Jobs
>
Fremont

    Financial Advisor - Fremont, United States - Insight Financial Planning

    Insight Financial Planning
    Insight Financial Planning Fremont, United States

    2 days ago

    Default job background
    Description

    Job Description

    Job Description

    * This position is located in Norfolk, NE. Relocation or reliable commuting is required.

    Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing clients.

    Salary:

    • From $60,000.00 per year

    Benefits:

    • Simple IRA Plan
    • Simple IRA Plan matching
    • Paid time off - vacation and medical

    Schedule:

    • Full-time, 8 hour shift
    • Monday to Friday

    Experience:

    • Financial concepts: 1 year (Preferred)

    Essential Functions:

    • Advising clients on the many aspects of the financial goals.
    • Develop financial plans
    • Research investment products/funds
    • Trading
    • Assisting in pre-appointment as well as post-appointment
    • Completing and processing applications and forms
    • Marketing

    Requirements:

    • Must be a college graduate
    • Must obtain Series 7 and Series 66
    • Have obtained or able to obtain appropriate state insurance license
    • Ability to create a positive work environment
    • Ability to effectively function as a team player
    • Ability to follow a systemized workflow
    • Ability to organize, prioritize and handle multiple tasks
    • Ability to work required hours
    • Ability to work beyond regular hours when needed
    • Ability to work under pressure and meet deadlines
    • Ability to be at work on a regular basis
    • Skill in effective verbal and written communication
    • Detail oriented
    #hc112026
  • PNC Financial Services Group

    Financial Advisor

    1 week ago

    PNC Financial Services Group Fremont, United States

    Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...

  • Fremont Bancorporation

    Financial Advisor

    1 week ago

    Fremont Bancorporation Fremont, United States

    Title: Financial Advisor · Job Location: Fremont, CA · Hiring salary range: $64, $91,963.16 annual · Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for ...

  • PNC Financial Services Group

    Financial Advisor

    1 week ago

    PNC Financial Services Group Fremont, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...

  • PNC Financial Services Group

    Financial Advisor

    3 days ago

    PNC Financial Services Group Fremont, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...

  • PNC Financial Services Group

    Financial Advisor

    1 week ago

    PNC Financial Services Group Fremont, United States

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...

  • PNC

    Financial Advisor

    2 weeks ago

    PNC Fremont, United States

    **Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...

  • BlueWave Solutions

    Financial Advisor

    1 week ago

    BlueWave Solutions West View, United States

    With nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years ...

  • Sapphire Solutions

    Financial Advisor

    1 week ago

    Sapphire Solutions San Mateo, United States

    Join Sparkasse Bayreuth as a · Financial Advisor (m/f/d) · permanent / full-time · Are you a customer-oriented, sales-driven and entrepreneurial-minded advisor looking to take on challenging tasks in the field of needs-based retail customer consulting? Then you've come to the rig ...

  • Apex Dynamics

    Junior Financial Advisor

    2 weeks ago

    Apex Dynamics Tea, United States

    MLP is looking for a Junior Financial Advisor (m/f/d) in Mainz or Wiesbaden. · A meaningful and fulfilling role: · As an independent advisor (m/f/d), you will develop financial concepts and support people in making better career and financial decisions. · You will accompany your ...

  • TalentLink Solutions

    Financial Advisor

    3 days ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Jose, United States

    ***Must be based within reasonable commuting distance of 95008 to be considered*** · Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create ...

  • TalentLink Solutions

    Financial Advisor

    22 hours ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • LPL Financial

    Financial Advisor

    17 hours ago

    LPL Financial Palo Alto, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Palo Alto, CA would allow you to join the Investment Program at BMO Harris Bank ...

  • TalentLink Solutions

    Financial Advisor

    1 week ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • Priority Financial Group

    Financial Advisor

    1 week ago

    Priority Financial Group Santa Clara, United States

    Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale o ...

  • TalentLink Solutions

    Financial Advisor

    1 week ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Jose, United States

    ***Must be based within reasonable commuting distance of 95008 to be considered*** · Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create ...

  • Northwestern Mutual

    Financial Advisor

    3 days ago

    Northwestern Mutual San Jose, United States

    ***Must be based within reasonable commuting distance of 95008 to be considered*** · Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create ...

  • Summitry

    Financial Advisor/Senior Financial Advisor

    1 week ago

    Summitry San Mateo, United States

    Job Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative ...

  • TalentLink Solutions

    Financial Advisor

    1 day ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...