Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Threadneedle group

## P1 Advisor Non-ExemptApply: Hybrid: Conshohocken, Pennsylvania: Full time: Posted Today: End Date: September 16, 2026 (4 days left to apply): R26\\_3673**About Our Company**We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.**Job Description**Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.**Key Responsibilities** * Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines.* Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.* Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.* Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.* Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:-Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. **Required Qualifications** * Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. **Preferred Qualifications** * Four-year college degree from an accredited institution.* High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.* Show accountability to your results.* Outstanding verbal, written and listening communication skills.* Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.**Full-Time/Part-Time**Full time**Exempt/Non-Exempt**Non-Exempt**Job Family Group**Sales**Line of Business**AAG Ameriprise Advisor Group*Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.* #J-18808-Ljbffr

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Conshohocken, PA vacancy
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Radnor, PA
    4 days ago
  • $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... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    King of Prussia, PA
    4 days ago
  •  ...Job Description One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Havertown, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed for experienced financial advisors or planners who will... 
    Suggested
    Full time

    Insight Global

    Haverford, PA
    5 days ago
  • 2 weeks ago Be among the first 25 applicants Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment... 
    Suggested
    Full time
    Local area
    Flexible hours

    WealthBridge Financial

    Plymouth Meeting, PA
    5 days ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Blue Bell, PA
    2 days ago
  • Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished professional with a strong network and a genuine passion... 
    Temporary work
    Flexible hours

    Legacy Advisors, LLC

    Plymouth Meeting, PA
    3 days ago
  • $61.88k

     ...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into...  ...You! The Difference You Make The Associate Financial Advisor is responsible for helping clients identify financial needs,... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander Holdings USA Inc

    Conshohocken, PA
    4 days ago
  • Bankers Life is seeking driven individuals for an entry level Financial Advisor Development Program in Pennsylvania. You’ll work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of. No... 

    Bankers Life

    King of Prussia, PA
    6 days ago
  • Unleash Your Potential as a Financial Advisor - Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don’t Prospect ! Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads? If you’re ready to spend... 
    Immediate start
    Flexible hours

    United Placement Group

    King of Prussia, PA
    2 days ago
  •  ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you’ll work one-on-one with clients to create personalized financial solutions, while building meaningful... 

    Bankers Life

    King of Prussia, PA
    6 days ago
  • Northwestern Mutual's College Financial Representative internship offers guidance and a framework to build an integrated financial planning...  ...potential to interview for a full-time Financial Representative or Advisor role after graduation. #J-18808-Ljbffr Northwestern Mutual
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    King of Prussia, PA
    6 days ago
  • $64.7k - $120.4k

     ...committed to making a difference in the moments that matter for our colleagues, clients, and communities.The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools... 
    Minimum wage
    Work experience placement
    Work at office
    Flexible hours

    Marsh & McLennan Companies

    Conshohocken, PA
    1 day ago
  • $92.87k - $152.57k

     ...Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services... 
    Work experience placement
    Flexible hours

    WSFS Bank

    Berwyn, PA
    5 days ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Wayne, PA
    2 days ago
  •  ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Overview Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data... 

    Vanguard

    Malvern, PA
    5 days ago
  •  ...Summary The Advisor Success Associate serves as a trusted resource for financial advisors by providing outstanding service, operational support, and guidance on GVA's products, services, and processes. This role helps advisors navigate day-to-day business needs, resolve... 

    Great Valley Advisor Group

    Devon, PA
    5 days ago
  • $80k - $220k

     ...At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive... 

    Vista Wealth

    Horsham, PA
    3 days ago
  • $99.4k - $158.9k

     ...that thousands of employees rely on using data, modeling, and real-world business problem-solving.What you’ll do:You’ll support our Financial Services teams by analyzing financial and claims data, building models, and turning insights into recommendations that help large... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Marsh & McLennan Companies

    Conshohocken, PA
    4 days ago
  • Thrive Wealth Management, LLC is an independent comprehensive financial planning firm. Position Summary: We are a rapidly growing firm seeking a full time Financial Advisor responsible acquiring new clients and servicing their needs. The focus of the position is sales... 
    Full time
    Work at office

    Thrive Wealth Management, LLC

    Eagleville, PA
    2 days ago
  •  ...with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life...  ...Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a... 
    Full time
    Contract work
    For contractors
    Work at office

    New York Life

    Wayne, PA
    5 days ago
  • Vista Wealth Solutions is hiring Financial Advisors to help individuals, families, and business owners reach their financial goals. You’ll build your own practice with guidance, training, and mentorship while working within the MassMutual network. You’ll advise on protection... 

    Vista Wealth Solutions

    Horsham, PA
    4 days ago
  • $50k - $70k

     ...State Farm Agent Team. In this full-time role, you will focus on building and managing client relationships, delivering tailored financial solutions, and driving revenue growth. The position offers unlimited earning potential between $50,000 and $70,000 annually, along... 
    Full time

    Rcurley

    Lansdale, PA
    4 days ago
  • Franklin Mint Credit Union is seeking a Branch Associate to welcome members, open accounts, and process loans with accuracy. You will contribute to branch goals by expanding member relationships through active selling and quality service. You will respond to member inquiries...

    Franklin-Mint-Federal-Credit-Union-1

    Havertown, PA
    4 days ago
  • $80k - $220k

     ...Description Job Description At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and... 

    Vista Wealth Solutions

    Horsham, PA
    23 days ago
  •  ...Hartford is seeking a Retail Sales Consultant to expand market share within a defined territory by building deep relationships with financial advisors and partners. You will present Hartford Funds’ products and deliver seminars and client events while maintaining compliance... 

    The Hartford

    Wayne, PA
    6 days ago
  • Horace Mann seeks a Financial Advisor to serve K-12 educators with personalized financial guidance. You will build and manage a portfolio of clients, provide needs-based insurance and retirement planning, and recommend appropriate auto, home, life, supplemental, and annuity... 

    Horace Mann

    Philadelphia, PA
    5 days ago
  • American Heritage Credit Union in King of Prussia/Wayne is seeking a Full-Time Member Experience Advisor to deliver premier service and proactively assist members with their financial needs in a consultative approach. The role involves processing account and loan requests,... 
    Full time
    Afternoon shift

    American Heritage Federal Credit Union

    King of Prussia, PA
    4 days ago
  •  ..., you'll receive the training, mentorship, and business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you... 
    Permanent employment
    Full time

    Vista Wealth Solutions

    Radnor, PA
    a month ago
  • $71.8k - $133.7k

     ...matter for our colleagues, clients, and communities.BRIEF DESCRIPTIONAs a member of the Specialty Consulting Practice, the Pharmacy Financial Consultant will support the MMA East Pharmacy Practice. This individual will be responsible for providing financial analysis... 
    Minimum wage
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Marsh & McLennan Companies

    Conshohocken, PA
    1 day ago
  • $75k

     ...Wealth Advisor Position At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life's financial complexities with confidence through personalized wealth management, investment guidance, and financial planning. We're looking for... 
    Temporary work

    Univest

    King of Prussia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!