Top 27935 Advisor client data Jobs

Financial Advisor
Ameriprise Financial —Little Falls, MN
- $75,000 - $90,000 a year
- Full-time
- Marketing
- Computer literacy
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
14d
Estate Planning Attorney
Stone Bybee & Associates PLLC. —Las Vegas, NV
- $80,000 - $150,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Automotive Service Advisor at Ford Dealership
B. J. Maurer Motor Co., Inc. —Boswell, PA
- $36,000 - $45,000 a year
- 8 hour shift
- Management
- Sales
- Dealership
- Health insurance
- 401(k)
Quick Apply
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Paid holidays
- Health insurance
Investment Portfolio Associate-Huntsville, AL
Raymond James Financial, Inc. —Huntsville, AL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
6d
Sales Advisor- Rumble Boxing
Rumble Boxing Sunnyvale —Sunnyvale, CA
- $20 an hour
- Part-time
- Microsoft Excel
- Sales
- Customer service
- Employee discount
- Flexible schedule
Quick Apply
Senior Tax Advisor
Molen & Associates —Houston, TX
- $65,000 - $85,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Paid holidays
Quick Apply
8d
Energy Services Advisor (Business Development/Account Management)
Competitive Energy Services —Portland, ME
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
11d
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Paralegal + Legal Process Innovator
Framework Legal PLLC —Scottsdale, AZ
- $25 - $40 an hour
- Email
- Hybrid work
- Background check
- Contracts
- Senior level
Quick Apply
14d
Audit Manager
Haynie & Company —Littleton, CO
- $110,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor's degree
- Paid parental leave
- Health savings account
Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Public Finance Associate
Special Districts Association of Oregon —Salem, OR
- $60,000.00 - $72,519.33 a year
- Email
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Actuary – Financial Projection Modeling (Modeling Center of Excellence)
MassMutual —Springfield, MA
- $144,800 - $190,000 a year
- Computer Science
- Office
- Java
- Commuter assistance
- Paid holidays
Corporate Counsel, Enterprise Engineering - AWS
Amazon.com Services LLC —Seattle, WA
- $153,900 - $208,200 a year
- Full-time
- 5 years
- Senior level
- Commercial
- AD&D insurance
- Health insurance
10h
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Staff Accountant
Bilsky Financial Group, Inc. —Canton, TX
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Flexible spending account
Quick Apply

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Financial Advisor

Ameriprise Financial -
Little Falls, MN

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Job Details

Full-time
$75,000 - $90,000 a year
14 days ago

Benefits

Paid holidays
Paid time off
Professional development assistance
Opportunities for advancement
Retirement plan

Qualifications

Teamwork
Bachelor's degree
Client services experience
Organizational skills
Business Administration

Full Job Description

Are you a bright, organized professional with experience in the financial planning/investment industry? We are looking for a Financial Advisor seeking a long-term career with a rapidly growing firm that provides high-caliber service and puts clients first. This position offers the opportunity to work with an established client base while expanding relationships and attracting new clients to the practice. The ideal candidate is motivated by professional growth, enjoys building long-term client relationships, and is excited by the opportunity to contribute to the continued success and expansion of the firm.

This position will be based in Little Falls with occasional travel required. This is a full-time position with compensation based on experience, skill level, qualifications, and overall contribution to the growth of the practice. As the firm continues to expand, there may be opportunities for increased responsibility, professional advancement, and enhanced earning potential. Benefits include Paid Time Off, paid holidays, and a retirement plan.

Our ideal candidate thrives working independently, demonstrates exceptional attention to detail, communicates effectively with clients and colleagues, and is motivated to build a successful long-term career. The candidate should be proactive, relationship-focused, and continually seek opportunities to deliver additional value to clients while contributing to the growth of the practice.

Duties and Responsibilities:

- Provide exceptional client service

- Professional, friendly and effective communication with clients

- Gather financial planning data, create deliverables, track and follow up on action items for planning clients

- Respond and handle client service requests

- Make investment, insurance, and financial planning recommendations to clients that are aligned with their goals

- Contribute to business development initiatives and support the continued growth of the practice through client referrals, networking, and relationship-building activities

- Assist other advisors in the group as needed

- Identify opportunities to deepen client relationships and provide additional planning, investment, and insurance solutions when appropriate

Education, Experience, Knowledge and Skills

- Bachelor’s Degree or Higher - preferred major in Finance, Accounting, Business Administration, Marketing or relevant experience

- 2+ years of experience as a Financial Advisor working directly with clients preferred

- Series 7 and 66 licenses

- Life & Health Insurance licenses

- CFP® designation preferred

-Strong computer skills

-Exceptional interpersonal and client service skills

-Detail orientated with superior organizational skills

-Work independently with the ability to collaborate with others

-Ability to work in a fast-paced, evolving environment

If you are seeking a role that offers an established client base, a collaborative team environment, and opportunities for continued professional and financial growth, we encourage you to apply.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

advisor client data jobs

Financial Advisor

Estate Planning Attorney

Certified Financial Planner Professional

Automotive Service Advisor at Ford Dealership

Director of Planning Operations – Voyage Financial Advisors

Investment Portfolio Associate (Maite, Guam)

Investment Portfolio Associate-Huntsville, AL

Sales Advisor- Rumble Boxing

Senior Tax Advisor

Energy Services Advisor (Business Development/Account Management)

Client Service Advocate (CSA)

Paralegal + Legal Process Innovator

Audit Manager

Office Coordinator & Junior Client Service Associate

Public Finance Associate

Actuary – Financial Projection Modeling (Modeling Center of Excellence)

Corporate Counsel, Enterprise Engineering - AWS

IT Application Manager

Associate Analyst

Staff Accountant

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