Jobs Posted on the Whova Community Board of 2024 Annual V.I.S.I.O.N. Conference
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Marketing Associate
Point to Point Wealth Planning - Ameriprise Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist with planning and preparing client events, implement ma... rketing initiatives, tracking of events, social media work, and support the practice in their branding and marketing goals.
This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The marketing position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
Responsibilities and Time Allocation – will change over time to meet the needs of the practice and can include other duties as assigned by the operations manager.
Position Functions:
Business Management Projects
· Planning and preparing client events and internal team events
· Implement marketing initiatives
· Assist in client and team gifting
· Tracking of events in compliance with Ameriprise requirements
· Social media work and website maintenance
· Support the practice in their branding and marketing goals.
Job Types: Full-time
Pay: $45,000.00-$52,000.00
Flexible schedule Work Location: In person
Job Type: Full-time
Pay: $45,000.00 - $52,000.00 per year
Experience:
Marketing: 4 years (Preferred) Ability to Commute:
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial pl... ans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm’s brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your “go to” attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions
Link:https://jobs.fidelity.com/job-details/20558743/financial-consultant-bethesda-mdSee More >>
Financial Representative – Rockville, MD
Fidelity Investments Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity ... and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your “go to” attribute
Link:https://jobs.fidelity.com/job-details/20847473/financial-representative-rockville-mdSee More >>
Financial Advisor
Thrivent As a Thrivent Financial advisor, you’ll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Pro... vide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Link:https://recruitingconnect.thrivent.com/flows/career-fair-quad-a?event=quad%20a%20eventSee More >>
Wells Fargo About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our care... er areas and lines of business at wellsfargojobs.com.
In this role, you will: - Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function - Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact - Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service - Provide financial information, investment profiles, and client financial needs to more experienced financial advisors
Required Qualifications: - 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications: - FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) - Financial services experience - Client services experience - 6 + months of client or sales services experience - Experience developing and managing client relationships - Sales or sales support experience - A BS/BA degree or higher - Established network in the local market
Wells Fargo About this role: Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lin... es of business at wellsfargojobs.com.
In this role you will: - Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. - Meet with clients to collect financial information - Assess investment profile and evaluate clients financial needs. - Advise clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. - Work to increase and retain existing client assets and meet potential new clients. - May be delegated selected responsibilities by the Financial Advisor.
Required Qualifications: - 2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration - US only: Insurance licenses
Desired Qualifications: - Full service brokerage experience - Financial advisement or planning experience - Client relationship management experience - Knowledge and understanding of Salesforce, Smart Station or contact management system - Financial services sales experience - High level of initiative and accountability - Experience developing and cultivating professional relationships - Good verbal, written, and interpersonal communication skills - Solid organizational, multi-tasking, and prioritizing skills
Link:https://www.wellsfargojobs.com/en/jobs/r-395825/profit-formula-financial-consultant/See More >>
Financial Advisor
Thrivent 
Financial Advisor - Inland Empire
Ontario, California
Riverside, California
San Bernadino, California
Financial Advisor
Description ... Thrivent Financial Advisor
Meaningful work. Rewarding career.
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you’ll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Chase Wealth Management Private Client Investment Associate Team Lead - Jacksonville, FL
JP Morgan Chase At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while main... taining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Responsibilities:
Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team Provide field feedback to practice management on key initiatives Review and approve time and attendance records for Private Client Investment Associates Assist with resolution of various technology issues
Citi Personal Wealth Management The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to We... alth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Job Responsibilities:
· Build relationships with new clients with the goal of bringing in new bank and brokerage assets
· Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
· Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
· Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
· Master referral opportunities to grow portfolio
· Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
· Acquire new clients through converting referral leads
· Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Link:
None
See More >>
Chase Wealth Management Private Client Advisor - Douglasvle, GA
JP Morgan Chase At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while main... taining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JP Morgan Chase At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while main... taining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Link:https://www.chase.com/privateclientadvisor-careerSee More >>
Financial Advisor
Peake Financial Wealth Management Wealth Advisor, Insurance and Investment sales with full benefit package.
Experienced Financial Advisor
Edward Jones As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You’... ll benefit from the experience that comes from over 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients’ lives, helping them achieve their long-term financial goals as you make a difference in your community.
Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
A firm-provided branch office in the community.
Client support to help lighten the load so you can focus on your clients.
A support network that extends from your client support team office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.
Link:http://linkedin.com/in/tara-viehman-7a507079See More >>
Senior Wealth Advisor SAFE Act - Georgetown
Citibank Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and famil... y offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Link:https://citi.wd5.myworkdayjobs.com/2/job/Washington-District-Of-Columbia-United-States/Senior-Wealth-Advisor-SAFE-Act---Georgetown_24788893See More >>
Senior Wealth Advisor - Downtown Manhattan
Citibank Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and famil... y offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Link:https://citi.wd5.myworkdayjobs.com/2/job/New-York-New-York-United-States/Senior-Wealth-Advisor-SAFE-Act---Downtown-Manhattan_24773824See More >>
Senior Wealth Advisor - San Francisco/Castro
Citibank Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and famil... y offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Link:https://citi.wd5.myworkdayjobs.com/2/job/San-Francisco-California-United-States/Senior-Wealth-Advisor---San-Francisco-Castro_24735872See More >>
Financial Advisor
JECohen About JECohen
Our business is personal.
JECohen is an investment management firm that puts people first, always. We believe in helping families and institutions deve... lop and implement successful, long-term strategies for their financial futures.
Founded in New Orleans in 2015 by Jarrett E. Cohen, the firm is rooted in family, long-standing clients, and a fresh perspective on investing that values relationships, integrity, and opportunity for all.
It's simple—people power investment. Relationships are the foundation of what we do and where we’re going. We work with clients to deliver real results for families and institutions.
Retain and acquire new clients by building and cultivating relationships.
Assess clients' assets and overall financial conditions.
Advise clients on investment strategies and other financial decisions.
Review and communicate portfolio performances to clients.
Call on both prospective and current clients to identify needs, propose solutions, and address any servicing issues.
Maintain and update client files utilizing internal systems and databases.
Thrivent At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insuranc... e licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products.
