20 Best Financial Professional jobs (Hiring Now!)

Financial Advisor
Alerus Financial —Denver, CO
Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of…
$70,000 - $100,000 a year
6d
Financial Services Professional
New York Life Insurance Company - Iowa General Office —Iowa
In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.1 Individual…
$16,000 - $1,000,000 a year
Quick Apply
Financial Advisor
Northwestern Mutual- Oswego/Watertown —Oswego, NY
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®. Bonus programs and expense allowances.
$71,191.75 - $90,736.30 a year
Quick Apply
Financial Professional Associate
Prudential —Perryville, MO
Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…
$50,000 - $75,000 a year
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Watertown, NY
Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…
$65,000 - $100,000 a year
Quick Apply
Financial and Medicare Sub Advisor
James holloway —Tyler, TX
Proficiency in financial software and tools such as PeopleSoft, Ellucian, etc. Conduct in-depth financial analysis and create personalized financial plans for…
$40,000 - $45,000 a year
Quick Apply
6d
Financial Advisor - Paid Training Provided
Edward Jones —Benson, MN
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
Estimated: $57.2K - $72.4K a year
Financial Advisor
Horace Mann —Cherry Hill, NJ
We help educators identify their financial goals and develop plans to achieve them. Someone who is continuing to develop their practice though their passion and…
Estimated: $69.8K - $88.4K a year
Quick Apply
12d
Financial Advisor/Sales
The Bulfinch Group —Needham, MA
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses). Proprietary financial planning tools and cutting-edge…
$34,442 - $332,947 a year
Quick Apply
Financial Advisor - Experienced/Management/Entry Level
Equitable Advisors —Erie, PA
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
$60,000 - $150,000 a year
Quick Apply
Remote Enty Level Financial Professional
KM Solutions —Remote
Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level…
$30,000 - $130,000 a year
Quick Apply
3d
Financial Advisor
Thrivent —Milwaukee, WI
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
Quick Apply
Financial Representative
Northwestern Mutual - Colorado Springs —Grand Junction, CO
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Health care and dependent care reimbursement accounts.
Up to $110,000 a year
Quick Apply
Entry Level Financial Professional
Kim Insurance Solutions —Phoenix, AZ
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are…
$20,000 - $80,000 a year
Quick Apply
Financial Representative
Western & Southern Life —New Orleans, LA
After week 26, your compensation is variable based on licensure and individual performance; performing at minimum standards anticipates you will earn $37,000-57…
$6,155 a week
Quick Apply
Entry Level Financial Professional
Blue Horizons Financial —Remote
You will work with clients to develop customized financial plans that fit their unique needs and goals. Associates share financial knowledge, education, and…
$2,000 - $5,000 a month
Quick Apply
Financial Advisor
Northwestern Mutual —Ridgeland, MS
Bachelor’s Degree in Finance or related field preferred. Strong problem solving skills & ability to multitask. 2+ years of experience in the financial industry.
$75,000 - $130,000 a year
Quick Apply
Financial Advisor
Guide Wealth Partners —Mankato, MN
Our collaborative approach, robust tools and strategies will help accelerate your practice. Are you goal oriented and independent? Do you enjoy helping others?
$56,900.81 - $120,000.00 a year
Quick Apply
5d
Financial Services Representative
Meimarides Agency —Remote
The Financial Service Representative is an licensed insurance agent providing clients with products that help secure financial programs for their families.
$48,000 - $100,000 a year
Quick Apply
Entry Level Financial Professional
Greater Endeavors —Remote
Collaborate with team members to develop tailored financial plans. Comprehensive training and support to become a licensed financial professional.
$50,000 - $500,000 a year
Quick Apply

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Financial Advisor

Alerus Financial - Denver, CO

Apply Now

Job Details

Full-time $70,000 - $100,000 a year 6 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
CFP
CPA
Sales
5 years
Finance
Bachelor's degree
Client services
Computer skills
Financial services
Business
Estate planning
Communication skills
Negotiation
Time management
Wills, trusts, & estate law

Full Job Description

We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Denver, CO.

Position Summary:
Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

Essential Responsibilities:
Job Function 1: Client Consultation & Service - 50%

Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable advanced advice and solutions to accomplish a high level of financial wellness.
Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete Alerus product offering.
Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
Evaluate a client’s financial needs and determine the appropriate service team to meet those needs including advisors, associates and product experts.
Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
Serve consumer clients’ financial needs holistically across all solutions, utilizing the Alerus playbook approach.

Job Function 2: New Business & Client Development - 30%

Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.
Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations (i.e. Chamber, Rotary, etc.) and participation in networking organizations.
Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.

Job Function 3: Professional & Personal Development - 20%

Maintain an advanced level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus’ relevancy in its competitive space.
Maintain an advanced understanding of complex financial planning concepts including loans, depository products, investments, protection planning, and liquidity planning.
Develop an understanding and knowledge of estate planning, charitable giving, trusts, and tax management.
Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
Build solid working relationships with team members, acting as a resource for others including a commitment to professional development of personal financial guides, business advisors, and associates.

Position Requirements:
Qualifications:

Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
Minimum 5 years of financial services experience, working with high net worth clients.
Demonstrated ability to attract and retain high net worth clients.
Defined plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage.
Demonstrated expertise in assessing a client’s financial needs and making proactive recommendations.
Previous experience utilizing CRM software to track and manage sales opportunities.
Demonstrated record of proven sales ability and client service abilities.
Proven written and verbal communication skills.
Established interpersonal and negotiating skills.
Advanced math proficiency.

Personal Characteristics:

Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
Effective communication skills and willingness to work with a team.
Strong organizational and time management skills.
Ability to manage multiple phases of the sales process.
Passionate about serving clients to positive impact their financial wellness.
Proven problem-solver.
Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.

Physical Demands - Must be met with or without a reasonable accommodation:

Extended periods of time at a desk and using office equipment.
Ability to operate a personal computer/laptop for approximately 8 hours per day.
Extended time is spent reviewing physical and electronic documents.
The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
Will spend most of time in an indoor environment.
Ability to travel as needed to other markets and locations.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation package:

Commission pay

Weekly schedule:

Monday to Friday

Work setting:

In-person

Work Location: In person

Apply Now

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