Jobs

Job Summary Trilogy Financial is seeking driven, career-minded individuals with a desire to connect with people and a passion to influence their financial futures. The Wealth Management Assistant is the first position on the rewarding and competitive Wealth Management career path. Training and obtaining your S65 and Insurance licenses are the primary goals in this position while laying the foundation to grow into a self-confident and accomplished financial advisor. Trilogy’s ambitious and fast-paced career path offers growth opportunities for those …

Sage Point Financial is a full-service independent organization and is a member of the Advisor Group which has 13,000 Financial Advisors and oversees roughly $500 billion in total account assets. We are seeking self-motivated college graduates looking to establish a career in the financial industry. Sage Point is currently hiring full-time Financial Advisors for our Midlothian, VA location. These Financial Advisors are independent professionals who provide sound, unbiased advice concerning financial goals for retirement, estate planning and company plans. They …

With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: · Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives · Build …

With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: · Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives · Build …

Lighthouse Partnership is a branch of World Financial Group. We have offices throughout United States including Canada and Puerto Rico. We help make the idea of financial independence and financial security accessible to a diverse group of people. We offer access to those that are looking to create a full-time or part time opportunity to earn extra income. No matter which you choose, we are here to support the growth of your financial future. Lighthouse Partnership Group is looking for …

Established over 100 years ago, Thrivent is an industry leading, Fortune 500, holistic financial services company. We believe that money is a tool not a goal. Thrivent financial advisors provide advice centered around the client with product solutions and services designed to meet their needs, allowing the client to take control of their personal finances and achieve their life-long goals. Thrivent features a full suite of investment, insurance, advising and banking products. Here at Thrivent you will receive consistent training, …

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking …

The California Department of Financial Protection and Innovation (DFPI) is recruiting for Financial Institutions Examiners (FIEs) to conduct, plan and direct the appropriate examination programs to provide the State of California with a safe, sound, and efficient financial environment. FIEs work closely with seasoned examiners to learn the examination process. FIEs are responsible for analyzing financial and compliance reports to evaluate overall safety and soundness of the financial service institution. FIEs are challenged with new and varying assignments at each …

As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage …