-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Raleigh, United StatesThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastal's Financial Advisor, you'll have the opportunity t ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Raleigh, United StatesThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastals Financial Advisor, you'll have the opportunity t ...
-
Financial Advisor
1 week ago
HomeTrust Bank Raleigh, United StatesJob Summary · The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate inv ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Raleigh, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastal's Financial Advis ...
-
Financial Advisor
1 week ago
Pinnacle Financial Partners Raleigh, 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 ...
-
Financial Advisor
4 days ago
Americor Irvine, United StatesJob Description · Job DescriptionWe are hiring a Full-Time Financial Advisor to join our Irvine, CA, Office. Join an organization consistently ranked as one of the best places to work Our sales team is pivotal to our success, serving as the initial point of contact for customers ...
-
Financial Advisor Associate
1 week ago
Ameriprise Financial Raleigh, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Associate, ...
-
Associate Financial Advisor
2 days ago
Longwood University Raleigh, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · North Star Resource Group is looking to find a candidate for a financial advising position in Durham, NC. We are looking for a recent college graduate or a more experienced indi ...
-
Associate Financial Advisor
1 week ago
Longwood University Raleigh, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified ...
-
Financial Assistance Advisor
2 weeks ago
ECPI University Raleigh, United StatesOverview · Financial Assistance Advisor · This position will work at ECPI University's Raleigh, NC campus located at · 4101 Doie Cope Rd., · Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goals ...
-
Experienced Financial Advisor
5 days ago
North Star Resource Group Raleigh, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. · By j ...
-
Financial Assistance Advisor
1 week ago
ECPI University Raleigh, United States Full timeOverview · Financial Assistance Advisor · This position will work at ECPI University's Raleigh, NC campus located at · 4101 Doie Cope Rd., Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goa ...
-
Senior Financial Advisor
3 days ago
Principal Financial Group Raleigh, United StatesA career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · ...
-
Senior Financial Advisor
1 week ago
Principal Financial Group Raleigh, United StatesA career with more potential Youre a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, youll have the freedom to grow your practice in a way that works for you. · Lets enhance your business · Yo ...
-
Senior Financial Advisor
6 days ago
Principal Financial Group Raleigh, United StatesA career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · Y ...
-
Entry-Level Financial Advisor
1 week ago
The Pelora Group Raleigh, United States· We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a var ...
-
Entry Level Financial Advisor
6 days ago
New York Life Raleigh, 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 ...
-
Entry-Level Financial Advisor
6 days ago
The Pelora Group Raleigh, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
-
Financial Advisor/ Insurance Professional
6 days ago
New York Life Raleigh, United StatesJob Description · Job DescriptionWe're looking for experienced financial professionals to join our team dependable team. Whether you're looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there's no better p ...
-
Associate Financial Advisor
1 week ago
Group Management Services Cary, United StatesStonegate Financial is seeking a Full-time Associate Advisor to join our team in Cary, NC. In this role, you'll assist the advisor team with pre-meeting and post-meeting financial planning activities and documentation. A substantial portion of time will also be spent leading clie ...
Woodward Financial Advisors - Raleigh, United States - HIFON Group
Description
Woodward Financial Advisors (Chapel Hill, NC) Seeking Client Experience SpecialistJuly 6, 2023
Woodward Financial Advisors is seeking a Client Experience Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC.
Come be a part of our team of hard‐working, dedicated and fun-loving individuals The Client Experience Specialist is a core operations role that will make immediate meaningful impact.
You'll be integral in leading our back-office functions and providing a high level of operations and administrative related service to our end-clients and internal advisory teams.
If you aren't scared of obstacles, you never quit, you have "goal endurance", and if you say "I will" as opposed to "I will try", we want to meet you This role has wide-ranging potential.
Depending on interest levels and skill sets, we can see the Client Experience Specialist as being a career role or an entry point to a future advisory track opportunity.
What you'll get to do immediately:Serve as the go-to team member for anything related to existing client paperwork, including form preparation, obtaining client signatures, document submission, moving money, and follow-ups
Onboard new clients to our custodians
Perform account maintenance tasks for new and existing clients, including account transfers, rollovers, retitling, and beneficiary designations.
Assist clients with accessing their online portals for viewing their account information.
Upkeep the firm's management fee information and perform quarterly billing tasks.
Communicate with clients on the status of cash distributions/deposits, and all operations type service requests
Serve as the firm's administrator for our managed 529 college savings accounts.
Assist with developing and refining internal work-flow systems, including implementing adjustments to business processes in our client relationship management (CRM) software
Take the Financial Paraplanner Qualified Professional (FPQP) program, beginning within six months of hire
You are a good fit if you:
Are supremely organized and intensely detail-oriented
Have a demonstrated affinity for operations and procedures
Can identify and meet client and custodian needs and requirements on time
Have the ability to prioritize multiple different tasks and projects
Are a self-starter with a passion for delivering exceptional client-centered service
Possess exceptional interpersonal skills
Can work independently, performing multiple tasks efficiently and seeing them through to completion
Show confidence when dealing with clients and fellow team members
Can write clearly and concisely
Have a Bachelor's degree or higher
Have a good working knowledge of the Microsoft Office suite
You are a GREAT fit if you have ALL of the above qualities, plus
:
Consistently wonder how you can make a positive, lasting difference in someone's life
Have always wanted a job title of "Problem Solver"
Live for organization, as well as structure and systems, yet can still think creatively
Know that it's always paying attention to the little things that separates the good from the great firms
Derive immense satisfaction when paperwork is filled out correctly
Desire and thrive with plenty of autonomy
Have an unexplainable love of checklists, processes and procedures
Regularly find yourself thinking about how to improve current systems
Have not only heard of the TD Ameritrade Institutional and Fidelity Institutional, and Schwab custodial platforms but also have experience working with them
Who we are:
Our firm's culture and human capital are our most important assets.
In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:
A competitive base salary with bonus, and demonstrated career track
Health, dental and vision insurance
401k, with annual employer contribution
Educational reimbursements (continued education, conference attendance, training budget, etc.) as well as paid professional dues
Mentorship and learning opportunities in a collaborative team environment
A one-month paid sabbatical after being with the firm for five years, and every five years thereafter
Where we live and why we love it:
Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of outdoor sights, a multicultural university town, and a great quality of life
We are:
Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the North Carolina coast
Regularly on the list of "Best Workplaces for Commuters"
Ranked #3 on Newsmax magazine's list of "Top 25 Most Uniquely American Cities and Towns"
Conveniently located within proximity to the Raleigh-Durham (RDU) airport
Home to the University of North Carolina, the oldest state supported university in the United States and one of the top public universities in the country
#J-18808-Ljbffr
