Top 23953 Financial Advisor Candidate Jobs

Licensed Financial Services Advisor
First State Bank & Trust —Basehor, KS
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
M&A Advisor
S&D People Solutions —Totowa, NJ
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor II
LPL Financial —Farmington, CT
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Financial Advisor
Capitol Federal —Overland Park, KS
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Financial Advisor
Sagient —Honolulu, HI
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
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Financial Advisor
Heritage Capital Partners —Remote
- $25,000 - $150,000 a year
- Part-time
- Remote
- Mid-level
- Financial services
- 2 years
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Advisor
EFG —Remote
- $72,787 - $84,256 a year
- Full-time
- Remote
- Customer service
- Mid-level
- Finance
- Profit sharing
- Employee stock purchase plan
Quick Apply
Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
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Entry Level Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
Lead Financial Advisor
Wexus Win Works LLC —Remote
- $63,878.94 - $76,929.48 a year
- Full-time
- Remote
- CPA
- Computer Science
- Sales
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9d
Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market
Bank of America —North Miami Beach, FL
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Entry Level - Financial Advisor
Equitable Advisors —Remote
- $33,400 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Analysis Advisor - Express Scripts - Remote
The Cigna Group —Remote
- $96,800 - $161,300 a year
- Online Application
- Remote
- Mid-level
- 3 years
- SQL
- Paid holidays
- Health insurance
Financial Solutions Advisor Registration Candidate - Southern TN Market
Bank of America —Nashville, TN
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Advisor Assistant
Lifetime Wealth Advisors, LLC —Red Bank, NJ
- $35,000 - $50,000 a year
- Part-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Gym membership
Quick Apply
Financial Advisor
Boldin —Remote
- $28 an hour
- Remote
- 5 years
- Writing skills
- Financial services
Quick Apply
Financial Solutions Advisor Registration Candidate - Northwest Florida Market
Bank of America —Jacksonville, FL
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Finance Advisor
KBA STAFFING —Remote
- $80 - $110 an hour
- Choose your own hours
- Remote
- Mid-level
- 3 years
- Financial services
Quick Apply
10d
Financial Solutions Advisor Registration Candidate- Central LA Market
Bank of America —Hollywood, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement

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Licensed Financial Services Advisor

First State Bank & Trust
Basehor, KS

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Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Series 66
Series 7
FINRA License
Series 65
Series 63

Full Job Description

Job Opening- Financial Services Advisor First State Bank & Trust is a community bank with locations in northeast Kansas including Piper, Basehor, Tonganoxie, Lawrence, and Perry. We have an opening for a Financial Services Advisor with our Trust & Financial Services Department. This position will office out of our Investment Building in Basehor and will provide services throughout our market areas. Candidate must have the following: FINRA Series 7 and 66. Or Series 7, 63 and 65 and appropriate State insurance licenses.

SUMMARY The Financial Advisor works directly with existing and prospective clients to address their financial, investment, insurance, tax and estate planning needs. Establishes value added relationships with customers by listening and understanding their financial needs and by offering solutions to those needs. The Financial Advisor is responsible for business development and client retention.

Maintains the necessary skills, knowledge, training and applicable securities licenses required to serve clients in a financial advisory capacity.
Recommends and manages investment solutions including individual stocks, bonds, mutual funds, ETF’s, REITs, insurance, and annuity products, ensuring transactions are executed accurately.
Collaborates and coordinates with customers’ external advisors, including but not limited to, their attorneys, accountants, and insurance providers, to help deliver and implement a comprehensive wealth management plans.
Advise both personal and commercial clients on retirement and savings plans.
Cultivates and maintains relationships with referral partners, including attorneys and accountants, as well as engaging in community and business development activities.
Builds relationships with co-workers for the purpose of cross delivering services to customers.
Sets clear goals and executes a business plan to meet those goals.
Keeps informed of industry trends, products and regulations and identifies opportunities for improvement of the solutions offered.
Delivers responsive, high-quality service and ongoing support to meet client needs.
Maintains compliance with all applicable bank, broker/dealer, State, and Federal regulations.
Upholds a positive public image of the Bank to the community.

Equal Opportunity Employer

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor Candidate jobs

Licensed Financial Services Advisor

M&A Advisor

Associate Financial Advisor II

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

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Entry Level Financial Advisor

Lead Financial Advisor

Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market

Entry Level - Financial Advisor

Financial Analysis Advisor - Express Scripts - Remote

Financial Solutions Advisor Registration Candidate - Southern TN Market

Financial Advisor Assistant

Financial Advisor

Financial Solutions Advisor Registration Candidate - Northwest Florida Market

Finance Advisor

Financial Solutions Advisor Registration Candidate- Central LA Market

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