- Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs.
- Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
- A Bachelor's degree is required for this Financial Advisor position in Tuscaloosa, AL, US.
- The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 6 months of being hired.
- Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.
- Understanding of the financial industry, financial products, best practices, and tax regulations is beneficial.
- Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States.
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Financial Advisor
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Financial Advisor
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Canterbury Capital Wealth Management Tuscaloosa, United StatesJob Description · Job DescriptionCanterbury Capital Wealth Management is seeking an individual to provide operational business support for their Financial Advisors growing practices. The primary role of this position is to provide new business and ongoing service support for inve ...
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SGA Advisor
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The University of Alabama Tuscaloosa, United StatesPay Grade/Pay Range: Minimum: $44,200 - Midpoint: $55,300 (Salaried E6) · Department/Organization: Health Promotions & Wellness · Normal Work Schedule: Monday - Friday 8:00am to 5:00pm; limited nights and weekends. · Job Summary: The Health Promotion Specialist develops, coordina ...
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Border States Electric Tuscaloosa, United StatesEmployee-Owned. Customer-Driven. · This position will report to: Richard L Moseley · Application Deadline: 3/4/2024 · This position will be located in: Tuscaloosa, AL · This position is posted: Both Internally and Externally · Job Summary · Responsible for daily oversight, ...
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Border States Industries, Inc. Tuscaloosa, United StatesEmployee-Owned. Customer-Driven. · This position will report to: Richard L Moseley · Application Deadline: 3/4/2024 · This position will be located in: Tuscaloosa, AL · This position is posted: Both Internally and Externally · Job Summary · Responsible for daily oversight, admini ...
Financial Advisor - Tuscaloosa, United States - The Piedmont Group
Description
Explore why local, experienced advisors have joined The Piedmont Group to elevate their practice. Are you next? Our Tuscaloosa office, as well as our other 4 southeast locations, rank #5 at MassMutual for 1st year agent revenue. The Piedmont Group is a non-captiveagency provided holistic financial solutions, so naturally advisors get
compensated on investments,
fee-based planning, &
insurance. Experienced financial advisors & new agents, are welcome to meet our thriving team. Our financial advisors are backed by a support staff that helps you build, grow, and flourish as a business owner. We believe in facilitating a competitive team environment, mentored by experienced financial professionals, who have proven success in proliferating new business. The time is now. Don't lose another year being stagnant. Apply today.
Responsibilities
Qualifications