- Conduct thorough financial analyses and provide recommendations on investment strategies that align with clients' values, risk tolerance, and financial goals.
- Help clients navigate complex financial situations, such as retirement planning, estate planning, and tax optimization.
- Monitor clients' portfolios and provide regular updates on performance, as well as make adjustments to portfolios as needed.
- Maintain a deep understanding of financial regulations and compliance requirements, and ensure that all advice and recommendations adhere to these standards.
- Bachelor's degree in Accounting, Business or Finance
- At least 5 years of experience in investment management or financial planning
- Must have at least $10M of AUM that is transferable
- Series 65 or 66 license
- Series 7 license
- CFP is a plus
- US Citizen or Green Card Holder
-
Financial advisor
1 week ago
Infinity Ventures Arlington, United StatesFor over 90 years, Sparda-Bank Nürnberg eG has been successfully operating in our region. We are the largest cooperative bank in northern Bavaria and have been ranked as having the most satisfied customers by Kundenmonitor Deutschland for years. · We are currently seeking a Finan ...
-
Financial Advisor
1 week ago
First Command Financial Services, Inc. Alexandria, United StatesJob Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...
-
Financial Advisor
1 week ago
Prudential Financial Alexandria, United StatesWe are looking for Experienced Advisors to join our Team at Southern Financial Group · You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. · Prudential will provide you ...
-
Financial Advisor
3 days ago
First Command Financial Services Alexandria, United StatesJob Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...
-
Financial Advisor
1 week ago
First Command Financial Services Alexandria, United StatesJob Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal dri ...
-
Financial Advisor
3 days ago
First Command Financial Services, Inc. Alexandria, United StatesJob Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...
-
Financial Advisor
46 minutes ago
Core Group Resources Alexandria, United StatesJob Description · Job DescriptionCore Group Resources ) is Americas leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for ...
-
Financial Advisor
1 week ago
Core Group Resources Alexandria, United StatesJob Description · Job DescriptionCore Group Resources ) is Americas leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for ...
-
Financial advisor for investment funds
1 week ago
beBee Handyman Erwinville, LA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Erwinville, LA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Beginner / junior · What is y ...
-
beBee Handyman Whitehaven, MD, United States FreelanceI am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also w ...
-
beBee Handyman Onaga, KS, United States FreelanceIn a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · Wh ...
-
beBee Handyman Great Bend, KS, United States FreelanceI am renting a space and an outside investor wants to buy not only the space where I work, but also the surrounding spaces. I assume they want to set up a large commercial business in that area. The problem is, I have 10 years left until retirement and that space is all I have. I ...
-
Financial Advisor
1 week ago
Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
-
Financial Advisor
1 week ago
PNC Financial Services Group Washington, United StatesJob 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 ...
-
Financial Advisor
1 week ago
Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
-
Financial Advisor
1 week ago
Prudential Financial Washington, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...
-
Financial Advisor
3 hours ago
New York Life - Tyson's Corner Washington, United StatesJob Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...
-
beBee Handyman Louisburg, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Louisburg, KS:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Beginner / junior · What is your ann ...
-
beBee Handyman Caldwell, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Caldwell, KS:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annua ...
-
Senior Financial Advisor
1 week ago
Bull Run Investment Management Washington, United StatesAbout Us: · Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and tech ...
Financial Advisor - Alexandria, United States - Core Group Resources
Description
Job DescriptionJob Description Core Group Resources
)
is Americas leading recruitment company.
Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification.
For more information contact us at We are currently in the market for the following:Financial Advisor
Job Summary:
Build and maintain relationships with clients, including conducting client meetings, assessing their financial needs, and providing ongoing financial advice and guidance.
Responsibilities:
Requirements:
Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries.
We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.
With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.
We Offer:
Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing
Contact us today to learn more about how we can partner with you. Email
to get started.
Company Description
Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets.
\r\rCore Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here.
We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.
\r\rWith strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.\r\r
We Offer:
\rDirect Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing\r\rContact us today to learn more about how we can partner with you. Email to get started.
#J-18808-Ljbffr
