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Personal Financial Advisor Jobs
Search all 6,851 Finance Jobs for Personal Financial Advisor Jobs|
Job Title: REPRESENATIVE
Company: PFS Location: Chicago, IL Description: SET UP A FINANCIAL PLAN FOR CLIENTS, COMPANY PAYS FOR LICENSE |
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Job Title: Financial Advisor
Company: First Command Financial Planning Location: San Antonio, TX Description: Financial Planning/Advising/Financial Products Sales/Brokerage. Paid Licensing/Training |
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Job Title: Executive Management Trainee
Company: American Premier Financial, Inc. Location: San Antonio, TX Description: One of American Premier Financial's most established offices in San Antonio, TX is looking for motivated individuals to advance rapidly through our Management Trainee Program and help us expand our company! Opportunities exist to start on the ground floor and work your way up. We are an independent firm in the dynamic industry of financial services, and need local, energetic Sales and Financial Professionals looking to develop to the Executive Director position and lead their own division of American Premier Financial. American Premier Financial currently has 8 offices nationwide and is growing exponentially. Our training/mentoring program is one of the best in the industry and delivers a very educational and rewarding curriculum. An employee of American Premier Financial would enjoy excellent benefits including: Guaranteed Monthly Income of $1,000 to $4,000 per month, Client Bonuses/Commissions of approximately $2,500 to $5,000 per month, Team Revenue Sharing, Matching 401k/Roth 401k, Coordinated Group Health Insurance Benefits, Positive Work Environment, Invaluable Industry Knowledge Our Executive Directors have all of these benefits and: Profit Sharing, Company paid semi-annual domestic trips and Annual International events, Personal Office Control |
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Job Title: Financial Representive
Company: Northwestern Mutual Financial Network Location: Menlo Park, CA Description: Northwestern Mutual Financial Network remains strong despite market volatility. Our company continues its expansion in the San Francisco Bay Area. The Northwestern Mutual Financial Network offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial Representatives with the Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rated company, The Northwestern Mutual Life Insurance Company, as well as an array of quality financial products and services available through Network subsidiaries and affiliates.
Services
Accolades
The company has received the best possible insurance financial strength ratings from the four major rating services: • A.M. Best: A++ • Fitch Ratings: AAA • Standard & Poor's: AAA • Moody's Investors Service: Aaa Northwestern Mutual's longevity and strength is a result of the enduring relationships representatives build with their clients by providing them with expert guidance for a lifetime of financial security. For more information, visit our Web site at http://nmfn.com/goodenoughgroup
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Job Title: Financial Professional
Company: AXA Advisors Location: Stamford, CT Description: AXA Advisors, LLC
RESPONSIBILITIES What does it take to succeed as an AXA Advisors’ financial professional? Our team of financial professionals, strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their life times. These needs may include life insurance, investments, retirement and estate planning as well as executive benefits, business succession plans and employee benefits for your business clients. Our dedicated management and support teams will provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will engage state of the art technology and internal systems and processes to service your clients. At AXA, training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint-work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter. QUALIFICATIONS What does it take to join AXA Advisors as a financial professional? AXA Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence. Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. AXA Advisors’ financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships. A four-year college degree is preferred and relevant professional securities designations or licenses are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of AXA Advisors: state life and health licenses, NASD Series 7 and 66. AXA Advisors provides a total support system to help you succeed in today’s competitive marketplace. It takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves. Please visit us at (www.AXAonline.com or www.ct.axa-advisors.com)
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Job Title: Financial Advisor
Company: First Command Location: O FALLON, IL Description: Become a Financial Advisor with First Command COMPANY OVERVIEW: First Command develops comprehensive financial plans to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. Through values-centered planning that encourages consistent saving, disciplined investing and a prudent insurance strategy, First Command Financial Advisors have established lasting relationships with hundreds of thousands of clients since 1958. DESCRIPTION: With a mission to improve the financial well-being of the individuals and families they service, First Command Financial Advisors help clients pursue their financial goals and dreams through personalized financial plans comprising investments, insurance and banking products and services. We embrace time-tested financial principles and advocate consistent saving, disciplined investing and a prudent insurance strategy as ways to reduce debt, build wealth and enhance financial security. As a First Command Financial Advisor, you’ll benefit from strong relationships with clients and your First Command family, enjoy the support to enable successful business results, and reap the financial and personal rewards of a career with unlimited potential for growth and advancement. First Command offers a generous compensation structure and gives you distinct competitive advantages to enable business-building results. Our training spans your career — from education, licensing and preparation for practice management to your initial mentoring and career-long professional development. We equip you with powerful technology tools for the preparation of financial plans to meet your clients’ goals for retirement planning, education planning, estate planning, business planning, risk management and more. Through partnerships with leading financial product providers, we supply you with a wide range of investment, insurance and banking products to help fulfill clients’ plans. We help sustain your success through expert IT support, optional virtual administrative assistance, compliance support, marketing support and expense support. |
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Job Title: Financial Advisor (Financial Sales Opportunity)
Company: RJ Location: Evansville, IN Description: FINANCIAL ADVISORFINANCIAL SALES Looking for the BEST OF THE BESTNO financial services experience required WHO WE ARERJ & Makay is the largest executive recruiting firm in North America for Financial Advisors. We do recruit existing financial advisors but we mostly recruit people who are NOT currently a Financial Advisor but would like to become one. To learn more about us, we invite you to visit our website at http://www.rjandmakay.com. Financial Advisor, sales, financial sales, sales representative, sales opportunity, financial, sales, consultant.THE OPPORTUNITY WE HAVEWe currently need to fill NEW Financial Advisor positions for the premier, full-service financial services firm in the United States and are looking for experienced sales professionals, entrepreneurs, marketers, teachers, managers, attorneys, CPAs, accountants, bankers, and other high-caliber professionals. No experience necessary, you will be paid to be trained.Financial Advisors must be able to leverage their experience, talents, and ambition in order to help others preserve and grow their wealth. We're looking for people with boundless drive and determination. We are looking for aggressive entrepreneurial go-getters, who welcome the challenge of unlimited possibilities and the chance to make the most of their abilities.If you have always wanted to become a true wealth advisor, but did not want to be in a 100% commission, sink-or-swim situation at the start, then this might be the right opportunity for you. SALARY AND FULL BENEFITSAs a Financial Advisor, you will be provided the compensation, training, tools and guidance needed to maximize your potential. You will receive a base salary for your first 17 months. Receive a full benefits package, various commission and bonus incentives, advanced learning support and a training development program that is the jewel of the industry. The average successful Financial Advisor makes $55,000 in just their first year. ABOUT OUR CLIENT· Privately held firm with more 10,000 branches worldwide · Have been around for more than 100 years · They have, by far, the lowest attrition rate of any of their competitors· #1 industry ranking in customer satisfaction· They are product neutral (they do not ask you to sell proprietary products and do not give you a larger commission for selling proprietary products)· They have the most entrepreneurial corporate culture in the industry· Top ranking for “Best Workplaces in The United States” WE ARE LOOKING FOR· The “best of the best” from any industry· Solid interpersonal and relationship building skills· Professionals with or without financial services industry experience· Experienced top level sales professionals, entrepreneurs, managers, teachers, marketing pros, attorneys, CPAs, accountants, and other high caliber professionals · Professionals that may be in the financial services industry now or in a training program at another firm, who would like to transition over· Recent college graduates who are sharp, ambitious and mature beyond their years· Must be eligible to work for any employer in the United States – no visa sponsorships available· Must have strong credit background, no current bankruptcies, clean criminal check (no felonies)HOW WE WORK FOR YOUIf we determine that you are a good candidate for the position, we will act as your agent (at no cost to you) and will fully inform you about the details of this opportunity and about our client. We will empower you by sending you our proprietary Interview Preparation Guide, written specifically for this client and this position. The Prep Guide goes into the specific details of the interview and training process and equips you with the information you will need to have a successful interview. We will also introduce you directly to the hiring manager and will continue to act as the liaison between you and the hiring manager until you are offered the position. GET THE BEST FOR FREEReceive the full benefit of everything we know about getting people like you hired for this exact position, and get it for FREE!There is no charge for our services or for the Prep Guide. Our client is billed for our services if, and only if, they hire the qualified people that we bring to them. They receive thousands of interested applicants each month but want to hire as many pre-screened candidates from us as they possibly can. Because of our expertise we are the ONLY recruiting firm our client uses for Financial Advisors. Let us be your agent and receive the full benefit of everything we know about getting people like you hired for this exact position. Let us move you to the front of the line and get all of our services for free! SEND US YOUR RESUME TODAYIf you would like to be considered for this position, please respond by sending your resume/CV in to Register to View . If you are a qualified candidate, we will promptly contact you, interview you, and fully explain the details of the position & the firm. You may also visit our website at http://www.rjandmakay.com to learn more about us. TAKE THE NEXT STEP Email your resume to Register to View . If your resume indicates that you may be a good fit, we will contact you within 1 business day to give you the details of this position and to qualify you. 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Job Title: Financial Advisor Ocala -
Company: Location: ocala, FL Description: Fast growing company Searches for outgoing applicant For steady full-time work opportunity Individual must possess basic computer knowledge And common sense outlook Familiarity with job is not important Able to follow a plan You will be expected to work to a deadline This is a once in a lifetime shot $2000 - $5000 per month, salary depending on experience Location: Ocala Compensation: ask Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. |
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Job Title: Financial Advisor - New York - 450 Lexington Avenue
Company: Smith Barney Location: New York, NY Description: Financial Advisor - New York, NY - 450 Lexington Avenue Description: A Financial Advisor combines personal skills with all the resources of Smith Barney and Citigroup, with the initiative of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's financial circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public. Responsibilities: Develop and cultivate your own client base. Prospect and service clients business. Analyze investment opportunities and client needs, and recommend appropriate strategies. Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Market and sell appropriate investment products, financial and wealth management services/products to clients. Prepare and deliver presentations/seminars to clients and prospects for business development purposes. Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies. Comply with all industry rules and regulations. Ability to create a sales and marketing strategy for new client relationships. Minimum Qualifications: Track record of successful work experience for a period of three to five years. Ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Ability to communicate effectively with co-workers and clients. Excellent written and oral communication skills. A bachelor's degree is preferred with five years of business experience and proven success in a previous career. To Apply, click on Apply Now To apply for this position, Apply Now. Key Words: Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning |
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Job Title: Financial Advisor -Phoenix
Company: Smith Barney Location: Phoenix, AZ Description: Financial Advisor - Phoenix, AZ Description: A Financial Advisor combines personal skills with all the resources of Smith Barney and Citigroup, with the initiative of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's financial circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public. Responsibilities: Develop and cultivate your own client base. Prospect and service clients business. Analyze investment opportunities and client needs, and recommend appropriate strategies. Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Market and sell appropriate investment products, financial and wealth management services/products to clients. Prepare and deliver presentations/seminars to clients and prospects for business development purposes. Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies. Comply with all industry rules and regulations. Ability to create a sales and marketing strategy for new client relationships. Minimum Qualifications: Track record of successful work experience for a period of three to five years. Ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Ability to communicate effectively with co-workers and clients. Excellent written and oral communication skills. Spanish speaking strongly preferred. A bachelor's degree is preferred with five years of business experience and proven success in a previous career. To Apply, click on Apply Now To apply for this position, Apply Now. Key Words: Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning |
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