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One of the following active accreditations obtained, in process, or willing and able to obtain:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
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Acts as a financial advisor by educating the customer about financial strategies ( Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
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Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you’re:Self-motivated, independent and driven to succeed.
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Advanced credential of Certified Financial Planner (CFP®) or Chartered Financial Consultant Certification (ChFC®) required. Working knowledge of the principles of financial planning and deep subject matter expertise in core financial planning topics, including Retirement Income Planning, Income Tax Planning, Investment Planning, Risk Management and Insurance Planning, and Estate Planning.
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This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
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LOCATION: Dallas, TX, or within a 40 mile radius Organization Overview: As part of PLA University's commitment to empowering adults in marginalized communities, the Career Advisor/Career Readiness Specialist is crucial in supporting individuals through career transitions.
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What's Under the Hood DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Game Room. Gimme a break – no, not a Kit Kat ad but we do have a ping-pong table, a pool table and other games if you ever need a break in your day.
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Call Center Sales Advisor position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Server Wait Bar Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates.
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For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
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This individual works closely with Field Force Training, Advisor Operations, field leadership, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Command’s client relationships.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor. If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect.
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If so, then the Financial Advisor Assistant role may be right for you! Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient.
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How You’ll Make an Impact:As a Specialty Pharmacy Technician at Omnicell, you will contribute to a community’s well-being and act as a trusted advisor to your patients while being a part of a global organization dedicated to innovation in medication management.
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Compound Planning, an SEC registered investment advisor with over $2.2B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. The companies that earn their trust to manage that wealth will be immensely more successful than today's largest financial institutions.
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financial advisor jobs in Fort Worth, TX
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