4980 financial advisor jobs found

Successful financial practice is seeking a self-starter with an entrepreneurial spirit to join our team. This is an exciting opportunity to join a small financial practice in a period of growth. The candidate joining this team will be a key member in the firm’s expansion and will have the opportunity to grow and advance within the company if desired. Position Summary Our growing and successful financial practice is seeking an individual with experience in accounting/financial services/personal finance to function as a case development and planning associate. Candidates should be highly organized, masters at efficiently executing processes, and comfortable interacting with high-net-worth individuals and professionals. Basic Duties: Prepare financial plans – Data gathering, evaluation, organization, and input. Process handling of individual product solutions (run planning software and facilitate interaction with support groups). Communicate with clients regarding their...

Who are u&u? At u&u, we aim to connect job-seeking candidates with organisations that are going through growth or team changes. The consultants work with companies across a wide range of industries and we represent candidates for temporary, contract and permanent employment. Who are we partnering with? u&u are proud to be partnering with a leading life insurance advisory firm who is committed to empowering clients to secure their future and protect what matters most. They specialise in tailored life insurance solutions, offering expert advice to ensure peace of mind for their clients and their families. As a Financial Advisor specialising in life insurance, you will provide expert advice to clients, helping them navigate their options and select policies that align with their financial goals and personal needs. You’ll be responsible for building strong relationships, understanding client priorities, and delivering tailored insurance solutions that offer...

Job Title: Financial Advisor / Financial Planner Location: Worcester, MA, East Providence, RI (Office Space Available), Anywhere in U.S. Firm Overview: Libre Advisor Network is a growing, independent OSJ based in Worcester, MA, with offices across New England and expanding nationwide. We have a reputation for helping financial professionals switch to an independent model to help you grow your business, streamline your operations, and deliver first-class service to your clients. Whether you want to join one of our existing groups or bring your own brand, we are laser-focused on helping you deliver an outstanding client experience by providing best-in-class business processing, technology, marketing, education, and case design support services. Position Summary We seek an experienced financial advisor or planner passionate about building long-term relationships and delivering comprehensive financial planning services. This role is ideal for someone who...

Job Title: Financial Advisor / Financial Planner Location: Worcester, MA, Anywhere in the U.S., Remote Firm Overview: Libre Advisor Network is a growing, independent OSJ based in Worcester, MA, with offices across New England and expanding nationwide. We seek a Financial Advisor who is looking for turn-key office space in East Providence, RI. We have a reputation for helping financial professionals switch to an independent model to help you grow your business, streamline your operations, and deliver first-class service to your clients. Whether you want to join one of our existing groups or bring your own brand, we are laser-focused on helping you deliver an outstanding client experience by providing best-in-class business processing, technology, marketing, education, and case design support services. Position Summary We seek an experienced financial advisor or planner passionate about building long-term relationships and delivering comprehensive...

Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. About the job: The Financial Advisor will be responsible for advising families on building, preserving and managing their wealth. The ideal candidate will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. He will be part of a team based in Miami and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients on achieving their desired goals. Accountabilities & Areas of responsibility Manage and maintain...

POSITION SUMMARY We are seeking a highly motivated and experienced Financial Advisor to join our team and specialize in retirement planning. The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and retirement planning products. The role will involve providing comprehensive financial advice to clients, building strong client relationships, and achieving sales goals. This role requires a strategic thinker who can assess each client’s unique financial situation, goals, and risk tolerance, crafting tailored retirement plans that align with their aspirations. The ideal candidate will be highly motivated, results-oriented, and possess excellent organizational skills. Join our dynamic financial team with leads provided (no cold calling), full training,and asalary + commission structure. ABOUT THE COMPANY Our mission is to develop and implement a strategy for our clients to achieve their financial goals by investing and...

Wealth Management Financial Advisor The Wealth Management Advisor’s dual purposes are the conservation of large balanced and at-risk client accounts. Asset Conservation is paramount to our growth. This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work. Wealth Management Advisor Employment Type: Full-Time Position NASD Series 7 Series 65 or 66 State Variable, Life & Health License Seven plus years of industry experience CFP designation strongly desired Bachelor’s degree or equivalent related work experience You will also be provided with the following: An existing book of business and an ecosystem for new leads generation Numerous resources at your fingertips to ensure your success: Salesforce CRM,...

Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr-accessibleapplication@osu.edu. If you have questions while submitting an application, please review these frequently asked questions. Current Employees And Students If you are currently employed or enrolled as a student at The Ohio State University, please log in to Workday to use the internal application process. Welcome To The Ohio State University's Career Site. We Invite You To Apply To Positions Of Interest. In Order To Ensure Your Application Is Complete, You Must Complete The Following Ensure you have all necessary documents available when starting the application process. You can review the additional job description section on postings for documents that may be required. Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application. Job Title...

Job Title: Bilingual (Spanish/English) Administrative Assistant to Financial Advisors Company: Elle Financial Strategies/Portello Wealth Strategies Location: 1 World Trade Center/Hybrid Virtual Position Type: Full-time (Hourly, Independent Contractor Status), M-F with one Evening a week. About Us: We are a group of dynamic and client-focused financial advisors committed to providing tailored financial solutions to our valued clients. We prioritize integrity, professionalism, and excellence in all aspects of our work. We believe in fostering a collaborative and supportive work environment where employees have the opportunity to grow both personally and professionally Company Culture: We value employees who are eager to learn, adapt, and grow with us. We are seeking candidates who are not only passionate about providing exceptional administrative support but also interested in advancing their careers within the financial services industry. As a member of our...

Job Summary Under the direction of the Sr. Assistant Director the Student Financial Aid Advisor serves as the first point of contact for students, families, and outside constituents regarding federal, state and RIT/NTID financial aid programs and financing options. Contact includes in-person, on the telephone, via live chat and through email communications. Guidance is provided on the financial aid application process, meeting deadlines and the explanation of required documentation. Collect, inventory, and complete an initial review of all documents received by the office via mail, walk in or electronically. Requires the handling of sensitive, confidential, and personally identifiable information such as tax and citizenship documentation. The Student Financial Aid Advisor works very closely with other administrative and academic departments to ensure exemplary customer service, practices and compliance. This includes assisting students and families in understanding Student...

Posting Number: S336P Description The Scholarship Coordinator/Financial Aid Advisor is responsible advising students about finaical aid and for the administration of the College's Scholarship programs, under the direction of the Director of SFS. The Coordinator will be knowledgeable in all areas of financial aid and student accounts in order to provide comprehensive counseling to students and parents regarding all aspects of their accounts. The Coordinator will assist the Director with the execution of additional programs such as payment plans, billing, collections and e-refunds. Attention to detail and the maintenance of accurate records is key to the position. Essential Functions and Responsibilities: * Excellent interpersonal, oral and written communication skills. * Serve as a member of the front desk staff, counseling students/parents and responding to their inquiries regarding financial aid and student accounts. * Establish and maintain effective working...

Welcome to the world of possibility at Paul Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour , plus the opportunity to make a meaningful impact on students' futures, this position offers more than just a job-it offers a fulfilling career. YOUR DAY As a Financial Aid Advisor, your days will be dedicated to helping students achieve their dreams in the beauty industry. You'll start by assisting students and parents in crafting financial plans tailored to their needs, guiding them through paperwork for grants and loans with expertise honed from your experience. Throughout the day, you'll provide personalized support and guidance, ensuring compliance with federal and state financial aid requirements while maintaining the utmost confidentiality. Your role is not just...

Welcome to the world of possibility at Paul Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour , plus the opportunity to make a meaningful impact on students' futures, this position offers more than just a job-it offers a fulfilling career. YOUR DAY As a Financial Aid Advisor, your days will be dedicated to helping students achieve their dreams in the beauty industry. You'll start by assisting students and parents in crafting financial plans tailored to their needs, guiding them through paperwork for grants and loans with expertise honed from your experience. Throughout the day, you'll provide personalized support and guidance, ensuring compliance with federal and state financial aid requirements while maintaining the utmost confidentiality. Your role is not just...

Lincoln Tech is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and the campus. This very important role will assist students with their financial aid, organize the process, manage data, and complete student files. This is a great opportunity for a student-centered and detail-oriented individual, as this role plays a critical function in the overall success of our schools. Requirements for a Financial Aid Advisor Associate's degree or an equivalent combination of education, training, and experience 1+ years of Financial Aid experience in higher education Responsibilities for a Financial Aid Advisor Assist students in completing their financial aid to start school Organize and manage all required data entry and file maintenance in the student information systems Maintain student electronic files Review and service New, Veteran, and Agency students in working with corporate financial...

Summary of Position The position will assist undergraduate and graduate students with obtaining financial aid and developing a plan to pay for their education. The position will also work with other members of the financial aid team to administer federal, state and institutional aid programs. The Financial Aid Advisor position is a full-time, 12-month salary position which reports to the Director of Financial Aid. Duties and Responsibilities: Assist with communication, outreach and marketing for the financial aid office Assist TNU students with questions related to financial aid Complete financial aid verification  Award federal, state and institutional aid Process and reconcile federal, state and intuitional aid programs Assist department with compliance of federal financial aid regulations Assist with set-up and maintenance of financial aid systems Assist with other projects and duties as requested Position Requirements: Must be...

Lincoln Tech is seeking experienced Financial Aid Advisors to work remotely and support our growing student community. The FA Advisor-Continuing Students position is hybrid and focuses on assisting our current students with repacks, crossovers, and other financial aid adjustments throughout their educational journey. This role will cover multiple campuses in the region and report to the Regional Manager of Continuing Students. Requirements for a Financial Aid Advisor Associates degree or an equivalent combination of education, training, and experience Minimum of 3 years experience working with Title IV programs Extensive knowledge in all areas of Title IV programs Extensive knowledge of all program offerings at Lincoln schools (nonterm and/or clock hour academic calendars) Extensive knowledge of packaging requirements for subsequent academic years, and crossovers Excellent customer service, written and verbal communications skills Must be eligible to obtain...

We help the world run better At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. What you'll do: The Customer Advisory Architecture Advisor (AA) works closely with SAP’s Sales organization and the Partner ecosystem to define the account strategy. AAs are responsible for bridging the gap between the customer’s business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level...

Job Title : Financial Controller Location : Home Office in North Alabama Employment Type : Full-Time Job Summary : We are seeking an experienced and detail-oriented Financial Controller to oversee the financial operations of multiple small businesses under our umbrella. These businesses include service-oriented entities, real estate holdings, retail operations, and light development projects. The ideal candidate will play a key role in ensuring the financial health and compliance of all entities while providing accurate and timely financial reporting, projections, and strategic insights. Key Responsibilities : Financial Management : Oversee and manage the accounting functions for all business entities, including bookkeeping, accounts payable/receivable, payroll, and financial reporting. Maintain accurate and timely financial statements for all businesses, ensuring compliance with regulatory standards. Prepare monthly, quarterly, and annual financial reports and...

320 S Canal Street Chicago Illinois,60606 This particular role will be focused on Stress Testing for both US and Enterprise. This role will partake in all aspects of Stress Testing from model development, scenario design, results review and analysis, procedures documentation, challenge processes, and the results submission. The role will cover these tasks for both US and Enterprise Stress Testing, as well as the line of business submission. You will work closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. The role will provide insight into various areas of the bank and will interact with key stakeholders throughout the bank and prepare results for Senior Management. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. May own...

Salary: $18.99 - 19.00 per hour + none Reference: AB_4698840 Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement. ***Candidates must reside in the Central Ohio area! About this position : Start Date: Feb 24, 2025 Pay Rate: $19/hr. Hybrid work schedule. M, TH, F work from home and T/W in office Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week Schedules are variable. open availability between 8am - 8pm EST is required for consideration Health Benefits and weekly pay 5 weeks paid training-Training will be held in office -1000 Yard St Grandview Heights, OH 43212 Career...

Duties Directs financial management policy in support of the ARNG installation. Serves as a financial advisor and the technical expert to the state Adjutant General (AG), USPFO, senior staff management, major subordinate commands, and the Program Budget Advisory Council (PBAC). Develops, coordinates and organizes an integrated system of financial services, including budgeting, accounting, financial analysis, operational review, accounts payable, military pay, civilian pay, travel, government travel card program, and financial management reporting. Provides oversight to the budget process, including planning, programming, budgeting, allocation and execution of funds. Prepares quarterly resource management reports, monthly analysis of finance orders in relation to forecasting expenses and provides narrative explanation of the causes of variances between actual and budge objectives. Provides technical budgetary advice and assistance to federal and state agencies as...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable...