Financial Planner
Strategic Wealth Specialists
Financial Representative Strategic Wealth Specialists Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long and#8208; term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are - A self and#8208; motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. - Desire to help others achieve their goals and dreams through cultivating long-term relationships. - Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing - Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. - Develop and maintain a base of clients who value your input and guidance. - Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide - Development and training-locally, virtually and nationally-to support you as you build your practice with us. - Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. - Mentorship and joint-work opportunities. - A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and many more. - Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Requirements. - Must be a US citizen or permanent resident - A four and#8208; year college degree or relevant experience - If you do not already have appropriate insurance licensing, you must be willing to obtain it Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries
- ...Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration and connection, empowering you to grow both personally...SuggestedWork experience placementLocal areaRemote work
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Organization : Name JACKSONVILLE FL Default: Location : City JACKSONVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation...Work at officeLocal area
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will...Remote work$50k - $150k
...Financial Services & Investment Professional – Training Provided (Hybrid) Locations: Raleigh, NC Boca Raton, FL, Jacksonville, FL, Fairfield, CT. Job Type: Contract | Hybrid About Us Florida Financial & Insurance Agency, an affiliated partner of National Life Group, helps...Contract workWork at officeRemote workFlexible hours$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...Local areaRemote workRelocation$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork 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 behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows...Full timeContract workWork at officeRemote workMonday to Friday
- A leading financial services firm is seeking a Relationship Banker in Jacksonville, FL. The role involves building and managing client relationships, delivering excellent service, and using financial technology solutions. Candidates should have retail banking experience...
- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours
- ...Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. This position requires the ability to serve as a Notary Public in the applicable state. Benefits...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$91.1k - $179.5k
...of change and join us on this transformative journey.Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps...Local area- ...of America)Please review the following job description:JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective...Full timePart timeWork at officeShift workDay shift
$49.25k - $60k
...in North Florida, and we hire professionals who want to be part of a winning team. We believe everyone deserves a chance at a fair financial future. The Role As a Financial Advisor on our team, you guide households through every stage of their financial lives,...Full timeWork at office- ...more exclusive features. Direct message the job poster from Prudential Advisors Prudential Advisors is looking for an Experienced Financial Advisor in the Greater Jacksonville Florida market area who is interested in working with Prudential’s existing client base. This...Full timeLive inWorldwide
- ...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hours
- At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is...Work at officeAfternoon shift
$50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Key Facts 9 out of 10...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- Position Title: Financial Advisor This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to focus...
$50k - $80k
Position Title: Entry Level Financial Advisor Compensation: $50,000 - $80,000 Job Description: What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a...- ...employees (collaboration). If you love the vision of Borland Groover and find your values align with ours. POSITION SUMMARY The Financial Counselor at Borland Groover is a part of the Patient Access department. The general duty of this position is to provide cost estimations...Temporary workWork at officeLocal area
- Company Description Coastal Wealth partners with clients to clarify their financial goals and make informed decisions for each stage of life. The firm supports individuals and business owners with strategies to help manage retirement income needs and protect growing enterprises...Full timeTemporary workFor contractorsLocal area
$61k - $119k
Join to apply for the Financial Advisor role at Northwestern Mutual. Education Becoming a financial advisor at Northwestern Mutual is a... ...licensing, SIE, Series 6, 7, 63, and more Certified Financial Planner® licensing support Fully company‑funded retirement package and...Full time$75k - $125k
...5,000.00/yr - $125,000.00/yr Direct message the job poster from Grayling Associates We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help individuals and families build smart financial strategies that protect their wealth...Full timeWork at officeLocal area- ...efficiency, and innovation. Leadership Development Associates identify solutions and influence business decisions based on sound financial analysis and communication. The Associate will be placed in one of the three core areas of the Finance Department - Commercial, Operations...For contractorsWork at office
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