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.Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunityThere 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 ResponsibilitiesProvides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning servicesIdentifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvementBuilds and maintains a strong client network and pipelineProvides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledgeConducts and/or participates in investment performance and relationship reviewsKeeps junior level staff informed about investment products and opportunitiesAdheres to compliance requirements and follows corporate and industry protocolsThis position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.This position is incentive eligible.RequirementsHigh School Diploma or GEDSix (6) months of related experienceSeries 7Series 63 & 65 or Series 66Life Insurance License must be obtained within 60 days from employment start datePreferencesBachelor's degreeCertified Financial Planning, Chartered Financial Consultant and Certified Retirement SpecialistTwo (2) years of Financial Advisory experienceCompensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.Position TypeFull timeIncentive 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.Position TypeFull timeBenefits InformationRegions 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.Opportunity Employer/including Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.Job Seekers with a DisabilityRegions 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
or leave a voice message at (2 Only requests for a disability based accommodation should be communicated through this central email or telephone number. xhyhwjd General employment questions cannot be accepted or processed through this process and will not receive a response.$100k
...At Lat Wealth Financial Advisors, our mission is simple and powerful: With your values as our compass, we empower you to achieve your greatest potential. For soon-to-be and recent graduates ready to build a meaningful career, we offer mentorship, hands‑on training, and...SuggestedPermanent employmentFull timeLocal area- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential's existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...SuggestedWorldwide
- ...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client...SuggestedWork at officeWork from home
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...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...SuggestedWork experience placementWork at officeWork from home- ...|Base Salary + Commission| Belleair Wealth Management, a fiduciary wealth management firm in Belleair Bluffs, FL, is hiring a Financial Advisor to join our team. WHAT MAKES THIS ROLE DIFFERENT You'll have the backing of an established fiduciary firm - technology, marketing...SuggestedBase plus commission
$61k - $119k
...Education 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...Full timeContract workFor contractors$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- Florida Financial Advisors is a fast-growing, full-service financial planning and wealth management firm committed to delivering truly personalized advice that helps clients build, protect, and optimize their financial futures. We serve individuals, families, and business...Permanent employment
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...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentFull timeWork at officeLocal area- ...Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them,...Work visa
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Acts as a PNC ambassador; positions PNC solutions...Full timeTemporary workPart timeWork experience placementWork at office
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Work experience placementWork at officeShift work
$10k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work at officeWork from home- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Florida.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...administrative or client services experience within a professional office environment (not from healthcare) Experience working in banking or financial services Experience processing documents/ document management Strong data entry skills - please have all candidates complete a...Work at officeMonday to Friday3 days per week
$58.44k - $93.5k
...post‑deployment events or covering an existing assignment for counselors who are absent. The role includes full‑breadth personal financial counseling services to military service members and their families at military installations. Responsibilities Provide personal financial...Contract workTemporary 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- .... Operating with significant autonomy, you will help influence advisor adoption of wealth planning solutions and partner with key stakeholders... ..., typically involving $5MM+ in investable assets. Partner with Financial Advisors, PWCs, and internal teams to develop, analyze, and...Work experience placement
- ...Our client is a rapidly expanding RIA in the Tampa Bay area seeking a Client Advisor to service an established book of high-net-worth client relationships and provide comprehensive financial planning. Responsibilities Serve as a primary advisor and point of...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Relationship Bankers perform the following functions:Improve the financial well-being of our members and...Work at officeMonday to FridayShift work
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
$58.44k
...event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and...Contract workTemporary workWork experience placementWork at office- ...Service Professional (Personal Banker) to support sales and service activities within the banking office, educate clients, and provide financial solutions. You will perform teller and platform transactions while assisting the Market Manager in delivering quality service and...Work at office
- ...Weekend Work: None On Call: No How often will this team member be working remotely? Always Position Summary The Patient Financial Representative II is responsible for performing a variety of patient accounting functions with a strong focus on accounts...Full timeRemote workShift workNight shiftWeekend workAfternoon shift
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