field_remote_option

field_job_employment_type

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

city

state

<h3>Job Description</h3>
Job Description
Salary Range:$92,500.00 To $150,000.00 Annually
JOB TITLE:&nbsp;Financial Advisor
EMPLOYER:&nbsp;Signature Estate &amp; Investment Advisors &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

DEPARTMENT:&nbsp;W2 Advisor Team
REPORTS TO:&nbsp;Lead Advisor

SUMMARY:&nbsp;This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products.

DUTIES AND RESPONSIBILITIES:
<ul>
<li>Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.</li>
<li>Analyze clients' financial information to determine strategies for meeting their financial goals.</li>
<li>Develop and present customized financial plans and investment strategies.</li>
<li>Monitor clients' financial status and provide regular updates and recommendations.</li>
<li>Build and maintain strong client relationships through regular communication and follow-up.</li>
<li>Stay informed about market trends, economic conditions, and new financial products.</li>
<li>Comply with all regulatory requirements and company policies.</li>
<li>Provide exceptional customer service and ensure client satisfaction.</li>
<li>Participate in networking and community events to attract new clients.</li>
</ul>
SUPERVISORY RESPONSIBILITIES:
<ul>
<li>This job may be supervising Associate Advisor.&nbsp;</li>
</ul>

QUALIFICATIONS:
<ul>
<li>Bachelor's Degree (BA) from four-year college or university.</li>
<li>At least 2-3&nbsp;years of related experience and/or training.</li>
<li>Certificates, licenses, and registrations required: &nbsp;Preferred FINRA licenses Series 7 and 66.</li>
<li>Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College&nbsp;</li>
<li>FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65)&nbsp;</li>
<li>Continual adherence to the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards&nbsp;</li>
</ul>
COMPETENCIES:
<ul>
<li>Diversity&nbsp;- Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.</li>
<li>Ethics&nbsp;- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.</li>
<li>Adaptability&nbsp;- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.</li>
<li>Attendance/Punctuality&nbsp;- Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.</li>
<li>Customer Service&nbsp;- Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.</li>
<li>Dependability&nbsp;- Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.</li>
<li>Initiative&nbsp;- Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li>
<li>Interpersonal Skills&nbsp;- Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.</li>
<li>Judgement&nbsp;- Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.</li>
<li>Motivation&nbsp;- Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.</li>
<li>Oral Communication&nbsp;- Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.</li>
<li>Organizational Support&nbsp;- Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.</li>
<li>Problem Solving&nbsp;- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.</li>
<li>Professionalism&nbsp;- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.</li>
<li>Quality&nbsp;- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.</li>
<li>Quantity&nbsp;- Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.</li>
<li>Teamwork&nbsp;- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.</li>
<li>Written Communication&nbsp;- Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.</li>
</ul>

Financial Advisor

<h3>Job Description</h3>
Job Description
<ul>
<li>Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!</li>
<li>Location: Conshohocken, PA (Onsite work required). Relocation assistance is available!</li>
<li>Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.</li>
<li>Job Type: Full-time W-2 position</li>
<li>Benefits:
<ul>
<li>401(k) with 4% match</li>
<li>All leads are provided and seminars are filled for you!</li>
<li>Hands-on comprehensive training and development</li>
<li>Administrative support with a dedicated Paraplanner (PP)</li>
<li>Flexible work-life balance</li>
<li>All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)</li>
<li>Family-oriented environment!</li>
</ul>
</li>
</ul>
Retirement Financial Planner Summary:
As a Financial Planner at Sentinel Asset Management, you're dedicated to fostering relationships and educating clients on what truly matters to them – financial stability and freedom. Your sense of accomplishment stems from aiding families in their financial pursuits, and this sense is palpable in every client interaction.
Sentinel Asset Management was established with the mission to guide clients across all aspects of their financial journeys. Our tailor-made programs aim to expand, safeguard, and preserve clients’ wealth through unmatched personalized service and expertise.
Retirement Financial Planner Responsibilities:
<ul>
<li>Meet with High-Quality Prospects (HQP) with a portfolio ranging from $500k to $12M+, understand their financial needs, and convert them into High-Quality Clients (HQC). The average client portfolio has $1.6mm in investable assets.</li>
<li>Conduct seminars with potential clients (filled through SAM's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.</li>
<li>Employ your public speaking prowess to effectively educate clients about the most suitable service options.</li>
<li>Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.</li>
<li>Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building.</li>
<li>Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.</li>
<li>Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation.</li>
<li>Maintain compliance with laws, rules, and regulations, and adhere to company policy, considering risk appropriately in business decisions to safeguard the firm's reputation, assets, and clients.</li>
</ul>
Retirement Financial Planner Requirements:
<ul>
<li>Active State Life and Health License is a must.</li>
<li>Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).</li>
<li>Prior experience in wealth or financial planning, advising, or life and/or annuity sales.</li>
<li>Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $12M+.</li>
<li>Self-motivated and driven to exceed sales targets and earn substantial income (W2 income potential of $250k - $1mm+ based on performance).</li>
<li>Ability to work flexible hours, including 2 - 4 evenings per week for seminars, mandatory Friday office meetings, and to accommodate client availability.</li>
<li>Your strengths lie in relationship-building; you're an adept communicator with professional enthusiasm and genuine compassion for every client you serve.</li>
<li>Strong public speaking skills, as you'll be leading seminars.</li>
<li>Embrace the value of a team environment, displaying respect, compromise, and attentiveness to teammates and prospective clients' needs.</li>
<li>Self-driven, punctual, organized, and structured in managing your day, allowing for effective evening seminar scheduling.</li>
<li>Outstanding organization and attention to detail, maintaining focus and efficiency at all times.</li>
<li>Exceptionally self-aware, with an innate ability to discern client needs and read the room effectively.</li>
</ul>
Why Join Sentinel Asset Management:
Sentinel Asset Management's purpose is to comprehensively guide clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. We're dedicated to nurturing, protecting, and growing our clients' wealth, fostering unparalleled personalized service and expertise.
Our clients' success remains our paramount concern. We create the financial stability and security essential for achieving financial independence. Our commitment to long-term performance and stability supersedes short-term gains. We embody our beliefs and values, practicing the virtues necessary to uphold them. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.
Candidates with experience in these roles are great fits for this job:
<ul>
<li>
Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more
</li>
</ul>

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$65,000 - $95,000 yearly
Responsibilities:
<ul>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
<li>Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
</ul>
Qualifications:
<ul>
<li>Required to effectively network to identify potential new clients</li>
<li>Strong relationship management skills and/or experience required</li>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
</ul>
About Company 
As a New York Life Financial Services Representative, you'll be offering high-quality life insurance Financial Products for Insurance and Retirement Planning needs.
You will also:
<ul>
<li>Develop and implement business and marketing plans</li>
<li>Prospect for potential clients</li>
<li>Discuss the financial concerns and needs of individuals</li>
<li>Present potential solutions using our world-class suite of products and services</li>
<li>Develop your professional skills and knowledge</li>
</ul>

<h3>Job Description</h3>
Job Description
It is time to explore new challenges in your career! Retirement Solutions Group is a privately-owned financial services firm, headquartered in Franklin, TN. We are looking to add a full-time Financial Advisor to our team.
 
Value We Deliver:
<ul>
<li>Access to existing clients and prospective clients</li>
<li>Paid marketing support</li>
<li>Access to referrals</li>
<li>Access to leads</li>
<li>Name and brand recognition of firm due to length of time &amp; presence in the community</li>
<li>The equipment and software you need for illustrations and reports</li>
<li>Income and growth potential that’s capped only by your ambition</li>
</ul>
 
Our Investments In You:
<ul>
<li>Salary: $60,000 plus commission/fee structure</li>
<li>401(k)</li>
<li>401(k) matching</li>
<li>PTO</li>
<li>Paid Holidays</li>
</ul>
 
The Expertise We Are Looking For:
<ul>
<li>2+ years of experience in Financial Planning or Investment Advisory services&nbsp;(Preferred)</li>
<li>Prior Experience Working in Financial Services Industry an Investment Advisor&nbsp;(Preferred)</li>
<li>Series 65/66&nbsp;(Preferred and must obtain within first 90 days of start date)</li>
<li>Active State-Specific Life Insurance License&nbsp;(Required)</li>
<li>High School Diploma&nbsp;(Required)</li>
<li>Bachelor’s or Associate’s Degree in Finance or Similar Field&nbsp;(Preferred)</li>
</ul>
 
What You’ll Be Responsible For:
<ul>
<li>Build genuine, long-term relationships with clients</li>
<li>Actively call out to clients and prospective clients to cultivate new business</li>
<li>Network to generate and build prospective client list</li>
<li>Prepare for and hold client review meetings</li>
<li>Build a strong client base with the firm’s exceptional referral system due to a multi-business approach</li>
<li>Develop and execute additional prospecting and marketing strategies, as required</li>
<li>Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales</li>
<li>Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations</li>
<li>Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client</li>
<li>Call on clients to deliver and explain policies, strategies and suggest additions or changes</li>
<li>Successfully take consumers through the sales cycle</li>
<li>Prepare and participate in all client meetings throughout the pre and post sales cycle</li>
<li>Assist in handling client inquiries and service requests</li>
<li>Case work and illustrations</li>
<li>Assist with the completion and review of applications</li>
</ul>
 
Key Traits of a Successful Financial Advisor:
<ul>
<li>Highly motivated</li>
<li>Excellent client service skills</li>
<li>Initiative in business development</li>
<li>Elevated level of people skills</li>
<li>Entrepreneurial perspective and desire to grow the firm</li>
<li>Ability to adhere to rules and regulations as stated and required by the firm</li>
<li>Successful time management skills</li>
<li>Process driven</li>
<li>High level of follow-through</li>
<li>Excellent communication skills</li>
<li>Strong attention to detail</li>
</ul>
 
Check Us Out!
<ul>
<li>Website: <a href="https://www.rsgtn.com" target="_blank">https://www.rsgtn.com</a></li>
</ul>
 
If you feel like we would be a good fit, apply now!
Company DescriptionAt Retirement Solutions Group, we place the highest value on our clients and their interests. We provide retirement and legacy planning to individuals and families nearing or already enjoying retirement and offer comprehensive advice. Our goal is to give you innovative financial strategies in an effort to provide financial clarity and solutions that helps improve your quality of life. 
<h3>Company Description</h3>
At Retirement Solutions Group, we place the highest value on our clients and their interests. We provide retirement and legacy planning to individuals and families nearing or already enjoying retirement and offer comprehensive advice. Our goal is to give you innovative financial strategies in an effort to provide financial clarity and solutions that helps improve your quality of life.

<h3>Job Description</h3>
Job Description
Job Description
Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was established in 2016, an affiliate of our longstanding American Retirement Solutions established in 2007. As part of our Vitale Wealth family, we are our clients trusted guide in helping them prepare for and enjoy retirement every step of the way by strategically working with them to determine their specific financial goals.
We are seeking a motivated and reliable&nbsp;Financial Advisor&nbsp;to join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!
Why Join Us?
<ul>
<li>Career Growth:&nbsp;There is significant potential for career advancement, including the opportunity to take over an existing book of business.</li>
<li>Collaborative Environment:&nbsp;Join a supportive team where your input matters and you'll have the chance to learn and collaborate with experienced professionals.</li>
<li>Visibility &amp; Recognition:&nbsp;Opportunities for publishing a book, contributing to national publications, and even appearing on TV!</li>
<li>Competitive Compensation:&nbsp;Enjoy a competitive base salary plus a lucrative variable compensation model that rewards your success.</li>
<li>Comprehensive Support:&nbsp;Benefit from a marketing budget and dedicated administrative assistance to help you focus on what you do best—serving clients.</li>
<li>Work Flexibility:&nbsp;Take advantage of the ability to work in multiple office locations in the Metamora, Oakland, Macomb, Flint, Saginaw, and Lapeer areas.</li>
</ul>
Our Investments in You
<ul>
<li>Pay:&nbsp;$70,000 + Commission</li>
<li>Quarterly Bonus Opportunities</li>
<li>PTO + Paid Holidays</li>
<li>Work-Life Balance</li>
<li>401(k) + 3-4% Employer Match (after 90 days)</li>
<li>Health Insurance (after 90 days)</li>
<li>Car Allowance (after 1 year)</li>
<li>GROWTH OPPORTUNITIES</li>
</ul>
What You Will Be Doing
<ul>
<li>Financial Planning:&nbsp;Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives</li>
<li>Client Relations:&nbsp;Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items</li>
<li>Relationship Building:&nbsp;Use various communication channels to initiate and foster relationships with clients and prospects</li>
<li>Collaboration:&nbsp;Work alongside the advisory team to create and implement personalized investment strategies</li>
<li>Business Growth:&nbsp;Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns</li>
<li>Support Marketing Initiatives:&nbsp;Contribute to business development and marketing efforts, including vendor research</li>
<li>Industry Expertise:&nbsp;Stay up to date on financial trends, products, and regulatory changes</li>
<li>Client Support:&nbsp;Provide ongoing service to existing clients, handling inquiries and performing account-related tasks</li>
</ul>
What You Will Bring
<ul>
<li>Series 65 or equivalent&nbsp;(Required)</li>
<li>Life &amp; Health Insurance licensure&nbsp;(Required)</li>
<li>CFP&nbsp;(Preferred)</li>
<li>High school diploma&nbsp;(Required)</li>
<li>Bachelor’s degree in finance, Economics, or similar field&nbsp;(Preferred)</li>
<li>Prior experience in financial planning or investment advisory services&nbsp;(Required)</li>
<li>Prior sales experience&nbsp;(Required)</li>
<li>Commitment to client service</li>
<li>Clear and professional communication (verbal and written)</li>
<li>Organized and attention to details</li>
</ul>
Check Us Out!
<ul>
<li>Website: <a href="https://vitalewealth.com/index.html" target="_blank">https://vitalewealth.com/index.html</a></li>
</ul>
If you feel liked we’d be a great fit, apply today!
Company DescriptionVitale Wealth Management’s mission is As part of our Vitale Wealth family, we are your trusted guide in helping you prepare for and enjoy retirement every step of the way by strategically working with you to determine your specific financial goals. We take the time and utilize all our resources to ensure you understand the meticulously prepared plan we personalize for you. We are here to serve you and your family, but most importantly God in all we do. Our goal is to give you sleep at night insurance. We want you to have peace of mind and enjoy the retirement you have always dreamed of. Let us do that hard work while you enjoy your golden years, it will be our pleasure. 
<h3>Company Description</h3>
Vitale Wealth Management’s mission is As part of our Vitale Wealth family, we are your trusted guide in helping you prepare for and enjoy retirement every step of the way by strategically working with you to determine your specific financial goals. We take the time and utilize all our resources to ensure you understand the meticulously prepared plan we personalize for you. We are here to serve you and your family, but most importantly God in all we do. Our goal is to give you sleep at night insurance. We want you to have peace of mind and enjoy the retirement you have always dreamed of. Let us do that hard work while you enjoy your golden years, it will be our pleasure.

<h3>Job Description</h3>
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. 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 financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul>
<li>Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.</li>
<li>Salary for the first five years as you begin to build your practice²</li>
<li>A firm-provided branch office in the community</li>
<li>Branch office support to help lighten the load so you can focus on your clients</li>
<li>A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.</li>
</ul>
 You can also expect... 
<ul>
<li>No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in</li>
<li>A compensation package that includes opportunities for commissions, profit sharing and incentive travel</li>
<li>The flexibility that you need to balance your personal and professional lives - the best of both worlds</li>
<li>A culture of continuous improvement and professional development</li>
</ul>
 Key Responsibilities 
<ul>
<li>Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).</li>
<li>Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.</li>
<li>Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.</li>
<li>Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li>
<li>Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.</li>
</ul>
 ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&amp;D coverage. Income continuation, basic life, and basic AD&amp;D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? 
<ul>
<li>An interest in financial services/markets and how they work</li>
<li>Love of learning and challenges, including determination to succeed</li>
<li>Skilled in long-term relationship building</li>
<li>Comfortable in your ability to think critically</li>
<li>Passion for new opportunities</li>
</ul>
 Can you see yourself... 
<ul>
<li>Learning to be a financial advisor through our comprehensive training program?</li>
<li>Delivering personalized investment and financial solutions to your clients?</li>
<li>Taking ownership of your business's growth and success?</li>
<li>Meeting professional and personal objectives as they relate to building your practice?</li>
<li>Working in and positively impacting your local community?</li>
</ul>
 Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: 
<ul>
<li>A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry</li>
<li>Financial services and/or sales experience</li>
<li>Financial services registration, licensing, or certification</li>
<li>Professional and/or military career progression</li>
</ul>
 Licensing: 
<ul>
<li>SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.</li>
<li>FINRA registrations required within three months. State insurance licenses will be required.</li>
<li>As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.</li>
</ul>
 Read More About Skills/Requirements Awards &amp; Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Read More About Awards &amp; Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

<h3>Job Description</h3>
Job DescriptionDescription:
Position Purpose: This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.
 
What you’ll do
· Determines specific customer financial and investment needs.
· Provides advice to customers on personal investment product purchases.
· Maintains a high level of profitable sales which meet or exceed goals.
· Keeps all required licenses in good standing.
· Maintains expertise with current investment product portfolio.&nbsp;
· Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business. &nbsp;
· Keeps informed of industry product trends and issues.
· Engages in proactive learning to stay apprised of tax and investment updates.
· Acts as a resource to other licensed Investment Associates and Wealth Management professionals.
Requirements:
Where you’ll shine
· College degree or equivalent experience required.
· 1-5 years relevant experience.
· Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged.
· Ability to foster and cultivate relationships with prospective and existing customers.
· Excellent presentation skills to enhance the organization’s image to prospective customers.&nbsp;
· Ability to communicate effectively and clearly.&nbsp;
· Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
· Innovation and flexibility are essential to meet the demands of an ever-changing market.
· Excellent analytical skills are needed to recommend the appropriate products and services to customers.
· Ability to work with a team and share knowledge and skills.
· Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements.
· Ability to build positive and collaborative relationships with colleagues within the Bank.
 
Where we shine
· Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off
· Supporting associates and their families; we embrace the importance of caring for oneself and our families
· Surrounding ourselves with smart, driven, and diverse individuals
· Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
· Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value
· Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value
· Bank of Clarke is “Great Place to Work” Certified through June 2025
· “Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP)
 
Working Conditions:
The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.
 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
EEO M/F/V/D
 
PId4f9d11f3eb0-25405-38071882

<h3>Job Description</h3>
Job DescriptionFinancial Advisor General Information Job Title: Financial Advisor Location: 521 President Clinton Avenue, Suite 800, Little Rock, AR 72201 Employee Type: Exempt Full Time Minimum Experience: 3 years Contact Information Name: Barbara Berry Phone: 501-978-8681 Email: <a href="mailto:HR@crewsfs.com" target="_blank">HR@crewsfs.com</a> OR <a href="mailto:bberry@crewsfs.com" target="_blank">bberry@crewsfs.com</a> Description: Financial Management Inc. ["FMI"] an SEC registered investment adviser and a wholly owned, non-bank subsidiary of First Security Bancorp of Searcy, Arkansas is seeking a motivated Financial Advisor with a minimum of 3 years experience. You will be responsible for growing and supporting client relationships, providing investment advice and ensuring compliance with fiduciary standards. This role will require travel. Responsibilities: Prospect and create new client relationships Deliver personalized investment advice to clients Conduct portfolio reviews and make investment recommendations Travel to meet with clients and prospects as needed Maintain compliance with firm policies and regulatory requirements Work Schedule: Monday - Friday Generally, 40 hours a week from 8:00 a.m. to 5:00 p.m. Requirements: Qualifications: Active Series 65 license required Minimum 3 years of investment advisory experience Strong Communcation and client service skills Ability to work independently and as part of a team Willingness and ability to travel Competencies: Knowledge of financial concepts, calculations and verbiage Proficiency in Microsoft Office Excellent time management skills and the ability to prioritize work Attention to detail and problem solving skills Strong organizational skills with the ability to multi-task Work Environment: The work environment is primarily in a climate-controlled office building. The employee may spend time writing, keyboarding, speaking, listening, lifting, carrying, seeing (such as close, color, and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing. The employee may operate any or all of the following: telephone, smart phone, copy and fax machines, personal computer, printers and other equipment as directed. Summary Everyone at FMI plays an integral part in helping our clients be successful and creating an environment that we can all enjoy and be proud of each day. If we do these well, FMI will continue to be successful. FMI has strong values in Integrity: Placing the interest of our clients above our own Flexibility &amp; Agility: Being responsive to changes in the market environment Customer Service Excellence: Exceeding client expectation with every opportunity Effective Communication: Listening carefully to understand our clients' goals and concerns and explaining our recommendations clearly Our Culture is rooted in a passion to serve our clients beyond their expectations. We work hard and we create results. We believe in a work-life balance because while our work is temporary, Family is forever and must be nurtured and tended to daily. Both at work and at home, EVERYDAY counts. FMI will continue to be dedicated to nurturing relationships.

<h3>Job Description</h3>
Job Description
Job Description
 
Financial Advisor - Training Provided
 
Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
 
Planning Experience · Asset &amp; Income Protection · Education Funding · Investment &amp; Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
 
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
 
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Owning your own business offers you the flexibility to build your own schedule.
 
Responsibilities:
 
As a financial advisor, you will:
<ul>
<li>Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience</li>
<li>Build personalized, holistic financial plans tailored to every client’s unique needs</li>
<li>Manage your client’s financial plans to help them achieve their goals</li>
<li>Grow relationships with clients to support them through every stage of life</li>
</ul>
 
You could be right for this opportunity if you have:
 
<ul>
<li>Bachelor’s degree or relevant experience</li>
<li>Entrepreneurial ambitions to be a business owner</li>
<li>History of success in relationship-building or client-facing roles</li>
<li>Excellent time-management skills</li>
<li>Desire for continuous learning and collaboration</li>
<li>Proficient critical thinking skills</li>
<li>Strong communicator</li>
<li>Strong sense of motivation and drive</li>
<li>Legal authorization to work in the US without sponsorship</li>
</ul>
 
Training, licensing &amp; designations:
 
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
 
 
Compensation &amp; Benefits:
 
<ul>
<li>Performance-based earnings and revenue</li>
<li>Additional income structure to support training and early development</li>
<li>Renewal income earned for continued client support and policy management</li>
<li>Bonus programs and expense allowances</li>
<li>Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more</li>
<li>Certified Financial Planner® licensing support2</li>
<li>Fully company-funded retirement package and pension plan</li>
<li>Competitive and comprehensive medical, vision, and dental plans</li>
<li>Life Insurance and Disability Income Insurance</li>
<li>Parental benefits at every stage of family planning #LI-Onsite</li>
</ul>
 
 
 
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

<h3>Job Description</h3>
Job Description
Join Zinnia Weath, a dynamic and innovative company based in the sunny city of Ocala, Florida. We are on the lookout for a dedicated Financial Advisor to become an integral part of our team. In this on-site position, you will have the opportunity to work directly with our clients, providing them with customized financial advice and solutions tailored to their unique needs. We pride ourselves on fostering a collaborative and supportive work environment where your expertise will be valued and your career can thrive.
At Zinnia Weather Management, we understand that our greatest asset is our people. We are committed to creating a workplace where everyone feels welcomed, respected, and part of the family. If you are a motivated professional with a penchant for finance and a desire to make a meaningful impact in the lives of others, we invite you to apply and contribute to our continued success. Bring your knowledge, experience, and enthusiasm to Zinnia Weather Management, and help us navigate the financial landscape with precision and excellence.
 Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
 Responsibilities 
Client Advisory: Offer professional financial guidance tailored to individual client needs and objectives.
Portfolio Management: Review and analyze client portfolios to ensure alignment with market trends and financial goals.
Market Analysis: Conduct thorough market research to inform strategic investment advice.
Risk Assessment: Evaluate and communicate the risks associated with financial plans or investments.
Relationship Cultivation: Build and nurture long-term client relationships to ensure loyalty and trust.
Goal Setting: Work collaboratively with clients to set and achieve financial milestones.
 Requirements 
Education: A degree in Finance, Accounting, or a related field is preferred.
Experience: Prior experience as a Financial Advisor or in a similar finance-related role is required.
Licensing: Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is highly desirable. Series 65 and FL 2-15 required.
Communication Skills: Excellent interpersonal and communication skills, both written and verbal.
Customer-Focused: A genuine desire to understand client needs and offer personalized financial advice.
Regulatory Knowledge: Understanding of current market and regulatory changes impacting the financial industry.
Attention to Detail: Strong attention to detail to ensure accuracy in every financial plan and report.

27,395 financial-advisor Jobs