Licensed Financial Planner & Service Advisor
Merit Financial Advisors
Merit Financial Advisors is a fast-growing financial services firm headquartered in Alpharetta, GA, offering services across 39 locations. The Service Advisor is a licensed financial professional who supports the advisory team in delivering financial planning and investment advice, with direct client interaction to implement strategies and provide ongoing service. This role involves independent judgment and knowledge application. #J-18808-Ljbffr Merit Financial Advisors
- Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills. You will work first in a financial center, deliver core banking and investment solutions...Suggested
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...appropriate products and services. PCBs identify products and services... ...within Key (required) Licenses and Certifications...SuggestedHourly payWork experience placementImmediate startDay shift$24.52 - $37.5 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...appropriate products and services. PCBs identify products and services... ...within Key (required) Licenses and Certifications FINRA License...SuggestedHourly payTemporary workDay shift- Paragon Wealth Advisors in Seattle, WA is seeking an experienced paraplanner... .... Candidates should be licensed (Series 7/66 preferred) and have experience in financial planning or wealth management.... ...professionalism, collaborative service, and adherence to regulatory requirements...Suggested
- Paragon Wealth Advisors in Seattle is seeking an experienced Paraplanner who is licensed to join our team. This role supports financial advisors through client meetings, transactions, documentation... ...-up to ensure accurate and timely service. The ideal candidate has Series 7...Suggested
- Paragon Wealth Advisors in Seattle, WA is seeking an experienced paraplanner... .... Ideal candidates are licensed (Series 7/66 preferred) with... ...in a wealth management or financial planning environment and a strong... ..., organization, and client service. #J-18808-Ljbffr Jambalaya...
- Equitable Advisors seeks driven financial professionals in the United States to become wealth managers through licensing and employment. This role emphasizes client engagement, strategic financial planning, and product guidance in an in-office setting with mentorship and...Work at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert... ...is a different kind of financial services firm, one that puts generosity at the center... ...as you obtain your state insurance licenses (life, health & variable contracts), Series...Full time
$80k - $135k
...guidance. We serve our clients with personal service form our experienced, collaborative... ...dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue,... ...financial regulations. Maintain necessary licenses, including Series 65 and Washington...Full timeContract workWork at officeWork visaRelocation package$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (... ...comprehensive retirement planning services and tax-optimized investment... ...are a CERTIFIED FINANCIAL PLANNER® professional, Certified... ...not limited to, experience, licenses/certifications, industry knowledge...Full time- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials...Local area
- ...Financial Aid Counselor As a UW employee, you have a unique opportunity to change lives... ...the limitations of statute. Our student service structure calls upon counselors to explain... ...there are legal requirements, such as a license/certification/registration. Desired:...Work at officeWeekend workAfternoon shift
$70k - $250k
...hire an in-person, full-time Financial Representative. Our best candidates... ...165 years, our Financial Advisors have helped clients through... ...beyond training through sponsored licensing and knowledge of Northwestern... ...life. LGBTQ+ gender health services and transgender care Your...Full timeTemporary workWork experience placementWork at officeRelocationFlexible hours$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...their time between client servicing and transaction support (70%... ...solutions to assist in client's financial wellness, both in person and... ...capabilities within Key. (required) Licenses and Certifications Notary...Hourly payWork experience placementWork at officeDay shift- ...Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help you develop your business...Contract workFor contractorsFlexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...maintain registrations and licenses in good standing. A firm-... ...CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...Work at officeWork from homeHome officeFlexible hours$90k - $185k
...wealth creators with complex financial lives, delivering integrated... ...seeking an experienced Family Advisor to join our advisory team and... ...for excellence and legendary service. Our ideal candidate is a... ...Life and Disability Insurance license Operates proficiently in Salesforce...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Family Wealth Advisor Seattle, WA Our client... .... Family Advisors and Service Team to ensure exceptional... ...’s degree. Strong financial planning acumen with 3... ...CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other... ...Disability Insurance license. Familiarity with software...Full timeTemporary workWork at office
- ...industry together.As a Wealth Advisor within Schwab Wealth Advisory... ...relationship, specialized service, and ongoing advice built on... ...degreeActive FINRA Series 7 license(May be obtained with a 120-day... ...including creating and customizing financial plans and portfolios for...Full timeWork at office
$157.23k - $192.17k
...serve to make better and smarter financial decisions and enabling the... ...planning. The Private Wealth Advisor (PWA) is responsible for... ...and estate planning, and trust services to frame, acquire, and retain... ...position requires National Mortgage Licensing System (NMLS) registration...Full timeWork experience placementLocal area3 days per week$92.22k - $106.1k
...and help shape the vision for our Workday Financials Practice. You will be responsible for... ...presentations.RequirementsWorkday Contracts to Cash Services CertificationMinimum 2 years of... ...standards. Armanino LLP is a licensed independent CPA firm that provides attest...Full timeContract workLocal areaFlexible hours$95.55k - $195.25k
...The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology... ...obtained, in process or willing and able to obtain:Licensed CPA in state of practice/primary office if eligible to sit for...Work at officeLocal areaVisa sponsorship$79k - $125k
...your ideas. Our CFO Advisory Services team helps our clients scale... ...someone who enjoys being a trusted advisor to clients, is a resourceful... .... Job Responsibilities Financial Planning and Analysis, including... ...standards. Armanino LLP is a licensed independent CPA firm that...Full timeContract workWork experience placementLocal areaFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$70k - $80k
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...knowledge by completing required licenses and trainings. This position... ...such as Certified Financial Planner (CFP) and/or Chartered...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking... ..., and reviewing goals with clients. The position requires licensing (including FINRA SIE) and a high school diploma, with a...Work at officeShift work
- The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...individuals to join our team. The position: The Service Advisor is a licensed financial professional responsible for supporting the...Full timeTemporary workPart timeFlexible hours
$80k - $90k
A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working... ...financial services industry, hold Series 7 & 66 licenses, and possess strong interpersonal skills....- Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset-... ...investment goals, recommending products, and pursuing required licenses and trainings. SAFE Act registration may apply for...
$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding... ...is an independent financial services practice of Thrivent in Bellevue, WA.... ...building your book of business after licensing and training, with the goal of joining...Full timeLocal area
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