Financial Representative
Davis Family Financial LLC
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr
$1,000 per week
...Financial Representative - Western & Southern Life Financial Representative - Western & Southern Life - Charlotte Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated...SuggestedFull timeRelocation package- ...Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: CHARLOTTE As a Financial Representative, you will work with current and prospective clients in your community to understand their...Suggested
- ...Financial Representative 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; analyzing needs; and recommending and selling the corresponding financial...SuggestedWork at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Individual Financial Consultant Multi-lingual The Individual Financial Consultant (IFC) provides retirement education and advice to the organization’s clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified...Work experience placement
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Northwestern Mutual Life Insurance Company is seeking a Financial Advisor to help clients achieve their financial goals. This role offers a unique opportunity for business ownership and uncapped earning potential through performance-based compensation. You will be involved...
- ...Huntersville Road. Charlotte, North Carolina. 28216. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is...Work at office
$120k - $165k
...A leading consulting firm in Charlotte, NC, is seeking a Business Advisory Associate to support client engagement teams with financial modeling, market research, and pitchbook preparation. Candidates should have a BS/BA in Accounting or Finance and a minimum of three years...- ...United States The Opportunity This businessopportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your...Full timePart timeRemote workWork from home10 hours per weekDay shiftAfternoon shift
$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$65k - $80.2k
...unique situation. Basic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state...Temporary workWork experience placement- ...natural desire to support the meaningful work of community oncologists and the patients we serve. Job Description: Job Title: Financial Counselor Department: Revenue Cycle Management Location: Carolina Oncology Specialists Reports To: Certification/...Work at office
- ...Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With...Work at officeRemote workRelocationMonday to Friday
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale... ...expertise. Business Development: Partner with sales representatives to onboard new clients into advice. Daily Operations: Lead...
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution... ...must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 4...
- ...Financial Advisor - Charlotte, NC Job Category: Outside - Sales/Travel Full-Time Charlotte, NC 28209, USA Description... ...environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully...Full timeLocal area
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and...Work 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
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$77k - $202k
...Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication...- Position Details Position Type/Duration of Assignment: 12 month CTH Must have an active Series 7 License A minimum of one year of brokerage client support experience Phone-based client interaction experience, as Case Advisors will communicate directly with clients regarding...For contractorsWork at officeWork from home
- Financial Planner The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client‑facing associates. This job creates high quality, accurate, and...Work experience placementShift work
$55k - $75k
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives... ...to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries...Local areaMonday to Friday$55k - $75k
Navy Federal is seeking a financial consultant to provide personalized financial services and help clients achieve their goals. The role includes conducting seminars, managing client accounts, and ensuring compliance with regulations. Applicants should have a Bachelor’s...$80 per hour
...Prolific is seeking Finance Subject Matter Experts to join their Expert Network and provide professional financial insights for training cutting-edge AI models. Candidates with a finance background will complete a brief assessment to determine their fit. Successful participants...Hourly pay- ...systems, procedures, and approaches for managing large capital construction programs. Preference will be given to candidates with Financial Institution experience. This role is a hybrid role, reporting into the Arcadis office in Charlotte NC. Role description: The successful...Full timePart timeWork at office
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