financial professional jobs

Condor Capital Wealth Management —Martinsville, NJ

Comments on investment portfolio and performance, as well as the markets and economy in general, in annual meetings and daily client phone calls/emails.

DSB Rock Island —Mendota Heights, MN3.7

Bachelor’s degree in Economics, Accounting, Finance, or similar field of study. We are seeking a dedicated individual who can create and maintain comprehensive…

Legacy Wealth Management Inc —Manassas, VA

Preferred: Active VA Life and Health Licensed or willingness to get license. *Financial Analysis & Planning*: Conduct financial analyses, develop financial…

Mennenga Tax & Financial —Madison, WI

Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Provide strategic advice across a variety of financial…

Thrivent —Sioux Falls, SD3.7

We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…

KM Solutions —Remote3.3

Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level…

Rehmann —Lansing, MI3.7

Undergraduate degree in a related field. Specifically, but not limited to; CRM, Portfolio Management and Financial Planning tools.

Integrated Wealth Management, LLC —Onalaska, WI4.7

Provide answers and advice to client inquiries. Strong knowledge of financial planning, investment strategies, and client service.

Independence Financial Advisors —Rochester, NH

The candidate will work internally with a team of advisors to develop business and identify opportunities, analyze strategic options, generate exhibits and…

New York Life —Richland, WA3.7

Raining and education to remain up-to-date on the latest investment plans, financial practices, financial trends and state/local/federal regulations and laws.

JJs Services —Remote

This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are…

Corning Federal Credit Union —Corning, NY4.2

May be required to hold the state notary public license. Assists members with completing membership and/or loan requests through video conferencing technology,…

CEG —Remote3.5

Previous coach certification is not required to apply however, certification must be obtained within the first six months. Expected hours: 10 – 40 per week.

First Command Financial Services, Inc. —Minot, ND3.6

In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and…

New York Life —Pittsburgh, PA3.7

You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued…

Means Wealth Management —Bangor, ME

Active Series 65 license (or willingness to obtain). In this role, you will work closely with clients to assess their financial goals, develop customized…

New York Life Insurance Company - Iowa General Office —Iowa

In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.1 Individual…

Fincadia Capital Partners —Brewster, NY

1-3 years of experience in financial planning, investment management, or a related field. Bachelor’s degree in finance, Economics, or related field.

Infinite Wealth Advisors —Mooresville, NC

You must have at least 5 years of experience in this space dealing directly with clients. The position will require excellent knowledge and skills with Excel…