Top Financial Advisor Jobs

The Financial Planner II leads the business development for brokerage and insurance services, trains staff, and mentors licensed assistants. Responsibilities include client management, coaching, conducting seminars, and maintaining licenses while ensuring compliance with industry standards.

Provide comprehensive financial planning and investment advice to individuals and business owners, conduct portfolio reviews, prospect for high-net-worth clients, collaborate with tax/estate/insurance specialists, and ensure regulatory compliance while growing and retaining client relationships.

Serve as senior risk advisor for investment products, portfolio solutions and advisor offerings. Identify, assess, and monitor product and strategic risks; provide independent challenge on new product development and distribution; lead a team of risk practitioners; produce risk reporting and enterprise insights; embed division-specific risk guidance into strategy and execution; partner with stakeholders across enterprise risk, legal, compliance, and business leadership.

Provide customized financial advice and solutions to clients, helping them achieve financial goals through investment and banking products. Responsibilities include client interaction, risk management, and collaborating with internal services.

Provide clients with customized financial advice, triage leads, recommend brokerage and banking products, and meet financial goals. Requires licenses and knowledge in investment strategies.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer clients to partners, mitigate risk, and engage new clients while completing required licensing and trainings (SAFE Act).

As a Financial Solutions Advisor, you will obtain securities licenses, build client relationships, and provide comprehensive financial advice while helping clients achieve their financial goals.

In this role, you will develop relationships with high-net-worth individuals, recommend investment products, and build a book of business while working collaboratively with Financial Advisor teams.

Provide comprehensive financial advice, meet client financial goals, triage leads, review financial plans, and recommend brokerage products while managing client relationships.

The Financial Advisor provides financial planning and investment advice, manages client relationships, and implements business strategies to acquire new business and support sales targets.

Provide tailored financial advice and solutions to clients, triage leads, refer to internal partners, recommend investment and banking products, and complete required licenses and SAFE Act registration. Identify new clients and manage risk in daily activities.

The Investment Executive guides and develops licensed bankers in selling securities products, coaching them on investment strategies, and ensuring client satisfaction while achieving sales goals.

Build and grow client relationships by delivering investment and insurance solutions, support portfolio reviews and client lifecycle management, and collaborate with Retail, Business Banking, and Wealth teams while learning from a senior advisor and building your own book.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, and ensure regulatory compliance including SAFE Act registration when applicable.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance products, and constructing tailored portfolios. Deliver market views, research, and due diligence, coordinate trust, advisory, and insurance services, and partner with other U.S. Bank channels to generate new business and service clients.

Lead planning, preparation and review of complex GAAP and statutory financial statements and disclosures for investments and derivatives. Manage close processes, coordinate policy implementation, support audits and regulatory reporting, supervise junior staff and drive process improvements and system enhancements.

Serve as primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment planning. Lead client meetings, coordinate with portfolio, tax, and estate specialists, implement strategies, and drive organic growth through referrals and partnerships. Focus on retirement/income planning, complex compensation, tax and estate coordination, and long-term portfolio strategy.

Provide financial planning and investment management support to clients and senior advisors, source and close new clients, conduct annual reviews, manage accounts and trades, maintain CRM records, and adhere to firm processes, training, and compliance standards.

Manage and grow a portfolio of business and individual clients by delivering high-touch service, soliciting new relationships, cross-selling deposit, loan, and investment products, analyzing creditworthiness, approving loans within authority, ensuring regulatory compliance, and referring clients to specialty areas. Maintain product knowledge, meet KPIs, participate in training, and may require mortgage (NMLS) and/or FINRA licensing.

Provide goals-based wealth management and comprehensive financial planning, grow and service a client base through referrals and outreach, leverage firm resources for investment, planning, and compliance support, and pursue ongoing professional development.

The Financial Advisor at GTE Financial empowers members through personalized financial advice, strategic planning, and compliance with regulations, focusing on building relationships and generating revenue.

The Financial Advisor will provide personalized retirement and financial planning services to clients, meet with prospective clients, and utilize company resources for business development.

Meet with clients to plan financial futures, utilizing company-provided tools and marketing support to grow business. Collaborate to enhance skills.

Provide personalized retirement and financial planning for clients, utilizing company tools and marketing support to expand business and collaborate with team members.