829 financial advisor jobs found

Benefits: 401(k) matching Bonus based on performance Competitive salary We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide expert advice on investment opportunities, retirement planning, and wealth management. Responsibilities: Provide personalized financial planning and investment advice to clients Assist clients in developing strategies for meeting their financial goals Monitor and analyze market trends and economic indicators Stay up-to-date on industry regulations and compliance standards Build and maintain strong client relationships Requirements: Bachelor's degree in Finance, Business, or related field Series 7 and 66 licenses required Life and Health License Proven experience as a Financial Advisor or similar role Strong analytical and communication skills Ability to work independently and...

Financial Advisor New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. Benefits of Financial Advisor W2 & Allowance. ·         401(k) ·         Defined Pension Plan ·         Health insurance ·         Life insurance ·         Vision & Dental insurance ·         Disability insurance ·         Flexible schedule Comprehensive professional training The opportunity to work for a Fortune 100 company   Job Functions of the Financial Advisor As a Financial Advisor, you will be meeting with clients, working together to come up with insurance & financial solutions and maintaining long-term relationships with your clients. It is one of the most rewarding aspects of being a Financial Advisor and it’s the reason why many people enter and stay in this career. As a largest mutual...

Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About the Organization: The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities. Category: Small Business Development Corp (SBDC) Description: PCR Business Finance Advisor Requirements Financial Specialty Part-Time Advisor Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Financial Advisor Date: Feb 24, 2025 Location: Hiram, GA, US, 30141 Company: United Bank Job DescriptionThe Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers RESPONSIBILITIES:Interface with/train branch employees in...

Description: Position Purpose: This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. What you'll do · Determines specific customer financial and investment needs. · Provides advice to customers on personal investment product purchases. · Maintains a high level of profitable sales which meet or exceed goals. · Keeps all required licenses in good standing. · Maintains expertise with current investment product portfolio. · Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business. · Keeps informed of industry product trends and issues. · Engages in proactive...

POSITION SUMMARY The Financial Analysis Senior Advisor provides the underwriting support process for Express Script's Retail Pharmacy Network. The Senior Advisor is expected to provide modeling and analytics associated with network underwriting. By partnering with underwriting, the Next Generation Engine (NGE) support team and network contracting, this role will help structure client network deals to win and retain business. ESSENTIAL FUNCTIONS Provide financial analysis and modeling related to retail network underwriting support, which includes NGE model reviews, modeling custom networks or overrides where appropriate and researching and explaining unusual NGE network results Partners closely with Pharmacy Network Strategy to ensure the most advantageous networks are modeled Works with the NGE support team to create enhancements to the model for improved accuracy, to build out new network options and to increase the scope of retail network modeling Assist with retail...

POSITION SUMMARY: The Financial Analysis Senior Advisor is responsible for working collaboratively internally and with external client partners to identify and manage value. This individual will work closely with the Centene client, Account Management teams, Supply Chain, and Pricing to ensure all pricing related contractual commitments are met. As a Senior Advisor, you will manage large data tables and tools that measure client guarantee performance, develop tracking reports, and communicate any known risks or opportunities. ESSENTIAL FUNCTIONS: Complete pricing related activities for rental network clients, which includes development of custom network pricing and rate counters. Develop and maintain all price points on client pricing files. Participate in coordination with Network Operations to ensure production price points reflect desired rates. Monitor and track client and provider guarantee performances. Perform monthly client guarantee accrual and...

Financial Services Repost Job Date: 3/14/2025 2:02:35 AM Location: Oklahoma City, OK, 73112 Salary: $45000.0 - $125000.0/year Experience: 1 Year(s) At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States. 2 We proudly have more MDRT members than any other company and know what it takes to help you be successful. 3 What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...

Sr. Director, Treasury Service US-NJ-Princeton Job ID: 2025-20580 Type: Full-Time # of Openings: 1 Category: Financial Services and Procurement Overview The Senior Director of Treasury Services manages four distinct business processes.  First, the Senior Director directs and leads the University’s debt programs: both long-term and short-term, taxable and tax-exempt. This entails evaluating and enhancing the University’s debt management business processes to ensure both efficiency of operations and appropriate stewardship.  Second, the Senior Director leads the financial planning and analytics of the University’s Capital Plan, a rolling capital plan which currently totals approximately $6.5 billion in planned spending over the upcoming 7-year period. The position requires independent, complex strategic analyses related to the funding and financing of the capital budget, within the context of overall institutional objectives and financial constraints, effectively articulating the...

Position Type: Full-time Pay: $165,000 - $175,000 per year, dependent on experience and education Benefits: 457b plan, and matching; Medical coverage and 100% deductible coverage through HRA; Dental coverage; Vision coverage; Life insurance; Paid time off; Parental leave; Tuition Reimbursement; Monthly Remote Work Stipend; Supplemental Retirement plan, and more. Work Location: Hybrid; Home and Boston Office Job Overview The Massachusetts Clean Energy Center’s (MassCEC) Controller will be responsible for the accounting operations of the entity and other aspects of financial management, reporting directly to the CFO. The Controller will manage the development of accounting policies, regulatory and financial reporting, budget and forecast preparation, maintenance of an adequate system of accounting records, and comprehensive internal controls designed to mitigate risk and enhance the accuracy of the MassCEC's financial results. The Controller will ensure that...

***DISCLAIMER: The City reserves the right to accelerate or extend the “Closing Date” of open positions at any time, dependent upon the number of applications received.  The finalist must pass a pre-employment physical, drug screen, and background check.  Under administrative direction, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Finance Department, including finance, treasury, accounting, purchasing, billing, customer service and code enforcement and compliance; directs and administers the fiscal operations and activities of the City, which include budgeting, investments, financial transaction processing, record keeping and reporting, payroll, accounts payable, accounts receivable, utility billing and business licensing; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with...

Dow Jones & Co. Dow Jones, Making Careers Newsworthy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, email us at talentresourceteam@dowjones.com. Please put “Reasonable Accommodation in the subject line. NYC - 1211 Ave of the Americas Full time Job_Req_44695 Job Description: About Our Organization: Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events. Dow Jones has produced unrivaled quality content for more than 130 years...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Regional Manager Brokerage Date: Feb 25, 2025 Location: Charlotte, NC, US, 28211 Company: United Bank Job DescriptionJOB SUMMARY: The Sales Manager will be responsible for recruiting, training, development and supervision of the United Brokerage Services, Inc. Financial Advisors. The Sales Manager is directly accountable for the attainment of recruiting goals in addition to achieving established targets in sales, revenue growth, and profitability. RESPONSIBILITIES:• Attract, retain and motivate the team to achieve management...

At Piper Sandler, we connect capital with opportunity to build a better future. Founded in 1895, we are a leading global investment banking enabling growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an experienced Associate to join the top-ranked Insurance Investment Banking Group's team of 27 professionals based in New York City. The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms...

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Position Summary The Senior Wealth Advisor provides investment recommendations and advice to high value perspective and current clients. This role is responsible for serving high net worth clients,...

Job ID: C-2024-AS # of Openings: 1 Category: New Accounts Type: Permanent/ Full-Time } Min: USD $45,000.00/Yr. Max: USD $50,000.00/Yr. Overview If you’re looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the New Accounts department offers a hybrid work schedule , so you’ll be able to work from home for part of the week!   We’re looking for a new accounts specialization associate to join our ranks in greater Cincinnati, Ohio! Does a fast-paced, highly focused, and process-oriented environment sound like just your thing? Is your attention to detail razor sharp? As a new accounts specialization associate, you...

Dow Jones & Co. Dow Jones, Making Careers Newsworthy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, email us at talentresourceteam@dowjones.com. Please put “Reasonable Accommodation in the subject line. NYC - 1211 Ave of the Americas Full time Job_Req_45556 Job Description: Barron's Trending News Writer About Our Organization: Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile, and live events. Dow Jones has produced...

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into...

Burke & Herbert Bank & Trust Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower’s financial goals.   Complete the borrower’s application and analyze the borrowers financial and credit data.  Lock rate per company and regulatory guidelines.  Prepare or request all applicable loan documentation from the appropriate party or...