Financial Advisor - Securities Administration. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and ...
We are currently expanding our Advisory team in Traverse City and are looking for Financial Advisors to be a part of our continued growth. Our Financial Advisors are valued partners who build relationships with families to help them achieve their long-term financial goals: retirement, building wealt...
Prudential Advisors is looking for an experienced financial professional in the Chillicothe area that is interested in working with Prudential existing client base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for fin...
Overall, this position primarily leads the compliance activities relating to Sarbanes Oxley (SOX) Process Level Controls (PLC) testing, financial Audits and Tax activities for HT North America. Overall responsibility for corporate financial audit compliance activities. Work with HTA Accounting & Fin...
Minimum 2 year’s experience working in a professional office setting in a financial or insurance practice. ...
Equitable Advisors, LLC, (NY, NY ) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to make a posi...
Who We Are: The Kushner Agency is a father-daughter owned multi-million dollar insurance agency.Our contracted agents work from our Cocoa Beach office or remotely from their homes.We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance a...
This employment opportunity at LCNB National Bank in Dent, OH would allow you to join the Investment Program at LCNB National Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partners with banks to offer ...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The Financial Services Advisor is responsible to maintain a thorough knowledge of available types of financial...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...
Financial Advisor in a fast-paced office environment preferred. Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrativ...
Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. The ideal candidate will deliver perso...
Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs. TheStudent Financial Assistance Advisor ensures College goals are met with...
The Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must have at least three years of significant financial aid work experience, preferably within the private...
As an Advisor, you'll provide financial consultation, planning and analysis for a major business operations (state, product, business unit, etc. Typically, eight or more years financial experience including financial analysis, planning, forecasting, actuarial or auditing. In-depth knowledge of stati...
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations...
The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. Coaching and developing the Financial Advisor assigned to the territory. The Senior Financial Advisor possesses the ...
Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successfu...
Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor- VC will ...