- Develop and execute business strategies to attract, acquire and maintain client relationships
- Listen to client financial needs, goals, time horizon, objectives and risk profile and collect client data
- Develop, recommend and implement appropriate investment strategies for clients
- Monitor progress of client strategies and recommend needed changes under various market conditions as well as when client goals and life events call for modification
- Possess a thorough understanding, and continuing education, of a broad spectrum of both existing and new investment products and strategies
- Conduct business within the confines of legal and regulatory guidelines at all times
- College Degree and/or related industry experience
- Minimum of 3 years of related industry experience
- Series 7 and 66 Licensed, or must obtain within six months from date of hire
- Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
- Highly motivated with excellent communication and customer service skills
- Proficiency in Microsoft Outlook, Word, and Excel
- Ability to learn and master computer programs that house customer data
- Ability to understand and adhere to industry rules and regulations
- Professional demeanor
-
Financial Advisor
3 weeks ago
Guilford Savings Bank Guilford, United StatesJob Description · Job Description · About Grey Ledge Advisors:Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175- ...
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Greensboro, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area. · Although this position is primarily onsite ...
-
Financial Advisor
5 days ago
Truliant Federal Credit Union Greensboro, NC, United StatesTruliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of imp ...
-
Financial Advisor Relationship Manager
3 weeks ago
CAPTRUST Greensboro, United StatesOverview:WHO are we looking for? · CAPTRUST is seeking a · Financial Advisor Relationship Manager · who will deliver high-level customer service to clients to the firm. · A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growin ...
-
Financial Advisor
3 weeks ago
The Pelora Group Greensboro, United StatesJob Description · Job DescriptionAre you a financial expert looking to make a significant impact on clients' lives? Join The Pelora Group in Greensboro, NC. Our team is dedicated to providing top-notch financial advice and helping clients achieve their financial goals. With at-pl ...
-
Entry Level Financial Advisor
3 weeks ago
New York Life Greensboro, United StatesJob Description · Job DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life F ...
-
Financial Advisor
3 days ago
Pinnacle Financial Partners High Point, United States Active - Regular Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. · We hire lik ...
-
Experienced Financial Advisor
3 weeks ago
Stone Press Financial Group Winston-Salem, United StatesJob Description · Job Description Job description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropri ...
-
Advisor, Financial Aid
2 weeks ago
Guilford Technical Community College Jamestown, United StatesPosting Details · Position Information · Job Title · Advisor, Financial Aid · Job Description · The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters. The jobholder also verifies and awards aid to eligible applicants, complying w ...
-
Licensed Financial Advisor
2 weeks ago
The Pelora Group Winston-Salem, United StatesJob Description · Job DescriptionAre you a Licensed Financial Advisor looking to join a dedicated team in Winston-Salem, NC? The Pelora Group is seeking a talented individual to provide top-notch financial guidance. Our team values integrity, innovation, and client satisfaction a ...
-
Experienced Financial Advisor
3 weeks ago
Stone Press Financial Group Winston-Salem, United StatesJob Description · Job DescriptionJob descriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate ...
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Winston-Salem, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. · ABOUT ALLEGACY: Do you get a thrill out of helping people realize their d ...
-
Truist Winston-Salem, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutio ...
-
Senior Financial Advisor
2 weeks ago
QntmLogic Winston-Salem, United StatesJob Description · Job DescriptionWe are a small, independently owned team of seven professionals, and we're looking for a Senior Service Advisor who shares our commitment to excellence and the values of our registered investment advisory firm, RIA. This role is integral to our te ...
-
Locum Physician
1 week ago
LocumJobsOnline Greensboro, United States Full timeLocumJobsOnline is working with to find a qualified Urology MD in North Carolina · About The Position · A facility is seeking a urologist for locum tenens coverage. · Visit the NASCAR Hall of Fame, explore the U.S. National Whitewater Center, and enjoy Carowinds amusement park w ...
-
Locum Physician
1 week ago
LocumJobsOnline Greensboro, United States Full timeLocumJobsOnline is working with to find a qualified Endocrinology MD in North Carolina · About The Position · A facility is seeking a pediatric endocrinologist for locum tenens coverage. · The facility is located outside of Charlotte, North Carolina. · The schedule will be 8-hou ...
-
Locum Physician
1 week ago
LocumJobsOnline Greensboro, United States Full timeLocumJobsOnline is working with to find a qualified Critical Care MD in North Carolina · About The Position · A short-term acute care hospital is seeking a neurologist for locum tenens coverage. · The facility is located west of Raleigh, North Carolina. · There will be Inpatient ...
-
Senior Tax Associate
3 weeks ago
Mission Wealth Greensboro, United StatesJob Description · Job Description · Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This ...
-
Locum Physician
1 week ago
LocumJobsOnline Greensboro, United States Full timeLocumJobsOnline is working with to find a qualified Ophthalmology MD in North Carolina · About The Position · A health system is seeking an ophthalmologist for locum tenens coverage. · Top sights in Eastern North Carolina to see include the Biltmore, Great Smoky Mountains Nation ...
-
GCO Controls Monitoring and Testing Manager
3 days ago
Truist Greensboro, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in issue remediation plann ...
Associate Financial Advisor - Greensboro, United States - Davenport
Description
ASSOCIATE FINANCIAL ADVISOR
Location:
Greensboro, NC
OVERVIEW
Davenport is seeking a hard-working and business minded professional to join its Greensboro Retail Sales team.
This full-time, exempt position will join and help support a team of Financial Advisors while fostering a positive relationship between clients and the firm.
An ideal candidate will have knowledge and experience in the financial services industry, and excellent customer service and communication skills.
RESPONSIBILITIES
Responsibilities of this position include, but are not limited to:
QUALIFICATIONS
We offer competitive compensation and an excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, and elective dental benefits.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
