Current jobs related to Financial Advisor - Newport - First Command Financial Services, Inc
-
Financial Advisor Serving Military Families
4 weeks ago
Newport, United States First Command Financial Services Full time*4 out of 5 of our Advisors are veterans or military spouses* *Who we are:* First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB *What our Advisors do:* *...
-
Financial Assistance Advisor
2 months ago
Newport News, United States ECPI University Full timeOverview: Financial Assistance Advisor This position will work at ECPI Universitys Newport News, VA located at 1001 Omni Blvd. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...
-
Senior Financial Advisor
2 weeks ago
Newport Beach, United States Mercer Advisors Full timeAbout the RoleMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.Key ResponsibilitiesProvide exceptional client service and support to our high net worth...
-
Financial Assistance Advisor
6 days ago
Newport News, Virginia, United States ECPI University Full timeJob SummaryECPI University is seeking a highly skilled and detail-oriented Financial Assistance Advisor to join our team. As a Financial Assistance Advisor, you will play a critical role in providing financial aid support and advising services to students, ensuring their educational goals are met.Key ResponsibilitiesFinancial Aid Support: Provide financial...
-
Senior Financial Advisor
2 weeks ago
Newport Beach, United States Mercer Advisors Full timeAbout the RoleMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.Key ResponsibilitiesProvide personalized financial planning and investment advice to...
-
Financial Services Professional
6 days ago
Newport News, Virginia, United States First Command Financial Services, Inc Full timeAbout Us:First Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job Summary:We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...
-
Financial Services Advisor
3 weeks ago
Newport News, Virginia, United States Old Point Full timeInvestment ConsultantThe Investment Consultant plays a pivotal role in acquiring and managing client relationships by delivering expert investment strategies and tailored financial guidance. They serve as reliable advisors who comprehend and fulfill the financial aspirations of their clientele.Key Responsibilities:Engage with both new and existing affluent...
-
Certified Financial Consultant
3 weeks ago
Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full timeFinancial AdvisorAt Capstone Partners Financial and Insurance Services, we are committed to guiding clients towards their financial aspirations through tailored and strategic advice. We are in search of a qualified professional with a proven history in financial planning and a dedication to fostering enduring client relationships. If you possess the ability...
-
Financial Advisor
2 days ago
Newport Beach, CA, United States First Bank Full timePosition Details Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. ...
-
Certified Financial Consultant
3 weeks ago
Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full timeFinancial ConsultantAt Capstone Partners Financial and Insurance Services, we are looking for a dedicated professional to assist clients in reaching their financial aspirations through tailored, strategic guidance. The ideal candidate will possess a proven history in financial planning and a commitment to fostering enduring client relationships. If you excel...
-
Financial Advisor
3 weeks ago
Newport News, Virginia, United States LifeSpan Full timeJob Summary:At LifeSpan, we are seeking a highly skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in providing exceptional financial counseling services to our patients, ensuring they receive the best possible care while maximizing reimbursement to the hospital.Key Responsibilities:Financial Counseling:...
-
Wealth Advisor
4 months ago
Newport News, United States The Old Point National Bank Full timeJob DescriptionJob DescriptionPosition Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the organization’s commitment to understand, care for, and guide...
-
Wealth Advisor
4 months ago
Newport News, United States Old Point Full timePosition Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset...
-
Wealth Management Advisor
2 weeks ago
Newport News, Virginia, United States The Old Point National Bank Full timeJob SummaryThe Old Point National Bank is seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing personalized financial advice and investment management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...
-
Wealth Management Advisor
12 hours ago
Newport Beach, United States Mercer Advisors Full timeJob Title: Sr. Wealth AdvisorMercer Advisors is a unique wealth management firm that prioritizes its clients' financial well-being. Our company was founded in 1985 on the principle of providing a unified approach to managing clients' finances, akin to a family office. We connect the dots of our clients' financial lives by integrating planning, investing,...
-
Financial Services Professional
9 hours ago
Newport Coast, California, United States First Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at First Bank. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet and profile prospective clients,...
-
Financial Paraplanner
1 month ago
Newport Beach, United States Transcend Practice Management Full time $110,000 - $140,000Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office) Compensation = $110,000 to $140,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...
-
Financial Paraplanner
1 month ago
Newport Beach, United States Transcend Practice Management Full time $110,000 - $140,000Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office)Compensation = $110,000 to $140,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...
-
Wealth Management Advisor
1 week ago
Newport News, Virginia, United States Old Point Full timeJob Summary:The Wealth Management Advisor is a key member of our team at Old Point, responsible for providing exceptional client service and driving business growth through strategic financial planning and investment management. As a trusted advisor, you will work closely with high net worth individuals and families to understand their financial goals and...
-
Financial Paraplanner
1 month ago
Newport Beach, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office) Compensation = $110,000 to $140,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...
Financial Advisor
4 months ago
Financial Advisor
4 out of 5 of our Advisors are veterans or military spouses
Who we are:
First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB
What our Advisors do:
Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community Coach military families on how to build a holistic financial plan including aspects of: Savings Investments InsuranceWhat we offer:
A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice Tools and support to guide you through the licensing process Opportunities for professional development The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve Portable career opportunities throughout the United States and overseasDesired Qualifications:
Military experience or association Bachelor’s degree Proven leadership skillsIn the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
©2023 FirstCommand Financial Services, Inc. parent of First Command Brokerage Services,Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First CommandInsurance Services, Inc. and First Command Bank. Securities products andbrokerage services are provided by First Command Brokerage Services, Inc., abroker-dealer. Financial planning and investment advisory services are providedby First Command Advisory Services, Inc., an investment adviser. Insuranceproducts and services are provided by First Command Insurance Services, Inc.Banking products and services are provided by First Command Bank (Member FDIC,Equal Housing Lender). Securities are not FDIC insured, have no bank guaranteeand may lose value. A financial plan, by itself, cannot assure that retirementor other financial goals will be met. First Command Financial Services, Inc.and its related entities are not affiliated with, authorized to sell orrepresent on behalf of or otherwise endorsed by any federal employee benefitsprograms referenced, by the U.S. government, or the U.S. armed forces.
First Command does not discriminate in therecruiting of Employees or Financial Advisors on the basis of race, color,religion, national origin, sex, sexual orientation, gender identity, maritalstatus, disability, age or veteran status. No information solicited by FirstCommand from you is intended to be used in a discriminatory manner. Allinformation provided by you will be reviewed carefully, but the receipt of anAdvisor application or other information does not imply that you will beoffered the opportunity to enter into a Financial Advisor/Agent Agreement withFirst Command.
Job Location
Newport, Rhode Island
Position Type
Full-Time/Regular