Financial Advisor Salary at Vision Insurance BETA

*** THIS IS NOT A REMOTE POSITION *** At Greenspring, our Core Purpose is to “improve lives by helping people make better decisions for themselves and those who depend on them” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own Your Future with defined career paths and tools, coaching and support to help you create the future you want Be Part of a Great Culture where you’ll be a part of a team of people who are committed to each other’s success Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers The Financial Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completed and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Junior Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to i

Company Overview U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com. We are seeking licensed Financial Advisors to join our partner firm, Kades-Margolis Corporation, with offices located in Wayne, PA. Why join Kades-Margolis? Join a Growing, Client-Focused Financial Services Firm - For over 50 years, Kades-Margolis has provided a unique, consultative sales approach that prioritizes client relationships over high-pressure tactics. We eliminate the challenge – One of the biggest challenges for financial advisors is securing qualified leads wh

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing

Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Junior Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to i

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Junior Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to i

Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Lehigh Valley area. Established in 1959, First Commonwealth Federal Credit Union has over $1 billion in assets and more than 81,000 members. First Commonwealth Federal Credit Union is headquartered in Allentown and is the 12th largest credit union in the state of Pennsylvania. It is also the 412th largest credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in