Financial Advisor
$43.89k - $150kCetera Financial Group
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker‑dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and pipeline Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Keeps junior level staff informed about investment products and opportunities Adheres to compliance requirements and follows corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. Requirements High School Diploma or GED Six (6) months of related experience Series 7 Series 63 & 65 or Series 66 Life Insurance License must be obtained within 60 days from employment start date Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position Type Full time Incentive Pay Plans This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Employee Assistance Program Equal Opportunity Employer/including Disabled/Veterans Job Seekers with a Disability Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to View email address on click.appcast.io or leave a voice message at View phone number on click.appcast.io. Only requests for a disability based accommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response. #J-18808-Ljbffr Cetera Financial Group
$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$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...SuggestedWork at officeHome officeFlexible hours- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful... ...to serve as a general overview.Summary Of Position:A Financial Advisor should demonstrate commitment to delivering distinctive service...SuggestedWork at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Job Description Job Description HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing...Afternoon shift
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ## Financial AdvisorApplyremote type: On Sitelocations: Chattanoogatime type: Full timeposted on: Posted 9 Days Agojob requisition id: JR... ...bringing passion and customer focus to the business.Financial Advisor If you’re looking for a career where purpose meets opportunity,...Temporary workWork at officeLocal areaFlexible hours
- ...A leading financial services firm is seeking a proactive Financial Advisor to build a client base and offer personalized financial solutions. The ideal candidate should possess active Life & Health licenses and a passion for continuous learning. With a strong training...
- ...- 4:00pm | Friday 9:00am - 5:00pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workPart timeWork at office
- Description Position at FirstBank Position Summary The Teller serves as a first point of contact for customers by providing FirstBank service excellence, processing transactions in accordance with bank policies and procedures, assisting with customer...
- ...for this position on behalf of Northwestern Mutual * As a Financial Representative, you will work with individuals, families, and... ...clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to...
- ...admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide...Local area
- ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their...
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Chattanooga, Tennessee. Interns will receive guidance in building a financial planning practice, engage with experts, and have the chance to interview for full-time roles upon graduation...Full timeInternship
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timePart timeNight shiftWeekend 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. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...Relationship BankerThe Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional... ...partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management...Flexible hours
- ...relationships, and delivering tailored banking solutions. You will develop relationships with business owners and executives, review financial statements, monitor credit quality, collaborate with internal teams, and participate in community outreach to grow commercial...
- ...complete with a detailed analysis of repayment sources, collateral analysis and well-supported risk rating recommendation. Prepares financial statement spreads using designated software products and templates after receipt of a financial package and initial loan request....
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$75k - $90k
Title: Information Security Analyst IV Location: Chattanooga, TN DIRECT HIRE Salary: $75,000 - $90,000/year + Benefits Relocation Assistance: YES The Information Security Analyst IV works in support of Information Security and Compliance requirements...Local areaRelocation package- ...Builtwell Financial Sales Representative As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand...
- ...and compliance support provided by Corporate!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.An active...Remote work
- ...Company Description Tower Community Bank is a values-driven financial institution committed to serving with integrity, purpose, and a strong sense of community. The bank focuses on delivering a higher standard in banking, community service, and leadership, encouraging...Full timeWork experience placement
- ...leadership. This role serves as a senior producer and trusted advisor to business clients while maintaining a high-quality loan portfolio... ...community involvementLead client conversations as a trusted financial advisor, offering tailored banking solutionsAnalyze and interpret...Local area
$100 per hour
...providing excellent communication, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: Successfully answers sessions as presented and complete in a timely manner,...Hourly payPart timeWork experience placementWork at officeShift workWeekend work- ...Senior Financial Services Representative Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. SmartBank is rooted...Work at officeLocal area
$17.5 per hour
...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Full timeMonday to FridayFlexible hoursShift work- Loan Officer AssistantCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten...Temporary workWork at office
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