- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Thrivent Financial (Geneva, IL)
- Summary The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up firm-specific procedures and ... processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of...requirements + Other responsibilities as assigned by the Lead Advisor Qualifications + Securities (7/66, or 7/63 & 65)… more
- Robert Half Finance & Accounting (Marin County, CA)
- …consideration for this opportunity. Our client, an independent SEC Registered Investment Advisor in Marin, CA, seeks a dynamic individual to join their esteemed ... company 401k match and profit-sharing, and perks. Some Responsibilities of the Paraplanner : + Collaborate closely with the team to deliver excellent service to… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and shoot me a message! Our client is an independent SEC Registered Investment Advisor based in Mill Valley, CA, deeply dedicated to providing outstanding service to ... solutions. + Maintain regular communication with clients, monitor changes, update financial plans, and manage CRM records accordingly. + Assist in scheduling,… more
- Raymond James Financial, Inc. (Ridgeland, MS)
- …and rapport with clients. **Essential Duties and Responsibilities:** * Partners with Financial Advisor to review clients' current portfolio design, understand ... training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial...65 and/or 66 as required by state. * Registered Paraplanner designation or the ability to obtain within two… more