We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Join a Winning Team!• Are you passionate about helping people prepare financially for their future?• Do you possess a broad knowledge of financial products and services...• Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?
Through its relationship with CUSO Financial Services, L. P. (CFS), Day Air Credit Union is seeking a Financial ...
Welcome to Leo Wealth
Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and we’re expanding our team. We are seeking an experienced, enthusiastic professionals who can support our continued growth. This role is for an adviser and business development professional with high net worth client relationships for our New York area offices...
We are 100% independent...
Senior Financial Advisor
AFIN Family Wealth management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and... pr...
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they c...