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55,346 , Financial Advisor Services jobs in United States

  • COUNTRY Financial Logo
    COUNTRY Financial
    3.8
    Insurance Agent - Book Opportunity - Eugene, OR
    Eugene, OR
    If marked “Yes”, the agent must obtain certification the following January as a condition of the agent’s contract. There is no buy-in required.…
    16d
  • COUNTRY Financial Logo
    COUNTRY Financial
    3.8
    Insurance Agent - Book Opportunity - Bend, OR
    Bend, OR
    If marked “Yes”, the agent must obtain certification the following January as a condition of the agent’s contract. There is no buy-in required.…
    30d+
  • Ameriprise Logo
    Ameriprise
    3.7
    Financial Advisor
    Little Falls, MN
    $75K - $90K (Employer provided)
    Contribute to business development initiatives and support the continued growth of the practice through client referrals, networking, and relationship-building……
    17d
  • Karen Ann Ulmer, P.C.
    Estate Attorney (Probate, Wills & Trusts) PA & NJ
    Langhorne, PA
    $68K - $82K (Employer provided)
    Active license to practice law in Pennsylvania and New Jersey in good standing. Counsel clients on estate planning strategies and asset protection.…
    4d
  • T. Rowe Price Logo
    T. Rowe Price
    3.6
    Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
    Owings Mills, MD
    $99K - $146K (Employer provided)
    Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles.…
    30d+
  • Estate Information Services Logo
    Estate Information Services
    Financial Advisor
    Kent City, MI
    $70K - $150K (Employer provided)
    Access to an established book of business and incoming client leads. Present customized financial strategies to help clients achieve their goals.…
    30d+
  • Galecki Financial Management Logo
    Galecki Financial Management
    5.0
    Certified Financial Planner Professional
    Fort Wayne, IN
    $100K (Employer provided)
    Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field. CFP® certification in good standing.…
    30d+
  • Citadel Credit Union Logo
    Citadel Credit Union
    3.8
    Centralized Wealth Management Advisor
    West Chester, PA
    $47K - $70K (Glassdoor est.)
    You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial……
    30d+
  • Family Legacy Planning - Wealth Management
    Financial Advisor - 2 yrs FA exp required
    Bentonville, AR
    $75K - $175K (Employer provided)
    Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and……
    29d
  • Forvis Mazars, LLP Logo
    Forvis Mazars, LLP
    3.4
    Managing Advisor, Wealth Advisory
    Indianapolis, IN
    $80K - $145K (Glassdoor est.)
    Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication……
    30d+
  • Forvis Mazars, LLP Logo
    Forvis Mazars, LLP
    3.4
    Senior Managing Advisor, Wealth Advisory
    Kansas City, MO
    $93K - $158K (Glassdoor est.)
    Current and active Certified Financial Planner® (CFP), CPA or CTFA designation required. Forvis Mazars Wealth Advisors delivers personalized financial……
    30d+
  • Confidential
    Controller
    Hyannis, MA
    $95K - $135K (Employer provided)
    The Controller will play a critical leadership role in driving financial performance, improving operational visibility through reporting and analytics,……
    30d+
  • Lane Whitmore, LLC
    Certified Public Accountant (CPA)
    Emporia, KS
    $60K - $100K (Employer provided)
    CPA license preferred (or CPA candidate with significant experience). Continuing education and CPA license reimbursement. Paid time off and paid holidays.…
    22d
  • Minnesota National Bank
    Financial Advisor
    Sauk Centre, MN
    $48K - $68K (Employer provided)
    Bachelor’s degree in finance/business or equivalent work experience in a related field. A Financial Advisor/Junior Financial Advisor is a client-facing……
    30d+
  • Cambridge Investment Research (IA) Logo
    Cambridge Investment Research (IA)
    2.8
    Financial Advisor
    Anchorage, AK
    $70K - $100K (Employer provided)
    FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.…
    30d+
  • Insurance Agency Marketing Services Logo
    Insurance Agency Marketing Services
    3.1
    Life Insurance Wholesale
    Topeka, KS
    $75K (Employer provided)
    Insurance license not required (we’ll support licensing if needed). Coach independent agents and advisors on growing and scaling their business.…
    30d+
  • Forvis Mazars, LLP Logo
    Forvis Mazars, LLP
    3.4
    Senior Manager, Assurance
    Indianapolis, IN
    $100K - $147K (Glassdoor est.)
    Current and valid CPA (Certified Public Accountant) license. Bachelor's Degree in Accounting or related field. Master’s Degree in related field.…
    30d+
  • State of Missouri Logo
    State of Missouri
    2.7
    Chief Counsel of IT and Procurement
    Jefferson City, MO
    $122K (Employer provided)
    Audit Defensibility: Lead the legal response, risk assessment, and defense strategies for complex state, federal, and Internal Revenue Service (IRS) audits or……
    15d
  • First Command Financial Services Logo
    First Command Financial Services
    4.4
    Financial Advisor
    Wichita Falls, TX
    $65K - $150K (Employer provided)
    Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run……
    24d
  • Confidential
    Tax & Client Advisory Accountant
    Colorado Springs, CO
    $65K - $80K (Employer provided)
    Bachelor's degree in Accounting or related field. They can review accounting records, identify issues, assist bookkeeping staff, communicate effectively with……
    7d
  • Pyrotek Logo
    Pyrotek
    3.9
    Sr. Tax Associate
    Spokane, WA
    $92K - $124K (Employer provided)
    Support consolidated federal corporate income tax returns (1120/5471/8858), state income/franchise tax returns, sales and use tax filings, annual reports, and……
    30d+
  • COUNTRY Financial Logo
    COUNTRY Financial
    3.8
    Insurance Agent - Book Opportunity - Oregon City, OR
    Oregon City, OR
    If marked “Yes”, the agent must obtain certification the following January as a condition of the agent’s contract. There is no buy-in required.…
    30d+
  • JPMorganChase Logo
    JPMorganChase
    3.9
    Senior Home Lending Advisor- Colorado Springs, CO
    Colorado Springs, CO
    $15.16 Per Hour (Employer provided)
    Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial……
    30d+
  • Horizon Bank Logo
    Horizon Bank
    3.3
    Mortgage Loan Originator
    New Buffalo, MI
    $48K - $83K (Glassdoor est.)
    Market, service and promote the bank's mortgage products, including the solicitation of residential first mortgages through contacts with Realtors, builders,……
    30d+
  • Stratos Wealth Partners Logo
    Stratos Wealth Partners
    5.0
    Operations Specialist
    Beachwood, OH
    $60K - $63K (Employer provided)
    They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely.…
    7d
  • Thrivent Logo
    Thrivent
    3.7
    Virtual Financial Advisor - Boston, MA
    Boston, MA
    $25.96 - $28.85 Per Hour (Employer provided)
    And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses……
    23d
  • Intuit Logo
    Intuit
    4.1
    Retail Tax Expert
    Lewisville, TX
    $31.00 - $36.00 Per Hour (Employer provided)
    Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 50 or more……
    7d
  • Intuit Logo
    Intuit
    4.1
    Retail Tax Expert
    New Haven, CT
    $31.00 - $36.00 Per Hour (Employer provided)
    Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 50 or more……
    24h
  • Intuit Logo
    Intuit
    4.1
    Senior Tax Expert – Retail
    Orange, CA
    $31.00 - $36.00 Per Hour (Employer provided)
    Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 50 or more……
    7d
  • Wilcox Financial / Wilcox Sports Management
    Registered Client Service Associate
    Toledo, OH
    Series 63, 65 and/or 66 as required by state. Onboard and maintain client accounts, including collecting client information and required documentation in a……
    11d
COUNTRY Financial Logo

COUNTRY Financial

3.8

Insurance Agent - Book Opportunity - Eugene, OR

Eugene, OR