Financial Advisor
$45k - $100kEdward Jones HQ
Job Summary Edward Jones is a private financial services firm with over 9 million clients and 20,000 advisors. We are seeking a financial advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, social media, and speaking engagements. Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to create personalized, comprehensive strategies that help them achieve financial goals. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies, procedures, regulatory requirements, and ethical guidelines. Engage the branch team to develop, monitor, and adjust the branch business plan to increase effectiveness and achieve desired business results. Create a highly engaging environment in the branch that fosters mutual trust, respect, feedback, and accountability. Qualifications Preferred: Bachelor’s degree or equivalent work‑related experience within the securities/financial services industry. Financial services and/or sales experience. Financial services registration, licensing, or certification. Professional and/or military career progression. Licensing Requirements SIE (can be obtained without Firm sponsorship); Series 7 and Series 66 will be required. FINRA registrations required within three months of hire; State insurance licenses also required. Required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC) and maintain CE training to keep licenses in good standing. Compensation and Benefits New financial advisor compensation program includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets. Supplemental starting salary ranges from $45,000 to $100,000. Paid training and industry‑leading training program. Salary during the first five years as you build your practice. A firm‑provided branch office with support to help lighten the load. Comprehensive benefits package: medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life and basic AD&D coverage at no cost, 401(k) retirement plan, health savings account, flexible spending account. Paid sick leave, paid time off, bonuses, profit sharing, incentive travel, and participation in the Travel Award Program. Employee Assistance Program and other volunteer and volunteer‑matching programs. Equal Employment Opportunity Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or genetic information. #J-18808-Ljbffr
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
$90.2k
...Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedFull timeLocal area$76.52k - $163.9k
...A leading financial institution is seeking a Sr. Practice Solutions Relationship Manager in Albany, NY. This hybrid role involves acquiring and managing relationships with healthcare professionals, focusing on practice finance solutions. Ideal candidates will have at least...Suggested$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...Interim role
- ...should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment. Responsibilities... ...7, 65 and/or 66 3+ years' of industry experience Strong knowledge of CRM tools, MoneyGuide Pro and Advisor Engine #J-18808-Ljbffr...Immediate start
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at office- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Syracuse, New York; Poughkeepsie, New York; Saratoga Springs, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k - $90k
Role Overview As a Merrill Advisor Development Program - Financial Advisor, you will work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing...Interim roleImmediate startShift workDay shift$2,500 - $10,000 per month
..., flexibility, and long-term growth ? We're expanding and looking for motivated, coachable individuals who want to break into the financial services industry — no prior experience required . Whether you're starting fresh or making a career change, we provide the training...Full timePart timeWork at officeRemote workWork from homeFlexible hours$20.67 - $31.25 per hour
...Albany, New York 12203 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementDay shift- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours$50k - $70k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Work at office- ...proactive conversations and in-branch and phone-based guidance. You will partner with branch teammates and specialists to provide financial wellness solutions while maintaining high service standards. The role involves sales-oriented activities, compliance, and occasional...Shift work
- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
$43.89k - $102.08k
...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...Hourly payFull timeTemporary workWork experience placementLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k - $60k
...annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist...Full timeTemporary workWork at officeMonday to Friday$16.5 - $23.27 per hour
Location: 232 Hampton Ave. Punxsutawney, PA 15767 Hours: Monday - Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm Function: Operates a customer service window to provide customers with exceptional customer service on a variety of transactions. Suggests solutions...Full timeFor contractorsWork at officeMonday to FridayNight shift$18 - $23.08 per hour
...Loudonville, New York 12211 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payPart timeWork experience placementShift workDay shift- ...Bank of America Wealth Management is seeking a seasoned Financial Advisor to deliver comprehensive wealth planning and investment guidance to clients, with goals-based strategies and a personal advisory relationship. The role requires FINRA Series 7 & 66 registrations,...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$124k - $158k
A leading staffing firm based in Albany is seeking a knowledgeable commercial finance attorney. The ideal candidate will have a Juris Doctor from an accredited school, 2 to 6 years of experience in commercial finance transactions, and strong negotiation skills. Responsibilities...- ...position. Responsibilities Include: Gather and follow up on client financial information. Prepare personalized financial plans and executive... .... Build and analyze investment portfolios using Morningstar Advisor Workstation. Create financial analyses, spreadsheets,...Permanent employmentFull timeWork at officeImmediate start
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