Top Financial Advisor Jobs

Provides personalized investment and retirement planning to members, non-members, and employees. Analyzes financial goals, recommends investment strategies and products, manages client relationships, prospects for new business, meets sales quotas, conducts financial seminars, trains branch teams, and maintains compliance with FINRA, SEC, broker-dealer, and applicable financial regulations.

Partners with an established advisor to service, retain, and grow an existing client book. Builds trusted relationships, supports financial planning and investment discussions, manages client meetings, identifies wealth management opportunities, assists with transition planning, and collaborates with internal teams. Requires financial services experience, investment and retirement planning knowledge, active securities licenses, strong communication skills, and proficiency with Salesforce and financial planning software.

Build and manage an independent financial advisory business by acquiring and educating clients, recommending insurance and investment products, conducting seminars, collaborating with insurance agents, and potentially establishing an office and staff. Advisors use multiple product lines to grow revenue, maintain client relationships, and provide financial solutions for planned and unexpected life events.

Build trusted client relationships, assess financial goals and risk tolerance, provide personalized investment and financial planning guidance, educate clients on Vanguard products, and coach them toward long-term financial decisions. Collaborate with sales and internal teams to onboard clients, maintain accurate records, follow regulatory requirements, and use digital tools for virtual advice delivery. The role requires securities licenses and ongoing development of advisory expertise.

Supports lead financial advisors by attending client meetings, preparing reports and draft financial plans, analyzing portfolios and asset allocations, generating rebalancing trades, researching investment products, managing CRM and portfolio system data, assisting clients with online access, and coordinating broker-dealer or custodian service requests. The role also maintains compliance records, forwards complaints, and addresses regulatory risks while delivering responsive client service.

Supports financial advisors with client review preparation, retirement financial plans, income tax projections, portfolio allocation analysis, plan implementation, CRM record maintenance, and client service. The role requires a bachelor’s degree, foundational investment-planning knowledge, strong analytical and communication skills, and commitment to completing CFP coursework and obtaining the CFP designation within two years.

Manage private wealth clients, develop new banking relationships, assess and approve commercial and consumer loans, structure credit terms, provide deposit and investment products, support financial planning, and cross-sell specialized banking services. The role requires maintaining credit quality, regulatory compliance, product expertise, and distinctive client service while pursuing business growth among affluent individuals, business owners, and entities.

Develop personalized financial plans for members, recommend compliant investment and insurance products, conduct portfolio reviews, maintain client records, and build referral relationships with branch teams. Deliver investment education, answer product questions, promote appropriate cross-referrals, stay current on broker-dealer offerings and regulations, and complete activity reports and business plans.

Provides personalized investment advisory, retirement planning, insurance, wealth management, and financial wellness guidance. Builds long-term member relationships, develops business through referrals and outreach, conducts client meetings across multiple channels, monitors market and regulatory developments, and maintains compliance with FINRA, SEC, insurance, Raymond James, and credit union requirements.

The National Financial Solutions Advisor I engages clients in a contact center to provide advice on financial goals, using a consultative approach and leveraging Bank of America and Merrill offerings. The role emphasizes client care and aims to build long-term relationships, with pathways for career advancement within the company.

This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.

As a Financial Solutions Advisor Stage I, you will obtain licenses, build client relationships, and provide financial solutions while completing training programs.

Experienced Financial Advisors build and grow their practices using investment, insurance, retirement, estate planning, and wealth management solutions. The role provides technology platforms, underwriting and compliance support, investment and trust specialists, business-market resources, and strategic alliance programs. Advisors are expected to serve clients, develop business-owner relationships, and operate entrepreneurially while leveraging the firm’s products, brand, and support infrastructure.

Advise continuing students and families on federal, state, and alternative financial aid options. Conduct appointments, analyze student accounts, perform repackaging and graduation audits, create accurate award packages, collect documentation, resolve balances, and deliver exit presentations. Maintain detailed records, support financial aid renewal outreach, and ensure compliance with Title IV regulations and Federal Student Aid access requirements.

The Financial Advisor provides financial planning guidance, sells investment solutions, and manages client relationships to achieve financial goals. Responsibilities include client onboarding, conducting annual reviews, and ensuring compliance with regulations while promoting lead generation and achieving sales goals.

Assist clients with financial goal setting, financial assessments, investment planning, and product recommendations. Build and maintain client relationships, monitor market trends, provide informed financial guidance, and participate in ongoing professional development.

The Financial Advisor Associate analyzes client financial needs, recommends investment and insurance strategies, and builds long-term relationships with clients to meet their financial goals.

The Financial Advisor role involves providing financial planning and investment management to clients, ensuring exceptional service and achieving sales goals.

Supports Financial Advisors by analyzing client data, preparing customized financial plans, delivering planning recommendations, educating clients, identifying investment solutions, and advancing business opportunities. The role also involves client relationship management, financial planning research, opportunity tracking, and occasional travel to branches.

Build and manage a financial advisory practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement, investments, wealth accumulation, and long-term planning. The role involves networking, referrals, business development, ongoing training, and maintaining required professional licenses. Financial services experience is valuable but not required, and licensing support is provided.

Partners with financial advisors to serve mass affluent clients through discovery meetings, needs analysis, financial planning support, investment recommendations, portfolio reviews, referrals, and client relationship management. Gathers financial data, supports retirement and investment planning, maintains Salesforce records, reviews rebalancing recommendations, and ensures regulatory compliance. The role develops advisory, technical, and business-development skills with progression toward a Financial Advisor position.

Provides investment advice, evaluates client goals and financial standing, recommends suitable investment products, executes buy and sell orders, maintains client relationships, processes deposits, completes continuing education, and follows broker-dealer compliance, AML, and BSA requirements.

Provides investment advice, recommends suitable products based on client goals, executes buy and sell orders, processes deposits, maintains client communication, completes continuing education, and follows broker-dealer, AML, BSA, and other regulatory requirements.

Administers and reviews student financial aid applications and documentation for compliance with Title IV, federal, state, and institutional requirements. Supports FAFSA verification, Veterans Affairs educational benefits, audits, quality assurance reviews, compliance reporting, and corrective actions. Maintains accurate student records, monitors regulatory changes, and trains new and existing staff on financial aid policies and procedures.

Supports financial advisors by preparing preliminary financial plans, insurance and investment analyses, portfolio recommendations, client reports, and transaction paperwork. Manages client data, service issues, communications, review meetings, compliance records, and prospect qualification. The role requires client relationship skills, financial planning knowledge, regulatory compliance, and willingness to obtain securities and insurance licenses while developing toward an independent financial advisor position.