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4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions. Financial Risk Manager (FRM) Designation. Chartered Financial Analyst (CFA) designation.
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Job Description Join a Winning Team CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
$125 - $150ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals.
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As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products.
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Series 65 (we will help you obtain upon starting) Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions.
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As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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Turnkey marketing materials that quickly enable you to reach your market. Reach out to me at 832-389-5182 or melissa.rogers@prudential.com to schedule a brief introductory meeting. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
ExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Do you have experience as a licensed financial advisor with a track record of success? accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. 3-5 years of full Financial Advisor experience.
ExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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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. 2022 Highest in Employee Advisor Satisfaction among Financial Investment Firms in the J.D. Power U.S. Financial Advisor Satisfaction Study, published by JD Power July 2022, data as of May 2022.
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better.
$52,000 - $64,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
Title: financial advisor in Plano, TX
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