Financial advisor jobs | Diversity Employment

Dec 07, 2024

Financial Advisor - Wealth Management Advisory Center

US Bank Gresham, OR, USA

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. You will primarily source clients through referrals received through our affiliate partner, U.S. Bank, as well as other sources. You will supplement referrals with warm Book of Business leads as necessary. No cold prospecting is done in this role....

Consultant Finance Management Professional Services

Dec 07, 2024

Full time

Financial Advisor

Northwestern Mutual Orlando, FL, USA

Overview: Becoming a Financial Advisor 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 & Income Protection · Education Funding · Investment & 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...

Sales

BT

Dec 07, 2024

Full time

Jr. Financial Advisor

$50,000 yearly

Brookside Tax & Financial Group, LLC Cleveland, OH, USA

It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned financial services firm in Parma, OH. We are looking to add a full-time Jr. Financial Advisor to our team. *Value We Deliver: * · Access to service existing clients and prospective clients · Top-notch administrative support · Name and brand recognition of firm due to length of time & presence in the community · Paid marketing support · The equipment and software you need for illustrations and reports · Income and growth potential that’s capped only by your ambition · Access to shadow a successful financial advisor to help mentor and train you *Our Investments in You:* · Health, Dental and Vision insurance · Retirement Plan · PTO · Professional development *The Expertise We’re Looking For:* · Prior Experience Working in Financial Advisory Industry *(Preferred)* · High School Diploma *(Required)* · Bachelor’s or Associate’s Degree in Finance...

Sales

Dec 07, 2024

Full time

Financial Advisor Serving Military Families

First Command Financial Services, Inc. Mount Laurel Township, NJ, USA

*4 out of 5 of our Advisors are veterans or military spouses* *Who we are:* First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB *What our Advisors do:* * Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Coach military families on how to build a holistic financial plan including aspects of: * Savings * Investments * Insurance *What we offer:* * A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice * Tools and support to guide you through the licensing process * Opportunities for professional development * The ability to be in control of your...

Sales

Dec 07, 2024

Full time

Financial Advisor- AI Trainer

$40.00 hourly

DataAnnotation USA

We are looking for a *financial advisor* to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred but not required. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: * This is a full-time or part-time REMOTE position * You’ll be able to choose which projects you want to work on * You can work on your own schedule * Projects are paid hourly starting at $40+ per hour, with bonuses on high-quality and high-volume work Responsibilities: * Give AI chatbots diverse and complex problems and evaluate their outputs * Evaluate the quality produced by AI models for correctness and performance Qualifications: * Fluency in English (native or bilingual level) *...

Sales

Dec 07, 2024

Full time

Financial Advisor - Erie, PA

Thrivent Erie, PA, USA

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable...

Sales

Dec 07, 2024

Full time

Financial Advisor

$85,000 - $150,000 yearly

First Command Financial Services, Inc. Colonial Heights, VA, USA

*4 out of 5 of our Advisors are veterans or military spouses* *Who we are:* First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB *What our Advisors do:* * Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Coach military families on how to build a holistic financial plan including aspects of: * Savings * Investments * Insurance *What we offer:* * A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice * Tools and support to guide you through the licensing process * Opportunities for professional development * The ability to be in control of your...

Sales

Dec 07, 2024

Full time

Financial Advisor - Team Sponsored Launch- Afton Union Financial Group- Seattle, WA

$40,000 - $60,000 yearly

Thrivent Seattle, WA, USA

Position Summary: Our well established, high performing team is currently looking for a Financial Advisor – Team Sponsored Launch. This position provides support to Afton Union Financial Group’s existing client base. It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! Industry experience is optimal. You will play a critical role in our client experience, so...

Sales

Dec 06, 2024

Full time

Financial Advisor

$75,000 - $150,000 yearly

First Command Financial Services, Inc. Clarksville, TN, USA

*4 out of 5 of our Advisors are veterans or military spouses* *Who we are:* First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. *What our Advisors do:* * Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Coach military families on how to build a holistic financial plan including aspects of: * Savings * Investments * Insurance *What we offer:* * A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice * Tools and support to guide you through the licensing process * Opportunities for professional development * The ability to be in control of your career...

Sales

Oct 09, 2024

Full time

Merrill Experienced Financial Advisor

Bank of America Honolulu, HI, USA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management...

Consultant Finance Professional Services

Dec 07, 2024

Full time

Senior Financial Advisor - Montgomery & Chester County

Citadel Federal Credit Union West Chester, PA, USA

Overview Citadel’s Wealth Management team is expanding. We are looking for Sr. Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded members. Citadel offers a full line of investment products, including managed accounts, mutual funds, annuities, equities, and fixed income securities in a financial planning setting. In This Role, You Will Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial literature, as well as knowledge of securities market and financial services industry. Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals. This data is to be analyzed so that a financial plan can be tailored to the needs of the customer....

Sales

Dec 07, 2024

Full time

Service Advisor- Infinity Financial Advisors- Bismarck, ND

Thrivent Bismarck, ND, USA

Our Team Infinity Financial Advisors is a growing independent financial services practice of Thrivent. We specialize in planning around one’s retirement and legacy. Our philosophy is that money is a tool given to us by God. About Thrivent Thrivent is a faith-based, not-for-profit financial services organization serving more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor while sometimes identifying client needs themselves. Their client responsibilities include preparing and implementing financial plans, tracking correspondence, actively participating in...

Sales

Dec 06, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee: Hillsborough and Himes Financial Center-Tampa, FL

Bank of America Tampa, FL, USA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management...

Dec 02, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee: Nolensville Road Financial Center

Bank of America Nashville, TN, USA

Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial...

Nov 27, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee-Chicago - Cermak & Western Financial Center

Bank of America Chicago, IL, USA

Job Description: The Merrill Returning Talent Program - Bilingual Spanish Required Do you have a sales background or have you owned your own business? Are you competitive, a quick study and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would you like to explore a career as a financial advisor? The Merrill Returning Talent Advisor Development Program is a hiring initiative and training program geared towards professionals who have taken a career break for at least one year and who are looking to rejoin the corporate workforce. The program is designed to empower returnees by providing the tools and support to successfully reintegrate into the corporate world while developing the expertise to build and grow as a financial advisor. Returning Talent Program Overview The program will include professional licensing, on-the-job learning experiences...

Nov 25, 2024

Full time

Merrill Financial Solutions Advisor - Miami & Islands Market

Bank of America Miami, FL, USA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management...

Nov 23, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St - Falmouth, MA

Bank of America Falmouth, MA, USA

Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial...

Nov 22, 2024

Full time

Merrill Financial Solutions Advisor - Greater Ft. Lauderdale Market

Bank of America Fort Lauderdale, FL, USA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management...

Nov 22, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee-Wilmette Financial Center

Bank of America Wilmette, IL, USA

Job Description: The Merrill Returning Talent Program Do you have a sales background or have you owned your own business? Are you competitive, a quick study and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would you like to explore a career as a financial advisor? The Merrill Returning Talent Advisor Development Program is a hiring initiative and training program geared towards professionals who have taken a career break for at least one year and who are looking to rejoin the corporate workforce. The program is designed to empower returnees by providing the tools and support to successfully reintegrate into the corporate world while developing the expertise to build and grow as a financial advisor. Returning Talent Program Overview The program will include professional licensing, on-the-job learning experiences in our financial centers and...

Nov 22, 2024

Full time

Advisor Development Program - Financial Solutions Advisor Trainee-Belmont/Oconto Financial Center

Bank of America Chicago, IL, USA

Job Description: The Merrill Returning Talent Program Do you have a sales background or have you owned your own business? Are you competitive, a quick study and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would you like to explore a career as a financial advisor? The Merrill Returning Talent Advisor Development Program is a hiring initiative and training program geared towards professionals who have taken a career break for at least one year and who are looking to rejoin the corporate workforce. The program is designed to empower returnees by providing the tools and support to successfully reintegrate into the corporate world while developing the expertise to build and grow as a financial advisor. Returning Talent Program Overview The program will include professional licensing, on-the-job learning experiences in our financial centers and...

2879 financial advisor jobs found