Entry-Level Financial Advisor
hace 5 horas
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 superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today Responsibilities Create customized financial plans suitable for each client based on potential life changes and changing financial needs Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth You are personable and caring, with a natural ability to connect and communicate with others Enthusiastic, high energy, and positive attitude Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team Must have excellent communication and interpersonal skills Quick learner who is comfortable in a fast-paced, dynamic environment Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Superior customer service skills, math skills, relationship skills, and communication skills are preferred Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential A Bachelor’s degree in business administration, finance, or a related field is required Compensation $80,000+ OTE About Stone Press FG Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you. #J-18808-Ljbffr
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Entry-Level Financial Advisor: Build Wealth
hace 5 horas
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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Financial Advisor
hace 5 horas
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 5 horas
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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Entry-Level Securities
hace 6 horas
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 5 horas
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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Financial Solutions Advisor
hace 2 semanas
Colombia Bank of America A tiempo completoJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...
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Financial Controller
hace 2 semanas
Colombia ttg Talent Solutions A tiempo completo**JOB TITLE: Financial Controller** **LOCATION: Medellín, Colombia** **TYPE: In-office** **SCHEDULE: Monday to Friday, 7:30 am - 5:00 pm** **TYPE OF CONTRACT: Permanent** **PAY RATE: 10,800,000 - 11,300,000 **DESCRIPTION**: We are seeking a talented Financial Controller to join our team in Medellín. As the Financial Controller, you will play a crucial...
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LATAM Payments Analyst — Growth
hace 5 horas
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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Bilingual Loan Opener
hace 1 semana
Colombia ProcesosBilingues A tiempo completoLending Company operating in the USA and LATAM, hiring a Loan Opener to join our team! Disponibilidad de trabajar desde la casa e ir a una oficina cuando sea necesario. Education: Bachelor's degree (it can substitute for some experience at any level) Language: Spanish & English Advanced Skills / Experience: - Experience with verbal and written...
