Financial Advisor
Jobtailor
Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Core Competencies Demonstrates expertise in client engagement and investment product recommendations, leveraging strong interpersonal skills and a results-oriented approach to meet client needs and drive performance in the financial services industry. Highest-signal resume keywords Series 7 License Series 66 License Investment Knowledge Salesforce Proficiency Client Relationship Management ATS Optimization Keywords Hard Skills KYC Procedures Investment Products Financial Advisory Client Profiling Goal Achievement Soft Skills Interpersonal Skills Effective Communication Team Collaboration Listening Skills Relationship Building Certifications & Qualifications Series 7 License Series 66 License Industry Keywords Financial Services Investments Industry Prospecting Networking Client Engagement Tools & Technologies Microsoft Word Microsoft PowerPoint Microsoft Excel #J-18808-Ljbffr Jobtailor
- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business-we help them build the kind... ...relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships, generating...Suggested
- ...About Us At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds. What matters most is drive, coachability... ...We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long‑term upside...Suggested
- ...Renaissance Financial Job OpportunityWhat we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial... ...licenses to be completed upon offer acceptanceBecoming a financial advisor with Renaissance Financial is an opportunity to be in control...SuggestedFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and... ...can grow without limits. Why This Role Matters: As a Financial Advisor, you’ll be the trusted advisor clients turn to for clarity, confidence...SuggestedBase plus commission
$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...For contractorsWork at office- ...Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...Interim role
$55k - $200k
...Caliber Wealth Management Advisor – Investment Consultant Base Salary Range: $55,000 – $200,000 per year. Caliber’s culture blends genuine... ...& Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry level...Full timeWork at officeWork from home- ...Overview WHO are we looking for? CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly...Temporary workWork experience placementWork at officeLocal areaFlexible hours
$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$90k - $100k
...Financial Advisor at CAPTRUSTJoin 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$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- ...positive impact on the lives of others? Look no further! We’re seeking dedicated individuals to match with an up-and-coming team in a financial services position aimed at protecting families. Qualifications Genuine desire to help others and make a positive impact on...Work from home
- ...Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions...
- ...we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and... ...long‑term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and...Full timeInternship
- Capstone Financial, LLC is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role is perfect for those eager to build a career in financial planning with strong long-term potential. Key responsibilities include client business development...
- Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors. Interns will assist in client meetings...Full timeInternship
- A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial...Full time
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full‑service financial planning and business succession planning. About...Contract workTemporary workLocal area
- Capstone Financial, LLC in Overland Park, Kansas is seeking an Experienced Financial Advisor. In this role, you will deliver holistic financial planning tailored to client needs while building relationships and expanding your practice in a supportive environment. Ideal...
- ...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... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- About Us At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions, grown relationships, or delivered results in another field, you may already have the foundation to succeed...
- ...Wealth Solutions is seeking a proactive Recruiter to build and maintain a college recruiting program and source candidates for Financial Advisor and Internship programs, coordinating pre-hire and onboarding. You will partner with hiring managers, engage with local...InternshipLocal area
- Synergy Wealth Solutions is seeking a motivated Career Changer Financial Advisor who can build a planning-focused practice, develop client relationships, and help people make informed financial decisions. You’ll receive structured training, mentorship, and support to grow...
- Guardian Kansas City is seeking an Associate Financial Representative to help clients build financial confidence and lasting legacies. You will meet with individuals, families, and business owners to translate goals into personalized wealth strategies and practical plans...
$50k
...The Financial Advisor is responsible for supporting clients and Lead Advisors by providing outstanding service, conducting client reviews, assisting with account management, and helping identify opportunities to deepen client relationships. This role plays an important...- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with...
$50k - $60k
...Compensation: $50,000 - $60,000 annually, plus commission Inceed has partnered with a great company to help find a skilled Financial Advisor to join their team! Are you ready to embark on a fulfilling career as a Financial Advisor? Join a thriving team dedicated to providing...$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor development program Leawood, KS
- jde finance consultant Leawood, KS
- estate planning consultant Leawood, KS
- associate corporate finance Leawood, KS
- wealth advisor Leawood, KS
- financial planning associate Leawood, KS
- financial consultant Leawood, KS
- financial planner Leawood, KS
- financial counselor Leawood, KS
- finance associate Leawood, KS

