5017
financial advisor jobs
Valenta Capital Management —Denver, CO
Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…
$60,000 - $80,000 a year
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PaperClip Finances —Remote
►Professional industry (training and license) with a clear advancement path. W2). No prior certification, experience, or education is necessary.
$50,000 - $250,000 a year
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Coral Gables Trust Company —West Palm Beach, FL
Bachelor's degree in a relevant field and ideally, a master's degree. Coordinate annual unitrust payments and private foundation grant payments with tax…
From $90,000 a year
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10d
Paulson Investment Company, LLC —Beverly Hills, CA
Conduct meetings with clients/potential clients to evaluate financial needs and assist them in developing prudent long-term financial goals and plans.
$50,000 - $250,000 a year
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Regal Financial Group —Kentwood, MI
A bachelor’s degree in business, or a related field, is a requirement. Series 6, 7, 65 or 66 and/or Insurance license is required.
$19.23 - $23.16 an hour
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Creed Agency —Remote
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their…
$30,000 - $150,000 a year
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PROSTATIS GROUP LLC —Hanover, MD
Primary responsibilities will include creating the financial plan and assisting in the implementation. High volume financial planning practice with 6 offices in…
$75,000 - $125,000 a year
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Chelmsford Family Practice —North Chelmsford, MA
Opportunities for teaching with Tufts or UMass, opportunities to engage in physician leadership and innovative practice models such as integrated behavioral…
Estimated: $185K - $234K a year
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Regal Holdings, LLC —Monroe, LA
Series 7 and Series 66 licenses active and in good standing. Understand and be able to present managed strategies to utilize in client portfolios.
$64,157.26 - $77,264.66 a year
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11d
Harrison Henderson, PLLC —Tulsa, OK
A willingness to obtain additional specialized certifications, e.g. PFS and CFP would be helpful in providing our clients with the highest level of service and…
$100,000 - $120,000 a year
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Northwestern Mutual —Braintree, MA
Conduct in-depth financial analysis and develop personalized financial plans for clients. Proficiency in financial analysis tools and software.
$55,000 - $75,000 a year
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John Graham & Associates —East Peoria, IL
Our next advisor will enjoy a base salary, a portion of the JGA book, health insurance, and 401k with match. Series 66 License (or a combination of 63 and 65).
$45,000 - $80,000 a year
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Northwestern Mutual —Carmel, IN
Provide customized financial strategies and solutions through factfinding and holistic financial planning. Develop and maintain long-term client relationships.
$100,000 - $150,000 a year
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9d
Confidential —Rochester, NY
Business processing and follow through (entering data, account establishment, and asset transfers), dealing with outside assets, mutual fund, annuity and…
$50,000 - $90,000 a year
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Thrivent —Lincoln, NE
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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Auto Baraki —Remote
Responsibilities: - Provide financial guidance and support to clients - Manage client portfolios and assets effectively - Conduct financial analysis and develop…
$67,264 - $77,490 a year
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9h
Northwestern Mutual Bouchard Financial Group —Naples, FL
Obtain state insurance and federal securities licenses (215, Series 6 and Series 63). They strive to understand their clients' goals in order to develop…
$65,000 - $150,000 a year
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Northwestern Mutual - St. Louis —Creve Coeur, 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
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2d
Prudential —Pittsburgh, PA
Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract…
Up to $120,000 a year
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The Burge Team —Remote
Must currently hold or be willing to obtain an insurance license (must pass a state background check to obtain a license). 1-on-1 Mentorship & Training Program.
Estimated: $73.2K - $92.7K a year
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4d
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