A company is looking for an Associate Financial Advisor to support clients in workplace plans and contribute to growth initiatives.
Key ResponsibilitiesSupport client retention and growth through financial planning discussions and asset consolidationExecute trades in various financial instruments and facilitate withdrawals and transfers of assetsDocument client interactions and provide best interest advice when appropriateRequired Qualifications and EducationBachelor's Degree required2+ years of financial customer service experience or recent graduate with a relevant degreeExperience trading in equities, fixed income, and optionsFINRA Series 7, Series 63, and Series 65 licenses requiredGeneral securities licensed to open Brokerage IRA's and Taxable Retail accounts
Associate Financial Advisor
A company is looking for an Associate Financial Advisor to support 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...
Associate Financial Advisor - Advisory Services Outbound
A company is looking for an Associate Financial Advisor - Advisory Services Outbound. ...
Associate Financial Advisor
Empirical is seeking a talented Associate Financial Advisor (AFA), who under the guidance of a Lead Financial Advisor, will help coordinate comprehensive planning for clients. You will have the opportunity develop your expertise in all areas of financial planning, strengthening your ability to serve...
Bilingual Associate Financial Advisor - Advisory Services
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
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...
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...
VP, Financial Consultant- Fremont, CA
As a Financial Consultant at Schwab, you will be. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. Schwab clients, providing them with wealth management and financial planning advice. ...
Financial Aid Advisor
The Financial Aid Advisor performs a variety of duties related to processing the financial aid eligibility determination for student financial aid applications, to maintain records and to assist students by providing information. Working independently, the Financial Aid Advisor is primarily responsi...
CWR Project Manager
A company is looking for a CWR-Project Manager, HR to manage their Cornerstone OnDemand LMS and support various HR functions. ...