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Financial aid advisor Jobs in Raleigh, NC

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Financial aid advisor • raleigh nc

Last updated: 8 hours ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemRaleigh, NC, US
Full-time
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 30+ days ago
Financial Aid Programs Manager

Financial Aid Programs Manager

The California State UniversityChancellor's Office
Full-time
Join our team at the California State University, Office of the Chancellor, and make a difference in providing access to higher education. We are currently seeking experienced candidates for the pos...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Endowments and Foundations

Financial Advisor - Endowments and Foundations

CAPTRUSTRaleigh, NC, US
Full-time
Are you ready to make a meaningful impact in the financial services industry? As an.Endowment and Foundations Advisor.We focus on the "mid-market" with assets between $5 million and $250 million.Se...Show moreLast updated: 30+ days ago
Senior Financial Advisor - CFP

Senior Financial Advisor - CFP

jobbotRaleigh, NC
Full-time
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper.For over two decades, our focus on teamwork and client satisfaction has driven our expansio...Show moreLast updated: 30+ days ago
Financial Advisor - Coastal Credit Union

Financial Advisor - Coastal Credit Union

LPL FinancialRaleigh, NC
Full-time
Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Coas...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Equitable AdvisorsRaleigh, NC, United States
Full-time
Equitable Advisors is dedicated to making a positive impact in the lives of its clients.Our network of over 4,300 financial professionals across the U. In total, Equitable Advisors serves 2.Our miss...Show moreLast updated: 23 days ago
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Financial Advisor - Raleigh, NC

Financial Advisor - Raleigh, NC

ThriventRaleigh, NC, 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
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
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Atria Wealth SolutionsRaleigh, NC, United States
Full-time
Through its relationship with CUSO Financial Services, L.CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Ral...Show moreLast updated: 9 days ago
  • Promoted
VOYA FINANCIAL ADVISOR RALEIGH

VOYA FINANCIAL ADVISOR RALEIGH

Voya Financial AdvisorsCary, NC, United States
Full-time
Financial Professional to join our team in the greater Raleigh area to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b) / 457 enrollment,...Show moreLast updated: 9 days ago
Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial GroupRaleigh, NC, US
Full-time
Quick Apply
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.You will spend your day talking to clients about their financial objectives and risk tolerance...Show moreLast updated: 25 days ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncRaleigh, North Carolina,US
Full-time
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
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Caregiver-Home Care Aid

Caregiver-Home Care Aid

Right At HomeRaleigh, NC, United States
Full-time
As a caregiver with Right at Home, you will build relationships, expand the quality of life and support the senior population who need affection and care. Your purpose will be to help these individu...Show moreLast updated: 2 days ago
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Financial Aid Advisor

Financial Aid Advisor

VirtualVocationsRaleigh, North Carolina, United States
Full-time
A company is looking for a Financial Aid Advisor.Key Responsibilities Evaluate and award financial aid to students based on federal, state, and institutional guidelines Advise students and famil...Show moreLast updated: 8 hours ago
  • Promoted
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Raleigh, NC, US
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: 22 days ago
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaRALEIGH
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
Financial Advisor / Insurance Professional (Experienced)

Financial Advisor / Insurance Professional (Experienced)

New York LifeRaleigh, NC
Full-time
We’re looking for experienced financial professionals to join our team dependable team.Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for in...Show moreLast updated: 21 days ago
  • Promoted
FINANCIAL ADVISOR SENIOR

FINANCIAL ADVISOR SENIOR

First HorizonRaleigh, NC, United States
Full-time
On site at location listed in job posting.We are seeking outstanding Advisors to join our growing team.If you are looking to grow your career and have a positive impact on the lives of your clients...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL AID COUNSELOR

FINANCIAL AID COUNSELOR

Saint Xavier UniversityCary, NC, United States
Full-time
Assist in the overall administration of aid in the Office of Financial Aid.Respond to the needs of students, parents, College faculty / administrators, regarding federal, state, institutional and pri...Show moreLast updated: 4 days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemRaleigh, NC, US
30+ days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST 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 termination.

WE PROVIDE

  • A 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 seminars

Required 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 relationships.
  • Collaborates 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 generation.
  • Experience 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.