Investment-Focused Financial Advisor
State Employeescredit Union
The State Employees' Credit Union in Knightdale, NC is seeking a Financial Advisor with an investment focus. The candidate will provide exemplary member service and advice on financial products including life insurance and investments. This role requires strong knowledge of operational procedures and the ability to proactively assist members in managing their financial plans. A four-year degree in a related field is essential, along with relevant licensing. #J-18808-Ljbffr State Employeescredit Union
- Financial Advisor With Investment Focus If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Financial Advisor with an investment focus is responsible for providing exemplary member service and has demonstrated...SuggestedWork at office
- ...is a national organization of financial services firms dedicated to... ...their clients. With a strong focus on mutuality, 1847Financial provides... ...remote role for a Financial Advisor. The Financial Advisor will... ...retirement planning and investment advice, and managing client relationships...SuggestedFull timeContract workLocal areaRemote work
$48k - $100k
...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...is culture driven, resilient, results focused and effective. Key Responsibilities Deliver...SuggestedWork at officeShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...start as a financial representative focused on client-building and obtaining... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services ·...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...Nation's military families, you will focus on financial plans that are constantly... ...includes: Savings/banking Investments/wealth management Insurance/risk management...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...is culture driven, resilient, results focused and effective. As an Advisor Development...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...privately-owned, placing the focus on our clients rather than shareholder... ...S. and Canada than any other investment firm, serving over eight...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...privately-owned, placing the focus on our clients rather than shareholder... ...S. and Canada than any other investment firm, serving over eight...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based... ...execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning...Full timeTemporary workWork experience placementWork at office
- ...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...is culture driven, resilient, results focused and effective. Role Specifics As a Merrill...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...leading provider of comprehensive wealth management and investment products, seeks a Financial Advisor to work with high‑net‑worth clients in a branch... ...excellence and accuracy. Participate in ongoing training focused on developing a book of business to meet and exceed...Shift workDay shift
- Dormont Manufacturing Co is seeking a Financial Consultant in North Carolina to engage with clients and provide personalized financial... ...candidate will possess strong skills in relationship-building and investment strategies. Previous licensing such as FINRA Series 7 and 66...
- ...Employees' Credit Union is looking for a motivated Financial Advisor in Wendell, North Carolina. This role focuses on providing exemplary member service by... ...financial solutions in areas such as life insurance, investments, and retirement planning. Ideal candidates must...
$70k - $80k
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...with clients to review financial and investment goals, building a financial plan, and recommending... ...Branding Customer and Client Focus Oral Communications Active Listening...Temporary workMonday to FridayShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals, building a financial plan, and... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeMonday to FridayShift workDay shift$100k
...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...accuracy Participates in on-going training focused on how to develop a book of business...Work at officeShift workDay shift- ...Griffin Distribution Partners is seeking an experienced Financial Advisor for the Credit Union Investment Program in Raleigh, NC. This role is ideal for candidates ready to step into a warm client base created by a retiring advisor. The advisor will conduct financial reviews...
- Job Title Financial Advisor, Money Coach Program Job Summary As a Money Coach, you’ll serve as a key financial... ...one‑on‑one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics. Provide guidance on plan features (e...Work at officeNight shift
$73k
...contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you... .... Job Description Consults on investment and insurance strategies, as well as... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Full timeTemporary workPart timeWork experience placementWork at office- ...infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of...
- ...Foxen is a financial wellness platform focused on multi‑family real estate compliance solutions. What You’ll Do Serve as the embedded finance partner... ..., applying structured analysis and ROI rigor to investments, pricing, and resource allocation. What Great Looks Like...
- ...WealthBridge Financial Group is seeking a results‑oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth...
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they... ...not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored...Work at office
- ...future. Position Title Wealth Advisor Business Unit WM - FNTC... ...the areas the individual will focus will be: Personal Wealth Management... ...develop leads for WM. Sells investment services directly and... ...customers to positively impact financial results of the corporation. Meets...Work at officeLocal area
- ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial... ...opportunities for Associate Financial Advisors to have additional training in customer profiling...Work at office
$36k
...Bank Financial Adviser – Base + Commission – Raleigh, NC – 975 Who... ...Our unique value proposition focuses on providing the best available... ...will join a team of seasoned investment professionals managing advisory... ...of the Bank Financial Advisor include: Identifying and developing...Work at office- ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and... ...advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals...Interim roleImmediate startShift workDay shift
$28.85 - $33.65 per hour
...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...Hourly payTraineeshipWork at officeShift workDay shift$90k - $140k
...looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term... ...recommendations for products, plans, investments, and other methods to help clients achieve financial...Work at office- ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients... ...investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client...Temporary workWork experience placementLocal area
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