Financial Advisor
September 1
Description
• Mentor new advisors through client relationships and financial planning • Engage with clients and strengthen relationships • Build a network for referral clients • Act as an associate advisor under mentoring advisor • Generate client referrals through proactive support • Oversee client onboarding and communications • Participate in compliance and training to maintain guidelines
Requirements
• Clean compliance record • Bachelor's degree or graduate degree in business or a related field • Series 65 and CFP designation preferred, or an intent to complete • Experience in a security-related or financial planning firm is a plus • Client relationship and sales experience is a plus • Knowledge of Schwab, TD Ameritrade, and/or Fidelity custodians a plus • Knowledge of financial planning software, including Money Guide Pro
Apply NowSimilar Jobs
August 31
Coinbase
1001 - 5000
Drive product vision and strategy at Coinbase for crypto technologies.
🇺🇸 United States – Remote
💵 $175.1k - $206k / year
💰 $21.4M Post-IPO Equity on 2022-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
August 28
Latitude Inc
11 - 50
Manage and optimize cloud financial operations across multi-cloud environments.
August 27
The Motley Fool
501 - 1000
Help manage clients' wealth and provide personalized financial advice.
🇺🇸 United States – Remote
💵 $85k - $135k / year
💰 $25M Private Equity Round on 2009-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
August 27
FranShares
2 - 10
Analyze financials and engage with investors for a franchise investment platform.
🇺🇸 United States – Remote
💰 Pre Seed Round on 2021-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
August 15
Mast-Jägermeister US, Inc.
51 - 200
Support Sales and Marketing teams with financial planning and analysis.