Investment Advisor Jobs Near Me
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Financial Services Professional - Hybrid Remote (CT)
What makes a great Financial Services Professional? Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. As a Bankers Life Financial Services Professional Expect To: - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. How Bankers Life will provide support: Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. $55k-85k yearly est.60d+ agoInvestment Consultant - Leesburg, VA
If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Consultant at Charles Schwab. To learn more about our client offerings visit: Charles Schwab - Investor Services The Investment Consultant will pursue this mission through: $90k-162k yearly est.1d agoAssociate Wealth Advisor
We are looking for a dynamic Associate Wealth Advisor to join the Client Services Team at Forme. The Associate Wealth Advisor role is critical for the Company and our clients. Forme Financial is disrupting wealth management through an evidence-based platform developed exclusively for physicians. $66k-126k yearly est.31d agoFinancial Advisor - Marshall, VA
READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. GROW! Take the next step toward a new beginning with Edward Jones. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in the community where you live. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. Learning to be a financial advisor through our comprehensive training program? Edward Jones captured the No.20 spot on the prestigious 2021 list. SET What characteristics would make you a successful financial advisor? While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . $88k-114k yearly est.20d agoAssociate - Asset Management - Alternative Investments (Morristown, NJ (Hybrid) or Remote)
The Asset Management Group of Brighthouse Financial is responsible for the strategic and tactical asset allocation of the Company's approximately $110 billion investment portfolio, utilizing an outsourced investment manager model. $100k-130k yearly20d agoSr. Financial Planner - REMOTE EST/CST
You are able & willing to learn and adapt to The Facet Way of Financial Planning: most of our members come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces at Facet, you will work directly with members as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. $110k yearly13d agoDefense Finance and Budget SME
Defense Finance and Budget SME, Velos also provides multi-discipline engineering and technical services to agencies such as NASA, the National Oceanic and Atmospheric Administration (NOAA) and the Department of Defense (DoD). Velos is a full-service engineering and technical services and government relations consulting firm representing leaders in the defense, aerospace, intelligence, and related industries. As an SBA-certified HUBZone company, Velos incorporates technical prowess into the execution of corporate strategies and business development experience, providing clients with reliable, cost effective, and maximum impact solutions. $55k-77k yearly est.18d agoFinancial Professional
As a Financial Professional, you will have the fulfilling opportunity to spread financial literacy to all walks of life. $38k-74k yearly est.21d agoFinancial Sales Advisor
* Watertown, NY: Reliably commute or planning to relocate before starting work (Required) $65k-85k yearly1d agoCCOs and Attorneys With Investment Advisers Act of 1940 Experience
As a leader in compliance consulting, 40act Jobs provides regulatory advisory services to investment advisers to help them protect their enterprise and improve their compliance programs. $112k-199k yearly est.21d agoAssociate, Investment & Project Analytics
This role is a remote opportunity with the option for in-person / flex work in our Durham, NC; Denver, CO; Scottsdale, AZ; or New York, NY offices. We are looking for a Associate Investment & Project Analytics to join the team to further build out Strata's project finance, modelling, and analytics capabilities. $95k-163k yearly est.4d agoInvestment Consultant - Reston, VA
If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab. To learn more about our client offerings visit: Charles Schwab - Investor Services. The Investment Consultant will pursue this mission through: $90k-162k yearly est.1d agoSenior Financial Analytics Professional
Humana's health products and services are designed to encourage personal wellness and smart healthcare decisions for you and your family: Medical, dental, and vision benefits, Health plan incentives, Paternity leave, etc. The Senior Financial Analytics Professional will be responsible for maintaining and making continuous improvements to reporting, tools, and forecasting models. You'll experience the following perks as a full-time Humana employee: When required, an email will be sent from Humana@myworkday.com with instructions to add the information into the application at Humana's secure website. Alert: Humana values personal identity protection. Responsibilities The Senior Financial Analytics Professional collates, models, interprets and analyzes data in order to identify, explain, influence variances and trends. Humana knows your life extends outside of work. Humana provides growth and career opportunities that can help you develop your skills and build your future with the organization: Internal and external learning events, Tuition assistance, Inclusion and diversity training, etc. $35k-54k yearly est.7d agoSap Finance Control Consultant
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading global information technology, consulting, and business process services company. Santa Clara, CA - $93k-119k yearly est.5d agoFinancial Planner
Fidelity Investments is a privately held company with a mission $63k-107k yearly est.7h agoFinancial Professional
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. What it takes to be an Equitable Advisors' $39k-74k yearly est.15d agoCNO Financial Advisor - Hybrid Remote (PA)
Look no further than a career as a Financial Advisor with CNO Financial Group! CNO Financial Group has invested in creating one of the strongest training programs in the industry and has been an Apex training award winner for 12 years and counting. With over 38,700* clients and $2.8 billion* in client assets held or managed, CNO Financial Group is a rising star in the industry. At CNO Financial, we believe that everyone deserves to "spend their lives living," and that a strong financial plan is key to making that a reality. $55k-90k yearly1d agoFinancial Professional (REMOTE)
1. Assessing client needs and financial goals: A financial professional will meet with clients to understand their financial situation, goals, and objectives, and assess their risk tolerance. The job description for a financial professional may include the following duties and responsibilities: 4. Managing client portfolios: A financial professional will manage client portfolios, including monitoring investments and making adjustments as needed to ensure that they align with the client's goals and objectives. 2. Developing a financial plan: Using the information gathered from the client, a financial professional will create a customized financial plan that includes recommendations on investments, savings, and retirement planning. A financial professional is someone who provides advice and guidance to individuals, businesses, and organizations on financial matters. 7. Building and maintaining client relationships: A financial professional must build and maintain strong relationships with clients, providing excellent customer service and addressing any concerns or questions they may have. Pinnacle Financial is an established firm with over 30 years of experience in the financial sector. $44k-81k yearly est.25d agoFinancial Services Professional - Hybrid Remote (KS)
What makes a great Financial Services Professional? Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. As a Bankers Life Financial Services Professional Expect To: - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. How Bankers Life will provide support: Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. $52k-84k yearly est.60d+ agoPortfolio Analyst (Boston, MA (Hybrid) or Charlotte, NC (Hybrid) or Remote)
As a Portfolio Analyst, you'll be responsible for selecting, evaluating, and monitoring a subset of external investment managers (sub-advisers) who themselves manage actual investment portfolios and/or funds. Interact with BlackRock Solutions for the Aladdin integration and development for Brighthouse Investment Adviser. $90k-110k yearly3d ago
Learn More About Investment Advisor Jobs
Average Salary For an Investment Advisor
Based on recent jobs postings on Zippia, the average salary in the U.S. for an Investment Advisor is $105,377 per year or $51 per hour. The highest paying Investment Advisor jobs have a salary over $184,000 per year while the lowest paying Investment Advisor jobs pay $60,000 per year
5 Common Career Paths For an Investment 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.
Finance Consultant
A finance consultant is responsible for providing financial plans and advice for clients, managing their finances and investment decisions, and helping them achieve their long-term financial goals. Finance consultants carefully evaluate clients' financial situations, help them decide on insurance options, and patiently respond to finance-related inquiries and concerns. They should be able to monitor financial market conditions to decide on the right strategies for the clients' best interests. A finance consultant must have excellent analytical skills, as well as broad knowledge of the financial industry and stock market movements.
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 Representative
A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios. Their other duties include analyzing current accounts, interpreting data, and developing strategies to improve and manage their assets and portfolios. Also, they monitor market trends to identify potential leads. Finance representatives should have an analytical mind to analyze, assess, and make decisions based on the data they are given.
Investment Consultant
An investment consultant is a professional who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.