Financial Advisor

3 weeks ago


Sturgeon Bay, United States Wealth Management Firm Full time

Our client's sophisticated and boutique wealth management firm is looking for a motivated financial advisor to become a successor to the owner The ideal candidate must be fully licensed, client-focused, and able to provide customized investment strategies that will assist clients with their long-term financial goals.

Responsibilities


  • Offer strategic advice on relevant financial products and services
  • Assist clients with a personalized financial plan
  • Demonstrate an interest and ability to secure new clients


Qualifications


  • Bachelor's degree (preferred)
  • 1+ year of industry experience
  • Series 66 and Series 7 licensed
  • Strong understanding of the investment business
  • Superior interpersonal skills


  • Financial Advisor

    3 weeks ago


    Sturgeon Bay, United States Wealth Management Firm Full time

    Our client's sophisticated and boutique wealth management firm is looking for a motivated financial advisor to become a successor to the owner! The ideal candidate must be fully licensed, client-focused, and able to provide customized investment strategies that will assist clients with their long-term financial goals. ResponsibilitiesOffer strategic advice...

  • Financial Advisor

    4 days ago


    Green Bay, United States Bank of Montreal Full time

    Application Deadline:06/13/2024 Address:2700 S Oneida Street. Job Family Group:Wealth Sales & Service. Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the b Financial Advisor, Relationship Manager, Business Development, Financial, Financial Planning, Advisor

  • Financial Advisor

    20 hours ago


    Green Bay, United States Bank of Montreal Full time

    Application Deadline:06/13/2024 Address:2700 S Oneida Street. Job Family Group:Wealth Sales & Service. Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the b Financial Advisor, Relationship Manager, Business Development, Financial, Financial Planning, Advisor

  • Financial Advisor

    3 weeks ago


    Green Bay, United States Laura Mossakowski LLC Full time

    Description As part of a high-performing, client-centric small business, we are looking to add an ambitious, honest, accurate, ethical, supportive Financial Advisor who can provide excellent service and advice to clients. This position collaborates with the Lead Advisor to deliver comprehensive financial planning and investment management to our clients. You...

  • Financial Advisor

    2 weeks ago


    Green Bay, United States Laura Mossakowski LLC Full time

    As part of a high-performing, client-centric small business, we are looking to add an ambitious, honest, professional, and ethical Financial Advisor who will provide excellent service and advice to clients. This position collaborates with the Lead Advisor to deliver comprehensive financial planning and investment management to clients. You will be helping...

  • Financial Advisor

    2 weeks ago


    Green Bay, United States Laura Mossakowski LLC Full time

    Description As part of a high-performing, client-centric small business, we are looking to add an ambitious, honest, accurate, ethical, and supportive Financial Advisor who can provide excellent service and advice to clients. This position collaborates with the Lead Advisor to deliver comprehensive financial planning and investment management to clients. You...

  • Financial Advisor

    2 weeks ago


    Green Bay, United States Laura Mossakowski LLC Full time

    Description As part of a high-performing, client-centric small business, we are looking to add an ambitious, honest, professional, and ethical Financial Advisor who will provide excellent service and advice to clients. This position collaborates with the Lead Advisor to deliver comprehensive financial planning and investment management to clients. You will...

  • Financial Advisor

    3 days ago


    Green Bay, United States Laura Mossakowski LLC Full time

    Description As part of a high-performing, client-centric small business, we are looking to add an ambitious, honest, professional, and ethical Financial Advisor who will provide excellent service and advice to clients. This position is in charge of delivering top-notch financial planning and investment management advice to our clients, fostering on-going...

  • Financial Advisor

    1 week ago


    Palm Bay, United States Edward Jones Careers Full time

    The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need...

  • Financial Advisor

    1 day ago


    Palm Bay, United States Edward Jones Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...


  • Palm Bay, United States Horace Mann Full time

    We're currently looking for a Financial Advisor in the Palm Bay, Melbourne, Titusville, Brevard County, FL area.About the RoleThis position offers exceptional uncapped earning potential, including a base salary, commissions, incentive bonuses, and trailers. Ownership opportunity in two years. With the expectation to earn a six-figure income, this role...


  • Palm Bay, United States Horace Mann Full time

    We're currently looking for a Financial Advisor in the Palm Bay, Melbourne, Titusville, Brevard County, FL area.About the RoleThis position offers exceptional uncapped earning potential, including a base salary, commissions, incentive bonuses, and trailers. Ownership opportunity in two years. With the expectation to earn a six-figure income, this role...


  • Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Half Moon Bay, United States H&R Block Full time

    **498819BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...


  • Half Moon Bay, United States H&R Block Full time

    Job Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...


  • San Francisco Bay Area, United States uAspire Full time

    ***: uAspire College Affordability Advisors work directly with youth to help them navigate the process of finding and financing an affordable path to college. Advisors receive in-depth training on college affordability to successfully support students. Our College Affordability Advisors are either assigned to multiple schools to work with high school seniors...


  • Granite Bay, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Bay City, United States H&R Block Full time

    509952BR Title: Block Advisors Receptionist Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We...