Financial Advisor, Wealth Management
Job Description
Job Description
Relationship Manager
Remote
Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future.
Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships.
Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients.
EDUCATION & SKILLS REQUIRED :
- A bachelor's degree is a plus.
- Must have "Relationship Management" experience
- Financial background or education is required.
- Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
- Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills.
- Proven ability to develop new relationships within military communities. Military service, military spouse, or strong knowledge of the military is required.
Government benefits experience is a plus.
- Salesforce Financial Services Cloud is beneficial.
- Microsoft Office applications are preferred.
- Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial.
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req23-00930
Financial Advisor, Wealth Management
Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required. Amazing remote F...
Financial Advisor, Wealth Management
Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required. Amazing remote F...
Assistant Project Manager
Our client is an established commercial General Contracting Firm seeking a full-time Assistant Project Manager. Maintain project schedules using MS Project. They have been fortunate to work with some of the area's top architects and designers on published and well-known unique projects. Prefer 2...
Project Manager
Reporting to the Director of Project Management, the Project Manager is responsible for leading, planning, organizing, and motivating Agile or Hybrid project teams. By applying best practices in Project Management methodologies, the Project Manager is to deliver exceptional business value and succes...
Senior Data Analyst
Previous experience building and executing tools to monitor and report on data quality. Experience in the banking or Finance data a plus. ...
Administrative Assistant / Data Entry Clerk (Remote Work At Home)
Data entry clerks come from all different backgrounds including, data entry, telemarketing, customer service, sales, clerical, secretary, administrative assistant, warehouse, inventory, receptionist, call center, part-time, retail fields & more. ...
ServiceNow Business Analyst
They are looking for a an experienced ServiceNow Business Analyst who will work closely with stakeholders to gather requirements, analyze business processes, and translate them into effective solutions within the ServiceNow platform. Remote, ServiceNow, ServiceNow Business Analyst, System testing. A...
Oracle Fusion Cloud Financials Technical Consultant
Requirement: Oracle Fusion Cloud Financials Technical Consultant. As an Oracle Cloud Fusion Technical Consultant, you will be responsible for providing technical solutions to implement Oracle Cloud Fusion Financials, ensuring the designed solutions are workable by coding or piloting in key modules, ...
Financial Advisor
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...
CIFT Systems Project Manager
The CIFT Systems Project Manager is a subject matter expert, prompt engineer and project manager. CSPO Product Owner/Product Manager Certification. Knowledge of project management frameworks. ...