20 Best financial professional jobs (Hiring Now!)

Financial Advisor
Independence Financial Advisors —Merrimack, NH
The candidate will work internally with a team of advisors to develop business and identify opportunities, analyze strategic options, generate exhibits and…
Estimated: From $85,000 a year
Financial Advisor
LFN Advisors Inc. —Muskegon, MI
Develop and execute additional prospecting and marketing strategies, as required. Call on clients to deliver and explain policies, strategies and suggest…
Estimated: $76.5K - $96.8K a year
Quick Apply
Licensed Financial Advisor
Allegacy Federal Credit Union —Winston-Salem, NC
Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis;…
Estimated: $57.4K - $72.6K a year
Quick Apply
Financial Professional (Remote/Part-Time)
Blue Horizons Financial LLC —Remote
►NO prior certification, experience, or education necessary. FLEXIBLE Hours - You set your own schedule / what you put in is what you will get out.
Estimated: $50,000 - $100,000 a year
Quick Apply
Business Financial Professional Skill Level 1-3
Strategic Analytix —Fort Meade, MD
In lieu of a degree, Program Management Professional (PMP) certification, Certified Defense Financial Manager (CDFM), or DAWIA Level I in Business/Financial…
Estimated: $92.1K - $117K a year
Quick Apply
Financial Advisor with Series 6 or 65
Brian Low Financial —Baton Rouge, LA
Series 6,7 or 65 investment license with a Louisiana life and health license preferred. Growing independent financial planning firm looking to hire a financial…
Estimated: $45,000 - $90,000 a year
Quick Apply
New Financial Advisor
Edward Jones —Honolulu, HI
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional…
Estimated: $59.6K - $75.5K a year
Financial Advisor
Wings Financial Credit Union —Eagan, MN
Cultivate strong working relationships and build trust among credit union staff and members along with other key local people in the credit union movement (CUNA…
Estimated: $63.4K - $80.2K a year
Quick Apply
COUNTRY Trust Bank Financial Advisor
COUNTRY Financial —Salem, OR
We’re looking for ambitious and established candidates who want to own their business and want to help clients prepare for life’s planned and unexpected moments…
Estimated: $92K - $116K a year
Financial Sales Representative
Meimarides Agency —Remote
The Financial Service Representative is an licensed insurance agent providing clients with products that help secure financial programs for their families.
Estimated: Up to $127,000 a year
Quick Apply
Financial Advisor - Bristol, RI
Edward Jones —Bristol, RI
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional…
Estimated: $59.6K - $75.5K a year
Financial Advisor
Equitable —Rochester, NY
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state…
Estimated: $60,000 - $100,000 a year
Quick Apply
Financial Sales Representative - Remote
1-800Accountant —Remote
Familiarity with CRM software and sales tracking tools. You'll receive top-notch training and ongoing support to excel in your role.
Estimated: $100,000 - $200,000 a year
Quick Apply
Retirement Financial Advisor
Guardian Resources —Saint Louis Park, MN
An Insurance Producer license, or willing to obtain one. Help our clients solve their financial and income challenges.
Estimated: $125,000 - $250,000 a year
Quick Apply
Financial Advisor
QX Financial —Remote
With access to appropriate holistic financial planning and risk management strategies, we believe that every person has the right to achieve financial freedom,…
Estimated: $75,000 - $250,000 a year
Quick Apply
2d
Remote Sales Representative - Financial Services
Fish Financial Agency —Remote
We are hiring a work from home, remote Financial Sales Professional who can meet our clients remotely via phone calls or on Zoom and tailor a plan to our client…
Estimated: $60,000 - $180,000 a year
Quick Apply
Financial Representative
Lauren Bayless and Associates, LLC —Remote
Collaborate with internal teams, such as corporate accounting and technical accounting, to ensure accurate financial reporting. Must be 18+ years or older.
Estimated: $69.7K - $88.2K a year
Quick Apply
8d
Financial Professional
Efua Ventures LLC —Remote
State-of-the-art financial analysis software. Obtain a financial needs assessment. Analyze financial information obtained from clients to determine appropriate…
Estimated: $59.9K - $75.8K a year
Quick Apply
2d
Financial Advisor
1ST MIDAMERICA CREDIT —Wood River, IL
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. The ability to build a strong client base with the…
Estimated: $50,000 - $75,000 a year
Quick Apply
Financial Representative
Trusted Faith Financial Services —Remote
Maintain excellent leadership qualities and help develop other leaders in the field. Be a leader and help develop and train other leaders in the field.
Estimated: $65,287 - $75,693 a year
Quick Apply

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Financial Advisor

Independence Financial Advisors Merrimack, NH

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Job Details

Full-time From $85,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning
Microsoft Excel
CFP
Microsoft Office
Analysis skills
Bachelor's degree
Financial concepts
Interviewing
Series 65
Communication skills
Time management

Full Job Description

We will earn our customers' business every day, by being the very best at what we do.

Independence Financial Advisors

Position Description

Financial Advisor

Exempt

Service Criteria

Independence Financial Advisors (IFA) is searching for a Financial Advisor who is experienced, self-motivated and a strong problem solver, to join our growing wealth management firm. The candidate will work internally with a team of advisors to develop business and identify opportunities, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions in conjunction with the team. The candidate will be responsible to deliver customized plans tailored to meet each client’s unique objectives.

This is a full time, in office position. This position offers a competitive compensation package including an attractive starting salary, a generous 401K plan and other exciting benefits, along with career advancement potential

Supervisors, managers, and officers are furthermore responsible for conducting themselves according to the standards set in the FSB Pledge of Leadership, which they are expected to have a full understanding of.

General Purpose

IFA is a wholly owned subsidiary of Franklin Savings Bank, and is an independent, RIA firm, specializing in comprehensive financial planning and asset management, dedicated to building long-term client relationships. With offices all over NH, ours is a knowledge-diverse team of experienced advisors who have specialties in investments, taxes, insurance, small business management, and retirement planning. IFA is searching for a Financial Advisor to join our Rochester NH or Merrimack NH offices, with an emphasis on cultivating new and existing business while working with that office’s Senior Advisory team to satisfy our clients’ sophisticated planning needs. The ideal candidate, who could be on an early-to-mid-career financial planning or money management track, will join a friendly and caring team, eager to share our experience and encouragement for this career

Duties, Responsibility and Authority

I. Planning

Cultivate and grow client base
Draft and deliver financial plans for review
Implement financial plans under the supervision of advisory team
Participate in client meetings, deliver presentations and answer questions
Take clients through reviews and follow-up/follow-through
Understand and support the firm’s vision, mission and strategy
Participate in the completion of the firm’s strategic initiatives
Work with the team to grow the firm in a manner consistent with our vision
Improve the referral stream through outstanding client service

II. Management

a. Lead by example and in accordance with FSB’s Pledge of Leadership and Pledge of Excellence.

b. Provide guidance, leadership and vision to the IFA staff.

c. Assess the needs of the IFA team and provide guidance to further their development, knowledge base and level of expertise.

d. Monitor and oversee the implementation of all IFA policies and procedures.

e. Work with the team to ensure all business activities are in strict accordance with all various regulatory requirements.

f. Direct, monitor and appraise the performance of the IFA staff, including performance appraisals, disciplinary actions and interviewing candidates for employment.

Skills/Experience/Training

· College degree preferred

· Series 65 is a requirement of the job and is financially supported, as needed, by the firm.

· Ideally, two or more years of client facing financial planning experience preferably for the benefit of individuals and families.

· Foundational understanding of comprehensive financial planning and asset management

· Expertise in client service

· Strong Communication with clients and internally within the team

· Strong analytical, organizational and time management skills.

· Excellent interpersonal and communication skills, both written and verbal.

· Detail-oriented with a focus on delivering optimal client service.

· Ability and desire to continue to learn and develop

· Ability to spot inefficiencies (internal or external) and work with the team on process improvements

· Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates. (Professional designations such as CFP®, CFA, MSFP or equivalent are a plus)

· Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets is necessary; experience with planning applications and RedTail is a plus.

· Participate in client meetings, as necessary, with possible travel (<35%.)

Working Conditions

Minimal physical effort required with some lifting required with handling of light materials and supplies.

Physical effort is involved with respect to dexterity and visual attention as needed for the frequent operation of personal computers and other office equipment.

Position is normally seated with the freedom of movement on a regular basis.

*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, must be able to perform the essential functions (as listed) either unaided, or with the assistance of reasonable accommodations, to be determined by management on a case-by-case basis.

This job description represents an overview of the essential functions of this position. This is not a complete listing of all required duties. Specific duties may vary over time to meet the needs of the bank.

Franklin Savings Bank reserves the right to change the job duties as business requirements dictate. Employees will be expected to perform other reasonably related duties as may be required by Management.

Every employee works for Franklin Savings Bank, not just for a particular manager. Accordingly, employees are expected to act in the best interests of the bank, even if doing so requires actions and responsibilities not listed in the above job description.

Job descriptions are not intended as, and do not create, employment contracts. The bank maintains its status as an at-will employer.

Equal Opportunity Employer/Veterans/Disabled

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Physical setting:

Office

Schedule:

8 hour shift
Night shift
On call
Weekends as needed

Supplemental pay types:

Bonus opportunities

Ability to commute/relocate:

Rochester, NH: Reliably commute or planning to relocate before starting work (Required)

Experience:

Financial concepts: 1 year (Preferred)

Work Location: In person

Apply Now

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