Financial Advisor
GoldBook Financial
About Us GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners. We pride ourselves on a culture of integrity, specialized expertise, and a commitment to helping our clients achieve long-term financial independence through personalized service. The Opportunity As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. This mid-level position offers the autonomy to manage a diverse portfolio while leveraging our firm's extensive resources to drive growth and enhance client retention. Job Responsibilities Develop and implement comprehensive financial plans tailored to clients' specific life goals, risk tolerance, and time horizons. Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life events. Actively prospect and network to identify high-net-worth individuals and corporate clients to expand the firm's book of business. Collaborate with internal specialists in tax, estate, and insurance planning to provide a truly holistic wealth management experience. Maintain rigorous compliance with all industry regulations and firm policies to ensure the highest standards of ethical practice. Desired Qualifications Bachelor's degree in Finance, Economics, Business Administration, or a related field. Minimum of 3–5 years of successful experience in financial advisory or wealth management services. Active FINRA Series 7 and Series 66 (or 63 and 65) licenses. Proven track record of meeting production goals and maintaining long-term client relationships. Exceptional communication and presentation skills with the ability to explain complex concepts simply. Nice-to-Haves Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation. Active Life, Accident, and Health Insurance licenses. Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. An existing transferable book of business or a strong local professional network. Advanced degree, such as an MBA or a Master's in Finance. #J-18808-Ljbffr GoldBook Financial
$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...SuggestedWork at office- ...with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and...SuggestedLocal areaFlexible hours
- Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities...SuggestedContract workWork at office
- ...achievement of their desired lifestyle. Both a relationship and financial expert. Expertise in balancing risk and return with client... ...progress, etc.) Maintain Cetera FA, FINRA and State requirements (advisor education, conferences, compliance requirements, etc.) Ability...SuggestedWork at officeLocal area
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you\'ll make an impact...Suggested
- ...Summary This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to Friday
- A leading financial services firm in Arizona is looking for a Financial Advisor to help clients achieve long-term financial freedom. In this role, you will enjoy entrepreneurial support, access to advanced technology platforms, and a diversified investment portfolio to...
- Overview This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift
- Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with clients...Local areaMonday to Friday
- The Financial Advisor II is principally responsible for providing wealth management services to clients and prospects remotely and for referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You...Remote workShift work
- Retirement Plan & Wealth Management Investment Advisor page is loaded## Retirement Plan & Wealth Management Investment Advisorremote type... ...management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate...Local area
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...Full timeTraineeshipHome office$150k
...comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services.... ...align our interests with our clients by providing personalized financial planning and access to institutional investment strategies....Work at office- Bank of America is seeking a Financial Solutions Advisor Stage I in Phoenix, Arizona. This role involves obtaining necessary securities licenses and building client relationships, offering financial advice, and collaborating with partners. Candidates should have a high...
$61k - $119k
Northwestern Mutual in Arizona seeks a financial advisor to help clients achieve their financial goals through personalized planning. You'll grow your client base, manage financial plans, and receive extensive training. The role offers performance-based earnings with average...- Thrivent Financial is seeking motivated individuals for the role of Financial Advisor in Scottsdale, Arizona. This position involves providing expert financial advice, guiding clients through their financial journeys, and building lasting relationships. Ideal candidates...
- Frey Consulting Group is seeking future advisors in Scottsdale, Arizona, who possess a mix of essential skills to excel in a commission environment. Candidates should have an entrepreneurial mindset and a desire to build their own business without isolation. The role requires...
$51.8k - $95.9k
Responsibilities Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting...Part timeLocal area- A leading financial services company is seeking a financial representative in Phoenix, Arizona. This role involves building client relationships and offering personalized financial solutions. Candidates should possess qualities such as resilience, self-motivation, and a...
- 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....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Overview Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in identifying financial goals, work with our portfolio management team to design investment allocations and determine strategy selections...Local area
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their... ...goals, we’d like to connect with you. As a Thrivent financial advisor, you’ll: Provide one-on-one financial guidance and connect clients...Local area
- A leading financial services firm in Scottsdale, Arizona, is seeking a Financial Advisor to help clients achieve long-term financial freedom. Candidates will leverage advanced technological tools, support a diversified portfolio, and require an entrepreneurial mindset....
- Managing Director | WealthBridge Financial Group WealthBridge Financial Group is on the lookout for a dynamic and experienced Managing Director... .... This leadership role is intended for a seasoned financial advisor who has excelled in building a robust personal practice and is...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth , you will work directly with real people...Local areaFlexible hours
$90k - $100k
Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hours- Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral‑...
- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ. With competitive compensation, excellent...Work at officeRemote workRelocationMonday to Friday
- ...Financial Advisor Job Category: Advisor Development Full-Time St Louis, MO 63110, USA +4 more locations Description About Renaissance Financial What we do is not just a job it is a passion. Renaissance Financial is a comprehensive financial strategies...Full timeFlexible hours
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