Wealth Advisor - CA CO TX
A company is looking for a Wealth Advisor in Lewisville TX or Remote in CO, CA.Key Responsibilities : Conduct phone-based discovery process with prospective clientsPrepare and analyze prospect proposals with Sr.
Wealth AdvisorProvide advice and planning to clients with less complex financial needsQualifications : 1-year experience in financial services industryFINRA Series 7, 66 or (63 / 65) licenses preferred or must be obtained within 120 daysUnderstanding of fiduciary responsibilityDemonstrate extraordinary emotional intelligence (EQ) skillsWillingness to learn and adapt based on industry needs
Associate Data Analyst
To help carry us even further, we are seeking an Associate Controllership Analyst to join our expanding, problem-solving team, supporting our Long Term Care Operations functions. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, fin...
Senior Financial Analyst, Value-Based Enablement
Creates, analyzes, and distributes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Analyzes, interprets, and communicates complex market, financial and business trends, and provides recommendations to support positive performance. Completes comp...
Client Advisor
Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...
Business Analyst_LA
Three (3) years of experience in Business Analysis including eliciting, analyzing, and documenting business functions, processes, and requirements. Use Agile methods to analyze and document business functions and requirements. Consult with management and personnel to identify, define and document bu...
Financial Planning analyst
Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi,...
Business Analyst/End User and Branding Consultant
Job Description:</b></div> <div> The Business Analyst will work directly with the customer to gather all customer requirements, review the current website/documents, and develop a strategy for implementing a better, user-friendly, customer-centric website that meets all agen...
Financial Advisor -Baton Rouge
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....
Merrill Financial Solutions Advisor: Louisiana Mississippi Market
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...
Financial Advisor/ Insurance Professional (Experienced)
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. We’re looking for experienced financial professionals to join our team dependable...
Merrill Financial Solutions Advisor (ADP) - Louisiana/Mississippi Market
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. We're looking for the next generation of financial advisors-those with a pass...