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
- ...Farm Agent in Roswell, GA is seeking a Financial Services Representative to build wealth and... ...will engage with clients on retirement planning, investment strategies, and life insurance... ...will hold active Life & Health Licenses and possess strong communicative and consultative...SuggestedFull time
$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
- ...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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
...Northwestern Mutual College Financial Representative... ...integrated financial planning practice from the ground... ...meetingsReceive Risk Product State Licensing: Life, Accident, and... ...Representative or Advisor role upon graduation.... ...the best products and services for our clients.Our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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
$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 •...Work at office$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-...Work at officeWork from homeHome officeFlexible hours- ...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
- 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...
- ...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
$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- ...Merit is a fast growing, pioneering financial services firm that invests heavily in the growth... ...our team. The position The Service Advisor is a licensed financial professional responsible... ...team in delivering financial planning and investment advice. This role involves...Full timeTemporary workPart timeFlexible hours
- ...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
- ...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer’s financial wellbeing. Collaborates with... ..., pension and stock purchase plans dependent care reimbursement... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or...Full timeTemporary workWork experience placementWork at office
- ...includes rotations in Operations and Sales & Service. There will be a certification at the... ...Use the consultative sales process and Financial Needs Assessment to build a thorough... ...employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage...Work experience placementWork at office
- Barry Hancock - State Farm Agent is looking for a Financial Services Representative - State Farm Agent Team Member in Roswell, Georgia. The ideal candidate will thrive in a fast-paced environment and help develop customer relationships while providing valuable insurance...Local 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 Services Representative Are you interested in financial services? Have you always wanted... ...training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide... ...(medical, dental, vision) ~ Insurance plans ~ Tuition and licensing reimbursement...Full timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
- ..., 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
- ...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
- 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
- ...seeking a qualified and empathetic professional for the role of Financial Services Representative - State Farm Agent Team Member. As a customer... ...Regulatory Authority (FINRA) Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred...Work at officeRelocation package
- 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
$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
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