Financial Advisor
Jobtailor
Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives Acts as a catalyst for the promotion and growth of NFFG products and services Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals Manages moderate dollar volume and moderate member bases Requirements Proven ability to prospect and grow an established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience (desired) #J-18808-Ljbffr Jobtailor
- ...Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the... ...and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial...SuggestedFull timeImmediate startDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office...SuggestedWork at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best: meet with qualified prospects, deliver recommendations, and close...Work at office
- Fifth Third Bank in Naples, FL is seeking a results‑driven Relationship Manager to acquire, grow, and retain bank clients, with emphasis on the Preferred Program and mass affluent prospects. You will assess client needs, promote a full range of bank products, and collaborate...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Financial Aid Advisor II - Orlando, FL Location: Orlando, FL (100% On-Site; work-from-home not available) Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client's Orlando...Full timeTemporary workWork from homeAfternoon shift
- ...To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.... ...achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Full timeInternship
- ...Job Description Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term...Full time
- Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
- 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...Worldwide
- ...personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office... ...Description This is a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with flexibility for some remote work...Full timeWork at officeRemote work
- ...and develop your talents. We provide equal opportunities for all applicants and employees without discrimination. Overview The Financial Advisor is a licensed individual who is responsible for introducing and selling the benefits of investment and insurance products to...
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- ...firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your... ...and elevate your client experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced advisors and a...Full time
- ...Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited number of products and services,... ...entrepreneurially minded, with client-facing certainty. Our Advisors have access to a dedicated support staff to help process business...Temporary workLocal area
$75k - $113k
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the...- Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
$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- Job Overview Bank of America, in partnership with Merrill, seeks a Merrill Financial Solutions Advisor (MFS‑Advisor) who will advise affluent and high‑net‑worth clients on achieving their financial goals. The role includes training, mentorship, and a clear path toward full...
$100k
...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a...Permanent employmentFull timeWork at officeLocal area- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
- ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that...Work experience placementWork at officeFlexible hoursNight shiftWeekend work
- A financial services company seeks a Financial Professional to empower clients in achieving financial well-being. The role requires no prior financial experience, just a passion for helping others and a willingness to learn. Responsibilities include educating clients on...Remote workFlexible hours
$70k - $100k
...pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Commission Direct message the job poster from MassMutual Financial Advisor - Build Your Practice with Coastal Wealth Location: South Florida Job Type: Full-time | Remote/Hybrid Flexibility Compensation...Full timeWork at officeLocal areaRemote workVisa sponsorshipMonday to Friday- ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful...
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