- Bachelors in finance or related field
- CFP Designation
- Series 7 & 66 license within 6 months of hire date, if not already held
- Understanding of and compliance with industry rules and regulations
- Excellent written and oral communication skills
- Excellence in multi-tasking, decision making, and problem solving
- Excellence in sales and customer service
- Assess, understand, and identify clients' banking needs
- Provide clients with options for wealth advice, banking products, and investment/insurance offerings
- Gather information regarding investments, savings, tax planning, retirement planning, estate planning, asset allocation, evaluating risk tolerance
- Develop financial strategies by assisting client in setting financial goals and mattching goals to appropriate financial plans
- Communicate proposed financial plans and options to cllients, explaining advantages and risks, answering questions, and assisting with concerns
- Cultivate/build relationship with trust, communication, and effectiveness
- Continued growth and learning, keeping up on industry trends, market research, and industry rules/regulations
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Financial advisor
2 weeks ago
beBee Handyman Scotland, TX, United States FreelanceAre you interested in discussing our job offer? We are a branch of Fiatc Seguros located in Scotland, TX and we are looking for collaborators and commercial agents. Thank you.How do you feel about managing and organizing your finances? · . · What stage are you at in your professi ...
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Cascade Innovations Pontiac, United StatesAbout the Company · With a balance sheet total of around 2.5 billion euros, we are one of the top 100 cooperative banks in Germany. As a specialist in construction financing, we offer our customers competent advice at our locations in Stuttgart, Freiburg, and Saarbrücken – in per ...
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Velocity Enterprises Goodrich, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurance companies in Germany for private and corporate clients, specializing in protection and provision. · Join a community where collaboration is valued - and has been for 100 years. ...
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Financial Advisor
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Baystate Financial Falmouth, United StatesBaystate Financial - · Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients' individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy base ...
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beBee Handyman Waskom, TX, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Waskom, TX: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? · Mid-level · What type of financial assi ...
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beBee Handyman Chireno, TX, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Chireno, TX: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 annual ...
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beBee Handyman Zavalla, TX, United States FreelanceI am considering the following question: · Should I sell a property that I own and invest the money in other assets, or should I keep it rented (currently with a tenant) and make a profit from the property? · There are several different aspects to consider when making this decisi ...
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Financial Advisor
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Edward Jones Waterford, United StatesWe're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on bui ...
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Associate Financial Advisor
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Barnett Financial & Tax Inc Auburn Hills, United States· We are seeking an associate financial advisor to assist our clients in designing and implementing strategies to achieve their goals and get to, and through, retirement. The ideal candidate will have a Bachelor's degree in business or finance, a desire to grow and learn in the ...
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Associate Financial Advisor
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Barnett Financial & Tax Inc Auburn Hills, United StatesWe are seeking an associate financial advisor to assist our clients in designing and implementing strategies to achieve their goals and get to, and through, retirement. The ideal candidate will have a Bachelor's degree in business or finance, a desire to grow and learn in the fin ...
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Financial Solutions Advisor
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The Bank of America Corporation Falmouth, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Financial, Solutions Advisor, ...
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Financial advisor for personalized advice
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beBee Handyman Enchanted Oaks, TX, United States FreelanceI am in need of a financial advisor with the following characteristics in Enchanted Oaks, TX: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? · Senior level / management · Wha ...
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Associate Financial Advisor
5 days ago
Barnett Financial & Tax Auburn Hills, United StatesJob Description · Job DescriptionWe are seeking an associate financial advisor to assist our clients in designing and implementing strategies to achieve their goals and get to, and through, retirement. The ideal candidate will have a Bachelor's degree in business or finance, a de ...
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Financial Advisor
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Ace Financial Troy, United StatesGET MORE OUT OF YOUR CAREER · Choose a career where changing someone else's life for the better is also life-changing for you – personally, professionally and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from your career? Are y ...
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beBee Handyman Atlanta, TX, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Atlanta, TX: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? · Executive · What is your annual ...
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Financial Advisor
1 week ago
Ace Financial Troy, United StatesGET MORE OUT OF YOUR CAREER · Choose a career where changing someone elses life for the better is also life-changing for you personally, professionally and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from your career? Are y ...
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Financial Advisor
1 week ago
LPL Financial Waterford, United States Full timeFinancial Advisor - Charter Oak Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Charter Oak F ...
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beBee Handyman San Carlos, TX, United States FreelanceI am in need of a Financial Advisor with the following characteristics in San Carlos, TX: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 ann ...
Financial Advisor - Pontiac, United States - gpac
Description
Financial Planner
Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, banking products, and investment/insurance offerings.
Financial Planner Qualifications
Financial Planner Responsibilities
This opportunity includes an excellent compensation and benefits package, as well as a wonderful work environment and low employee turnover rates.
I partner with institutions all over Illinois, and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Eli Wergin at