Corporate Financial Advisor Jobs

Job Title: Financial Advisor/ Buffalo, NY Company: AIG Location: Buffalo, NY Description: Skip Navigation Job Details Financial Advisor/ Buffalo, NY Job ID #: VALIC-AJB-FA-Buffalo-SCHBRI Location: NY-Buffalo Functional Area: Financial Services Company Name: VALIC Employment Type: Full Time - Regular Education Preferred: High School Experience Required: 1-2 years Relocation Provided: No Position Description We now seek highly motivated individuals with NASD Series 7 and 66 or 6, 63, and 65 and State Life and Health licenses for the opening of: Financial Advisor in Buffalo, NY. WHAT YOU WILL BE DOING: - Selling to and servicing an existing client base developed through VALIC's group sponsored relationships. - Building on current client relationships to provide your clients with products such as annuities, mutual funds, life insurance and long term care insurance. WHAT WE HAVE TO OFFER: - Superb prospecting, advertising and sales promotion support including: colorful eye-catching sales literature, a comprehensive series of financial planning workshops, and customized direct marketing literature and letters. - The power of computer-based programs and services to support your sales effort.     - State-of-the-art notebook computers and printers that will let you provide innovative retirement planning and asset allocation services for your clients, wherever they are. - Benefits package including group medical and dental, life, healthcare and dependent care reimbursement accounts, free group life insurance, employee stock purchase plan, a generous 401(k) plan with company matching contributions, and more. We are committed to creating opportunities for VALIC financial professionals, rewarding performance, and partnering with you to take stock in your future.  Income sources can include training allowances, commissions, asset-based compensation or a combination of these components.   WHAT WE ARE LOOKING FOR: - Bachelor's degree or equivalent related work experience. - One to three years industry experience - Proven knowledge of the financial industry - NASD Series 6 or Series 7 - NASD Series 63 and 65, or 66 - State Variable Life & Health License - Inclination toward sales To be successful in this position you must possess and effectively demonstrate the following skills: - Ability to quickly learn and market a variety of financial products and services. - Exceptional communication - Effectively utilizing technology for sales presentations and account servicing. - Building customer loyalty - Initiating action - Contributing to team success - Time management - Ability to work with very limited supervision Hours: Financial Advisors typically set their own schedules and work 40 or more hours a week. The hours you work, which can be flexible, depend on the number of clients serviced, the amount of time spent servicing each client and the time involved in managing client investments. The flexibility to work some scheduled evening and weekend hours is essential in providing high-quality service for customers who prefer evening or weekend appointments. Compensation: Financial Advisors are ultimately commission-based.  Training allowances are available for new FAs under appropriate circumstances. The compensation package for advisors and managers is very competitive, with no ceiling on earning potential. Travel: The exact amount of travel depends on the assigned territory and client base. As we move forward, client-servicing tools are increasingly accessed through technology; however, face-to-face service is also an important part of servicing clients and is frequently required. Occasional travel for training, group enrollments, or regional meetings may also be required. Position Requirements About Us Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies. The six major businesses that comprise Retirement Services include: Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation. SunAmerica Asset Management Corp., a mutual fund and asset management business. SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks. VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions. Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.

Job Title: Senior SAP Finance consultant for semiconductor industry Company: Applexus Technologies Location: Atlanta, GA Description: Senior SAP Finance consultant for semiconductor industryLocation: GA, OR, NJ Duration: 1 year +Number of openings: 3Rate: OpenThis individual will serve as an Senior SAP Finance consultant and configuration specialist for semiconductor industry, providing application functional support and implementation in SAP Applications R/3, in the module areas of FI-Finance (GL, SPL, FM, AP, AR), CO Controlling.The Senior SAP Finance consultant will be very knowledgeable with required SAP product module/suite business processes, navigation mechanics, and configuration requirements and integration with other modules and SAP's Business Intelligence.This individual will develop and maintain the configuration and functional design documents and support role based profile changes. The individual is expected to perform all tasks in the development cycle, starting from business process definition, to configuration and unit testing, assistance and follow-up with user testing, to co-ordination of transports to Production, to training and post-live support and fixes, etc.This role assists clients in the selection, implementation, and production support of application packaged solutions. They use in-depth consulting skills, business knowledge, and packaged solution expertise to effectively integrate packaged technology into the clients' business environment in order to achieve client expected business results.Required* At least 8 years experience in SAP. * At least 2 project semi-conductor Industry experience is mandatory. * At least 6 years experience in SAP Finance.* At least 6 months experience in SAP Costing.* At least 2 years experience in Team Lead.* At least 2 years experience in SAP FI/CO Project. ManagementEnglish: FluentThanks & Regards John VarugheseHR Manager Applexus Technologieswww.applexus.comEmail: Register to View

Job Title: BRANCH FINANCIAL ADVISOR Company: PNC Financial Services Group, Inc. Location: Princess Anne, MD Description: Auto req ID 67989BR Position Title BRANCH FINANCIAL ADVISOR Line of Business PNC Investment Group Company PNC Investments LLC City MD - Princess Anne Building Location Code MD261 - Princess Anne - Administration Job Type Regular Job Status Full Time Job Description As a PNC Senior Financial Consultant 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 Senior Financial Consultant, Financial Advisor you immediately become an important member of a single 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 (name here) location, (if applicable, "which is near/x mile from") (name local landmark). The (Proper name branch is open from (hours, including evenings or weekends, here). Your position will report to a (title here).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 Senior Financial Consultant 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 or obtained within 90 days of start date. 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 Coverage Life Insurance Part Time Benefits Education Assistance Paid Training Paid Vacation Competitive Pay Shift Differential 401(k) Flexible Schedules Growth Opportunity Work/Life BalancePNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO Shift Daylight Total Hours Per Week 40 HR Job Code C06875 BRANCH FINANCIAL ADVISOR

Job Title: Financial Advisor/Sales Company: Thompson Financial Group, New England Financial; A MetLife Company Location: Greensboro, NC Description: Financial Sales Representative We are seeking energetic, motivated, and entrepreneurial sales individuals who are afforded the opportunity to make a difference in the lives of the people in their community. If you have a genuine concern for others, a natural ability in sales, and are not afraid to work hard, this may be the career you've been waiting for. Starting a career in financial services doesn't necessarily require a financial background. Three characteristics we especially look for are a genuine sense of caring, the desire to learn and the drive to work hard and succeed. New England Financial provides you with the training, tools and support needed to help you maximize your potential.  While in training, we will work with you to help you to obtain the required life/health licenses and securities registrations (Series 6 and 63).   You will have the opportunity to earn a competitive income.  Our compensation is based upon a simple principal: the more business you do, the more you earn. Benefits package available. Requirements: Primary Responsibilities: Devise and execute business development strategies to attract and acquire new clients. Analyze clients’ financial needs and goals.  Provide guidance to clients regarding the advantages and disadvantages of different insurance and investment products. Implement, and continually review, financial strategies designed to help clients pursue their long-term goals. Desired Personal Attributes: Good communication and interpersonal skills  Goal oriented with a track record of success in prior academic and/or career endeavors Understand and effectively explain complex information in simple, easy to understand terms Self-motivated Strong work ethics Competitive drive and achievement oriented Required Criteria: Professional or technical knowledge Must be authorized to work in the United States  Degree New England Financial, A MetLife Company, Boston, MA 02116                                         An Equal Opportunity Employer

Job Title: Financial Advisor Company: Ameriprise Location: Cranston, RI Description: Job ID: 77854 Location: Cranston, RI 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 company¹ 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.² You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training,³ 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. ¹ 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. ² BusinessWeek magazine, September 4, 2008. ³ 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: Unspecified Location: Duluth, MN Description: We need people with a common purpose and an uncommon commitment to help build the new CUNA Mutual – a dynamic and growing company with a culture of performance, high standards, and defined values. Our company’s history is founded on an unparalleled commitment to the markets we serve. Today, our people are engaged, rewarded for performance, and making a difference for our customers and our community. And our future is based on our people – people driven to deliver value through innovation, involvement, and hard work. Common PurposeUncommon CommitmentThink CUNA Mutual We are looking for an experienced Financial Advisor for Member's Cooperative Credit Union to serve the financial needs of credit union members utilizing a Total-Needs Based selling approach. In this role, you will help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products to meet member’s goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process.Present a professional image and cultivate a strong working relationship with credit union staff, members, League personnel, and other key people involved in the credit union movement.Job Responsibilities 1. Present a professional image from a personal and professional level that will be beneficial to both the Credit Union and MEMBERS Financial Services.2. Cultivate strong working relationships and build trust among credit union staff and members along with other key local people in the credit union movement (CUNA Mutual field staff and league personnel . i.e. attend/participate staff meetings and other Credit Union staff functions. 3. Implement the phases of the Marketing Plan created by the District Manager & Credit Union Management to consistently generate a minimum of 15-20 appointments/interviews per week with members.4. Follow the sales process and procedures as established through the MEMBERS Financial Services program.5. Follow the established insurance and securities compliance guidelines, and strictly adhere to all company policies. 6. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. 7. Follow the established guidelines for maintaining client files in accordance with company practices and FINRA requirements. 8. Meet or exceed the minimum program validation standard along with a product mix of business in line with Presidents Council standards for product mix. Meet Credit Union cross-selling goals as established in the Credit Union commitment letter.9. Attend all required training, informational meetings scheduled by District Manager and/or company.10. Complete and submit weekly activity reports promptly to the district office*Addendum: If representative is not assigned to a specific credit union(s) , responsibility may include filling in at vacant MEMBERS Financial Services locations as assigned where coverage of account is critical as well as servicing CUNA Mutual Life orphan policy holders. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded. To apply, create a career notification agent, and learn more about how CUNA Mutual delivers relevant products – via our Insurance, Services, and Asset Management businesses – to customers around the globe, visit our website at: www.cunamutual.jobs EOE er highly co

Job Title: Financial Advisor Company: New England Financial Services Location: Saint Louis, MO Description: We are seeking energetic, motivated, and entrepreneurial individuals who are afforded the opportunity to make a difference in the lives of the people in their community. If you have a genuine concern for others and are not afraid to work hard, this may be the career you’ve been waiting for.  Starting a career in financial services doesn’t necessarily require a financial background. Two characteristics we especially look for are a genuine sense of caring and the desire to learn.  New England Financial provides you with the training, tools and support needed to help you maximize your potential.  While in training, we will work with you to help you to obtain the required life/health licenses and securities registrations.    You will have the opportunity to earn a competitive income.  Our compensation is based upon a simple principal: the more business you do, the more you earn. Primary Responsibilities:Devise and execute business development strategies to attract and acquire new clients Analyze clients’ financial needs and goals Provide guidance to clients regarding the advantages and disadvantages of different insurance and investment products Implement, and continually review, financial strategies designed to help clients pursue their long-term goals Requirements  Desired Personal Attributes:  Good communication and interpersonal skills Goal oriented with a track record of success in prior academic and/or career endeavors Understand and effectively explain complex information in simple, easy to understand terms Self-motivated Strong work ethics Competitive drive and achievement oriented  Required Criteria: Professional or technical knowledge Must be authorized to work in the United States    New England Financial, A MetLife Company, Boston, MA 02116An Equal Opportunity Employer

Job Title: Financial Advisor/ Wilimington, NC Job Company: Sun America Financial Group Location: Elizabeth City, NC Description: Financial Advisor/ Wilimington, NC Job Financial Advisor/ Wilimington, NCJob ID #: FA-AJB-Wilmington-LILFRELocation: NC-Elizabeth CityFunctional Area: Financial ServicesCompany Name: VALICEmployment Type: Regular Full TimeEducation Required: High SchoolExperience Required: 1 to 2 yearsRelocation Provided: NoPosition Description:We now seek highly motivated individuals with NASD Series 7 & 66 or 6, 63, and 65 and State Life and Health licenses for the opening of:Financial Advisor in Wilmington, NC.WHAT YOU WILL BE DOING:- Selling to and servicing an existing client base developed through VALIC's group sponsored relationships.- Building on current client relationships to provide your clients with products such as annuities, mutual funds, life insurance and long term care insurance.WHAT WE HAVE TO OFFER:- Superb prospecting, advertising and sales promotion support including: colorful eye catching sales literature, a comprehensive series of financial planning workshops, and customized direct marketing literature and letters.- The power of computer based programs and services to support your sales effort.- State of the art notebook computers and printers that will let you provide innovative retirement planning and asset allocation services for your clients, wherever they are.- Benefits package including group medical and dental, life, healthcare and dependent care reimbursement accounts, free group life insurance, employee stock purchase plan, a generous 401(k) plan with company matching contributions, and more.We are committed to creating opportunities for VALIC financial professionals, rewarding performance, and partnering with you to take stock in your future. Income sources can include training allowances, commissions, asset based compensation or a combination of these components.WHAT WE ARE LOOKING FOR:- Bachelor's degree or equivalent related work experience.- One to three years industry experience- Proven knowledge of the financial industry- NASD Series 6 or Series 7- NASD Series 63- State Variable Life & Health License- Inclination toward salesTo be successful in this position you must possess and effectively demonstrate the following skills:- Ability to quickly learn and market a variety of financial products and services.- Exceptional communication- Effectively utilizing technology for sales presentations and account servicing.- Building customer loyalty- Initiating action- Contributing to team success- Time management- Ability to work with very limited supervisionHours:Financial Advisors typically set their own schedules and work 40 or more hours a week. The hours you work, which can be flexible, depend on the number of clients serviced, the amount of time spent servicing each client and the time involved in managing client investments. The flexibility to work some scheduled evening and weekend hours is essential in providing high quality service for customers who prefer evening or weekend appointments.Compensation:Financial Advisors are ultimately commission based. Training allowances are available for new FAs under appropriate circumstances. The compensation package for advisors and managers is very competitive, with no ceiling on earning potential.Travel:The exact amount of travel depends on the assigned territory and client base. As we move forward, client servicing tools are increasingly accessed through technology; however, face to face service is also an important part of servicing clients and is frequently required. Occasional travel for training, group enrollments, or regional meetings may also be required.Position RequirementsAbout Us:Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies.The six major businesses that comprise Retirement Services include:Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance.SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation.SunAmerica Asset Management Corp., a mutual fund and asset management business.SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks.VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions.Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.

Job Title: Financial Advisor Company: Location: Worcester, MA Description: As a financial advisor for LPL Financial you'll help families, businesses and individuals make the most of their financial future. You'll offer a full range of non-proprietary investment products, including stocks, bonds, mutual funds, IRAs and tax-free investments. If you're interested in earning top payouts while gaining more control over your future by working in a branch office of the nation?s number one independent brokerage firm,*. Byrne Financial Freedom, LLC is looking for an experienced, licensed, Proactive Wealth Manager with a strong commitment to Customer driven investment philosophy. We are a growing financial services organization whose advisors provide personalized, comprehensive, financial services to businesses and individuals throughout the area. Candidates must have the highest level of integrity. Requirements: Series 7, Series 65 and insurance licensed, 2-5 years of experience with a verifiable track record of generating new clients and revenue. An existing, transferable book strongly preferred. CFP, CLU, ChFC coursework completed also a plus. If interested, please email your cover letter and resume. *As reported by Financial Planning Magazine, June 1996 ? 2007, based on total revenue.

Job Title: Financial Advisor Company: Independent Capital Management Location: South Pasadena, CA Description: Professionals from a variety of  backgrounds have found new success at ICM. By becoming an Independent  Financial Advisor, you can run your business, determine your compensation, and redefine your future all with the support, training, and mentorship of a leader in the Financial service industry.We take a personal approach to business and wealth management that starts with a face-to-face meeting between a Financial Advisor and an individual investor . As we continue to grow in the United States, Independent Capital Management, Inc. is seeking candidates who are self-motivated, sales-oriented and highly driven for success. Why ICM?Independent Capital Management, Inc.  believes in doing business the old fashioned way, face to face. Our firm is completely independent, so our loyalty belongs exclusively to our clients, not a parent company. This independence enables us to establish working relationships with a large number of industry-leading Investment firms and insurance providers to customize plans and tailor them to suit our clients specific needs. When starting out, our Financial Advisors spend most of their time networking and making face-to-face contacts with individuals and  businesses, introducing themselves and educating them on different ways to reach financial independence. They spend time getting to know their clients, their investment needs and their objectives. Then they deliver the appropriate investments and services on an individual and personal basis. A strong sales and/or management background compliments the ICM business model. We frequently find that individuals with a solid sales or management history thrive as Financial Advisors because they understand the commitment and relationship building skills that are crucial to establishing a successful career.  As a Financial Advisor you will:Expand your knowledge and financial expertise through ongoing specialized training.Build your business by identifying and cultivating prospective clients Help clients to determine financial and investment needs, and utilize sales skills to effectively recommend suitable financial products Understand all financial products and how they suit a variety of objectives and risk levels Enjoy early financial support. We know that building a business takes time. For this reason, you’ll have a variety of compensation packages available from salary plus commission, to Draw’s and Bonues structures . You'll also have opportunities to earn bonuses based on your production while you build your client base and help them realizeSecure your future:Earn commissions, bonuses, and incentive travel based on your production Receive financial and business development training Apply a proven business model Have a full-time branch office assistant who manages client service and marketing activities Participate in profit sharing Have the opportunity to become a Branch Manager within two years.  This is a unique and exciting opportunity for the right type of person. The financial gains can be great — but it takes a dedicated individual to become successful in this industry. Securities offerd through SagePoint Financial. Member FINRA / SIPCfinancial advisor, account executive, financial consultant, investment consultant, broker, brokerage, senior financial consultant, financial advisor in training, client advisor, senior financial advisor, discount broker, online trader, institutional financial advisor, investment executive, Financial Advisor, registered broker, account coordinator, account executive, institutional sales, registered representative, vice president, investment trader, finance, sales management, consulting, banker, banking, series 7, insurance, attorney, teacher, stock broker, financial planner, equities, securities, owner, series 6, series 63, mutual funds, investments, teaching, coaching, education, CPA, CFP, accounting, mortgage broker, insurance specialist, changing careers, license, finance manager, analyst, CFA, director, engineer, manager, operations, pharmaceutical sales, programmer, research analyst, service, technical, C.A. (Chartered Accountant); CGA (Certified General Accountant), CMA (Certified Management Accountant), CHFC (Chartered Financial Consultant), financial adviser