Client-Focused Investment Advisor | Build Wealth & Relationships
Fidelity Investments
Fidelity Investments is seeking a Financial Planner in Louisville, KY, dedicated to helping clients make informed investment decisions. In this role, you will utilize Fidelity's planning tools to develop customized financial strategies tailored to client needs. You will engage with existing clients, fostering strong relationships and presenting effective solutions. Applicants should hold FINRA Series 7 & 66 licenses or be willing to acquire them. Competitive rewards and comprehensive training will be provided to ensure your success. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Investment Advisor | Build Wealth & Relationships in Louisville, KY vacancy
- ...for a motivated Private Wealth Advisor to join our team. This role involves engaging clients to understand their financial... ...solutions including investment opportunities and wealth... ...skills, and a commitment to building lasting client relationships. Competitive benefits are...Suggested
- ...Chase is seeking a Private Client Advisor for their Chase Wealth Management division in... ...planning and advice to clients, building a book of business, and delivering personalized investment solutions. Candidates... ...emphasizes client relationship management and fosters a...Suggested
Aumni
Louisville, KY2 days ago - Role, Inc. in Louisville, KY seeks a client-focused professional to engage clients in the lobby, educate on self-service options, and... ...accurately process cash transactions. The role emphasizes building relationships to meet financial needs and connecting clients to...SuggestedWeekend work
- A financial services company in Louisville, Kentucky is seeking a professional to manage client relationships and develop investment strategies. The role involves determining suitable financial products, coaching internal partners, and ensuring compliance with regulations...Suggested
$17 - $29.75 per hour
...Relationship Banker Job Locations... ...has been serving clients and communities since... ...responsibility and investing in our communities... ...experiences, and building inclusion across... ...community and client-focused company that is firmly... ...Private Banking, Wealth Management,...SuggestedFull timeImmediate startOld National Bank
Louisville, KY1 day ago- Chase is seeking an Associate Relationship Banker in Louisville, Kentucky, to provide excellent customer service and build lasting client relationships. The role involves engaging clients, understanding their financial needs, and offering tailored banking solutions. Candidates...
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Louisville, Kentucky. The role involves delivering exceptional client service while utilizing advanced banking technology solutions. You will build relationships and educate clients on financial products...Afternoon shift
- Stock Yards Bank & Trust is seeking a Commercial Banking Relationship Manager in Louisville to oversee the commercial loan portfolio... ...to bank policies and regulatory guidelines while delivering client-focused banking solutions. #J-18808-Ljbffr Stock Yards Bank & TrustFull time
- Truist is looking for a client service professional in Louisville, Kentucky, to deliver outstanding service while building strong client relationships. Responsibilities include addressing client needs, meeting sales targets, and advising on financial solutions. A high...
- ...work onsite in New Albany, Indiana. This role focuses on providing exceptional customer service, developing banking relationships, and meeting sales goals. Successful... ...responsibility for account transactions, relationship-building, and compliance with bank policies and...Full time
- Chase is looking for an Associate Relationship Banker in Louisville, Kentucky. In this role, you'll provide excellent customer service and build lasting relationships with clients through personalized banking solutions. Key responsibilities include greeting clients, educating...
- ...company’s success. As a Wealth Advisor within PNC Wealth... ...designed to help clients achieve their savings, investment, and retirement... ...maintains client relationships through business development... ...partners to build strong... ...be: Customer Focused - Knowledgeable of...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Louisville, KY2 days ago - ...success. Financial Advisors work within a... ...of business. PNC Investments advisors execute... ...strategy focused on helping clients meet their savings... ...helping our advisors build their future. As... ...within PNC Wealth Management, you... ...maintains client relationships through business...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Louisville, KY3 days ago - JPMorganChase in Louisville, Kentucky is seeking a Financial Advisor to deliver personalized investment solutions and build client relationships. The ideal candidate will have at least 2 years of experience, strong financial market knowledge, and relevant licenses. This...
- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial... ...and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions. Qualified candidates should have at...
$20 - $22 per hour
## Client Relationship Consultant 1 (Banker) Middletown KYApplylocations: Louisville, KYtime type: Full timeposted on: Posted Todaytime left to... ...One.## **Job Description**Client Relationship Consultants build relationships with customers, engaging them via multiple channels...Temporary workLocal area$20 - $23 per hour
...of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary workLocal area- ...Relationship Banker Business Specialist At PNC, our people are our... ...and outside of the branch. Client experience and hospitality management... ...reputation and to continue building upon that we expect our employees to be: Customer Focused Managing Risk...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Louisville, KY19 hours ago - ...Financial Services Group, Inc. is seeking a Senior Investment Advisor to manage client accounts and provide specialized investment advice... ...relevant experience, a bachelor’s degree, and a strong focus on client relationship management. Responsibilities include delivering...Work at office
- ...company's success. As a Relationship Banker Business... ...Delivers a differentiated client experience from acquisition... ..., payments, and investing. Solves clients' problems... ...and to continue building upon that we expect our... ...employees to be: Customer Focused - Knowledgeable of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Louisville, KY3 days ago - ...is responsible for engaging clients in the lobby, educating and... ...for operational excellence. Build relationships with clients to meet their financial... ...business, lending, and investments. Manage financial center... ...strong work ethic and intense focus on results, acting in the best...Shift workWeekend workDay shift
- At Koitecc Solutions, we are seeking a skilled Relationship Banker in Louisville, Kentucky. This role involves using advanced financial technology to provide exceptional service and support to clients, contributing to their financial success. The ideal candidate possesses...
- JPMorganChase in the United States seeks a Relationship Banker to represent our brand with hospitality in a Chase Branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their needs and simplify...Weekend workAfternoon shift
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker located in Louisville, Kentucky. In this role, you will provide exceptional service to our clients, ensuring a welcoming and valued experience. You will engage with clients both in branches and over the phone...
- ...is responsible for engaging clients in the lobby to educate and... ...operational excellence Builds relationships with clients to meet financial... ...business, lending, and investments Manages financial center traffic... ...work ethic and intense focus on results, acting in the best...Shift workWeekend workDay shift
$99k - $266k
...Sector: Asset and Wealth Management Time... ...people in tax services focus on providing advice and guidance to clients on tax planning,... ...client needs Building, maintaining, and... ...networks of client relationships Success as tax... ...technical business advisor Familiarity...Full timeH1bPwC
Louisville, KY4 days ago- ...results-oriented Private Wealth Advisor to join our team. In... ...you will engage with clients to understand their... ...solutions, including investment opportunities,... ...fostering long-term client relationships. If you are driven by... ...Demonstrated ability to build and maintain client...
WealthBridge Financial Group
New Albany, IN3 days ago - PNC Wealth Management is seeking a Financial Advisor based in Louisville, KY. You will manage a... ...book of business, provide investment and insurance planning, and guide clients toward their financial... .... The role emphasizes building client relationships, collaborating with...
- A leading national financial services firm is seeking a Financial Advisor in Louisville, KY. In this role, you'll foster client relationships and offer personalized financial strategies to help clients reach their goals. The position includes comprehensive training, earning...
- WealthBridge Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial strategies, leveraging your expertise in wealth management. The ideal candidate has a Bachelor's degree in finance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Investment Advisor | Build Wealth & Relationships. Be the first to apply!
Related searches
- insurance customer service advisor Louisville, KY
- customer service representative hiring Louisville, KY
- customer service representative data entry Louisville, KY
- customer associate Louisville, KY
- customer service representative 1st shift Louisville, KY
- customer retention representative Louisville, KY
- customer happiness specialist Louisville, KY
- customer advisor Louisville, KY
- virtual customer service advisor Louisville, KY
- customer success associate Louisville, KY