Entry-Level Financial Advisor
hace 4 días
Hudnall Capital Advisors • Columbia , SC , US Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Embrace the role of a structured yet coachable team player open to continued education and training from other team members Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Compensation $75,000+ yearly About Hudnall Capital Advisors Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning. We can be different by doing the right thing #J-18808-Ljbffr
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Entry-Level Financial Advisor: Build Wealth
hace 6 días
Colombia WizeHire, Inc A tiempo completoA financial advisory firm is seeking an entry-level financial advisor in Colombia to help clients achieve their financial goals. The ideal candidate will have a relevant degree and skills in communication and mathematics. Responsibilities include securing new clients, providing strategic financial recommendations, and customizing financial plans. The role...
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Entry-Level Financial Advisor
hace 6 días
Colombia WizeHire, Inc A tiempo completoOur firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your...
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Financial Advisor
hace 6 días
Colombia WizeHire, Inc A tiempo completoHudnall Capital Advisors • Columbia , SC , US Posted a month ago Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety...
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Entry-Level Financial Advisor- Training Provided
hace 6 días
Colombia WizeHire, Inc A tiempo completoStone Press FG • Columbia , SC , US Posted 21 days ago Description Training Provided Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with...
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Colombia WizeHire, Inc A tiempo completoA financial advisory firm in Colombia is looking for an entry-level financial advisor to help clients achieve their financial goals. The role involves identifying new clients, developing tailored financial plans, and providing strategic recommendations. The ideal candidate has a Bachelor’s degree in finance or a related field, with a strong knowledge of...
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Entry-Level Securities
hace 6 días
Colombia Citigroup Inc. A tiempo completoA leading financial institution in Colombia is looking for a Securities & Derivative Analyst 1. This entry-level position involves processing orders and transactions from trading desks, ensuring trade verifications, generating trade confirmations, and completing settlement tasks. Ideal candidates will possess relevant experience, a Bachelor’s degree in...
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Junior Financial Advisor
hace 6 días
Colombia WizeHire, Inc A tiempo completoA leading financial services firm in Colombia seeks an experienced financial advisor to provide bespoke financial plans and relationship management for clients. Candidates must have a Bachelor's degree and relevant licenses. The job offers avenues for personal growth and structured support to help clients reach their financial goals. Ideal applicants will...
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Colombia WizeHire, Inc A tiempo completoA finance recruiting firm is seeking an experienced financial advisor in Colombia. This role involves creating customized financial plans, collecting client data, and establishing strong client relationships. Ideal candidates will possess a Bachelor's degree, relevant licenses like CPA or CFP, and superb customer service skills. Offering compensation of...
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LATAM Payments Analyst — Growth
hace 6 días
Colombia Citigroup Inc. A tiempo completoA leading financial services firm is looking for a LATAM CSC Payments Analyst based in Colombia. This role is suitable for both Entry-Level and Intermediate-Level candidates, providing opportunities for professional growth. The analyst will be responsible for executing complex financial transactions and supporting operational activities compliant with...
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Financial Controller-bilingual
hace 6 días
Colombia SoftwareOne A tiempo completoJob Function: Internal Partnering Why SoftwareONE?: The role: We strive to foster a culture and workplace that empowers our employees to be authentic, best versions of themselves. This is the basis of our diversity, equity, inclusion, and belonging initiatives. We are thrilled to announce an opportunity to join our team as: **Financial Controller /...