary:We are seeking a highly skilled Senior Financial Planner and Investment Advisor to join our team at First Financial Federal Credit Union of Maryland. As a key member of our Financial Dimensions department, you will be responsible for providing customized financial planning and investment...

  • Lead Financial Advisor

    15 hours ago


    Tacoma, WA , USA, United States Puget Sound Financial Strategies Full time

    Lead Financial Advisor OpportunityPuget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice on...


  • Greensboro, NC, USA, United States Stone Press Financial Group Full time

    Job OpportunityStone Press Financial Group is seeking a highly skilled Financial Services Professional to join our team. As an Experienced Financial Advisor, you will play a crucial role in helping clients achieve their financial objectives and goals.Key Responsibilities:Conduct in-depth financial assessments to determine clients' financial needs and develop...


  • Pittsburgh, PA , USA, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt 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.We are seeking a Financial Solutions Advisor to join our team...


  • Pennsylvania Tpke, Southampton, PA, USA, United States Fulton Bank Full time

    Job Title: Financial Services AdvisorWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Fulton Bank. As a Financial Services Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients'...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor, where you will play a key role in helping our members achieve their financial goals.About the RoleThis is a full-time position that requires at least four years of experience advising individual...


  • Florida , USA, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Financial Advisor with Trajan Wealth LLCAt Trajan Wealth LLC, we're on a mission to provide exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you'll have the opportunity to make a meaningful impact and build a successful career with our team.About the RoleWe're seeking a highly...


  • Pittsburgh, PA , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...


  • Feasterville-Trevose, PA , USA, United States Bank of America Full time

    Financial Solutions Advisor Stage IAt Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we're looking to provide care and guidance for...


  • Florida , USA, United States New York Life Full time

    Unlock Your Potential as a Financial Advisor with New York LifeAre you a skilled Financial Advisor looking to take your career to the next level in Orlando, FL, or expand your reach in the US? New York Life is seeking talented professionals like you to join our team of dedicated experts.As a Financial Advisor at New York Life, you'll have the opportunity to...


  • Feasterville-Trevose, PA , USA, United States Bank of America Full time

    Financial Solutions Advisor Registration CandidateJoin Bank of America's Advisor Development Program and become a Financial Solutions Advisor Registration Candidate in one of our over 4,000 financial center locations nationwide.About the RoleAs a Financial Solutions Advisor Registration Candidate, you will be part of our award-winning Academy at Bank of...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin our team at First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor. This role is a key position in our Financial Dimensions department, responsible for providing customized financial planning and investment advice to our clients.Key...


  • Springfield, OR , USA, United States Voya Financial Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Eugene area. As a Financial Professional, you will work with plan sponsor relationships, including government, retail, and private entities, to provide retirement and investment strategies.Key Responsibilities:Prospect,...

  • Financial Advisor

    1 day ago


    St. Louis, MO, USA, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Elkins Park, PA , USA, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their...


  • Madison, WI , USA, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We proudly serve...


  • Monroeville, PA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Tampa, FL , USA, United States Trajan Wealth LLC Full time

    About Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint in the Tampa area and seeking a seasoned Financial Advisor to join our team.Our ApproachWe pride ourselves on a commitment to excellence and...


  • Penn Hills Township, PA, USA, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement customized financial plans to meet clients' unique needs and...