- Edward Jones (Port Jefferson, NY)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements **Awards… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their ... financial planning topics. + Coaching and developing the Financial Advisor assigned to the territory. This...or equivalent is required. + FINRA Series 7 securities license required at hire and FINRA Series 65 or… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... and new clientele. This position is perfect for a financial advisor who is eager to succeed...experience. Requirements . Minimum 3-5 years of experience in financial advising . Life, Health and Accident License… more
- Edward Jones (St. Louis, MO)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including...63 and 65) licenses required to apply. + Insurance license may be required in the future (life, health… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
- Auburn University (Auburn, AL)
- …Financial Aid **Division Name** VP for Enrollment Management **Position Title** Financial Aid Advisor **Job Class Code** KB03A **Appointment Status** ... the Vice President for Enrollment Management is seeking a ** Financial Aid Advisor I/II/III** to join the... financial aid and scholarships, accounting, banking, finance, financial services, or enrollment services. Minimum Skills, License… more
- Navy Federal Credit Union (Vacaville, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * The SFA shows demonstrated success ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN… more
- JPMorgan Chase (Chicago, IL)
- …of a brand that sets the standard for extraordinary service and results. As a Financial Advisor , in JPMorgan National Branch Investments Direct, you will work in ... and skills** + At least 3 years in a Financial Advisor role or equivalent financial...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
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