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Financial Advisor
3 weeks ago
Wings Financial Credit Union St Paul, United StatesJob Description · Job Description · Primary Purpose: · This position's primary responsibility will be to work within a Senior Advisor team to service a growing book of business. In addition to servicing the demands of existing clients the position will also actively solicit ne ...
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Financial Advisor
3 weeks ago
Wings Financial St Paul, United StatesPrimary Purpose: This position's primary responsibility will be to work within a Senior Advisor team toservice a growing book of business. In addition to servicing the demands of existingclients the position will also actively solicit new business where applicable. · Essential F ...
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Financial Advisor
1 week ago
Transcend Practice Management St Paul, United StatesFinancial Advisor · Location: In-office; New Brighton, MN · Hours: Mon-Thurs 8am-4:30pm, Fri 8am-4pm · Compensation: $100,000 - $125,000, based on experience · We are a close, tight-knit team that works together to deliver high-quality financial planning services · to our cli ...
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Financial Advisor
1 week ago
Transcend Practice Management St Paul, United StatesFinancial Advisor · Location: In-office; New Brighton, MN · Hours: Mon-Thurs 8am-4:30pm, Fri 8am-4pm · Compensation: $100,000 – $125,000, based on experience · We are a close, tight-knit team that works together to deliver high-quality financial planning services · to our cl ...
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Senior Financial Advisor/Partner
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Jobot St Paul, United StatesStrong Wealth Management Firm, with great bonuses/upward mobility · Is this the role you are looking for If so read on for more details, and make sure to apply today. · This Jobot Job is hosted by: Barrett Davis · Are you a fit? Easy Apply now by clicking the "Apply" button · ...
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senior financial advisor/partner
1 week ago
Jobot St Paul, United StatesStrong Wealth Management Firm, with great bonuses/upward mobility · This Jobot Job is hosted by: Barrett Davis · Are you a fit? Easy Apply now by clicking the Apply button · and sending us your resume. · Salary: $200,000 - $500,000 per year · A bit about us: · Join our rapi ...
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University Of St Thomas St Paul, United StatesOVERVIEW · : · The University of St. Thomas invites qualified candidates to apply for a Financial Aid Advisor or an Assistant Director of Financial Aid (depending on qualifications) position within Enrollment Services. · The University of St. Thomas embraces diversity, inclusio ...
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University Of St Thomas St Paul, United StatesOVERVIEW: · The University of St. Thomas invites qualified candidates to apply for a Financial Aid Advisor or an Assistant Director of Financial Aid (depending on qualifications) position within Enrollment Services. · The University of St. Thomas embraces diversity, inclusion, ...
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Bank of America St Paul, United StatesFinancial Solutions Advisor Registration CandidateConsumer Investments-West ST. Paul, MN · West Saint Paul, Minnesota · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we conn ...
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Senior Investment Solutions Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesThe Senior Investment Solutions Specialist will support the design, development, and management of Cetera Financial Group's RIA advisor platform and programs. This individual will serve as a subject matter expert and plan an integral role in the ongoing management of the new plat ...
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Supervision Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Microsoft 365 Engineer
3 weeks ago
Cetera Financial Group St Paul, United StatesJob Description · We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager ...
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Network Engineer
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Cetera Financial Group St Paul, United StatesJob Description · At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a g ...
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Merrill Market Supervision Manager
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Bank of America St Paul, United StatesJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
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Supervision Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Baker Tilly Virchow Krause St Paul, United StatesOverview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chi ...
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Client Experience Advisor
3 weeks ago
Great Waters Financial St Paul, United StatesAbout the job · The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and ...
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Network Engineer
2 weeks ago
Cetera Financial Group St Paul, United StatesJob Description · At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a g ...
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Supervision Specialist
1 week ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Client Experience Advisor
1 week ago
Great Waters Financial St Paul, United StatesAbout the job · Have you got what it takes to succeed The following information should be read carefully by all candidates. · The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This ...
Financial Advisor - St Paul, United States - Wings Financial
Description
Primary Purpose:
This position's primary responsibility will be to work within a Senior Advisor team toservice a growing book of business. In addition to servicing the demands of existingclients the position will also actively solicit new business where applicable.
Essential Functions:
Serve Member/ClientsServe the financial needs of credit union members utilizing a needs based selling approach.
Help members identify financial goals and objectives, analyze and develop strategies to reach member financial goals and identify appropriate insurance and securities products to meet members goals and objectives.
Learn and utilize sales processes and systems necessary to operate a financial advisory practiceDevelop sales skills in the areas of phone skills, appointment setting, conducting a sales call, analyzing a client's financial situation, presenting solutions and servicing clients.
In addition, the Advisor must learn and utilize all business processing systems of the broker dealer and insurance agency.Present a professional image from a personal and professional level that will be beneficial to both the Credit Union and Wings Financial Advisor.
Cultivate strong working relationships and build trust among credit union staff and members along with other key local people in the credit union movement (CUNA Mutual field staff and league personnel . i.e. attend/participate staff meetings and other Credit Union staff functions.)Follow the sales process and procedures as established through the Wings Financial Advisor program.Follow the established insurance and securities compliance guidelines, and strictly adhere to all company policies.
Follow established policies and procedures of ethical market conduct.
Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Follow the established guidelines for maintaining client files in accordance with company practices and FINRA requirements.Attend all required training, informational meetings scheduled by VP Wings Financial Advisors and Wings Financial.
Qualifications:
A series 7, 66 licenses, CLU and ChFC designations preferred.
To perform effectively in this position the incumbent must have the ability to work in a team environment, excellent human relations skills and communication skills.
The incumbent must possess good telemarketing and administrative skills including:organization, attention to detail, typing, and PC knowledge.
Demonstrated leadership and knowledge of various marketing tasks to generate interest in a program.
Education and Experience:
College degree or commensurate experience.
Experience in a branch of a financial institution is a plus.
Strong sales and service aptitude and experience.
Minimum of 2 years' experience with varying marketing and lead generation efforts.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR c)#J-18808-Ljbffr