Associate Wealth Advisor

Company:
CliftonLarsonAllen

Base Pay:
N/A

Employee Type:
Full-Time

Industry:
Accounting - Finance
Consulting

Job Type:
Accounting
Consultant

Req'd Experience:
Not Specified

Location:US-MN-Minneapolis



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Financial Advisor - Mountain Home, AR Job

Mountain Home, AR

Job ID #: 72118
Location: AR-Mountain Home
Functional Area: Sales
Business Line: VALIC
Employment Type: Full Time


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Associate Financial Advisor

 

Job Description

Please note: Your application to this job will be a direct email to an Ameriprise recruiter. If you are having difficulty applying for this job, please, feel free to email your resume directly to cynthia.c.

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Financial Advisor at Edward Jones (Fort Smith, AR) (simplyhired)

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BMW Service Advisor

Share with Facebook Friends Report this job  Job Snapshot Location :  655 Us Hwy. Routes 202/206
Bridgewater, NJ 08807 (

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Financial Aid Advisor

Share with Facebook Friends Report this job  Job Snapshot Location :  5995 Sepulveda Boulevard
Culver City, CA 90230 (

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Alaska - Regional Aviation Advisor at ConocoPhillips Company (Anchorage, AK) (simplyhired)

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Financial Advisor Associate -Valencia, CA

As a Chase Investment Services Corp. (CISC) Financial Advisor you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment.  You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies.  This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the investment sales process.
 
If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorganChase.  Further information about careers at JPMorgan Chase can be found on our website:   www.jpmorganchase.com. CISC, a member of FINRA and SIPC, is an affiliate of JPMorgan Chase Bank, N.A.
 

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Financial Advisor - Targeted Career Changer Job at Ameriprise (Scottsdale, AZ) (simplyhired)

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Financial Advisor

Job Overview Company: Securian Advisors Mid AmericaBase Pay: N/AOther Pay: Employee Type: Full-TimeIndustry: Accounting - Finance
Banking - Financial Services
Sales - Marketing Manages Others: Not Specified Job Type: Finance
Sales
Insurance Required Education: 4 Year Degree Required Experience: Not Specified Required Travel: Not Specified Relocation Covered: Not Specified
Reference ID: Not Available Location: US-OK-Tulsa Contact: Amy Anderson Phone: 918-459-7710 Email: Send Email Now Fax: Not Available
CareerBuilder.com's Advice



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Program Project Management Sr. Advisor at Dell (Phoenix, AZ) (simplyhired)

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Entry Level Financial Aid Advisor / Student Loan Representative

Job Description

Are you ready to INSPIRE?

Are you ready to CHANGE LIVES?

Are you ready to MAKE YOUR CAREER COUNT?

THEN JOIN THE ANTHEM EDUCATION AND START MAKING A DIFFERENCE TODAY!

Anthem Education's family of Career Colleges has been dedicated to making a difference in our students' lives for over 100 years and is committed to providing the next generation with all the skills they need to be successful!

ARE YOU READY TO TAKE THIS JOURNEY WITH US?

Our history of consistent growth and achievement have set Anthem Education above the rest as an innovator and industry leader able to provide the resources, opportunities, and momentum needed for our students and employees to excel and succeed in their career of choice.

As we embark on a new era, our vision is very clear - to work together as a team to make Anthem Education the most trusted provider of career oriented post-secondary education in the world.

We offer a fun, challenging work environment that fosters teamwork, inspires professional excellence and encourages contributions by all department members.

When you consider a career with AEG know you would be joining a team that is passionate about Education and the lives we touch every day.

We are seeking a Full-Time Entry Level Financial Aid Advisor for immediate placement at our Brookfield campus.

Overview of the position's responsibilities:
Assisting our students in applying for the necessary financial resourced to make their Education a reality. Meet with potential and in-school students to review their Federal Student Aid application and Financial Aid packaging, preparing Exit Interviews for graduating students, monitoring student payments, and ensuring student Financial Aid Files are accurate.

The attributes and qualities that are desired:
Exceptional customer service, math & computer skills Detail oriented. Minimum High School diploma The desire to help others succeed in their career goals. We are looking for a GO-GETTER with a smiling face to join our family. Previous experience in Financial Aid is a plus, but we will train the right person.

This is an exciting opportunity for the right candidates with little or no experience in the Financial Aid industry to get their foot in the door of a growth oriented company, as we offer outstanding advancement opportunities along with an excellent benefits package including:
Medical, dental, vision, and supplemental insurance Family Tuition Assistance Education Reimbursement 401K Plan Paid Holidays Paid Time Off What's more, you'll gain the satisfaction of helping others achieve their dreams!!

If you are motivated with a proven track record; want to be part of a growing, success oriented company; and are ready to INSPIRE others, then take the next step in your future and join a team that assists students in achieving their educational and career goals. Make the decision to CHANGE LIVES today, and MAKE YOUR CAREER COUNT by applying now! 

 

Job Requirements

  

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FINANCIAL ADVISOR / SENIOR FINANCIAL ADVISOR

Email this jobJob OverviewCompany: Univest Corporation of PALocation: US-PA-SoudertonBase Pay: N/AEmployee Type: Full-TimeIndustry: Banking - Financial ServicesManages Others: NoJob Type: Accounting
Banking
FinanceReq'd Education: 4 Year DegreeReq'd Experience: At least 2 year(s)Req'd Travel: Road WarriorRelocation Covered: No Contact: Nicole DornPhone: 215-721-2592Email: Send Email NowFax: 215-721-2427 Ref ID: 2120 - Visit Our Website- About Us- Career Opportunities- In The NewsCompany OverviewUnivest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest's Financial Solutions For Life! include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking solutions.

Throughout our rich history spanning more than 130 years, Univest has become one of the strongest locally based financial institutions in southeastern Pennsylvania. We believe in innovation and performance, using technology to improve the products we offer, but never forgetting the warm, personal service so important to our customers. As we continue to be a leader in the markets we choose to serve, we will remain close to our customers, strengthening our existing relationships and building new ones. We take pride in being an organization that offers our customers an expanding scope of services while maintaining traditional beliefs and a determined commitment to the community.

Job Description

FINANCIAL ADVISOR
The Financial Advisor will be expected to build a trusted, competent, and confident relationships with clients by having the capability and authority to provide financial solutions for life.

Each Financial Advisor will be responsible for driving the investment sales for a specific territory of financial services centers.

Accountable for retention, penetration, and acquisition of new business for their individual portfolio of clients.

Meeting Teambuilder goals established for referrals to other Univest business units.

Selling and recommending a broad range of investment, insurance and banking products.

Relating closely with Branch Bankers to cultivate mutual referrals and provide them with ongoing sales training and education on investment products.

Individual on-going training / continuing education for skill building and license maintenance

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Perform additional duties as required

SENIOR FINANCIAL ADVISOR

Financial Planning and general Investment guidance to High Net Worth clients. 

Create leads of prospective clients and delivering Financial Solutions to these prospects. 

Advisor will usually be assigned to a broad region for focused market penetration.

Recommend comprehensive financial solutions (banking, insurance, brokerage, etc.) for clients, complementing the investment focus.

Client servicing responsibilities as client base is developed.

Responsible for compliance with laws and regulations that apply to your position, including the Univest Code of Conduct.

All other duties as assigned.

 

 Job Requirements FINANCIAL ADVISOR
Strong interpersonal skills and the ability to work cooperatively with all individuals within Univest

Inner drive to sell with demonstrated sales skills and experience

A strong focus on achievement; results-oriented

Self-starter with the ability to set priorities and manage responsibilities

Series 7 and 63 (or 65) securities licenses and PA Life & Health insurance license required.

CFP® and or advanced degree preferred.

 

Competitive Commission Structure

SENIOR FINANCIAL ADVISOR

 5-7 Years experience in Investment Sales in either a Brokerage or Bank Investment Advisory setting.

Ability to provide customization of Investment Strategies to meet client needs.

Proven track record of Sales success.

4 year degree and NASD Series 7, 63 and Insurance licenses required. CFP preferred

Working knowledge of 401(k),pensions, SEPS, investments and other applicable products.

Involvement in local community and COI contacts are helpful.

 

 Apply Now
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Foreign Members Investment Advisor

Employee Type :  Full-Time Industry :  Accounting - Finance Manages Others :  No Job Type :  Accounting
Finance Experience :  Not Specified Relocation Covered :  No Post Date :  5/13/2012 Contact Information Ref ID : 2248599  Description FOREIGN MEMBERS

INVESTMENT ADVISOR, FULL-TIME, 9:00am-5:00pm, $20.00 /hr. To analyze, interpret financial information to forecast business, industry and economic conditions, for use in advising Foreign Credit Union members in Poland in making investment decisions in the US and Poland. Education: Bachelor's Degree (Master's Preferred) in a business discipline; Knowledge of capital markets, securities laws and regulations, and investment strategies in Poland and the US. Must speak, read & write Polish & English. Forward resume & cover letter to: J. Swidwinski, CEO, 2889 E. Maple Rd,Troy, MI 48083 or E-mail:

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Security Systems Sr. Advisor Dell SecureWorks at Dell (Camarillo, CA) (simplyhired)

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Construction Safety Advisor (co.uk)

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Automotive Service Advisor Power Consultant at AutoNation (Mesa, AZ) (simplyhired)

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Financial Advisor Assistant

Base Pay :  $35,000 - $40,000 /Year Employee Type :  Full-Time Industry :  Banking - Financial Services Manages Others :  No Job Type :  Admin - Clerical Education :  2 Year Degree Experience :  At least 4 year(s) Relocation Covered :  No Post Date :  4/19/2012 Contact Information Contact : Cathy Cyrs  Description

CYRS Wealth Advisors is an independent, Financial Planning, Retirement & Wealth Advisory firm, specializing in highly personalized financial services. Services range from holistic financial planning, retirement plans, and wealth management to executive benefits.  We are looking for an assistant who can support the growth of the firm and help service existing clients.

Responsibilities

Interfaces with the Broker-Dealer or particular account Custodians, to Open new accounts, Service Accounts, complete and process necessary forms Document conversations with client and prospect in data base (CRM)

Specific client service responsibilities may include:

Attending client meetings and taking notes Answering basic service questions for clients (license may be required) Other responsibilities as assigned by Financial Advisor  Requirements
Minimum 4 years of experience in the financial services industry Must have knowledge working with a Broker Dealer Excellent Communication and Organization skills Securities licenses (6 or 7) are preferred but not required Expert knowledge of Office Computer Applications Prefer Word 2007 Excel 2007, Client Relationship Management software and experience working with Internet & Web Based Information

To learn more about us, please visit us on the web at http://www.cyrswealthadvisors.com/

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Financial Advisor Assistant

Base Pay :  $35,000 - $40,000 /Year Employee Type :  Full-Time Industry :  Banking - Financial Services Manages Others :  No Job Type :  Admin - Clerical Education :  2 Year Degree Experience :  At least 4 year(s) Relocation Covered :  No Post Date :  4/19/2012 Contact Information Contact : Cathy Cyrs  Description

CYRS Wealth Advisors is an independent, Financial Planning, Retirement & Wealth Advisory firm, specializing in highly personalized financial services. Services range from holistic financial planning, retirement plans, and wealth management to executive benefits.  We are looking for an assistant who can support the growth of the firm and help service existing clients.

Responsibilities

Interfaces with the Broker-Dealer or particular account Custodians, to Open new accounts, Service Accounts, complete and process necessary forms Document conversations with client and prospect in data base (CRM)

Specific client service responsibilities may include:

Attending client meetings and taking notes Answering basic service questions for clients (license may be required) Other responsibilities as assigned by Financial Advisor  Requirements
Minimum 4 years of experience in the financial services industry Must have knowledge working with a Broker Dealer Excellent Communication and Organization skills Securities licenses (6 or 7) are preferred but not required Expert knowledge of Office Computer Applications Prefer Word 2007 Excel 2007, Client Relationship Management software and experience working with Internet & Web Based Information

To learn more about us, please visit us on the web at http://www.cyrswealthadvisors.com/

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Network Security Advisor (SOC Technical Lead) at Dell (Mountain View, CA) (simplyhired)

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