Licensed Financial Planning & Service Advisor
Merit Financial Advisors
Merit Financial Advisors, based in Alpharetta, GA, seeks a Service Advisor to support the advisory team with financial planning and investment advice. You will interact with clients to implement advisor-directed strategies, prepare plans, and provide ongoing service. The role involves direct client interaction, independent judgment, and applying specialized financial knowledge, with opportunities to grow within the firm. #J-18808-Ljbffr Merit Financial Advisors
$40k
...seeking a motivated, relationship-focused Licensed Financial Advisor to join our growing team. This... ...goals through comprehensive financial planning and wealth management solutions. The... ...through regular reviews and ongoing service. Stay current on financial markets, investment...Suggested$100k
...and investment products and services for individuals, companies,... ...wealth management, including planning for retirement, education, legacy... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...to obtain Series 7 and 66 licenses within allotted program time...SuggestedWork at officeShift workDay shift- ..., providing mentorship and personalized planning, while helping expand the reach of the firm... ...platform and top resources in the financial industry, while you nurture relationships... ...recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations...SuggestedFull time
$50k
...Join a financial services firm where your contributions are valued. Edward... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...adjust the branch business plan to increase branch effectiveness... ...maintain registrations and licenses in good standing. A firm-...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...goals through financial planning. On your path to becoming a... ...client‑building and obtaining licenses. Our award‑winning training... ...Funding • Investment & Advisory Services • Trust Services •...SuggestedWork at office- ...Job Summary The Financial Advisor offers appropriate investment products... ...and provides ongoing service to all existing clients. They... ...the development of financial plans for clients. Meet annual... ...6 (63 and 65 in lieu of 66) licenses. ~ Applicable state life and...Work at officeLocal area
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive... ...you will focus on financial plans that are constantly evolving... ...Training and licensing support: ~ First Command... ...for veterans, transitioning service members and military spouses...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...payroll, human resources, and workforce management as a Licensed Retirement Plan Advisor. Position Type: Direct Hire On-Site... ...~2-5 years of experience in 401(k) retirement plan services or financial advising roles ~ Deep understanding of ERISA regulations...Work at office
- ...clients build stronger financial futures. From banking... ...insurance, and wealth planning, the First Citizens Wealth... ...with Client Advisors, Private Mortgage Bankers... ...opportunities. Provides ongoing service to assigned... ...or Wealth Management License or Certification Type:...Work at office
- Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. The role involves direct client... .... The position requires a licensed financial professional, strong...
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...training - Get registered and licensed and learn how to be a financial... ...adjust the branch business plan to increase branch effectiveness...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...represents WellStar facilities in financial matters pertaining to... ...assistance or other available services. Has a working knowledge of the... ...identify the correct insurance plan, plan type, and WellStar’s... ...General-Preferred Required Minimum License(s) and Certification(s): All...Work at officeLocal areaFlexible hoursShift work
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique... ...their goals through financial planning. On your path to becoming a... ...client-building and obtaining licenses. Our award-winning training... ...Investment & Advisory Services Trust Services Retirement...Full timeContract workFor contractorsWork at office- ...Job Description Experienced Financial Advisor/Financial PlannerAmerican... ...products and design financial plans/solutions for you to present... ...required.Life & Health Insurance License required.SIE or 6, 66, 65,... ...vesting after 5 years of service.Supported professional development...Work at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program... ...an integrated financial planning practice from the ground up.... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- ...Serves as a strategic consultant and trusted advisor to the North America Deal Desk, HPE... ...development of pricing analysts through coaching, financial modeling, analysis, and strategic... ...provided for transparency and internal planning purposes.HPE is an Equal Employment...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week
$74.28k - $81.88k
...governmental accounting, budgeting, financial reporting, cash flow... ...records while supporting financial planning, audits, and internal... ...Possession of a valid driver's license issued by the State of Georgia... ...2%! Access financial adviser services at no extra cost. Revel in a...Live inWork at officeLocal area- ...Financial Representative The purpose of the Financial Representative... ...appropriate marketing plan to sell insurance and investment... ...of sales, conservation, and service. Adequately prepares for and... ...transportation, maintain a driver's license, and have at least the...Work at officeLocal area
- ..., treasury management and other related services to meet needs of clients within a designated... ...business services. Analyzes customer financial status, credit, and property evaluations... ...be bondable and have a valid driver's license. ~ Excellent attention to detail,...Work at office
- Job ID: z5G7h3l6a1kMvyS65NP3c_ZdAPT8NkV7-43EKP00tNk=Job Code: JPC - 36561Location: Alpharetta, GA, 30004, United StatesJob Title: AccountingWork Location & Reporting Address: Onsite (Atlanta, Frisco, Omaha) preferred, Remote acceptableXXXContract duration 6Target Start ...Remote work
$90k - $300k
...exclusive features. Magellan Financial & Insurance Services, Inc. provided pay range... ...built a platform for elite advisors to do what they do best: build... ...sophisticated retirement plans using a true fiduciary model... ...a Georgia Life Insurance license. You have a proven track record...Full timeTraineeship- Join to apply for the Financial Services Representative - State Farm Agent... ...FINRA) Life/Health Insurance License Successful track record of meeting... ...Life Insurance, Retirement Planning, Business Insurance, Health... ...000.00 1 week ago Financial Advisor - Alpharetta/Kennesaw, GA -...Full timeFor contractorsWork at officeRelocation package
$45k - $90k
...empathetic professional for the role of Financial Services Representative State Farm Agent Team... ...Authority (FINRA) Life/Health Insurance License Successful track record of meeting... ...Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance,...For contractorsWork at officeFlexible hours- ...time off Training & development Position Financial Services Representative - Investments, Life... ...who can confidently discuss retirement planning, investment strategies, life insurance... ...either hold an active Property & Casualty license or be willing to obtain one to support...Base plus commissionFull timeFor contractorsWork at officeLocal area
$24 - $26 per hour
...and diligent person to join our admissions team as a Tuition & Financial Aid Counselor! Paul Mitchell The School , with locations... ...initiatives and scholarship programs that demonstrate our dedication to service. If you are seeking an inspiring environment where your...Full timeLocal area- ...consultative conversations to understand financial priorities and recommend personalized... ...understanding of the bank’s products and services while sharing comprehensive, tailored advice... ...Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7...Full timeTemporary workWork at office
- A financial services firm in Woodstock, GA, is seeking a Director of Acquisitions to drive client engagement and convert warm leads into clients... ...have a strong background in sales with an active Series 65 license and Georgia Life Insurance license. This position offers a...
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...best suited to the retirement planning needs of Empower customers.... ...customers by delivering personalized service and responds to a variety of... ...and retention. Current FINRA licenses and/or ability to...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...Required Certification(s) Licenses Candidates being... ..., pension and stock purchase plans; dependent care reimbursement...Full timeTemporary workPart timeWork experience placementBank staffWork at office
$1,000 per month
...calls on real estate agents, financial advisors and other potential referral... ...superior level of customer service:Quickly and accurately answer... ...-specific federal and state licensed activity requirements and... ...contribution401(k) Retirement plan with employer matchPaid Maternity...
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