20 Best financial advisor jobs (Hiring Now!)

Wealth Management Advisor/Financial Planner
Amon & Associates —Glastonbury, CT
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis…
$80,000 - $120,000 a year
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Financial Advisor
Thrivent —Boise, ID
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
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Senior Fiduciary Tax Specialist
Waldron H. Rand & Company, P.C. —Dedham, MA
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred. Position Overview:* The Senior Fiduciary Tax Specialist will play a…
Estimated: $83.1K - $105K a year
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Investment Advisor
Polk and Associates, P.L.C. —Saint Clair Shores, MI
Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…
Estimated: $96K - $122K a year
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6d
Client Administrative Manager
Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
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(Remote) Financial Advisor
TDG Financial LLC —Remote
LIfe Insurance license is required. The sales conversation includes a 'needs analysis' to understand the customer’s insurance needs, a review of recommended…
$1,200 - $2,400 a week
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Financial Advisor
First Command Financial Services, Inc. —Clarksville, TN
Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…
$75,000 - $150,000 a year
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Financial Consultant
U.S. Eagle Federal Credit Union —Santa Fe, NM
Make appropriate follow-up calls to members to ensure member satisfaction. Process routine and complex transactions in accordance with established credit union…
$23.60 an hour
Junior Financial/Insurance Advisor
Huiskamp Collins Investments, LLC —Bettendorf, IA
The ideal candidate will assist clients in financial planning and investment strategies along with insurance counseling, providing valuable support to senior…
$40,000 - $80,000 a year
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Wealth Management Consultant (Licensed Financial Consultant)
Equitable Advisors —San Antonio, TX
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships. MBA, JD, CFP®, CPA or ChFC, a plus.
$55,000 a year
Quick Apply
Wealth Management Advisor (Recent Graduates!)
Northwestern Mutual —Springfield, MA
They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial…
$75,000 - $250,000 a year
Quick Apply
14d
Financial Representative/ Financial Advisor with Fortune #100 Company
Northwestern Mutual Striano Financial Group —Boca Raton, FL
They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial…
$72,000 - $225,000 a year
Quick Apply
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Columbia, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
Quick Apply
3d
Financial Advisor - with Full Training & Development Program
Northwestern Mutual —Lake Elmo, MN
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$62,500 - $182,000 a year
Quick Apply
7d
Wealth Advisor/Tax Preparer
Murphy Wealth Management Group —Fishkill, NY
Our mission at Murphy Wealth Management Group is helping retirees pursue their dreams for retirement. Prefer Series 7, 63 & 65 licensing.
$80,000 - $100,000 a year
Quick Apply
10d
Electrician - Tamworth, NH
Sprague Resources GP LLC —Tamworth, NH
The Electrical Technician performs work of high skill in the inspection repair, testing, calibration, installation and removal of all electronic and electrical…
Estimated: $41.8K - $53K a year
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Managing Associate - Financial Advisor
National Life Group —San Francisco, CA
*Leadership & Recruitment:* Recruit a minimum of three full-time agents who meet earnings requirements within the first 12 months, manage a three-person to…
$113,409.02 - $272,558.00 a year
Quick Apply
Financial Professional Advisor
New York Life Des Moines GO —Des Moines, IA
Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer…
$220,000 - $250,000 a year
Quick Apply
14d
Financial Advisor
Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
Quick Apply
Financial Advisor - Relationship Manager
Foguth Financial Group —Brighton, MI
Michigan Health and Life license *(Required)*. Scheduling and preparing reports and analysis for client meetings. Adhere to compliance policies and procedures.
Estimated: $81.6K - $103K a year
Quick Apply

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Wealth Management Advisor/Financial Planner

Amon & Associates Glastonbury, CT

Quick Apply

Job Details

Full-time $80,000 - $120,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

CRM software
Financial planning
Succession planning
Wealth management
Investment management
Management
CFP
Financial modeling
Sales
Tax accounting
5 years
Series 66
Research
Microsoft Office
Financial analysis
Finance
High school diploma or GED
Series 7
Business development
Analysis skills
Math
Bachelor's degree
Client services
Accounting
Customer relationship management
Organizational skills
Series 65
Business
Communication skills
Series 63

Full Job Description

Tired of selling? In this role, you will onboard and manage client relationships post-sale, using your finance, math, and client service skills to help each client be the CEO of their own life.

About Us:

Amon & Associates provides customized, comprehensive financial planning services including estate planning, charitable planning and business succession planning for families and business owners. Our core values of quality of life, collaboration, character, excellence, and growth pervade our client services and our work environment. Our small team of financial services professionals provides clients with an extraordinarily high level of service, wrapped around a unique, cross-disciplinary approach that helps clients to manage their lives, not just their money.

About You:

You’re comfortable and confident creating financial plans that work for your client and walking the client through the implementation. You have math in your DNA, love modeling, and can instantly see whether the numbers make sense. You’re fascinated by investment planning and want to learn more. You’re hungry to learn and grow, maybe starting to feel a little stale, and ready to change the way you work if you find a better way. You see the big picture, not just the numbers—how a financial plan meshes with the client’s life goals and how the client’s retirement, education, business, and estate planning all intersect with each other. You truly care about your clients and take pleasure in giving them over-the-top service. You love being busy and thrive when you’re juggling multiple plans and meetings. You’re an independent problem-solver—if no one’s around to tell you what to do, you’ll figure it out. You’re entrepreneurial, excited to be part of a small team making big things happen.

About the Job:

As a Service Advisor, you will manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance. You’ll use the skills and experience you bring to immediately care for these clients and their families. At the same time, the Managing Partners will train and mentor you in our unique and advanced service offerings, empowering you to continually expand your expertise.

Sales and business development are primarily Managing Partner functions. Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, deliver the experience and phenomenal service that confirm their choice of Amon & Associates.

Key responsibilities of this position include the following:

Coordinate the overall client engagement, financial plan manufacture process, and client communications.
Lead client meetings, document decisions and action items, and coordinate follow up with other staff and clients to ensure deadlines and quality control standards are met.
Assemble materials for client meetings, including agenda, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations.
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners.
Coordinate plan manufacture activities with team resources for more complex plans, as needed.
Ensure information and strategy are communicated to Managing Partners and team members as needed.
Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition.
Regularly review client performance against the plan.
Produce client recommendations, strategies, cash flow plans, road maps, and proposals.
Stay current with market updates and relevant products.

Our ideal candidate will have the following qualifications:

At least five years’ experience in wealth management/financial planning as client-facing lead advisor
Expertise in investment management will be particularly helpful
Bachelor’s degree in business, finance, or related field, or equivalent additional experience
Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP® or in progress.
Strong math, basic accounting, research, and analysis skills
Proficiency in Microsoft Office suite and CRM software; eMoney and RedTail experience preferred
Extraordinary client service orientation; genuine interest in caring for clients
Professional oral and written communication skills
Ability to multi-task, prioritize, and manage time effectively
Pragmatic problem solver
Goal oriented, self-motivated, and results driven
Ability to work independently and as part of a small, collaborative team
Readiness to roll with changes and pitch in to do what needs to be done

We offer a competitive pay and benefits package with financial growth opportunity commensurate with your growing contribution to the firm.

Please provide your resume, cover letter, and salary requirements by clicking Apply Now. Resumes with cover letter and salary requirements will be given priority attention.

More About Amon & Associates:

We believe that helping our clients manage their money means helping them manage their lives. We take financial planning to the next level through a cross-disciplinary approach that integrates financial, retirement, education, estate, investment, tax, business, and charitable planning, coordinating with the client’s related service providers to support seamless, worry-free planning and execution of the client’s life goals. What is best for our clients comes first, last, and always. We pride ourselves on best-in-class service and a commitment to excellence. We work hard and play hard, placing a high value on quality of life for our clients and our team. Our work environment is based on integrity, collaboration, and continual growth.

Amon & Associates is proud to be affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Lincoln Financial Advisors Corp., is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates.

Please visit our website at www.amon360.com.

EQUAL OPPORTUNITY EMPLOYER

CRN-4970920-092822

Job Type: Full-time

Pay: $80,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Compensation package:

Bonus opportunities

Weekly schedule:

Monday to Friday

Work setting:

In-person
Office

Education:

High school or equivalent (Preferred)

Experience:

Financial Planning: 5 years (Required)

License/Certification:

CFP (Preferred)
Series 7 (Preferred)
Series 66 (Preferred)

Ability to Commute:

Glastonbury, CT 06033 (Required)

Work Location: In person

Quick Apply

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