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
$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. Position Overview Financial...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- Entry Level Financial Advisor Opportunity Last week to apply Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching...SuggestedInternshipMonday to Friday
- ...Financial Aid Advisor - Lincoln Tech - Levittown, PA Campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...SuggestedFull timeTemporary workImmediate start
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedShift workDay shift- ...401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Vision insurance Job Summary The Financial Aid Advisor is responsible for assisting students through the financial aid process while ensuring compliance with federal, state, and institutional...SuggestedFull time
$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- Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid Opportunities Available You've Built a Career. Now Build a Legacy. The most successful financial advisors eventually want more than production. They want greater autonomy. They...Work at officeRemote work
$19 per hour
...on experience Location: Lawrence, MI About The Role As a Personal Banker, you’ll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our members grow their financial wellbeing. You’ll support a range of member banking...Temporary workFlexible hours$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 officeShift 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 officeShift work- ...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
- ...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...Work at office
$45.38k - $75.63k
...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: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift work$45.38k - $75.63k
...of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer’s share of wallet and position PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at office- ...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial and emotional well‑being. EY is building a better working world by creating new value for clients, people, society and the planet...Summer holidayFlexible hours
$124.2k - $186.2k
About the Team Information Security organization advances the overall state of security at Rubrik through purposeful initiatives and coordination of large security projects. Information Security builds technologies, tools, and processes to better enable teams at Rubrik ...Local areaRemote work$20 - $24 per hour
...About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve...Hourly payWork experience placementWork at officeLocal area$33k - $55k
...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work- OceanFirst Bank is seeking a new Part-Time Teller at our Hamilton, NJ branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important role in delivering...Part timeWork at officeLocal areaFlexible hoursNight shift
$22 - $27.5 per hour
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Part timeWork experience placement$75.4k - $100k
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This role covers institutions aligned to...Hourly payWork experience placementImmediate start- ...internal partners and external referral sources. ~ Develop and maintain relationships with realtors, builders, attorneys, financial advisors, and other referral partners. ~ Guide borrowers through the loan process, from application to closing, ensuring a...Full timeTemporary workFlexible hours
$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- ...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....Shift workDay shift
- ...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
$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$78.9k - $123.3k
...contributions, provide you with growth opportunities, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our award...Permanent employmentFull timeContract workPart timeWork at officeLocal areaRemote work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$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$210k - $225k
...staff and other team members in achieving goals 8) Facilitates the loan review process (currently outsourced to Ardmore Banking Advisors). Is also a major point of contact for the audit and compliance functions 9) Provides guidance to Credit Officer(s) and Credit Department...Full timeWork experience placementFlexible hours
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