Top 24 Series 7 Jobs in Savannah Ga

Financial Service Advisor
Northwestern Mutual —Savannah, GA
- $70,000 - $120,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid training
- Health insurance
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7d
Financial Advisor
Edward Jones —Bloomingdale, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Financial Advisor
Edward Jones —Bluffton, SC
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Wealth Management Client Associate
Bank of America —Hilton Head Island, SC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Sr. Relationship Manager - Global Commercial Bank - Middle Market - Savannah
Bank of America —Savannah, GA
- Full-time
- Writing skills
- Data analysis skills
- Office
7d
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Richmond Hill, GA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
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Premier Advisor- In Market Virtual- Savannah
Truist Bank —Garden City, GA
- Full-time
- Background check
- English
- Finance
- AD&D insurance
- Paid holidays
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Service Advisor
Northwestern Mutual —Savannah, GA
Reviews completed plans for accuracy, quality, and case strategy opportunities. Owns and leads the follow through and execution of action items from all…
$70,000 - $120,000 a year
Quick Apply
7d
Financial Advisor
Edward Jones —Bloomingdale, GA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Series 7 / 66 ( 63/65 ) (Required). We offer a competitive compensation and benefits package including…
$60,000 - $70,000 a year
Quick Apply
4d
Financial Advisor
BizOps Collective —New Albany, OH
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
$100,000 - $400,000 a year
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series 7 jobs near savannah ga

Financial Service Advisor

Northwestern Mutual
Savannah, GA

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Job Details

Full-time
$70,000 - $120,000 a year
7 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Series 6
Series 7
Life & Health Insurance License
Series 63

Full Job Description

Overview

Join our dynamic financial services team as a Financial Service Advisor, where you'll play a pivotal role in guiding clients through their financial journeys. This position offers an exciting opportunity to leverage your expertise in investment management, financial planning, and client relationship management to deliver tailored solutions that meet diverse client needs. As a key advisor, you'll help clients navigate complex financial concepts, ensuring they achieve their wealth management goals while adhering to industry regulations and compliance standards. Bring your passion for finance, exceptional communication skills, and industry knowledge to make a meaningful impact every day.

Full job description

Job Title: Financial Service Advisor

Job Summary:

The successful candidate will focus on case preparation, enhancing client meeting effectiveness and excel at client relationship management. This is an excellent opportunity for a skilled and results-driven individual to make a significant impact in the financial services industry; this role provides a foundation to explore various paths within the firm, including development into a Lead Advisor.

Responsibilities:

2nd Chair to Advisor(s)

Prepares all necessary material and preps Lead Advisors for all client meetings to ensure agenda and deliverables are ready.
Attends all client meetings to facilitate thorough documentation, meeting summaries, action items, and follow-through with the client and team.
Owns and leads the follow through and execution of action items from all meetings.
Facilitates and monitors progress throughout the initial planning experience, onboarding, and ongoing reviews.
Creates and manages workflows and tasks to ensure quality and timely execution.

Plan Creation

Serves as liaison w/ H.O. FPS to send and review Plans.
Reviews completed plans for accuracy, quality, and case strategy opportunities.
Prepares questions and presents @ Case Strategy Meetings.
Identifies and provides feedback to Leadership for planning and client experience enhancement.

Client Relationship Management and Service

Serves existing clients as the initial point of contact for ongoing service questions and advice.
Identifies service and advice requests for Lead Advisor involvement and/or collaboration.
Manages client reviews schedule to ensure timely connections are completed.

Planning and Investment Support

Supports Director of Investments and Planning in miscellaneous requests, as capacity allows.
Supports miscellaneous project assignments.

Qualification and Skills

Life Accident and Health Exam
Series 7 and 63 preferred (will consider Series 6 in lieu of Series 7)
CFP® designation preferred
Exceptional organizational and communication skills (oral and written)
Highly proactive, engaged and motivated to learn and continue professional development
Polished presentation
Excels in collaborative, team environment
Adaptive to change
Proficient with Word, Excel, Outlook, and technology in general

Experience

1 to 5 Yr+ Industry
1 to 5 Yr+ Financial Planning Concepts
1 to 5 Yr+ Investments and Insurance

WHO WE ARE:

At The Reserve Wealth Collective, we take a comprehensive approach that goes far beyond investment management. We are proud to be affiliated with one of the strongest financial institutions in the world -Northwestern Mutual - but wanted to create a brand that spoke to the unique work we do for clients. We are proud of the exclusivity of what we offer and how we deliver service to clients.

Competitive Salary Range: $70,000-$120,000 base salary, PLUS competitive bonus

Pay: $70,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

License/Certification:

Series 7 (Preferred)
Series 6 (Preferred)
series 63 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

series 7 jobs in savannah ga

Financial Service Advisor

Financial Advisor

Associate Financial Advisor

Wealth Management Client Associate

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Savannah

Senior Financial Advisor – Experienced Professionals

Premier Advisor- In Market Virtual- Savannah

Financial Coach

Wealth Solutions Advisor

Workplace Planning Consultant

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