- Genesee Community College (Batavia, NY)
- …Posted On: Thu Jul 3 2025 Job Description: GENERAL FUNCTIONS: The Student Financial Services Advisor will assist the Bursar and the ... general and one-to-one counseling to students to assist them in satisfying their financial obligations to the College. The position will be responsible for the… more
- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Services , L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are...the following: + Identifies and evaluates customer needs for financial services , assess the objectives and goals… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service… more
- Atria Wealth Solutions (Richmond, VA)
- … Services , L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around ... million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are...the following: + Identifies and evaluates customer needs for financial services , assess the objectives and goals… more
- Atria Wealth Solutions (Allentown, PA)
- …, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are...the following: + Identifies and evaluates customer needs for financial services , assess the objectives and goals… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island,...Santander is a global leader and innovator in the financial services industry. We believe that our ... the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for...personnel for the sale of other bank products and services such as deposit accounts and loans. + Attends… more
- Navy Federal Credit Union (Matthews, NC)
- … to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... Overview To provide financial consulting services to assist members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Santander US (Holden, MA)
- Financial Advisor , Holden, MA Country: United...Santander is a global leader and innovator in the financial services industry. We believe that our ... to Talk to You!** **The Difference You Make:** The Financial Advisor is responsible for identifying needs,...personnel for the sale of other bank products and services such as deposit accounts and loans. * Attend… more
- Truist (Hendersonville, TN)
- …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product… more