Top 53673 Goal Advisor Jobs

Financial Advisor
Secure Financial Group —Kent County, MI
- $70,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Professional development assistance
- Opportunities for advancement
Quick Apply
Director, Operations | New Accounts
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- High school
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Insurance Agent - Book Opportunity - West Linn, OR
COUNTRY Financial —West Linn, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Investment Portfolio Associate-Huntsville, AL
Raymond James Financial, Inc. —Huntsville, AL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
6d
Seeking a Commercial Real Estate Advisor with Analytic Skills!
Del Rey Urban Brokerage —Santa Monica, CA
- $60,000 - $120,000 a year
- Choose your own hours
- Hybrid work
- Sales
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
- $160,000 - $190,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Trainee
Northwestern Mutual —Poughkeepsie, NY
- $70,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Settlement & Benefits Coordination Attorney (2-4 years experience required)
Paramount Settlement Advisors —West Seneca, NY
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Health insurance
- Paid time off
Quick Apply
5d
Customer Accounts Manager / Furniture Delivery Driver
Aarons' Sales and Lease —Concord, NH
- $15.75 - $16.50 an hour
- Full-time
- 18 years or older
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales Consultant for Aesthetic and Cosmetic Surgery
IMAGELIFT —The Villages, FL
- $70,000 - $150,000 a year
- Full-time
- Background check
- Private practice
- Sales
- Travel reimbursement
- Disability insurance
Quick Apply
HVAC Service Technician ($25 to $32/HR)
Burton AC Heating Plumbing and More —Omaha, NE
- $25 - $32 an hour
- Pass drug screening
- Mid-level
- Residential
- Health savings account
- Paid holidays
Quick Apply
Senior Management Analyst / Senior Records Manager
Abaco Strategy LLC —Fort Meade, MD
- $120,000 - $125,000 a year
- Full-time
- Writing skills
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
12d
Licensed Tax Accountant – In-Store
Intuit —Wilmette, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
11d
Licensed Tax Accountant – In-Store
Intuit —Glenview, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
11d
Automotive Service Advisor
Mountain Home Auto Ranch —Mountain Home, ID
- $4,000 - $10,000 a month
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Paid training
- Health insurance
Quick Apply
Automotive Certified Technician - Hyundai
Woodhouse Auto Family —Elkhorn, NE
- $25 - $35 an hour
- Full-time
- Background check
- Clean driving record
- Mechanic experience
- Travel reimbursement
- Health savings account
Quick Apply
Tax Accountant - In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Senior Talent Management & Engagement Partner
Ascend Federal Credit Union —Tullahoma, TN
- Full-time
- 7 years
- Office
- Master's degree
- Opportunities for advancement
4d
Attorney - Estate Planning & Administration
Stamm Law Firm LLP —Buffalo, NY
- $75,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
6d
Retail Tax Expert
Intuit —Irvine, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
11d

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Financial Advisor

Secure Financial Group
Kent County, MI

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Job Details

Full-time
$70,000 - $150,000 a year

Benefits

Financial planning services
Professional development assistance
Opportunities for advancement
Flexible schedule

Qualifications

Customer relationship building
Investment management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Insurance planning
Financial services
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Retirement planning advisory services
Sales follow-up

Full Job Description

Job description:

About Us:

A well-established, growth-oriented financial services firm focused on helping clients build, manage, and protect their wealth. With a strong presence in Michigan and a deep commitment to client success, we provide our advisors with the tools, resources, and support needed to succeed in today’s competitive market.

We are currently expanding our team and have an excellent opportunity for an experienced Financial Advisor to join us in the Kent County area.

Position Overview:

As a Financial Advisor, you will have access to a continuous stream of both new and existing client opportunities. This position includes working with an existing book of business, giving you a solid foundation from day one. We are looking for a driven, service-minded professional who is passionate about making a positive difference in clients’ financial futures.

This is a growth-focused role, ideal for an advisor who is eager to expand their practice while benefiting from the collaborative environment and robust support that our firm offers.

Key Responsibilities:

Provide comprehensive financial planning and investment management to clients.
Build and maintain strong client relationships through regular communication and reviews.
Present customized financial strategies to help clients achieve their goals.
Collaborate with internal teams for insurance, retirement, estate, and tax strategies.
Stay up-to-date on market trends and regulatory developments.
Actively contribute to team and firm growth initiatives.

What We Offer:

Access to an established book of business and incoming client leads.
Professional marketing and back-office support.
A collaborative, team-oriented culture.
Competitive compensation structure with growth incentives.
Opportunities for continued education and career advancement.
A chance to truly make a difference in your clients’ lives while growing your own business.

Qualifications:

Minimum 2 years of experience in financial planning or a related advisory role.
Life & Health Insurance License (Required).
Series 65 (Preferred, or willingness to obtain).
Proven ability to manage and grow client relationships.
Strong communication and presentation skills.
Ability to work independently and within a team.

Job Type: Full-time

Compensation Package:

Bonus opportunities
Commission pay

Experience:

Financial planning: 2 years (Required)

License/Certification:

Life & Health Insurance License (Required)
Series 65 (Preferred)

Work Location: On the road

Pay: $70,000.00 - $150,000.00 per year

Benefits:

Financial planning services
Flexible schedule
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

Goal Advisor jobs

Financial Advisor

Director, Operations | New Accounts

Insurance Agent - Book Opportunity - West Linn, OR

Investment Portfolio Associate-Huntsville, AL

Seeking a Commercial Real Estate Advisor with Analytic Skills!

Estate Planning Associate (3+ years)

Financial Advisor Trainee

Settlement & Benefits Coordination Attorney (2-4 years experience required)

Customer Accounts Manager / Furniture Delivery Driver

Sales Consultant for Aesthetic and Cosmetic Surgery

HVAC Service Technician ($25 to $32/HR)

Senior Management Analyst / Senior Records Manager

Licensed Tax Accountant – In-Store

Licensed Tax Accountant – In-Store

Automotive Service Advisor

Automotive Certified Technician - Hyundai

Tax Accountant - In-Store

Senior Talent Management & Engagement Partner

Attorney - Estate Planning & Administration

Retail Tax Expert

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