Corporate Financial Advisor Jobs

Job Title: Associate Financial Consultant- New York Metro Area Company: Charles Schwab Location: New York, NY Description: Charles Schwab?s purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. At Schwab, we respect the unique differences of our employees, our clients and the communities we serve ? striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there?s a place for you at Schwab! Organization Objective/Purpose: Building strong, personal relationships with our clients is a key component of our business strategy. Our Associate Financial Consultants will pursue this mission through:- Proactive outbound calls to Schwab clients, partnering with subject matter experts, peers and managers. - Delivering unparalleled value and outstanding service. - Presenting clients and prospects with a growing array of financial services and products Brief Description of Role: We are looking for people with a passion for helping clients?.- Meeting with clients and prospects to identify/analyze their assets and financial goals/objectives, referring more complex financial situations when appropriate. - Providing comprehensive, high touch service and advice to clients and prospects. - Proactive outbound calling. We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab. Technical/Functional Qualifications: We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:- Undergraduate degree - Series 7 and 63 required, Series 66 preferred - 2 plus years of experience in the financial services industry - Financial Sales experience preferred - Knowledge of brokerage/banking products and services - Strong client relationship building experience This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Job Title: Financial Advisor - TCC Company: Ameriprise Location: Rockville, MD Description: Job ID: 80467 Location: Rockville, MD Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise The right career opportunity > The right company > The right time Autonomy. Control. Results. Bring your managerial, financial, and analytical experience to a position that gives you the traits you desire. We have the training, support, and resources to help you make the transition to a career in financial planning. Join a leader in the field, with more than 2.8 million individual, business and institutional clients1 and more CERTIFIED FINANCIAL PLANNER professionals than any other firm. And with 78 million people reaching retirement age over the next 15 years2 and $1.7 trillion in assets in transition3, what better place to be than America's largest financial planning company4? It's time to help change more lives. Start with yours. Responsibilities Job Description Our proven model for success has helped thousands launch a career as a financial advisor. You don't need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We'll provide competitive benefits, training, resources, and support you'll need to do better than your best. What a financial advisor does: - Identifies and sets appointments with potential clients (without cold calling) - Meets with clients to assess their financial needs - Develops a customized financial plan to address each client's outlined goals and implement the plan with suitable products and services - Nurtures and maintains strong relationships with clients, helping them to track their progress over time while providing ongoing consultation and support Some of the features of this position include: - Competitive benefits available on the first day of employment - A comprehensive, paid training program that includes financial planning, marketing techniques, consultative selling, client service, and regulatory compliance - Local and national marketing support, including brand advertising, that will help to expand and grow prospect and client relationships - Draw plus commission-based bonuses with uncapped earning potential Qualifications What it takes to be a financial advisor: - Undergraduate college degree or equivalent experience - 5+ years experience in sales, marketing, small business ownership, or related career - Prefer 3+ years of management or supervisory experience - Proven ability to build a client network - Demonstrated ability and passion to cultivate and foster relationships - Natural and effective interpersonal communication skills - Demonstrated leadership, organization, and discipline skills - Self-confidence, persistence, initiative, and persuasiveness - High level of self-motivation and drive with strong integrity and ethics JCODE:23916 1 Ameriprise Financial 2007 Annual Report 2 U.S. Census Bureau, July 2005. 3 Cerulli Association, Quantitative Update Retirement Markets 2005. 4 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2007, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. 5 Different compensation structure may be in place depending on location Location: Mitchel Field, NY Ameriprise Financial Services, Inc., Member FINRA and SIPC, is an Equal Opportunity Employer. 2009-2010 Ameriprise Financial, Inc. All rights reserved.

Job Title: Financial Advisor Company: Ameriprise Location: Charlotte, NC Description: Job ID: 77851 Location: Charlotte, NC Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine. You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Financial Services, Inc., please submit your resume. We look forward to hearing from you! The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives. Qualifications What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Financial Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with strategic marketing assistance. JCODE:23916

Job Title: Financial Advisor Company: Ameriprise Location: Columbia, MD Description: Job ID: 77870 Location: Columbia, MD Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine. You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Financial Services, Inc., please submit your resume. We look forward to hearing from you! The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives. Qualifications What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Financial Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with strategic marketing assistance. JCODE:23916

Job Title: Financial Advisor Company: Ameriprise Location: Akron, OH Description: Job ID: 77825 Location: Akron, OH Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine. You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Financial Services, Inc., please submit your resume. We look forward to hearing from you! The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives. Qualifications What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Financial Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with strategic marketing assistance. JCODE:23916

Job Title: Financial Advisor Harris Investor Services Company: Harris Bank   Location: Thiensville, WI Description: At our company, we have been helping our customers and communities for over 125 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance. Harris is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We are an Equal Opportunity Employer. Building a strong relationship and helping clients achieve their goals through careful financial planning are the foundation of Harris Investor Services' client experience. Harris Investor Services, Inc. offers financial planning and advice utilizing a variety of products including investments, insurance, and banking products to meet our clients' diverse and changing needs. Specific responsibilities include Increasing assets under management by prospecting Harris customer base through outbound calling campaigns, conducting seminars, and cultivation of branch employee referrals. Introducing clients to investment strategies and working with clients to develop a financial plan utilizing appropriate guidance tools. Selecting from a menu of managed products such as individual mutual funds, separately managed accounts, multi-manager accounts, mutual fund wrap accounts, ETF wrap accounts, annuities, 529 plans and 401(k) plans to meet clients' investment needs. Managing client relationships to retain and increase assets at Harris. Building and maintaining strong working relationships within the bank environment to foster cooperation and increase referrals. Cross-selling and referring to other areas within the Harris organization. Providing superior service to client base. Compliance with firm and regulatory requirements and policies. Harris offers the following to Financial Advisors interested in joining our team Market competitive compensation package. Harris customer base to prospect. Opportunities for career growth. State-of-the-art technology to help you enhance your business. Comprehensive benefits package. EOE M/F/D/V HarrisTM is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC. SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Products offered are NOT A DEPOSIT NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY ANY BANK MAY LOSE VALUE.

Job Title: Senior Consultant / Financial Management - Federal Company: Company Confidential Location: Washington, DC Description: Senior Consultant / Financial Management - Federal Our client, a top tier worldwide consulting and professional services firm, is currently seeking a Senior Consultant to join their very successful and growing Federal Financial practice that provides strategic, financial, operational, and information technology client solutions. This position offers the opportunity for the successful candidate to grow their career with a firm recognized as one of "Fortune's Best Companies to Work For" list among other numerous award recognitions. Requirements and credentials Analyzing clients' current financial management processes and operations through research and client interviews Planning and conducting benchmarking of financial management operations to target areas for improvement Defining and developing models to analyze financial management costs to target areas for improvement Developing creative solutions to transform financial management operations based on individual client needs Conducing cost benefit analysis Supporting the development of methodologies to address specific financial management issues Leading components of the implementation of financial management transformation recommendations Mentoring and providing direction to junior staff Ideal Skills Strong written and oral communications skills Certified Government Financial Manager (CGFM), Certified Defense Financial Manager (CDFM), Certified Public Accountant (CPA) and/or Project Management Professional (PMP) are a plus Strong analytical skills (e.g., use of Microsoft Excel and/or Access to analyze data) Strong presentation development and writing skills (e.g., proficient in Microsoft PowerPoint and Word) Knowledge U.S. federal financial regulations Familiarity with U.S. government and DoD financial accounting systems Activity Based Costing (ABC) Financial Modeling Qualifications 6+ years in Consulting or a related industry, with emphasis on financial management, accounting and/or budgeting Experience managing small teams in advising clients and presenting solutions. US government experience required (either through federal employment, military service, or consulting to federal agencies) Education Requirements Undergraduate degree in business, finance, accounting public administration, or related discipline. Graduate degree (i.e., MBA, MPA) preferred Other Requirements Active U.S. government security clearance or the ability to obtain a US government security clearance. Our client offers very competitive compensation and benefits packages as well as professional training and career development. To be considered for this unique opportunity, please forward your resume (in complete confidence) to Register to View

Job Title: Financial Advisor Company: Ameriprise Location: Los Angeles, CA Description: Job ID: 77830 Location: Los Angeles, CA Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine. You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Financial Services, Inc., please submit your resume. We look forward to hearing from you! The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives. Qualifications What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Financial Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with strategic marketing assistance. JCODE:23916

Job Title: Branch Financial Advisor Company: National City Location: Chicago, IL Description: As a PNC Senior Financial Advisor you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You also join an retail banking organization with almost 3 million customers, more than 1,000 branch offices throughout the Northeast and Middle Atlantic, and a committed to leadership in the affluent marketplace. As a Financial Advisor, you immediately become an important member of a bank branch circuit branch office. This is a licensed position (Series 7 and 66), and you will use your licenses in order to conduct consultative dialogue with customers, and execute investment transactions. This position is based in our Archer location. Your position will report to a Regional Sales Manager.A typical day combines entrepreneurial opportunity with the structure, security and resources of an established name in financial services. Your schedule will be self-managed, and may call for local travel, coordinated with your base PNC branch office. Importantly, you remain "in your element" - active in communities you know and working with your existing network of relationships. As a Financial Advisor, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge and product expertise to help them realize their financial dreams. As you build your client base, you will be able to lean upon PNC Investments' unrivalled technology and call center support. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your PNC branch will help you service, retain and grow them.The successful candidate will have the following qualifications:At least 3 years of revenue-generating financial sales experience required.FINRA Series 7 and 66 or (63 & 65) licenses required.Life Insurance License required.Bachelor's degree preferred with an emphasis on business and communications.Strong written and verbal communication skills required.Computer literacy required, including Excel spreadsheet and word processing applications.Local travel is required.PNC is committed to offering you a comprehensive and competitive benefits package. We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.Options you may be able to consider include:Medical and Dental CoverageLife InsurancePart Time BenefitsEducation AssistancePaid TrainingPaid VacationCompetitive PayShift Differential401(k)Flexible SchedulesGrowth OpportunityWork/Life BalancePNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SOTotal Hours Per Week40HR Job CodeC06875 BRANCH FINANCIAL ADVISOR

Job Title: Senior Consultant - Financial Management Company: Morgan Borszcz Consulting Location: San Diego, CA Description: Office: TBD Location: San Diego, CA Department: DC Practice Senior Consultant Financial Management We have an opening for a Sr. Consultant in the San Diego, CA area. The candidate must have budget, accounting or financial management expertise, preferably within the Department of Defense/US Navy functional area. The candidate will be providing managerial accounting expertise to include financial reporting, cost management, budget execution, and data management using various defense agencies accounting and support systems. Ideal candidate will have experience in: Financial Management US Navy Data Management and Analysis Client Relations Responsibilities: Performing Cradle to the Grave Financial Management Work independently and be self motivated Perform resource management, cost management, and DoD Planning Programming, Budgeting and Execution (PPBE) Provide business planning, accounting expertise including accounting reconciliation, financial reporting, budget execution using various defense agencies accounting systems and support systems to include Navy ERP, MISIL, AUTDOC, DIFS, DSAMS and FACTS Assess the validity of financial information, research anomalies and resolve financial information issues, as well as perform analysis of customers financial systems and report corrective actions directly to the customer within prescribed time frames Process accounting transactions such as posting obligations, disbursements and resolving problem disbursements Knowledge of Data Management methodologies and advanced Database systems (Desired) Reconcile discrepancies between different DoD accounting systems to correct reporting discrepancies Assess and document the current state of financial management application tools and data sources and uses, and the basis for the management of the data. Establish financial data management objectives for usage and define analysis requirements and capabilities. Requirements: 8+ years experience in DoD Financial Management and Consulting Services Working knowledge of Microsoft (Excel, PowerPoint, Word, Access) Travel 25% MUST BE A. U.S. CITIZEN Must have or be able to obtain a Security Clearance Morgan Borszcz Consulting, LLC (MBC) is a minority woman owned business. Established in 2001, MBC serves a wide array of clients from government agencies to commercial businesses that seek leading Big 5 consulting talent at affordable rates. MBC was recognized as one of the 500 fastest growing companies in the country for 2007 and 2008 by Inc Magazine. We provide these talented, experienced and knowledgeable resources for all of our clients. We focus on delivering solutions that meet our clients needs and do so at an affordable cost and have deep experience in delivering large scale supply chain strategies, supply chain technology solutions, enterprise architecture, and business intelligence consulting and program management services. Benefits We offer competitive benefits to our employees. In addition to a salary base and compensation plan for all of our positions, we offer an excellent career path and flexibility in your schedule. We offer one of the best available benefit programs for small businesses, including healthcare plan, 401(k), long-term and short-term disability, holidays and life insurance. We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. EOE Please Click or Copy/Paste Link to Apply: https://home.eease.adp.com/recruit/?id=521374