financial advisor jobs

Polk and Associates, P.L.C. —Saint Clair Shores, MI5

Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…

Thrivent —Boise, ID3.7

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…

Murphy Wealth Management Group —Fishkill, NY

Our mission at Murphy Wealth Management Group is helping retirees pursue their dreams for retirement. The Wealth Advisor/Tax Preparer will assist in the…

First Command Financial Services, Inc. —‘Aiea, HI3.6

Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…

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…

Northwestern Mutual —Lake Elmo, MN3.7

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…

Ameriprise Financial - Edina Office —Edina, MN3.8

Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.

Northwestern Mutual —Springfield, MA3.7

They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial…

Northwestern Mutual- Utica —Utica, NY3.7

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.

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.

Gottshall Capital Partners —Manitowoc, WI

Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.

Northwestern Mutual —Carmel, IN3.7

Provide customized financial strategies and solutions through factfinding and holistic financial planning. Develop and maintain long-term client relationships.

DeDora Capital —Napa, CA

Series 65 or 66 Securities license. Return calls, gather additional information and troubleshoot. Work with small number of 401k clients to ensure participant…

Pareto Inc —Remote

Degree in Finance, Economics, Accounting, or related field, or current enrollment in a graduate program. We are looking for US-based professionals or graduate…

Guide Wealth Partners —Tulsa, OK

You’ll have access to industry leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends.

New York Life Toledo GO —Perrysburg, OH

Identify and own the client onboarding process. Identify and own the client offboarding process. Attend client review meetings to assist in re-discovery…

Openmind Technologies —Remote

You will roll up your sleeves and drive annual operating plans, quarterly, monthly, and weekly financial forecasts, and ongoing analysis of actuals versus plan…

Florida Financial Advisors —Miami Lakes, FL4.5

Associate’s degree in business or industry-related field. Meet with clients to assess their financial needs. Maintain strong relationship with clients, helping…

Steadfast Financial —Overland Park, KS

Be your own boss and set your own schedule. Provide customized financial solutions and guidance based on clients' needs. Job Types: Full-time, Part-time.