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Financial Advisor
2 weeks ago
PNC Financial Services Group Portage, United StatesJob Profile · Position Overview · At 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 culture wher ...
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beBee Handyman Snowville, UT, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Snowville, UT: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 annu ...
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Financial Advisor
1 week ago
Centennial Group Kalamazoo, United StatesJob Description · Job DescriptionThe Centennial Group is growing and is looking for achievement-driven professionals who want to give and receive more value from their career. As a Financial Advisor, you will work with clients to strategically map out their goals and develop a fi ...
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beBee Handyman Cannonville, UT, United States FreelanceI have been researching online and consulting with lawyers about my issue. I believe it is best to have a finance professional handle my problem in Cannonville, UT.How do you feel about managing and organizing your finances? · I have debt with social security and other possible s ...
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Financial Aid Advisor
1 week ago
InsideHigherEd Kalamazoo, United States Administrative Jobs ,Posting Number:: P · Job Title::Financial Aid Advisor · Location::Texas Township Campus · Full-Time/Part-Time::Full Time · Pay Rate::$42,611 per year minimum. Salary will be based on education and relevant years of experience beyond the minimum qualifications. · Position Type::St ...
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Financial Advisor
3 weeks ago
Atria Wealth Solutions Battle Creek, United StatesBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 Inspired by a small handful of educa ...
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Financial Advisor
1 week ago
Atria Wealth Solutions Battle Creek, United StatesBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 – Inspired by a small handful of edu ...
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Financial Advisor
1 week ago
Atria Wealth Solutions Battle Creek, United StatesJob Description · Job DescriptionBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 – I ...
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Fast Track Insurance Partner
1 week ago
New York Life and NYLIFE Securities Kalamazoo, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and hum ...
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Client Service Administrator
1 week ago
TriFound Kalamazoo, United StatesCome join one of the fastest growing Wealth Management firms in the country We are looking for ambitious people who don't like the same old same old. Want some excitement and not the typical mundane office life? Well this is the place for you. Everyday is different at TriFound an ...
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beBee Handyman Hurricane, UT, United States FreelanceI am in need of a Tax Advisor service with the following characteristics in Hurricane, UT:Client profile in need of tax advisor · Self-employed · What sector is the activity or business in? · Sales and marketing · What tax advisory services are needed? · Tax preparation and filin ...
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Finance Manager
2 weeks ago
WK Kellogg Co Battle Creek, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
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Techno Functional Consultant- Oracle Financials
2 weeks ago
Wipro Limited Battle Creek, United StatesOverview: · **About Wipro**: · Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital transformation needs. We leverage our holistic portfolio o ...
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Block Advisors Tax Advisor
3 days ago
H&R Block Portage, United States**498964BR** · **Title:** · Block Advisors Tax Advisor · **Our Company** **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe ...
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Accelerated Tax Associate
1 week ago
H&R Block Portage, United States**510444BR** · **Title:** · Accelerated Tax Associate · **Our Company** **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe i ...
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Universal Banker Supervisor
3 days ago
Horizon Bank Portage, United StatesJob Overview · The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perf ...
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Block Advisors Receptionist
2 weeks ago
H&R Block Portage, United States509954BR · Title: · Block Advisors Receptionist · Our Company: · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected c ...
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Tax advisory budget for individuals
2 days ago
beBee Handyman Cottonwood Heights, UT, United States FreelanceI am in need of a Tax Advisor service with the following characteristics in Cottonwood Heights, UT:Client profile in need of tax advisor · Individual · What tax advisory services are needed? · Tax preparation and filing, quarterly settlements, corporate tax returns, income tax re ...
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Accounting Advisor for Company
2 weeks ago
beBee Handyman Salt Lake City, UT, United States FreelanceThere are 4 workers in the company located in Salt Lake City, UT. Client profile in need of accounting advisor: · Company (SL) · What sector is the business or activity in? · Healthcare · Are you currently using any accounting software? (optional) · No, I am not using any account ...
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Financial Services Administrative Assistant
3 days ago
Michigan Pension Group Inc. Battle Creek, United StatesThe TPA will be responsible for a specific group of plans and work directly with the plan sponsor and plan advisor to ensure each plan is operated in compliance with IRS,DOL, and other governmental agency regulations. The TPA will manage each plan's administration through the ent ...
Financial Advisor - Portage, United States - Mixed Staffing and Recruiting
Description
Job Description
As a financial advisor, you will work closely with individuals, families, or businesses to assess their financial goals, develop personalized financial plans, and provide ongoing guidance to help them achieve their objectives.
You will analyze financial information, recommend investment strategies, and assist clients in managing their assets and wealth.Requirements
Bachelor's Degree:
A minimum of a bachelor's degree is often required, preferably in finance, economics, accounting, business administration, or a related field.
Some employers may also consider candidates with degrees in mathematics, statistics, or engineering.Series 7 and Series 66 (or Series 63 and Series 65): In the United States, financial advisors who buy or sell securities must pass the Series 7 exam administered by the Financial Industry Regulatory Authority (FINRA), as well as either the Series 66 exam or both the Series 63 and Series 65 exams.