Financial Advisor

Spartan Placements LLC

Erie, PA

Financial Advisors

QUALIFICATIONS

Bachelor's Degree in business or finance.
4+ years' experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.

RESPONSIBILITIES

Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Erie, PA vacancy

Financial Advisor - PNC Wealth Management
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Erie, PA
5 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Pennsylvania 16501 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...
Suggested
Hourly pay
Work experience placement
Work at office
Day shift
KeyBank
Erie, PA
9 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1401 State Street, Unit 105 - Erie, Pennsylvania 16501 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and...
Suggested
Hourly pay
Work experience placement
Work at office
Day shift
KeyCorp
Erie, PA
14 hours ago
Commercial Banking Relationship Manager III
...I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence...
Suggested
Full time
Work at office
Northwest Bank
Erie, PA
1 day ago
Financial Counselor Regional Oncology Care (Hybrid / Erie, PA Region)
$18.99 - $21.27 per hour
...Job Description Job Description Financial Counselor – Regional Oncology Care (Hybrid / Erie , PA Region) Job Type: Full-Time, Direct-Hire (Permanent placement on company payroll with immediate full benefits; not a temporary job ) Location: Erie, PA 16505...
Suggested
Hourly pay
Permanent employment
Full time
Work experience placement
Work at office
Local area
Immediate start
Work from home
Monday to Friday
Weekend work
Day shift
Afternoon shift
Novus Group
Erie, PA
14 days ago
Personal Banker
...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 time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Erie, PA
4 days ago
College Financial Representative, Internship Program - 2026-25216 - Woodland Hls, California
$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 time
Internship
Local area
Flexible hours
Northwestern Mutual
Erie, PA
4 days ago
Wealth Advisor - PNC Wealth Management
...opportunity to contribute to the company’s success. As a Wealth Advisor within PNC's Wealth Management organization, you will be based... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Erie, PA
14 hours ago
Personal Banker
...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 time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Erie, PA
2 days ago
Full-time Teller
$18 - $23.08 per hour
...Gore Road - Erie, Pennsylvania 16509Be 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 financial...
Hourly pay
Full time
Day shift
KeyCorp
Erie, PA
3 days ago
Teller- Part Time
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. The floating teller position also supports the operational needs of the...
Part time
Work experience placement
Work at office
Flexible hours
Shift work
Weekend work
Afternoon shift
Northwest Bank
Erie, PA
1 day ago
Teller - Full time
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL FUNCTIONS: Achieve financial wellness activity goals,...
Full time
Work experience placement
Work at office
Weekend work
Afternoon shift
Northwest Bank
Erie, PA
1 day ago
Loan Officer
...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...
Remote work
Caliver Beach Mortgage, LLC
Erie, PA
2 days ago
Teller - Part-time
$15.5 - $17.05 per hour
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.Essential FunctionsAchieve financial wellness activity goals, such as...
Hourly pay
Part time
Work at office
Weekend work
Afternoon shift
Opportunities
Erie, PA
4 days ago
Investment Advisor Sr
...to contribute to the company’s success. As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in... ...efforts of the business through the introduction and expansion of financial services to the client.Executes risk management practices...
Full time
Temporary work
Part time
Work experience placement
Work at office
The PNC Financial Services Group
Erie, PA
3 days ago
Teller
Job Description Job Description We request that an application is completed to help us make the best possible placement. You should complete all portions of this application that pertain to you. We appreciate the time you spend in completing this form. If offered...
Work experience placement
Work at office
Night shift
Erie Federal Credit Union
Erie, PA
a month ago
Part Time Teller
...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 time
Part time
Work experience placement
Work at office
PNC
Erie, PA
14 hours ago
Portfolio Advisor 2 - Erie, PA
...difference - for us and for your future.nPosition Title: Portfolio Advisor 2Business Unit: WM - FNTCReports to: Senior Portfolio... ...sell opportunities where appropriate to solve client’s various financial needs.Applies a working knowledge of portfolio management, revocable...
Full time
Work at office
First National Bank
Erie, PA
1 day ago
ERIEBANK, Commercial Loan Portfolio Manager
...illustrated by the following: Manages the assigned commercial loan portfolio through administration duties; verifies and reviews financial statements, tax returns, and other related financial information. Prepares financial statement spreadsheets to facilitate the...
Work at office
CNB Bank
Erie, PA
3 days ago
Financial Analyst
...PRIMARY FUNCTION Administers the financial programs and activities for the plant or division. Performs financial and production analysis in working with all management and department heads at the plant, division, and corporate levels, as necessary. Prepares annual budget...
Permanent employment
Remote work
KYOCERA AVX Greenville LLC
Erie, PA
4 days ago
FUNDING AND PROJECT MANAGER
Job Description Job Description POSITION SUMMARY The Funding and Project Manager advances the Community School Model in Erie County by identifying funding needs, coordinating grant-funded and Community School-related projects, and supporting implementation across...
Work at office
United Way of Erie County
Erie, PA
13 days ago
Advisor - Endzone and Loyalty (Front End)
...touch athlete experience by guiding athletes through checkout, loyalty programs, and services with confidence and expertise. As an advisor, you build strong connections, drive engagement, and help create a seamless and memorable end-to-end shopping journey. Be part of a...
Dick's Sporting Goods
Erie, PA
4 days ago
Veteran Career Advisor (HVRP) Erie, PA
$42k - $45k
...civilian supporters who are deeply committed to assisting any and every Veteran. Overview of Position The Veteran Career Advisor will assist Veterans in obtaining competitive employment that aligns with their skills, experience, interests, and education. This...
Full time
Work at office
Local area
Flexible hours
Veterans Leadership Program
Erie, PA
a month ago
Senior Financial Data Analyst
$83.58k - $133.5k
...Position Summary Under minimal supervision, performs complex data and accounting functions to organize, analyze, track and report financial activities. Represents Projects & Systems team on data and finance related projects across the business and provides assistance to...
Full time
Temporary work
Work at office
Work from home
Home office
Weekend work
Erie Insurance
Erie, PA
10 days ago
Part-Time Beauty Advisor - Sephora
$13.7 per hour
...About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty...
Part time
Flexible hours
Night shift
Weekend work
Kohl's
Erie, PA
3 days ago
Teller Retail Banker
...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...
Full time
Local area
Woodforest National Bank
Harborcreek, PA
2 days ago
Work-From-Home Product Advisor - $45 per hour
$45 per hour
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No...
Hourly pay
Weekly pay
Extra income
Temporary work
Part time
For contractors
Seasonal work
Remote work
Work from home
Flexible hours
Great Lion
Erie, PA
14 hours ago
Part - Time Food Runner / Barback
$7.25 per hour
Job Description Job Description Benefits: Eligible for performance based Pay Increase after 90 days Employee discounts Opportunity for advancement Part-Time Food Runner / Barback — $7.25/hr + Tip Share Voodoo Brewery Erie is hiring a part-time Food ...
Part time
Shift work
Afternoon shift
Weekday work
HEBERLE AND CHIARAMONTE HOSPITALITY
Erie, PA
8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!