Financial Services Professional
1 week ago
At Raymond James, we are committed to developing the next generation of financial advisors through our comprehensive Advisor Mastery Program (AMP). This program provides a holistic education, combining technical and sales skills to equip our trainees for success.
As a Financial Advisor Trainee, you will work closely with a mentor, branch manager, and a team of financial advisors to build a successful practice. Your responsibilities will include:
- Becoming proficient in the financial advisor role through training and development
- Meeting production targets that impact overall company revenue goals
- Developing a book of business consistent with AMP program goals
- Providing exceptional client service
- Managing client relationships, including evaluating financial needs and recommending investment products
- Developing client pipelines through prospecting, networking, and community initiatives
- Staying up-to-date on industry developments and regulatory requirements
We are seeking candidates with a strong foundation in sales and business environments, preferably with a bachelor's degree and relevant work experience. Licenses and certifications, such as SIE, Series 7, and Series 66, are also required. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
RequirementsTo be successful in this role, you will need:
- Knowledge of economic and accounting principles, financial markets, and data analysis
- Strong communication and interpersonal skills
- Ability to learn and adapt to new technologies and industry developments
- Organizational and time management skills to prioritize multiple tasks and deadlines
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are interested in a challenging and rewarding career in financial services, please submit your application.
-
Financial Services Professional
3 days ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop personalized financial plans...
-
Financial Services Professional
4 weeks ago
Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full timeFinancial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve a secure and prosperous retirement.Key Responsibilities:Provide comprehensive financial planning for high-net-worth clients, particularly...
-
Financial Services Professional
19 hours ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop tailored solutions to help them achieve those goals.Key ResponsibilitiesConsult with clients to understand their financial needs...
-
Financial Services Professional
3 weeks ago
Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full timeFinancial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their retirement.Key Responsibilities:Provide comprehensive financial planning and investment advice to...
-
Financial Services Professional
4 days ago
Houston, Texas, United States Strategic Financial Group LLC Full timeEmbark on a Career as a Financial Services ProfessionalAt Strategic Financial Group LLC, we're on a mission to champion financial independence, future preparedness, and community impact. As a financial services professional, you'll be part of a team that prioritizes the value of its clients and their contributions to society.The Role:You'll dive into a role...
-
Financial Professional
4 days ago
Houston, Texas, United States EA Financial Full timeJob OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.As a Financial Professional, you will have the opportunity to work...
-
Financial Services Professional: Entry-Level
3 weeks ago
Houston, Texas, United States Strategic Financial Group Full timeJob Opportunity at Strategic Financial GroupStrategic Financial Group is seeking a highly motivated and ambitious Financial Services Professional to join our team. As a Financial Advisor, you will play a crucial role in guiding individuals, business owners, and families towards a secure financial future.Key Responsibilities:Develop and maintain strong...
-
Financial Services Collector
1 month ago
Houston, Texas, United States Stellantis Financial Services US Full timeAbout Stellantis Financial ServicesWe are a leading provider of financial services to the automotive industry, offering a range of products and services to our customers. Our team is dedicated to delivering exceptional customer experiences and driving business growth.Job SummaryWe are seeking a highly skilled and motivated Financial Services Collector to...
-
Experienced Financial Professional
4 days ago
Houston, Texas, United States IMG Financial Group Full timeUnlock Your Potential as a Financial AdvisorAt IMG Financial Group, we empower our clients to achieve financial stability and success through tailored solutions and expert guidance.Our commitment to integrity, excellence, and innovation drives us to deliver exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG...
-
Financial Services Professional
5 days ago
Houston, Texas, United States Teacher's Pension and Insurance Services Full timeEmpower Public School Employees to Achieve Financial SecurityTeacher's Pension and Insurance Services is seeking a skilled Financial Advisor to work within existing plan sponsor relationships in the education market. As a Financial Advisor, you will be responsible for 403(b) and 457(b) enrollments, retirement and investment counseling, and participant...
-
Senior Financial Professional
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly motivated and experienced Senior Accountant to join our dynamic and collaborative accounting team at Creative Financial Staffing.Key Responsibilities:Financial Reporting: Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, to ensure accuracy...
-
Financial Professional
20 hours ago
Houston, Texas, United States Creative Financial Staffing Full timeStaff Accountant Job DescriptionWe are seeking a detail-oriented professional to manage our payroll and general ledger activities in a Staff Accountant role. Key responsibilities include accurately posting payroll entries in the general ledger, handling prepaid entries, and reconciling accounts in Excel to ensure accuracy and compliance.Qualifications:-...
-
Senior Financial Professional
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a key role in supporting the company's financial operations and ensuring the accuracy and timeliness of financial reporting.Key Responsibilities:Month-end close and general ledger managementRecurring journal...
-
Financial Services Coordinator
3 weeks ago
Houston, Texas, United States Professional Alternatives Full timeJob SummaryWe are seeking a highly organized and detail-oriented Institutional Client Service Associate to join our team at Professional Alternatives. This role will provide coordination and efficiency to the investment process and deliver high-quality customer service to our institutional clients.Key ResponsibilitiesRun and monitor daily/monthly/quarterly...
-
Senior Financial Professional
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeSenior Accountant Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in shaping the financial success of our construction projects, working closely with a motivated team that values innovation, collaboration, and growth.Key Responsibilities:Oversee...
-
Senior Financial Professional
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for maintaining the general ledger and fixed assets management modules within the JD Edwards accounting system, as well as indirect maintenance of the Accounts Payable and Accounts...
-
Financial Services Professional
1 day ago
Houston, Texas, United States New York Life Full timeWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will be responsible for mastering our insurance products and effectively communicating their benefits to clients. Your key responsibilities will include presenting proposals, explaining policy...
-
Financial Services Professional
4 weeks ago
Houston, Texas, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial Services ProfessionalNorthwestern Mutual is seeking talented individuals to join our team as Financial Representatives/Financial Services ProfessionalsEnjoy a 100% commission-based opportunity with uncapped earnings potentialNo prior experience requiredTake the first step towards a fulfilling career in financial...
-
Financial Services Professional
5 days ago
Houston, Texas, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a career that offers flexibility, uncapped earning potential, and the opportunity to be your own boss? Look no further than Northwestern Mutual's Financial Services Professional role.What You'll Do:Provide personalized financial planning and insurance services to clients, helping...
-
Financial Services Professional
3 weeks ago
Houston, Texas, United States Guardian Austin Full time{"title": "Financial Representative Opportunity", "subtitle": "Join Guardian Austin as a Financial Representative and make a positive impact in your community.", "content": "As a Financial Representative with Guardian Austin, you will have the opportunity to collaborate with individuals and businesses in your community, offering them access to financial...