Experienced Financial Advisor
3 days ago
Stone 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 personalized financial strategies.
- Provide expert financial advice and guidance to clients on investment planning, cash management, and insurance coverage.
- Analyze financial data and market trends to identify opportunities and risks for clients.
- Develop and implement comprehensive financial plans to help clients achieve their financial goals.
- Build and maintain strong relationships with clients to ensure their ongoing financial well-being.
Requirements:
- Bachelor's degree in business, finance, or a related field.
- 3+ years of experience in sales or a related field.
- Current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
- Life and health license.
- Valid driver's license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Microsoft Office and financial software.
Benefits:
- Competitive salary and bonus structure.
- Comprehensive benefits package, including health insurance and 401(k) matching.
- Opportunities for professional growth and development.
Work Environment:
- Hybrid work arrangement, with a mix of remote and office work.
- Collaborative and dynamic work environment.
Location:
- Greensboro, NC 27401.
Powered by JazzHR
-
Greensboro, NC, USA, United States New York Life Full timeJob DescriptionWe are seeking experienced financial professionals who are passionate about helping individuals and families achieve their financial goals. As a financial advisor with New York Life, you will have the opportunity to work with a diverse range of clients and develop a comprehensive understanding of their financial needs.Key...
-
Financial Advisor
7 days ago
Greensboro, United States Thrivent Full timeThrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...
-
Financial Advisor
6 days ago
Greensboro, United States Thrivent Full timeThrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...
-
Greensboro, North Carolina, United States New York Life Full timeJob DescriptionWe are seeking experienced financial professionals who possess the following traits:CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticIf you are a motivated and driven individual who is looking to make a lasting impact on the financial well-being of individuals, families, and small businesses, we encourage you to...
-
Financial Services Professional
1 week ago
Greensboro, NC, USA, United States Stone Press Financial Group Full timeUnlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious and driven individuals to join our team of financial advisors. As a financial advisor, you'll have the opportunity to make a meaningful impact in people's lives and help them achieve their long-term financial goals.We're looking for individuals who possess a...
-
Financial Advisor
4 months ago
Greensboro, United States First Horizon Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with...
-
Financial Advisor
2 months ago
Greensboro, United States First Horizon Advisors, Inc. Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
-
Financial Advisor
3 months ago
Greensboro, United States First Horizon Advisors, Inc. Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
-
Financial Advisor
4 months ago
Greensboro, United States First Horizon Advisors, Inc. Full timeJob DescriptionLocation: On site at the location listed in job posting.SummaryWe are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found...
-
Financial Advisor
2 weeks ago
Greensboro, NC, United States First Horizon Advisors, Inc. Full timeJob DescriptionLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found...
-
Financial Advisor
2 weeks ago
Greensboro, United States Atria Wealth Solutions Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Atria Wealth Solutions. As a key member of our team, you will be responsible for providing exceptional financial advisory services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management:...
-
Experienced Financial Consultant
3 weeks ago
Greensboro, North Carolina, United States Stone Press Financial Group Full timeJob OverviewStone Press Financial Group is seeking a highly skilled Experienced Financial Consultant to join our team. As a key member of our organization, you will play a crucial role in helping clients achieve their financial objectives.Key ResponsibilitiesClient Consultation: Meet with clients to understand their financial needs, goals, and risk...
-
Financial Advisor
2 months ago
Greensboro, United States Atria Wealth Solutions Full timeThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area. Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that gives you the opportunity to...
-
Financial Advisor
4 months ago
Greensboro, United States Atria Wealth Solutions Full timeThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area. Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that gives you the opportunity to...
-
Financial Advisor
4 months ago
Greensboro, United States Atria Wealth Solutions Full timeJob DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area.Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that...
-
Medical Wealth Advisor II
3 months ago
Greensboro, United States Truist Financial Corporation Full timeManage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than Wealth Advisor, Medical, Wealth, Client Advisor, Advisor, Product Specialist
-
Financial Advisor
1 week ago
Green Valley Road, Greensboro, NC, United States, 27408 First Horizon Advisors, Inc. Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
-
Financial Advisor
2 months ago
Green Valley Road, Greensboro, NC, United States, 27408 First Horizon Advisors, Inc. Full timeLocation: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
-
Entry Level Financial Advisor
4 months ago
Greensboro, United States New York Life Full timeJob DescriptionJob DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS...
-
Client Service Associate
3 weeks ago
Greensboro, NC , USA, United States LPL Financial Holdings, Inc. Full timeJob OverviewThe Client Service Associate is a key member of our team, providing administrative support to our financial advisors. This role is responsible for maintaining the advisor's practice and delivering exceptional results for their clients.ResponsibilitiesClient Support: Provide exceptional customer service to clients, responding to inquiries and...