- 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 ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Thrivent Financial (Rochester, MN)
- …organizations. Position summary: The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up ... Paraplanner reports to and is employed by Emerald Financial Group. This is an in-office position. This position...workflows + Other responsibilities as assigned by the Lead Advisor Position Qualifications + Degree in Financial … more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: data ... plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance + Learn the… more
- Moss Adams LLP (Portland, OR)
- ** Paraplanner ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... business challenges. **Introduction to the team** We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment … more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more
- Raymond James Financial, Inc. (Reston, VA)
- …through on- going education. **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial...65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two… more
- Raymond James Financial, Inc. (Bloomington, IL)
- …through on-going education. **Essential Duties and Responsibilities:** * Partners with Financial Advisor to review clients' current portfolio design, understand ... training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial...65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two… more