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
- Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Acquires, expands...Suggested
$75k
...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. Financial Advisors are based...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.Through a...SuggestedFull timeShift workDay shift
- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...SuggestedInternshipMonday to Friday
$75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$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...Full timeContract workFor contractorsWork at office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
Job Description:At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$61k - $119k
Overview 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...Work at office$46.99k - $122.4k
...at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...Hourly payFull timeTemporary workWork experience placementLocal area- ...Job Description Job Description Senior Financial Advisor-RETAINED SEARCH REMOTE or HYBRID or ON-SITE are all welcome! Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton. Our client has over 30 years...Remote work
$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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$20 - $24 per hour
...their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals. Duties & Responsibilities...Hourly payFull timeMonday to FridayWeekend work$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office$46.99k - $122.4k
...community at a time. Primary Responsibilities Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial...Hourly payFull timeTemporary workWork experience placementLocal area$69.4k - $121.4k
...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Minimum wageLocal areaRemote workNight shift$53.13k
Personal Financial Counselor - Army National Guard, Bordentown, NJ page is loaded Personal Financial Counselor - Army National Guard, Bordentown, NJ Apply locations Bordentown NJ 08505 PFC Bordentown NG time type Full time posted on Posted 5 Days Ago job requisition id...Full timeContract workTemporary workWork experience placementWork at office$58.44k
...Personal Financial Counselor - Army National Guard, Bordentown, NJ This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service...Contract workTemporary workWork at office- ...bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and...Work at office
- ...of the strategic support that we provide includes: Capital calls Audit/tax support Pre/post close services Quarterly and annual financials Limited Partner communications Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Work at office
$16 - $22.56 per hour
Location Location: 209 Allegheny Boulevard Brookville, PA 15825 Hours Hours: Monday - Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm Function Function: Operates a customer service window to provide customers with exceptional customer service on a variety of transactions...For contractorsWork at officeMonday to FridayNight shift$15.87 - $26.44 per hour
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: parental leave; up to...Full timePart timeWork at office- ...annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a... ...professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the same...Work at officeLocal areaVisa sponsorshipFlexible hours
- ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim role
$80k
...lending activities by providing insightful and timely credit analysis of prospective and current borrowers, including interpretation of financial statements, collateral and cash flows. ~Interacting with loan officers, credit manager, other lending support staff, customers,...$21.75 - $27 per hour
Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help...$175k
...applicants to obtain information; compile and analyze data for loan requests. ~Submit applications to credit analysts for preparation of financial analysis and approval recommendations. ~Recommend products and services to potential borrowers and handle inquiries from...$101.23k - $172.36k
...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation...Remote work- ...At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
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