- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... child's education. Our unique secret weapon is advanced college planning which helps them maximize their financial ...is a plus + 3+ years experience as a financial advisor + Knowledge of the … more
- Robert Half Finance & Accounting (Danville, CA)
- …management with experience in investment management, client strategy, and financial planning . + Strong communication and advisor support skills. + Experience ... strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment strategies. + Participate in client… more
- BMO Financial Group (Los Angeles, CA)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... of tools and training required to deliver business results. (eg sales process, financial planning , presentation skills, estate planning , wealth transfer,… more
- Thrivent Financial (Milwaukee, WI)
- …Life, Health, Annuities, and other investment products etc.) + Ability to provide in-depth financial analysis and planning . + Ability to effectively ... The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary… more
- Navy Federal Credit Union (Pensacola, FL)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software + Understanding of economic and accounting… more
- Iowa State University (Ames, IA)
- …service experience. Experience using financial aid management systems, data analysis , and reporting tools. Experience planning and delivering financial ... Position Title: Financial Aid Advisor II Job Group:Professional...application procedures, aid programs, costs, indebtedness, money management, and financial planning .* Provides status updates regarding eligibility,… more
- Deloitte (Honolulu, HI)
- …leadership to support strategic planning and decision-making. + Conduct financial analysis , forecasting, and risk assessments to optimize resource ... and fuel growth through innovation. Work you'll do The Financial Resource Advisor /Planner will serve as a...provide expert guidance to leadership on resource allocation and financial planning . Key Responsibilities + Develop, prepare,… more
- Washington Suburban Sanitary Commission (WSSC) (Laurel, MD)
- …research findings and make recommendations * Knowledge of current best practices in financial planning , research and analysis * Strong organizational, ... Position Information Functional TitleSr. Strategic Financial Advisor Recruitment Category TypeStandard Functional CategoryFinance/Accounting GradeGS.17 FLSA… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for...excellent verbal and written communication. + Superior knowledge of financial analysis , risk evaluation, loan documentation +… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... long-lasting relationships with both existing and new clients. Through a holistic financial planning process and collaboration with internal business partners,… more