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22 Hours Ago
San Diego, CA, USA
100 Employees
40K-60K Annually
Entry level
100 Employees
40K-60K Annually
Entry level
Financial Services
Atria Wealth Solutions is looking for an Equity Trader / Specialist to handle stock orders, provide market information to advisors, and ensure account accuracy. The position offers an annual salary range of $40,000 to $60,000 and requires strong communication, computer, and problem-solving skills.
22 Hours Ago
Pensacola, FL, USA
100 Employees
100 Employees
Not Specified
Financial Services
Provide financial consulting services to assist clients with identifying financial goals, recommending appropriate insurance/investment products, managing smaller accounts, and referring advanced financial planning needs to senior advisors.
22 Hours Ago
League City, TX, USA
100 Employees
100 Employees
Not Specified
Financial Services
The Associate Financial Advisor at University Federal Credit Union in the Galveston, League City, and Houston TX areas is responsible for providing financial and retirement planning services to members, non-members, and employees. They offer investment advice, recommend financial solutions, and communicate information about investment products and services. The role involves driving member growth, expanding relationships, analyzing financial information, and maintaining employee relationships through branch trainings and coaching. The position also requires a commitment to professional development and ethical conduct.
22 Hours Ago
Philadelphia, PA, USA
100 Employees
Junior
100 Employees
Junior
Financial Services
As a Financial Advisor, you will identify customer needs for financial services, create investment strategies, analyze market conditions, provide training to staff, meet with clients to review their accounts, and conduct workshops on financial topics.
22 Hours Ago
Lansing, MI, USA
100 Employees
Senior level
100 Employees
Senior level
Financial Services
The Financial Advisor will provide investment analysis and guidance to individuals and businesses, prepare comprehensive financial advice including portfolio reviews and asset accumulation strategies, and assist with retirement and estate planning. The role involves achieving sales goals, motivating office teams, and ensuring compliance with regulations.
22 Hours Ago
Greensboro, NC, USA
100 Employees
100 Employees
Not Specified
Financial Services
The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members’ goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio.
9 Days Ago
Sacramento, CA, USA
100 Employees
Entry level
100 Employees
Entry level
Financial Services
Seeking a Sales Assistant to provide member service and sales support for the Investment & Insurance Services group at Patelco Credit Union in Sacramento, CA. Responsibilities include coordinating with Financial Advisors, conducting research on client information, preparing documents, scheduling appointments, and fostering client relationships.
9 Days Ago
Riverside, CA, USA
100 Employees
67K-91K Annually
Senior level
100 Employees
67K-91K Annually
Senior level
Financial Services
Seeking a Financial Advisor to meet with and profile credit union members to determine appropriate financial products for long-term goals. Provide advice on retirement planning, college funding, and investing for financial health. Develop relationships, stay current on investment products, and ensure compliance with regulatory requirements. Bachelor's degree and 5 years of investment sales experience required.
17 Days Ago
Carthage, NY, USA
100 Employees
Junior
100 Employees
Junior
Financial Services
As a Financial Advisor, you will provide investment services, develop personalized strategies for clients, and conduct regular reviews of investment plans. You'll stay updated on market conditions, work with credit union professionals to enhance service offerings, and engage with the community to attract new clients.
17 Days Ago
Plano, TX, USA
100 Employees
Mid level
100 Employees
Mid level
Financial Services
As a Financial Advisor, you will assess customer needs for financial services, develop investment strategies, stay updated on market conditions, and provide client account reviews. You will also conduct workshops and seminars to attract new clients and enhance program integration with credit union personnel.
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