Talent.com
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemCarmel, IN, United States
30+ days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR$75,000-90,000 Base Salary + Quarterly Production Bonus + Full BenefisMUST HAVE 7 / 66 (63 / 65) 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. Your position requires SAFE Act registration and you'll be required to register and 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

PROVIDEA strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.Marketing strategies to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.Potential Opportunities for professional growth.Leadership opportunities, including leading client and conference seminarsRequired skills : Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)Is a self-starter who efficiently manages time and capacity.Sets and accomplishes goals, achieving whatever you put your mind to.Builds and nurtures strong

effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Likes to learn, adapts to new information and seeks the right solutions for clients.Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.Desired skills : Proven ability to partner and promote lead

balancing investment management, sales activities and new client development.Strong computer skills and the ability to multitask in a demanding environment.A bachelor's degree, preferably in business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.

Create a job alert for this search

Financial Advisor • Carmel, IN, United States

Related jobs
  • Promoted
Financial Advisor

Financial Advisor

Everwise Credit UnionWestfield, IN, US
Full-time
The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Essentials

Financial Advisor - Essentials

Valeo Financial Advisors LLCCarmel, IN, US
Full-time
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financ...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

NorthStar Professional SearchUnited States
Remote
Full-time
Our client is seeking an experienced Financial Advisor to join their firm, responsible for creating and nurturing long-term client relationships while actively participating in the advanced plannin...Show moreLast updated: 30+ days ago
Associate Financial Advisor

Associate Financial Advisor

Pivotal Talent SearchUnited States
Full-time
This is a collaborative environment, working with High Net Worth clients, serving them in a fiduciary capacity.This role is instrumental in ensuring clients have a positive experience that exceeds ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Carmel and surrounding area

Financial Advisor - Carmel and surrounding area

ThriventCarmel, IN, US
Full-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show moreLast updated: 30+ days ago
Entry Level Financial Advisor

Entry Level Financial Advisor

Wisepath GroupBeth, OK, US
Full-time
Quick Apply
This is a remote / hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry?. Wisepath Financial Group DBA - Strategic Financial Concept...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.TX
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Advisor, Financial Aid

Advisor, Financial Aid

Guilford Technical Community CollegeNorth Carolina, United States
Full-time
The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters.The jobholder also verifies and awards aid to eligible applicants, complying with all federal ...Show moreLast updated: 30+ days ago
HFA Financial Advisor - Branch

HFA Financial Advisor - Branch

Huntington National BankBethel Rd Bo Cols C Oh
Full-time
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice!. The Huntington Financial Advisors gr...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

The Misch GroupUS
Full-time
Helvetica\ Neue, sans-serif; color : rgb(39, 42, 42)"> Financial Advisor Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

SM StaffingRemote, Remote, USA
Remote
Full-time
Must have a book of business (700k revenue and up).Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

WFG - Nashville - HendersonRemote, US
Remote
Full-time
Are you passionate about helping others secure their financial future? Join our team at WFG - Nashville - Henderson as a Financial Advisor in a remote position with a competitive salary of $60,000....Show moreLast updated: 30+ days ago
Personal Financial Advisor

Personal Financial Advisor

Masonry Consulting CompanyRemote, US
Remote
Full-time +1
We are urgently seeking new talent to join our company immediately! Our firm has been leading the financial services industry for over 30 years. Due to current events, our firm has been able to easi...Show moreLast updated: 30+ days ago
Financial Advisor - PNC Investments

Financial Advisor - PNC Investments

PNC Investments LLCFair , OH
Full-time +1
Licensing requirements : FINRA Series 7 / 66 (63 / 65).Life & Health Insurance required.Consults on investment and insurance strategies, as well as the development of financial plans for clients.Grows a...Show moreLast updated: 30+ days ago
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Showtime Financial ServicesRemote, US
Remote
Full-time +1
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Essentials

Financial Advisor - Essentials

Valeo Financial AdvisorsCarmel, IN, US
Full-time
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financ...Show moreLast updated: 29 days ago
Associate Financial Advisor - Remote

Associate Financial Advisor - Remote

Ameriprise Financial - VermontUS
Remote
Full-time
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Guided Wealth Advisors, a ...Show moreLast updated: 30+ days ago
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaWashington
Full-time
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago