Top 59 Financial advisor Jobs in Crown Point In

Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN
Bank of America —Merrillville, IN
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Private Wealth Advisor
WealthBridge Financial Group —Crown Point, IN
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Crete, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Frankfort, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Frankfort, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Financial Advisor
First Merchants Bank —Merrillville, IN
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
1d
Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN
Magellan Health —Gary, IN
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Investment Executive (Financial Advisor) Country Club Hills, IL
Fifth Third Bank —Country Club Hills, IL
- Full-time
- Mid-level
- Office
- Travel
7d
Financial Services Representative - State Farm Agent Team Member
joshua baumgartner - State Farm Agent —Beecher, IL
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Marketing
- Entry level
- 401(k) matching
- Opportunities for advancement
Quick Apply
Managing Director
WealthBridge Financial Group —Crown Point, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Aid Advisor
Ivy Tech Community College —Valparaiso, IN
- $43,000 - $46,000 a year
- Full-time
- High school
- Mid-level
- Supervising experience
- Wellness program
- Paid parental leave
Financial Services Representative - State Farm Agent Team Member
John Harrell - State Farm Agent —Homewood, IL
- $65,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Experienced Life & Annuity Agent
WealthBridge Financial Group —Hammond, IN
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Mentoring
- Disability insurance
- Health insurance
Quick Apply
Insurance Agent - Valparaiso, IN
Horace Mann - Agent Opportunities —South Haven, IN
- Mid-level
- Financial services
- 2 years
Quick Apply
SR Financial Advisor
Marquette Bank —Oak Forest, IL
- $15 - $16 an hour
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Client Service Administrator - Maar Financial Group
Thrivent —Crown Point, IN
- $46,000 - $58,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- 401(k)
Quick Apply

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financial advisor jobs near crown point in

Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

Bank of America -
Merrillville, IN

Apply Now

Job Details

Full-time

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Securities Industry Essentials
Customer relationship management

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications

Weekly Schedule: Monday thru Friday, some Saturdays required

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

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financial advisor jobs in crown point in

Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

Private Wealth Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN

Investment Executive (Financial Advisor) Country Club Hills, IL

Financial Services Representative - State Farm Agent Team Member

Managing Director

Financial Aid Advisor

Financial Services Representative - State Farm Agent Team Member

Experienced Life & Annuity Agent

Insurance Agent - Valparaiso, IN

SR Financial Advisor

Client Service Administrator - Maar Financial Group

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