Administrative Assistant Financial Advisor

About the RoleWe are seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and tailored solutions to meet the needs of our clients. This includes acting as a financial advisor for smaller clients, including SEP/Simple IRA participants, while...

Company Overview:At Edward Jones, we strive to create a workplace where everyone feels valued and respected. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately-owned, focusing on our clients' needs rather than shareholder returns.We aim to improve the lives of our clients and colleagues, and...

As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...

At Edward Jones, we're dedicated to providing exceptional client service by partnering with clients and branch teams to deliver tailored financial solutions. Our Senior Financial Advisors play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our business.About the RoleWe're seeking...

Key ResponsibilitiesThe successful candidate will have a deep understanding of financial planning concepts and estate planning strategies. They will be responsible for:* Developing customized solutions to help clients achieve their financial goals* Working closely with Financial Advisors and branch teams to deliver high-quality APPSThis is an exciting...

Key ResponsibilitiesAs a Senior Financial Advisor at Vantage Point Financial, your primary responsibilities will include conducting thorough analyses of clients' financial situations, providing tailored recommendations, and staying informed about the latest financial products and industry trends.

About Your CareerAs a Wealth Strategist at Edward Jones, you will embark on a fulfilling career journey that offers opportunities for growth, development, and success. You will work closely with experienced professionals who share your passion for delivering exceptional client service.Key ResponsibilitiesYou will analyze client needs and develop tailored...

Earn an estimated annual salary of $120,000-$180,000 as a Strategic Wealth Consultant at Edward Jones, working from home three days a week in the Louis, MO office. In this role, you'll leverage your knowledge of financial planning, investment strategies, and tax planning to support our financial advisors in serving high-net-worth clients.About the...

Job ResponsibilitiesFirst Point of Contact: Determine if prospects would be a good fit for the firm and schedule meetings with advisors.Pipeline Growth: Grow sales pipeline through comprehensive marketing strategies.Lead Nurturing: Engage prospects who have dropped off and add first appointments to advisor calendars.

About the TeamWe are a collaborative and innovative team that is dedicated to providing exceptional service to our high net worth clients. Our team is comprised of experienced professionals who are passionate about delivering comprehensive financial planning solutions.Responsibilities:Provide expert tax planning advice to high net worth clientsCollaborate...

At Edward Jones, we pride ourselves on being a financial services firm where your contributions are valued. We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada, all working together to improve the lives of our clients and colleagues.We are a privately-owned organization that focuses on our clients...

Job OverviewCAR Financial Services is a leading national company that provides financial services for independent auto dealers. We are dedicated to improving cash flow and supporting capital needs for sub-prime automobile dealers in the everchanging auto finance industry.Our team is committed to working with driven, like-minded individuals who value customer...

About the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...

At Edward Jones, our goal is to provide exceptional client service and tailored solutions to meet the needs of our clients. We strive to be at the center of our clients' financial lives, helping them achieve their goals and objectives.Company OverviewWe are a leading financial services firm with over 9 million clients and 20,000 financial advisors across the...

At Edward Jones, we value people who share our passion for creating positive impact. As a Senior Wealth Strategist - Tax Planning, you will play a critical role in serving as the primary contact between our home office and branch teams, leveraging your extensive knowledge of financial planning disciplines to unique client circumstances.With 9+ years'...

About the RoleThe Financial Administrative Specialist will be responsible for analyzing and interpreting complex financial regulations, policies, and laws to provide detailed technical advice to staff members and management. The ideal candidate will have experience in auditing and submitting vouchers for payment, as well as providing technical advice on...

Client-Facing Professional:We are seeking a seasoned Wealth Management Advisor to join our team at Claire Myers Consulting. As a trusted advisor, you will engage with clients from our CRM, providing expert financial guidance and support.About the Position:You will build and maintain long-term relationships with clients, ensuring their financial needs are...

**About the Role**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. This is a fantastic opportunity for someone who is passionate about delivering exceptional client service and wants to be part of a dynamic and innovative company.RFG Advisory is a leading wealth-management firm that is committed...

Company OverviewMoneta is a national independent Registered Investment Advisor (RIA) with a unique business model organized around its clients. The company provides a full spectrum of financial advisory services and is committed to building long-term relationships with clients through exceptional service.Job DescriptionThe Client Service Manager will develop...