A company is looking for an Associate Financial Advisor to support existing clients in workplace plans and contribute to growth initiatives.
Key ResponsibilitiesSupport client retention and asset growth through advisory conversationsPerform financial planning and execute strategies for asset consolidationFacilitate trading and manage client inquiries regarding investment accountsRequired Qualifications and EducationBachelor's Degree required2+ years of financial customer service experience or relevant degreeExperience trading in equities, fixed income, and optionsFINRA Series 7, Series 63, and Series 65 requiredGeneral securities license to open Brokerage IRA's and Taxable Retail accounts
Associate Financial Advisor
A company is looking for an Associate Financial Advisor to support existing clients in workplace plans and contribute to growth initiatives. ...
Senior Sales Associate
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. The ideal candidat...
Senior Sales Associate
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. The ideal candidat...
Financial Advisor Associate
Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas. Overview Patelco Credit Union is growin...
Business Tax Accountant - 3+ Yrs Experience Required
Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney. ...
Customer Service Advisor
A company is looking for a Customer Service Advisor. ...
It Data Analyst/technician
As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting large sets of data to support business decisions. Ensure the accuracy of data in the Business Intelligence database and interface connectivity between databases. Manage large and complex data sets, maintain databa...
Family Financial Consultant Flexible Remote Opportunity For Parents
As a Financial Consultant youll guide other families toward financial stability and wealthbuilding using your unique perspective as a parent to connect with clients. Empower Your Familys Future with a Flexible Remote Financial Consulting Role. Were a leading financial services company dedicated to h...
Financial Consultant Remote
Synergy Financial is a rapidly growing financial services company offering remote workfromhome commissionbased positions. At Synergy Financial we believe in the power of financial education and creating generational wealth. As a statelicensed insurance broker you will have the chance to help familie...
Retail Sales Associate
As a Retail Sales Associate, transform store guests into loyal customers. This is an excellent opportunity for an entrepreneurial, focused, and ambitious sales professional with a passion for lifestyle retail and thrives in a fast-paced, high-energy environment. Accurately and efficiently process sa...