20 Best financial advisor jobs (Hiring Now!)

Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
3d
Investment Advisor
Polk and Associates, P.L.C. —Saint Clair Shores, MI
Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…
Estimated: $96K - $122K a year
Quick Apply
7d
Senior Fiduciary Tax Specialist
Waldron H. Rand & Company, P.C. —Dedham, MA
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred. Position Overview:* The Senior Fiduciary Tax Specialist will play a…
Estimated: $87.1K - $110K a year
Quick Apply
Financial Advisor
Equitable —Rochester, NY
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state…
$60,000 - $100,000 a year
Quick Apply
Internal Distribution Associate
National Life Group —Montpelier, VT
Promote Life and Annuity products through webinars and inbound/outbound calls. Demonstrate proficiency in sales skills, identifying sales opportunities, and…
Estimated: $51.4K - $65.1K a year
Financial consultant/ Financials Advisor
Experior Financial Group —Milwaukee, WI
This job doesn't have a salary base, but commissioner, the more you reach out, the more you make money. You will be working for yourself from anywhere. 100%…
$70,000 - $200,000 a year
3h
WEALTH MANAGEMENT ADVISOR/FULL TRAINING & DEVELOPMENT
Northwestern Mutual-Greater Hartford Area, Connecticut —West Hartford, CT
We prefer a four year degree from a university, will consider an associate’s degree, extensive business background and military. Top 25% - $1.2 Mil.
$63,525 - $323,525 a year
Quick Apply
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Creve Coeur, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
Quick Apply
7h
Financial Planner
PROSTATIS GROUP LLC —Hanover, MD
Primary responsibilities will include creating the financial plan and assisting in the implementation. High volume financial planning practice with 6 offices in…
$75,000 - $125,000 a year
Quick Apply
Certified Financial Planner
Vishria Bird Financial Group —Memphis, TN
Collaborates with our team of financial advisors, accountants, and other professionals to develop integrated estate and financial plans.
$100,000 - $150,000 a year
Quick Apply
Financial Consultant
AFinance —Remote
Prospecting and lead generation: You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and…
$20,351 - $96,386 a year
Quick Apply
18h
Principal Wealth Manager
Savvy —Dallas, TX
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
$100,000 - $500,000 a year
Quick Apply
Junior Financial Advisor - Ft. Lauderdale, FL
Coastal Wealth, A MassMutual Firm —Fort Lauderdale, FL
Financial concepts: 3 years (Required). Serve as a primary point of contact to daily interactions with prospective and existing clients including basic…
$60,000 - $70,000 a year
Quick Apply
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Paramus, NJ
Must be a US citizen or permanent resident. Working with clients to keep their financial strategies current and aligned with their goals, building relationships…
$24,000 - $750,000 a year
Quick Apply
Financial Advisor Trainee
SageSpring Wealth Partners —Franklin, TN
Phone skills – Conducting cold/warm calls, reminder/event calls, and services calls. Bachelor's Degree in Finance or related field.
Estimated: $80.4K - $102K a year
Quick Apply
15h
Licensed Financial ParaPlanner
Valenta Capital Management —Denver, CO
Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…
$60,000 - $80,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Ballston Spa, NY
You will help make a positive impact on individuals’ and businesses’ futures, marketing and implementing financial services and products that address the…
$52,000 - $165,000 a year
Quick Apply
8d
Financial Advisor - Experienced/Management/Entry Level
Equitable Advisors —Erie, PA
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
$60,000 - $150,000 a year
Quick Apply
Financial Advisor
WestPac Wealth Partners —Honolulu, HI
Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66. Access to study and licensing materials – reimbursements for tests.
$30,000 - $250,000 a year
Quick Apply
2d
Financial Advisor
New York Life Insurance Company - Milwaukee —Milwaukee, WI
$5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid). $134,000 at plan yearly.
$134,000 a year
Quick Apply
6h

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

Quick Apply

Job Details

Full-time $35,000 - $40,000 a year 3 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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