Top Financial Advisor Jobs

The Financial Advisor at NASA Federal Credit Union provides advisory services, prepares financial plans, and manages client accounts to enhance investment program participation.

This role provides financial advice and customized solutions, collaborates with clients to build financial plans, and refers clients to business partners based on needs.

As a Financial Solutions Advisor, you'll obtain licenses, develop client relationships, and offer personalized financial advice, progressing into more advanced roles within the company.

Provide comprehensive financial advice and solutions to clients, build financial plans, and recommend investment products to help meet their financial goals.

This role involves advising clients on financial goals, triaging leads, making referrals, and ensuring compliance with SAFE Act registration.

The Financial Solutions Advisor provides personalized financial advice, builds financial plans, manages client relationships, and recommends investment strategies based on client needs.

Provide personalized financial planning and advice to members, respond to inquiries and referrals, travel to branches as needed, cultivate long-term member and internal relationships, and collaborate with credit union staff to deliver financial solutions and training.

Trainee financial advisor who obtains FINRA licenses (SIE, Series 7, Series 66), learns consultative advisory skills, and provides comprehensive banking and investment solutions to clients. Will train in-center, build client relationships, deliver reviews and recommendations, and collaborate with banking and investment partners while meeting SAFE Act registration 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.

The Financial Advisor Associate works with clients to analyze financial information, recommend tailored investment strategies, and manage client relationships for wealth management.

Provide financial planning and portfolio management for clients, develop trust and cooperative relationships, stay aware of economic and regulatory changes, maintain and update financial plans, and leverage firm resources to grow client relationships and business.

COUNTRY Trust Bank® Financial Advisors provide financial services and insurance products to clients, leveraging diverse income sources and establishing their own businesses with support.

Financial Advisors will independently manage their business, helping clients with financial planning, insurance products, and conducting seminars while having uncapped earning potential.

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

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.

The Merrill Financial Solutions Advisor will provide personalized financial advice to clients, develop relationships, and guide them toward achieving their financial goals. Responsibilities include managing client interactions, delivering presentations, and participating in marketing strategies to enhance client acquisition.

As an Advisor Development Program Financial Advisor, you'll develop client relationships, recommend investment products, and manage a client portfolio while collaborating with Financial Advisor Teams to grow your business.

The Financial Solutions Advisor provides customized financial advice and solutions, manages client relationships, and recommends investment strategies to meet financial goals.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

Serve as a trusted advisor to a portfolio of mass-affluent clients by delivering advice-based investment and insurance solutions, conducting portfolio reviews, generating referrals and new business, partnering with internal teams for seamless client service, growing assets under management, and maintaining regulatory compliance and risk standards.

Support financial advisors by preparing client meetings, gathering and entering client data, creating financial planning deliverables, running illustrations, executing trades, and handling follow-up and client service tasks.

Provide member-facing financial services: open accounts, process transactions and loans, cross-sell products, handle cash balancing and controls, support community business development, and ensure compliance with banking regulations.

Support a Financial Advisor by creating and delivering customized financial plans, recommending investment solutions, conducting client education, tracking planning-related revenue, and assisting marketing and client engagement to grow the practice.

Lead FP&A and investor-relations analysis to support long-range planning, capital allocation, forecasting, scenario modeling, and executive communications. Build and oversee complex financial models, monitor business-unit and peer performance, evaluate commodity and macro trends for oilfield services, support M&A and strategic decisions, and produce executive- and board-ready materials while improving analytics and processes across finance functions.