Financial Advisor
Kestra Financial
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm's network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor's degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work #J-18808-Ljbffr Kestra Financial
- New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In...Suggested
$75k
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- ...401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Vision insurance Job Summary The Financial Aid Advisor is responsible for assisting students through the financial aid process while ensuring compliance with federal, state, and institutional...SuggestedFull time
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Shift workDay shift$70k - $80k
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...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...Hourly payFull timeTemporary workWork experience placementLocal area$19 per hour
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$45.38k - $75.63k
...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 officeShift work$28.85 - $33.65 per hour
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...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 officeShift work- ...of the strategic support that we provide includes: Capital calls Audit/tax support Pre/post close services Quarterly and annual financials Limited Partner communications Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by...Work at office
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...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift work- ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim role
$53.74k - $88.29k
...effective communication. Support Wealth Directors, Investment Advisors, Wealth and Trust Advisors with client servicing needs such as... ...one of the following preferred: a trust department of a bank, a financial services company, or a law firm dealing with trusts & estates....Work at officeFlexible hours$45.38k - $75.63k
...of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer’s share of wallet and position PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at office$28.85 - $33.65 per hour
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$20 - $24 per hour
...About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve...Hourly payWork experience placementWork at officeLocal area$33k - $55k
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The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This role covers institutions aligned to...Hourly payWork experience placementImmediate start$101.23k - $172.36k
...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation...Remote work- Part-Time Teller OceanFirst Bank is seeking a new Part-Time Teller at our Hamilton, NJ branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important...Part timeWork at officeLocal areaFlexible hoursNight shift
- ...At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better....Shift workDay shift
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