Financial Advisor
20 hours ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayCompensation:$75,000+ yearlyResponsibilities:Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Embrace the role of a structured yet coachable team player open to continued education and training from other team members Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications:Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers A required Bachelor’s degree in business administration, finance, or similarly related field About CompanyHudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.We can be different by doing the right thingBenefits Included: Agent Retirement Plan, Agent Health Care
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Financial Advisor
3 days ago
Columbia, United States LPL Financial Full timeFinancial Advisor Grow Financial Federal Credit UnionLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Grow Financial Federal Credit Union in Charleston, SC would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor...
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Financial Advisor
1 week ago
Columbia, United States LPL Financial Full timeFinancial Advisor Grow Financial Federal Credit UnionLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Grow Financial Federal Credit Union in Charleston, SC would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor...
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Financial Advisor
7 days ago
Columbia, MD, United States Thrivent Financial Full timeThrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial...
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Financial Advisor
4 days ago
Columbia, MO, United States LPL Financial Holdings, Inc. Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Columbia, MO would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...
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Financial Advisor
7 days ago
Columbia, MO, United States LPL Financial Holdings, Inc. Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Columbia, MO would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...
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Financial Advisor
5 days ago
Columbia, MO, United States Central Bancompany Full timePOSITION PURPOSE: Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its...
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Financial Advisor
2 days ago
Columbia, SC, United States Hudnall Capital Advisors Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...
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Financial Advisor
2 days ago
Columbia, United States Grow Financial Full timeJob TitleAt Grow Financial Federal Credit Union, we believe in service to our members, team members and local communities. We're not just a bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun....
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Financial Advisor
2 weeks ago
Columbia, SC, United States Grow Financial Full timeOverview At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be...
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Financial Advisor
5 days ago
Columbia, SC, United States Grow Financial Full timeOverview At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be...
