Senior Financial Consultant
4 weeks ago
Insight Financial Planning is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.
Key Responsibilities:
- Advising clients on financial goals and developing financial plans
- Researching investment products and funds
- Trading and assisting in pre- and post-appointment activities
- Completing and processing applications and forms
- Marketing and promoting financial services
Requirements:
- College graduate with a degree in finance or a related field
- Series 7 and Series 66 licenses
- Ability to create a positive work environment and work effectively as a team player
- Ability to follow a systemized workflow and prioritize tasks
- Ability to work required hours and adapt to changing circumstances
Benefits:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
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Financial Consultant
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Financial Services Representative
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Norfolk, Virginia, United States Old Dominion University Full timeOld Dominion University seeks a highly skilled and experienced Senior Financial Services Manager for Student Aid to lead the Student Accounts, Third Party Billing and Cashiering team. The selected candidate will develop and implement short- and long-range departmental goals, objectives, policies, and operating procedures.The Senior Financial Services Manager...
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Financial Planning and Analysis Manager
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Senior Management Accountant
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Insurance Sales Professional
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Senior Relationship Manager
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