Financial Advisor Jobs Near Me

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.

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

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.

Youll enroll in our Academy to develop as an advisor; the potential for growth is yours!

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.

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.

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.

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.

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.

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.

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:

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.

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.

At Adtalem, we welcome everyone and have a stro

Fidelity Investments is a privately held company with a mission

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.

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.

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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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.

The Lead Financial Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision.

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

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

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.

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.

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.

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.

GMS established in 1979 specializes in fixed income securities.

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.

Starting at a Merrill branch, youll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.