Financial Advisor
Kestra Financial
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm's network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor's degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work #J-18808-Ljbffr Kestra Financial
$57.75k - $96.25k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Center City or Bordentown, Hamilton, NJ. Job Profile Financial Advisors...SuggestedFull timeTemporary workWork experience placementWork at office$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Lawrenceburg, IN3 days ago- Kestra Financial is looking for a dedicated Financial Advisor to join their team in Hamilton Township, New Jersey. This role involves developing financial plans, managing investment portfolios, and providing strategic financial advice to clients. Successful candidates...Suggested
- PNC is seeking a Financial Advisor to work in Hamilton Township, NJ. The role involves consulting on investment strategies and managing a book of client business. Successful candidates will focus on client relationship building and possess a strong financial services background...Suggested
$50k - $75k
Position Summary Rue Insurance’s Risk Management Associates are responsible for obtaining and retaining commercial property and casualty clients with average annual premium of $25,000 and above. They proactively engage with prospects and clients to develop relationships...SuggestedFull timeTemporary workWork at officeLocal area$50k - $75k
Rue Insurance in Hamilton Township, NJ, is looking for a Risk Management Associate in a full-time salaried position, responsible for engaging with and retaining commercial clients. The role requires 2+ years in consultative sales and excellent communication skills. Compensation...Full time- ...while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities,...
Civista Bank
Lawrenceburg, IN2 days ago - A financial institution in New Jersey seeks a Commercial Loan Administrator II. The role involves supporting Relationship Management teams through pre- and post-closing tasks for commercial loans. Candidates must exhibit strong attention to detail, leadership, and communication...Work at office
- Civista Bancshares, Inc. is seeking a Personal Banker II in Lawrenceburg, Indiana. The role involves building customer relationships, opening new accounts, responding to inquiries, and ensuring compliance with regulations. Ideal candidates will have 3-5 years of teller ...
- Civista Bank is seeking a Personal Banker II in Lawrenceburg, Indiana to maintain and build customer relationships while ensuring an exceptional experience. Responsibilities include processing transactions, opening new accounts, and understanding customer needs. The ideal...
- ...services. Key Responsibilities Capital calls and distributions Audit/tax support Pre‑ and post‑close services Quarterly and annual financials Limited Partner communications Bring transparency to founders, VCs, general partners, limited partners, and private credit...Work at office
- ...prioritizing their needs and scaling our CFO services. The role includes managing capital calls, providing audit support, and preparing financial statements. The ideal candidate will have a CPA or CMA qualification, with over 4 years of fund administration experience, and is...
- ...a Community Manager to manage client relationships and oversee community operations. Responsibilities include advising boards on financial decisions, attending meetings, and maintaining databases. The ideal candidate should have 1-3 years of Community Association experience...
- A financial services consulting firm is seeking a Business Analyst to support and improve business functions, including Corporate Finance, Advisor Performance, and Onboarding. Responsibilities include leading cross-functional projects, analyzing performance metrics, and...
- A leading automotive retailer located in Hamilton Township is seeking Experienced Service Advisors to join their team. This role involves generating service order quotes, scheduling appointments, and providing excellent customer service. Ideal candidates will have prior...
- FCN Bank Assistant Branch Manager FCN Bank Assistant Branch Manager (Lawrenceburg, IN) Department: Retail Branch Job Status: Full-time FLSA Status: Non-Exempt Reports to Branch Manager Amount of Travel Required : Local Positions Supervised: Yes ...Hourly payFull timeWork at officeLocal area
FCN Bank
West Harrison, IN3 days ago $110k - $165.3k
Job Location CINCINNATI GENERAL OFFICES Job Description Are you a digital native who lives at the intersection of culture, content, and commerce? We are seeking a dynamic, insight-driven Senior Manager, Creator & Social Commerce to join our Communications ...Full timeWork at officeProcter & Gamble
Addyston, OH2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
