Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Winter Park, FL vacancy
  •  ...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... 
    Suggested
    Full time
    Immediate start
    Day shift

    Bank of America

    Winter Park, FL
    21 hours ago
  •  ...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... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Orlando, FL
    2 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors and Cabot, Inc.

    Winter Park, FL
    2 days ago
  • $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,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Orlando, FL
    1 day ago
  •  ...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... 
    Suggested
    Work at office

    Corporate Synergies

    Winter Park, FL
    2 days ago
  •  ...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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Orlando, FL
    4 days ago
  •  ...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

    Boutique Recruiting

    Orlando, FL
    21 hours ago
  • 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

    Fifth Third

    Orlando, FL
    21 hours ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Orlando, FL
    4 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Orlando, FL
    3 days ago
  •  ...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 time
    Temporary work
    Work from home
    Afternoon shift
    Orlando, FL
    11 days ago
  •  ...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 time
    Internship

    Navy Federal Credit Union

    Winter Park, FL
    3 days ago
  •  ...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

    New York Life Insurance - Orlando, FL

    Maitland, FL
    7 days ago
  • 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,... 

    Voya Financial

    Orlando, FL
    3 days ago
  • 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

    Prudential Advisors

    Orlando, FL
    2 days ago
  •  ...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 time
    Work at office
    Remote work

    Tony Lopez - State Farm Insurance Agent

    Winter Park, FL
    4 days ago
  •  ...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... 

    ViziRecruiter,LLC.

    Orlando, FL
    5 days ago
  •  ...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... 

    Thrivent

    Orlando, FL
    more than 2 months ago
  •  ...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

    Cetera Wealth Services

    Orlando, FL
    5 days ago
  •  ...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 work
    Local area

    Evershore Financial Group

    Orlando, FL
    1 day ago
  • $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... 

    New York Life Insurance Company

    Orlando, FL
    4 days ago
  • 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... 

    WizeHire, Inc

    Orlando, FL
    2 days ago
  • $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

    UNAVAILABLE

    Orlando, FL
    1 day ago
  • 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... 

    Bank of America

    Orlando, FL
    5 days ago
  • $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 employment
    Full time
    Work at office
    Local area

    Florida Financial Advisors

    Orlando, FL
    26 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Orlando, FL
    2 days ago
  •  ...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 placement
    Work at office
    Flexible hours
    Night shift
    Weekend work

    Full Sail University

    Winter Park, FL
    2 days ago
  • 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 work
    Flexible hours

    EA Financial

    Orlando, FL
    2 days ago
  • $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 time
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Monday to Friday

    MassMutual

    Orlando, FL
    5 days ago
  •  ...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... 

    Bankers Life

    Orlando, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!