Top 9149 Experienced financial advisor Jobs

Financial Advisor
Katie's Financial Services LLC —Remote
- $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Mid-level
- On-the-job training
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8d
Financial Advisor
AK Finance —Remote
- $60,000 - $90,000 a year
- Part-time
- Remote
- Sales
- Customer service
- No experience needed
- 401(k)
- Flexible schedule
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10d
Entry-Level Financial Professional & Team Leader
WealthBridge Financial Group —Remote
- $100,000 a year
- Part-time
- Remote
- Finance
- Communication skills
- Entry level
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Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Fractional Chief Financial Officer (CFO)
Learntastic —Remote
- $1,000 - $2,500 a month
- Part-time
- CPA
- Senior level
- Leadership
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Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Experienced Financial Advisor - Independent Platform (Ohio)
WealthBridge Financial Group —Columbus, OH
- $125,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - SD - Sioux Falls
Thrivent —Sioux Falls, SD
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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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
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Wealth Advisor
Brophy Wealth Management, LLC —Bedford, NH
- $90,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Profit sharing
- Disability insurance
Quick Apply
Estate Planning and Probate Attorney
Roybal Mack Cordova Law —Albuquerque, NM
- $140,000 - $200,000 a year
- Full-time
- 5 years
- Business development experience
- Analysis skills
- Health savings account
- Paid holidays
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Probate Attorney
Tiffany & Bosco, PA —Phoenix, AZ
- $120,000 - $150,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
11d
Financial Advisor - Waukesha, WI and Surrounding Areas
Thrivent —Waukesha, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Richmond and surrounding area
Thrivent —Richmond, VA
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - Montgomery, Frederick and Washington County MD
Thrivent —Frederick, MD
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent —Spokane, WA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D 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
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Southeastern PA
Thrivent —Philadelphia, PA
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply

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Financial Advisor

Katie's Financial Services LLC
Remote

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Job Details

Part-time | Full-time
$85,000 a year
8 days ago

Benefits

On-the-job training

Qualifications

Driver's License

Full Job Description

We are looking to expand our team of financial advisors in a fully remote environment!!

This position is a Financial Advisor (part-time or full-time).

Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a road map to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (included but are not limited to Getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Investments, Rollovers, Annuities, Roth IRA, Insurance).

Schedule: You create your own, besides ongoing weekly training - Tuesday 8 pm EST/5 pm PST and Saturday 12 pm EST/ 9amPST

Important Note: You don’t have to quit your current job to join us. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you!

Compensation:

$85,000

Responsibilities:

Engage with clients to understand their financial aspirations and craft personalized strategies to achieve them.
Participate actively in our comprehensive training program to enhance your financial advisory skills.
Shadow experienced advisors during client meetings to gain insights into effective financial planning.
Analyze client financial data to identify opportunities for growth and risk management.
Present tailored financial solutions that align with clients' unique needs and goals.
Stay informed about industry trends and regulatory requirements to ensure compliance and best practices.
Complete necessary licensing requirements to provide a full range of financial services to clients effectively and ethically.

Key Responsibilities:

Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs, and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's needs
Follow industry ethics and industry standards
Complete licensing requirements
Maintain licenses and industry ethics

Qualifications:

Experience in customer service or client interaction, ideally two to three years, to build strong client relationships.
Ability to engage with clients to understand their financial goals and craft personalized strategies.
Willingness to participate actively in our comprehensive training program to enhance your skills.
Proven track record of self-motivation and accountability in a fast-paced, value-driven environment.
Strong interpersonal skills to effectively communicate and present tailored financial solutions.
Ability to analyze financial data and identify opportunities for growth and risk management.
Commitment to ethical standards and integrity in providing financial advice and services to clients.

(Please READ)

Must be over the age of 18
Driver's License
Background check required
Willing to obtain a state license if you do not have one yet (Life, Accident, and Health)
Ability to manage customer relationships and provide tailored financial advice
2-3 years of customer service/client interaction recommended (not required)

Qualities we're looking for:

Business-minded ambition
Integrity, ethical, and a strong sense of morality.
Passion for making a difference and helping people.
Self-motivated, accountable, and a team player.
Ability to receive coaching and feedback.
Strong interpersonal skills
Self-motivated
Enjoys working in a fast-paced, highly productive, value-driven environment

About Company

Our mission is no family left behind. We believe in taking an educational approach when helping people with college planning, retirement, insurance, and estate planning. We bring Wall Street to Main Street.

Quick Apply

Refine Your Search

experienced financial advisor jobs

Financial Advisor

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Financial Advisor - OR, NY, NJ, FL, or CA

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Probate Attorney

Financial Advisor - Waukesha, WI and Surrounding Areas

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Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Financial Advisor - Montgomery, Frederick and Washington County MD

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas

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Financial Advisor -Greater Columbus, OH

Financial Advisor - Southeastern PA

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