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Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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4-year degree required or equivalent work experience 2+ years of selling investments & providing financial planning with a track record of success In-depth knowledge of investment products and services Series 65 required Life and Health insurance licenses required, or ability to obtain within licensing and registration schedule Advanced understanding of wealth management business development techniques, products, services and overall industry.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank Ability to travel within assigned Market to meet prospects, clients and partners; up to% of time Driver's License required.
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This includes helping customers be smarter about life insurance and financial services through the Farmers® Financial Services Agent (FSA) program. At least one year of customer-facing sales experience in the life insurance and financial services industry.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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If you're a highly motivated financial sales advisor with a proven track record of success, extensive Life Insurance sales experience, experience selling fixed and variable annuities, and experience with 403(b) and/or 457 clients, we want to hear from you.
Full-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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Job Overview : As a Financial Advisor (either independently or as a part of a team), you will be responsible for helping clients navigate their financial journey by providing expert advice and holistic financial planning services.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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College degree preferred 4 + years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 or Series 7&66 REQUIRED CFP designation a plus Strong organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent communications skills; both verbal and written.
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You will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth and protection.
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The Transitional Financial Advisor (FA) role is designed for motivated and ambitious individuals who are eager to build a client base & book. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
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