CFP-Certified Financial Advisor
$45k - $65kAccurate Capital And Wealth
Accurate Capital And Wealth in Glen Allen, Virginia, is seeking an experienced financial advisor who excels in providing excellent service to help clients meet their financial goals. The ideal candidate will have a proven track record in developing long-term advisor relationships, excellent communication skills, and a keen attention to detail. This position requires proficiency in financial planning software and relevant licenses, including CPA and CFP, along with a Bachelor’s degree in finance. The compensation is between $45,000 – $65,000 yearly. #J-18808-Ljbffr Accurate Capital And Wealth
$45k - $65k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If... ...analyst, or financial consultant is desired CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner...Suggested$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a... ...million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully... ...owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement...SuggestedWork at office$100k - $157.5k
...investment management, retirement planning, and tax planning into one coordinated strategy. They are looking for an experienced Financial Advisor (CFP designation) to serve as a primary advisor in their Richmond, VA office location to a growing roster of client families....SuggestedWork at officeRemote workShift work- ...Position Overview As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports... ...an accredited university. Currently hold or actively pursuing CFP designation. Knowledge of basic tax and intermediate-level financial...Temporary workWork at office
- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)...Temporary workWork at officeShift workDay shift
$45k - $75k
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as... ...certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain...Full time- ...Financial Advisor This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for...
$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...TraineeshipHome office$40k - $120k
...Financial Advisor - Richmond, VA Richmond, Virginia, United States North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking for a recent college graduate or a more experienced individual in a position...Work experience placement- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor StageI (FSAI) in Mechanicsville, Virginia. This role involves obtaining necessary financial licenses while developing client relationships through strong advisory skills. Candidates must have a results-driven mindset...Hourly payMonday to FridayRotating shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$130k - $160k
...and entrepreneurial Business Development Advisor to drive organic growth within the practice... ...related field. 7+ years of experience in financial services, business development,... .... Series 65 certification. Completion of CFP, CFA, a CPA, JD, CHFC, or another approved...Local areaFlexible hours- A prominent insurance agency in Glen Allen, VA is seeking a Financial Services Representative. The ideal candidate will possess strong mathematical and analytical skills and have effective communication and customer service abilities. This role involves educating customers...
- ...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
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships, review financial...Interim roleImmediate startShift workDay shift
- ...0243## ## Job Description:You joined the financial services industry to make a difference in... ...growing relationships with a dedicated local advisor.**The Expertise We’re Looking For***... ...other professional certifications such as a CFP are helpful; if you don’t already have a...Work at officeLocal area
$28.85 - $33.65 per hour
Financial Solutions Advisor StageI Join Bank of America as a Financial Solutions Advisor StageI (FSAI). You will begin by completing the Securities Industry Essentials (SIE) and Series7 and Series66 exams, then be trained in advisory skills, client relationship building...Hourly payWork at officeMonday to FridayDay shift- Job Overview Financial Solutions Advisor Stage I at Bank of America. The role focuses on obtaining securities industry licenses and building client relationships, ultimately providing comprehensive financial advice and collaborating with core banking and investment partners...Work at officeImmediate startMonday to Friday
$17 - $20 per hour
...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipWork experience placementLocal areaMonday to Friday- ...Healthcare Financial/Actuarial Associate Manager As a Healthcare Financial/Actuarial Associate Manager you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum...Temporary workWork at officeLocal areaRemote workFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I in Mechanicsville, Virginia. This role includes obtaining securities industry licenses and building client relationships to provide comprehensive financial advice in collaboration with banking and investment...Monday to Friday
$80k - $100k
...learn more. Base pay range $80,000.00/yr - $100,000.00/yr As a Financial Services Representative, you will build long-term relationships... ...Relationship Banker or Senior Relationship Banker - Regency Financial Advisor - Richmond, Charlottesville and Midlothian Richmond, VA $50,000...Full time- ...The Enterprise Risk Manager is responsible for identifying, evaluating, and mitigating operational and financial risks across the organization, with a primary focus on energy trading and market risk activities. This role oversees trading agreement risk, counterparty credit...Work experience placementWork at office
$40 - $42 per hour
...Qualifications Lean, Agile, Six Sigma, Business Process Management, or Project Management certification. Business Process Management (BPM) certified. 1+ years of experience in Compliance or Risk Management. Experience in SQL and/or data visualization (e.g., Tableau). Experience...Contract work3 days per week- Johnpatterson, a top 5% State Farm agency in Glen Allen, Virginia, is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, educate customers on their options, and collaborate with the agent to meet...Flexible hours
$151.9k - $173.4k
...Build relationships and become a trusted advisor to the first line Business Risk Offices... ...of experience in Process Management ~ Certified Public Accountant (CPA), Certified Internal... ..., and inclusive set of health, financial and other benefits that support your total...Full timePart timeWork at officeLocal area
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