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4.7

Entry Level Financial Advisor

Mutual of Omaha
Finance Advisor Job in Ashburn, VA
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Whether it's through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.
Junior Level
Offers Benefits
New
6d ago
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Financial Advisor

Global Advisor Group
Finance Advisor Job in Reston, VA
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As a Financial Advisor, you will use specialized knowledge and skills obtained through experience, specialized training or certification to serve in a senior support role to Associate Advisors and their clients regarding overall financial planning issues.Knowledge/Requirements· Minimum 4-year college degree· SIE exam, Series 7 & Series 63 licenses preferred or willingness to obtain within first 6 months· Minimum 3 years prior successful experience working directly with clients in a broker-dealer office· Proficient knowledge of financial planning concepts and software· Excellent phone manners & presence· Demonstrated willingness to go “above and beyond” for outstanding customer service· Polished, friendly, professional demeanor· Proficiency in Microsoft Office· Clean FBI background check and credit check Daily Job Duties and Responsibilities · Works closely with Associate Advisors to assist in servicing client relationships· Assumes direct responsibility for many aspects of servicing and maintaining client relationships· Effectively communicates financial planning concepts and market conditions to clients· Works closely with clients to help develop deep and enduring relationships· Takes note of changes in client’s lives which could affect their financial plan and communicate this information to Associate Advisors in a timely and effective manner· Knowledgeable in solutions and services specific to the client base· Handles daily account administration· May open and close client accounts· Helps maintain client database· Prepares, sends and processes client forms as needed and directed· Prepares and reviews client portfolio review packets as directed by Associate Advisor· Is able to identify issues with clients and their portfolios and bring it to the attention of the Associate Advisor· Prepares client proposals as directed by Associate Advisor· Is aware of and adheres to industry compliance requirements and firm and branch policies· Assists Associate Advisors with client meetings when requested· Seeks opportunities to expand financial planning services offered to clients· Seeks opportunities to grow and consolidate client assets· Seeks opportunities to generate referral business from client’s friends and family· May attend client events-occasional evenings and weekends· Regular and timely attendance is required· Performs other duties and responsibilities as assigned Desired Job Skills· Ability to work under pressure to meet very short deadlines· Strong desire to assist and communicate with clients on a daily basis· Ability to track and manage multiple tasks and projects· Ability to develop, document, follow, and track work processes· Ability to work quickly and accurately with client account and application forms· Flexible and able to execute multiple changing deadlines and priorities with skill and grace· Ability to effectively and efficiently prioritize work· Ability to work with minimal supervision· Ability to resolve issues independently to attain desired results· Ability to collaborate well with managers, administrators, home office staff, and clients to accomplish goals.· Unquestionable ethics
Junior Level
39d ago
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4.7

Entry Level Financial Advisor

Mutual of Omaha
Finance Advisor Job in Dulles Town Center, VA
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At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. Whether it's through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Mutual of Omaha's commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
Junior Level
Offers Benefits
New
6d ago
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4.9

Merrill Financial Solutions Advisor - Reston, VA

Bank of America
Finance Advisor Job in Reston, VA
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Youll enroll in our Academy to develop as an advisor; the potential for growth is yours!
Junior Level
10d ago
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Entry Level Financial Advisor

New York Life-Bethesda, Md
Finance Advisor Job in Potomac, MD
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Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor New York Life is 20,000 employees and agents across 120 offices in the US and a thriving global asset management operation. From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers.
Junior Level
Offers Benefits
Bachelors Required
41d ago
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4.5

Financial Advisor - Springfield

Apple Federal Credit Union
Finance Advisor Job in Springfield, VA
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Performs other related Financial Advisor duties as assigned by the Vice President of Apple Services. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Financial Advisor and Client.
Junior Level
Offers Benefits
39d ago
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4.3

Financial Advisor / Wealth Manager

Clarion Wealth Management Partners
Finance Advisor Job in Fairfax, VA
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Our ideal candidate has experience in the financial services industry, they are a professional who enjoys a fast-paced environment and is adept at serving our unique, high-relationship clientele representing our firm and in support of a Senior Wealth Advisor.
Junior Level
Management
17d ago
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Financial Advisor

New York Life-Tyson's Corner
Finance Advisor Job in Tysons Corner, VA
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We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a Financial Advisor in the process.
Junior Level
Offers Benefits
13d ago
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Financial Advisor

Atria Wealth Solutions
Finance Advisor Job in Fairfax, VA
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The Financial Advisor role will help employees, members and/or new clients by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment products.
Junior Level
Mid Level
Offers Benefits
38d ago
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4.8

Financial Advisor

New York Life Insurance Company
Finance Advisor Job in Vienna, VA
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Whether you re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there s no better place to work than New York Life Insurance Company.
Junior Level
Offers Benefits
45d ago
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4.4

Patient Financial Advisor III, FT Days

Adventist Healthcare
Finance Advisor Job in Gaithersburg, MD
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Adventist HealthCare seeks to hire an experienced Patient Financial Advisor III who will embrace our mission to extend God's care through the ministry of physical, mental and spiritual healing. As a Patient Financial Advisor III, you will: The Patient Financial Advisor may determine best payment solutions or impact of payment changes at any time during the patient revenue workflow, based on experience and knowledge:
Full Time
Mid Level
New
6d ago
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4.6

Financial Advisor

First Command Financial Services, Inc.
Finance Advisor Job in Arlington, VA
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All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
Full Time
Entry Level
Bachelors Preferred
New
4d ago
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Automotive Finance Advisor

Tresl
Finance Advisor Job, Remote or Leander, TX
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The Finance Advisor is responsible for assisting customers with purchasing/refinancing leased or off-fleet vehicles and offering aftermarket products (extended warranty, gap insurance, tire and wheel protection) to protect their investments.
Junior Level
Offers Benefits
Bachelors Required
11d ago
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4.8

Student Finance Advisor (Remote Chicagoland area)

Adtalem Global Education Inc.
Finance Advisor Job, Remote or Chicago, IL
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At Adtalem, we welcome everyone and have a stro
Junior Level
Bachelors Preferred
New
3d ago
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4.8

Associate Financial Advisor

Fidelity Investments
Finance Advisor Job, Remote or Layton, UT
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Fidelity Investments is a privately held company with a mission
Junior Level
27d ago
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4.8

Financial Advisor Financial Planner

New York Life
Finance Advisor Job, Remote or Glendale, CA
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As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. In conjunction with in office trainings, we ve created a comprehensive and user-friendly learning experience within New York Life s online portal system that is accessible anytime, anywhere and from any device. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interest and priorities. New York Life reserves the right to terminate benefit plans at any time for any reason.
Full Time
Entry Level
Offers Benefits
Easy Apply
15d ago
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Associate Financial Advisor - Permanently Remote

Leading Financial Advisory Firm
Finance Advisor Job, Remote or Scarsdale, NY
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Nardis Advisors LLC is a Registered Investment Advisory firm based in Scarsdale, NY and we are seeking a permanently remote Associate Financial Advisor to join our team.
Junior Level
36d ago
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3.5

Established Financial Advisor / Wealth Manager

Duncan Financial Group
Finance Advisor Job, Remote or Tampa, FL
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Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.

Trinity Wealth Management Group has a unique opportunity for an established advisor to join the team. The firm is rapidly expanding through local acquisitions and is in need of an established advisor to take over the servicing of clients.

This is truly a growth role in which you will keep what you build.

What’s in it for you?

  • Hot/Warm leads provided by the company of established relationships to build off of.
  • Established partnerships and exclusive relationships with large, local businesses – including speaking engagements and networking opportunities for new advisor
  • Depending on the level of support needed, payouts will range as high as 75-80 basis points. Compensation will be base solely on personal production.
  • Long term- inherited accounts will become part of advisors book of business
  • Fully remote role with weekly meeting in office

What are we looking for?

  • Series 7 and 66 with established experience are a must!
    • 100% fee-based book
  • Self-sufficient, independent workers
  • HUNTERS- this is 100% a sales role
  • Success driven advisors
  • Bilingual advisors are encouraged to apply

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mQalEENEVg

Management
12d ago
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Financial Advisor

Gemharvest
Finance Advisor Job, Remote or Phoenix, AZ
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Overview Boutique, Independent RIA seeks a Financial Advisor to collaborate with the founding partner in providing comprehensive wealth planning services to up and coming clientele.
Mid Level
13d ago
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Financial Advisor

Talentlink Solutions
Finance Advisor Job, Remote or New York, NY
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The Lead Financial Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision.
Senior Level
Offers Benefits
11d ago
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Lead Financial Advisor - Remote Opportunity

Dew Wealth Management
Finance Advisor Job, Remote or Chicago, IL
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DEW Wealth Management , a Fiduciary Investment Advisory Firm in Scottsdale that specializes in working with entrepreneurs/business owners who make a minimum of $1 million in personal income, seeks a new full-time Lead Advisor ! Our Lead Advisor will be engaged in meaningful planning and responsible for making a real impact on entrepreneurs' personal and business financial outcomes. There is no business development and compensation is through salary and bonuses based on performance and retention.

Our organization was founded on a set of core values that include transparency, collaboration, hustle to GSD, curiosity leads to excellence & visionary. Every member of our team is vital to our success. If you believe you can be a top performer at DEW Wealth Management , please apply immediately for consideration!

REMOTE WORK WELCOME FOR OUT OF STATE ADVISORS.

This opportunity is for you if:

· You want to be an early and foundational part of a firm on a trajectory to double in size every 3 years

· You want to be a highly regarded team member in helping to build The Entrepreneur’s Virtual Family Office®

· You believe in the value of real comprehensive planning and that clients should pay a transparent fixed monthly fee for this service

· You want to learn from a group of talented Lead and Senior Advisors who possess advanced planning knowledge

· You want to work alongside the best of the best niche professionals and specialists

· You don’t want to build your own “book” and spend time sourcing clients. Instead, you want to deliver amazing value and make entrepreneurs’ lives easier by coordinating their team and delivering great results

· You believe entrepreneurs are the lifeblood of the American economy and you are energized by their creativity, drive and passion

· You are relentless and will stop at nothing to drive results

· You will be fulfilled by realizing the impact you can make as you eliminate entrepreneur’s stress so they can spend more time and energy building amazing businesses

This opportunity is not for you if:

· You want to source clients and build a book of business

· You want to spend considerable time researching the market and making investment allocation changes (investment management is

· You want to have a considerable portion of your compensation based on selling

· You do not have high follow through, good project management skills and a propensity to take action

· You are not curious and have a desire to constantly learn and improve

· You are uncomfortable leading a team of high-level professionals and orchestrating a cohesive team effort to solve complex problems

Qualifications:

· Bachelors degree, preferably in financial planning, finance, economics or accounting

· Minimum of 2 to 5 years experience with RIA in advisory role

· CFP® designation or current enrollment in CFP® program preferred

· Corporate finance experience a plus

· To be successful, the ideal candidate will have:

o A desire to overdeliver

o Enthusiasm

o High integrity

o Enjoys a fast pace environment

o Ability to work with high-level professionals (Attorneys, CPAs, etc.)

o Impeccable follow through

o Attention to details

o Technologically adept

What We Offer :

  • Bonus plan
  • Health Plan (medical 100% paid by DEW Wealth)
  • 401K Plan (after 3 months of employment with up to 4% match)
  • Ownership opportunity at no cost and with no risk in approximately 2 years
  • Ability to work alongside the best of the best niche professionals and specialists

Full Time
Mid Level
Senior Level
Offers Benefits
Bachelors Required
New
6d ago
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Financial Advisor

Synergy Financial
Finance Advisor Job, Remote or Los Angeles, CA
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Synergy Financial is growing and expanding throughout the United States, and is looking to bring on a few good quality key associates into our organization.

We are a multi-lingual and multi-cultural full-spectrum Financial Firm offering the following products and services; including but not limited to: Retirement Planning, Investment Planning & Consultation, Life Insurance & Annuities, Long-Term Care, Disability Insurance, Active Money Management, Debt Management and Estate Preservation etc.

We have completely revolutionized our business in service the growing need for virtual Financial Planning during the COVID era, and have closed our brick and mortar local office locations, and have expanded our reach across the US, Canada and Puerto Rico, offering our associates an entirely remote-work-from-home opportunity.

Our Associates are all independent contractors and our compensation plan while generous, is commission only, offering a competitive, performance-based income opportunity, plus company bonuses as well as recurring income in the form of renewals and trails for most insurance and investment products sold.

Additional benefits include 4-5 company-sponsored contests and trips per year, for top producers, as well as an unlimited glass ceiling on promotional levels and advancement to the highest ranks within our organization.

Our role is ideal for the self-motivated, high achieving self-starter who desires maximum scheduling freedom, along with literally infinite earning potential.

Candidates who possess a background in sales, finance, education a plus.

Also, candidates who are ambitious and money-motivated encouraged to apply.

Must be 18+; Must not possess any criminal background — company background check required.

Job Types: Full-time, Part-time, Contract

Pay: $37,032.00 - $149,397.00 per year

Benefits:

• Flexible schedule

• Work from home

Supplemental Pay:

• Bonus pay

• Commission pay

Work Location:

• One location

Work Remotely:

• Yes

Work Location: One location

Full Time
Part Time
Junior Level
Offers Benefits
30d ago
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Financial Advisor (Remote)

Us Financial Planners
Finance Advisor Job, Remote or National, MD
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Whether you graduated a year ago or it's been a decade or two, a high school diploma is all that's required to pursue a career as a Financial Advisor. If you have an associate's or bachelor's degree in any field, you will have an even stronger foundation as you take financial advisor classes.
Full Time
Junior Level
High School Diploma Required
New
1d ago
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4.5

Financial Advisor

Transamerica
Finance Advisor Job, Remote or Phoenix, AZ
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For more than 20 years, WFG, a Transamerica company (one of the largest fortune 500 companies in the world), has helped countless individuals and families find financial security through our life insurance, retirement and wealth-building strategies.
Full Time
Part Time
Entry Level
Offers Benefits
New
3d ago
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3.8

Career Transition - Financial Advisor - Paid & Licensure (Remote)

First Financial Group
Finance Advisor Job, Remote or Baltimore, MD
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Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 5 states. First Financial Group will provide you with everything you need as you move through your development.
Junior Level
Bachelors Preferred
30d ago
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3.8

Financial Advisor (Midwest Region - US Remote available)

K Coe Isom
Finance Advisor Job, Remote or Lenexa, KS
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Working closely with the accounting professionals at K Coe Isom, we oversee their financial well-being to get to the right answers, so they have one less thing to worry about.
Junior Level
Bachelors Required
New
2d ago
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4.5

Financial Advisor - Series 7 Brokers / Apprentice

The GMS Group
Finance Advisor Job, Remote or Boca Raton, FL
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GMS established in 1979 specializes in fixed income securities.
Internship
Junior Level
30d ago
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4.9

Merrill Financial Solutions Advisor (ADP) - Merrill Offices - Northern Virginia

Bank of America
Finance Advisor Job in Reston, VA
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Junior Level
10d ago
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4.9

Merrill Financial Solutions Advisor - Leesburg VA

Bank of America
Finance Advisor Job in Leesburg, VA
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Starting at a Merrill branch, youll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Junior Level
10d ago
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Average Salary For a Finance Advisor

Based on recent jobs postings on Zippia, the average salary in the U.S. for a Finance Advisor is $67,192 per year or $32 per hour. The highest paying Finance Advisor jobs have a salary over $114,000 per year while the lowest paying Finance Advisor jobs pay $39,000 per year

Average Finance Advisor Salary
$67,000 yearly
$32 hourly
Updated July 2, 2022
$39,000
10 %
$67,000
Median
$114,000
90 %

5 Common Career Paths For a Finance Advisor

Account Executive

An account executive is responsible for supporting existing clients, closing client deals, and developing sales strategies to increase the company's sales and satisfaction. An account executive must be competitive enough to keep up with the constant changes in the sales industry, including the high demands of digital marketing, a different approach to product advertising, effective negotiation, and presentation skills. An account executive also requires excellent communication skills for the successful acquisition of client accounts and immediately resolve possible complaints as they arise.

Consultant

Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.

Finance Analyst

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

Specialist

Specialists are employees who are responsible for specific tasks or activities in the department they are assigned to. The actions or tasks they work on are related to their educational background or work experiences. They are usually highly skilled in specializations related to the work they are assigned to. Specialists are also highly trained on the competencies that are required of their specialty. As such, they are focused on the skills and competencies that are needed to enhance their experience in their specific field further.

Relationship Banker

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

Illustrated Career Paths For a Finance Advisor

Finance Advisor Jobs FAQs

Can a finance advisor make 100k?

Yes, you can make $100,000 per year as a finance advisor. The chances of earning over $100k for a finance advisor are actually pretty good because the highest-paid finance advisor positions typically pay at least $114,000 per year. The average annual salary is $67,192 for finance advisor jobs. For example, finance advisors in New York whose salaries are in the 90th percentile earn an average salary of $175,000.

Are financial advisors still in demand?

Yes, financial advisors are still in demand. The job growth for financial advisors is just under five percent. The Bureau of Labor Statistics projects 4.4% employment growth for financial advisors between 2019 and 2029. In that period, an estimated 11,600 jobs should open up.

Is being a financial representative a good job?

Yes, being a financial representative is a good job. This job is good for someone who enjoys the risks and rewards. Most representatives work for securities and commodities brokers and banks. The number of jobs is expected to increase by 4% from now until 2029. The pay is above the national average; financial representatives earn an average of $65,000 annually.

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