Financial Services Professional
4 weeks ago
Voya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater NOLA area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.
Key Responsibilities:- Prospect, schedule, and conduct one-on-one appointments with clients
- Recommend and implement investment strategies
- Research client service issues and investment questions
- Conduct retirement and investment seminars
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations - Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable efficient client management
- Turnkey marketing services
- Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
-
Financial Services Professional
4 weeks ago
New Orleans, Louisiana, United States Voya Financial Advisors Full timeJob OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to work with plan sponsors in the greater NOLA area.This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key qualifications include:Registered Representative with...
-
Financial Services Professional
4 weeks ago
Birmingham, AL, USA, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group. As a key member of our team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAs a Financial Services Professional,...
-
Financial Services Professional
4 weeks ago
Pittsburgh, PA , USA, United States PNC Financial Services Group Full timeJob 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...
-
Financial Services Professional New Orleans
3 weeks ago
New Orleans, Louisiana, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater New Orleans area. This position will be responsible for 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars. The ideal candidate will possess the skills necessary to prospect,...
-
Financial Services Professional
4 weeks ago
Miami, FL , USA, 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 an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...
-
Financial Services Professional
3 weeks ago
Birmingham, AL, USA, 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 an Investment and Insurance Strategist, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...
-
Financial Services Professional
3 weeks ago
Miami, FL , USA, United States PNC Financial Services Group Full timeJob DescriptionAs a Financial Advisor within PNC Investments, you will be based in the Miami, FL Market. Bilingual Spanish speaking preferred.Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy...
-
Financial Services Professional
3 weeks ago
Pittsburgh, PA , USA, United States The PNC Financial Services Group, Inc Full timeJob DescriptionAt The PNC Financial Services Group, Inc, we are seeking a highly skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic plans to meet the financial needs of our clients.Key Responsibilities:Consult with clients to...
-
Financial Services Professional
4 weeks ago
McFarland, WI , USA, United States Thrivent Financial Full timeUnlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to build a successful career in financial services? Look no further than Thrivent Financial, a Fortune 500 organization dedicated to providing financial advice, investments, insurance, and banking services to...
-
Financial Services Professional
4 weeks ago
New Castle, Delaware, United States Voya Financial Full timeFinancial Services Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will work with participants of an employer-sponsored retirement plan to provide expert guidance on investment strategies and plan management.The ideal candidate will possess a strong...
-
Financial Services Professional
4 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're not just looking for employees - we're looking for entrepreneurs who want to build a successful financial practice and make a real difference in people's lives.As a Thrivent Financial financial advisor, you'll have the opportunity to work with clients to help them achieve their financial...
-
Sales Professional
4 weeks ago
New Orleans, LA , USA, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service by listening to customers' needs...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeJob OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...
-
Financial Services Professional
3 weeks ago
Miami, FL , USA, United States Corebridge Financial Full timeFinancial Advisor Role OverviewAt Corebridge Financial, we're passionate about helping individuals make informed decisions about their financial futures. As a Financial Advisor, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key Responsibilities:Conduct individual and group...
-
Financial Services Professional
4 weeks ago
Tampa, FL , USA, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential in Financial ServicesCadence Bank, in partnership with LPL Financial, offers a unique opportunity for a Financial Advisor to join their Investment Program in Tampa, FL. As a Financial Advisor associated with LPL Financial, you will be part of a team dedicated to helping clients achieve their financial goals. This exciting role will...
-
Financial Services Professional
4 weeks ago
New Orleans, Louisiana, United States Edward Jones Full timeClient Advocate Role at Edward JonesWe are seeking a skilled and dedicated Client Advocate to join our team at Edward Jones. As a Client Advocate, you will work closely with our financial advisors to provide exceptional service to our clients, build strong relationships, and drive business growth.Key Responsibilities:Gather information and collect...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Experior Financial Group Full timeExperior Financial Group is seeking a skilled Life Insurance Agent to provide expert advice to clients and recommend insurance products. The ideal candidate will possess excellent communication skills, display good analytical skills, and provide excellent customer service.Key Responsibilities:Provide advice to clients and recommend insurance products.Provide...
-
Financial Services Professional
3 weeks ago
St. Petersburg, FL, USA, United States Raymond James Financial Incorporated Full timeJob Summary:The Advisory Mastery Program (AMP) is a comprehensive development program designed to equip trainees with the skills and knowledge necessary to succeed as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel tailored to their clients' objectives, time horizon, and risk tolerance. AMP offers a holistic approach to...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Forest Hills Financial Group Full timeFinancial Advisor RoleForest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor to work with individuals and businesses in the New York Metropolitan Market. This is a HYBRID position, requiring a strong work ethic and high integrity.About the Role:As a Financial Advisor, you will work with clients to understand their...
-
Financial Services Representative
3 weeks ago
McKinney, TX , USA, United States Independent Financial Services Full timeJob Summary: We are seeking a skilled and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center, you will play a vital role in providing exceptional customer service and helping our clients achieve their financial goals. Key Responsibilities: Open new accounts, including...