EntryLevel Financial Advisor We Train Develop You
2 weeks ago
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • A Bachelor’s degree in business administration, finance, or a related field is required • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ OTE
•
Compensation:
$80,000 per year
-
Entry-Level Financial Advisor
2 weeks ago
North Myrtle Beach, SC, United States Stone Press FG Full timeDescription We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...
-
Entry-Level Financial Advisor
2 weeks ago
North Myrtle Beach, SC, United States Stone Press FG Full timeDescription We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...
-
Entry-Level Financial Advisor
12 hours ago
North Myrtle Beach, SC, United States Stone Press FG Full timeDescription We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...
-
Financial Advisor
2 weeks ago
Myrtle Beach, SC, United States Pinnacle Bank Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...
-
Financial Advisor
5 days ago
Myrtle Beach, SC, United States Pinnacle Bank Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...
-
Financial Advisor
9 hours ago
Myrtle Beach, SC, United States Pinnacle Bank Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...
-
Myrtle Beach, SC, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate-Coastal Carolinas Market Myrtle Beach, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Myrtle Beach, SC, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate-Coastal Carolinas Market Myrtle Beach, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Myrtle Beach, SC, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate-Coastal Carolinas Market Myrtle Beach, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Healthcare Jobs Near You
2 weeks ago
Myrtle Beach, SC, United States Indigo Dental Staffing Full timeAbout Us: Indigo Dental Staffing is a leading dental staffing company connecting qualified dental assistants with top-tier dental offices across . Whether you're new to dental assisting and looking for an entry level position or you're an experienced DA looking for a new office placement, we help you find the perfect fit in a practice that aligns with your...
