Financial Advisors

Financial Advisors Finance Jobs

6 jobs found

1mo ago

Financial Advisor

Thrivent Stevens Point, WI

Stevens Point, WI

1mo ago Closed

$90k - $165k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

Based onsite in Stevens Point, Wisconsin, this Thrivent Financial Advisor role centers on building a personal practice that helps Christians pursue financial clarity. You’ll deliver personalized guidance, connect clients with Thrivent programs, and operate within a flexible, commission-based compensation model, with an annual salary range of USD 90,198 to 165,000. The position emphasizes collaboration with specialists across the organization to support your growth and impact within your faith community.

Responsibilities

Develop and maintain a personal financial practice that guides Christians toward financial clarity while supporting lives of service and faith.
Provide practical, individualized advice and connect clients to Thrivent products and programs.
Cultivate genuine, long-term relationships across generations based on trust, with the ability to serve clients in your community.
Schedule client meetings by leveraging your network and Thrivent's reputation, deliver engaging financial workshops, and market your practice.
Maintain a flexible schedule to support work-life balance.
Join a collaborative culture where colleagues are invested in your success and willing to help you achieve it.
Access specialists from business development, marketing, technology, engagement, and experienced advisors as you build your business.

Requirements

Bachelor’s degree or equivalent experience.
Military veterans are encouraged to apply.
FINRA SIE and life and health licenses (licensed role only) must be obtained prior to contracting.
Successful background check, fingerprinting, and verification of securities registration and/or insurance licensing as applicable.

Benefits

Compensation for this role combines commissions, bonuses, and incentives, aligned with Thrivent's approach to attracting, rewarding, and retaining talent.
Thrivent's market-competitive compensation programs and national average total compensation of USD 90,198 in the first three years, with top advisors exceeding USD 165,000.
Medical, dental, vision, disability, and accidental death and dismemberment insurance.
Pension, 401(k), and retiree medical plans.
Ongoing support, training, and opportunities for professional growth as you build your business.
Well-being programs to support physical, emotional, and financial health.
Gift matching to double contributions to eligible nonprofit organizations and volunteer programs.
Membership programs to help you connect with clients and engage Christians to make a real community impact.

Desired Characteristics

Self-disciplined, independent, and driven to succeed.
Motivated by helping others achieve their goals.
Natural coach or guide with strong interpersonal skills.
Committed to living a generous, service-oriented life rather than merely selling products.

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1mo ago

Financial Advisor

COUNTRY Financial Hillsboro, OR

Hillsboro, OR

1mo ago Closed

Full time Advisor Finance & Insurance Finance & Insurance

This position is no longer accepting applications (closed Jul 28, 2026).

Job Description

Based onsite in Hillsboro, Oregon, the Financial Advisor role sits within COUNTRY Financial and its affiliated entities, including COUNTRY Trust Bank Financial Advisors, COUNTRY Capital Management Company, and COUNTRY Insurance Companies. The position focuses on growing the business across multiple product lines, educating clients, collaborating with COUNTRY agents, establishing a local office, and balancing a flexible schedule, with a minimum expectation of two years of relevant experience.

Responsibilities

Diversify income by pursuing multiple product lines beyond traditional financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about available products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business opportunities.
Establish an office and recruit or develop a staff.
Share financial solution seminars with clients and prospects.
Maintain a flexible schedule to balance career commitments with personal interests.

Requirements

Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*

Benefits

Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with a 100-year-old brand heritage and a family-focused culture that values authenticity, integrity, and inclusivity.
No buy-in required.

Note: Licenses are not required to apply; however, the ability to obtain these licenses is essential when a contract decision is made.

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Glendale, CA

Glendale, CA

2mo ago Closed

$28 - $33/hr Full time Advisor Advisor Services Advisory Services

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Entry-level Financial Solutions Advisor Stage I position at Bank of America in Glendale, CA (onsite), offering USD 28 - 33 per hour, focused on obtaining securities licenses (SIE, Series 7, Series 66) and building client relationships to deliver advisory solutions, with progression to Stage II and SAFE Act registration.

Responsibilities

Pursue Securities Industry licenses through dedicated coursework for SIE, Series 7, and Series 66.
Develop foundational advisory skills, including identifying and nurturing client relationships, evaluating clients' complex financial profiles, and providing guidance with solutions while maintaining a client-centric approach.
Be assigned to a financial center to deliver core banking services, investment solutions, and client care.
Advance to Financial Solutions Advisor Stage II to deepen and expand relationships within a client portfolio.
Collaborate with banking and investment partners; connect clients to Bank of America and Merrill solutions to meet their financial needs.
Deliver comprehensive, end-to-end advice, conduct client reviews and presentations, and propose strategies to help clients reach financial goals and life priorities.
Engage with banking customers, small business owners, and higher net worth clients to expand your network and drive business growth.

Requirements

Demonstrated aptitude to obtain required securities licenses.
Strong time-management and self-discipline to handle workloads.
Experience building client relationships, assessing needs, and proposing solutions.
Proven ability to collaborate and communicate effectively with teammates.
Results-oriented with a client-first approach in a dynamic, fast-paced setting.
Capable of multitasking.
Willingness to learn and adapt to new technologies and applications.

Benefits

World-class training and onboarding programs.
One-on-one coaching from Academy managers.
Defined consultative approach to identifying client needs and matching solutions.
Structured licensing training with target timeframes: SIE within 30 days; Series 7 and 66 within 120 days.
Build your network at a financial center by interacting with banking customers, small business owners, and higher net worth clients to grow your business.
Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies.
Collaborate with core banking and investment partners to meet client needs.

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Education

High School Diploma / GED / Secondary School or equivalent

Schedule

Monday through Friday with rotating Saturdays

Shift

First shift (United States of America)

Hours per Week

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2mo ago

Manager of Financial Advisors

Secure Financial Group Troy, MI

Troy, MI

2mo ago Closed

$82k - $150k/yr Full time Manager Advisor Client Relations

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

Secure Financial Group is seeking a seasoned leader to guide its team of financial professionals from its Troy, Michigan offices. The Manager of Financial Advisors will recruit, develop, and oversee advisors to drive revenue growth while delivering client-focused financial strategies. This onsite role blends strategic leadership with hands-on coaching to cultivate a high-performing team and trusted client relationships.

Responsibilities

Identify, onboard, and mentor a team of financial advisors and insurance professionals
Design and execute strategic sales plans to meet production targets
Provide hands-on coaching in client relationship management and solution-based selling
Monitor team performance through key metrics and uphold accountability
Promote Secure Financial Group’s values, services, and mission within the community
Stay current with product knowledge, regulatory requirements, and industry trends

Qualifications

5+ years of experience in financial services sales, with at least 2 years in a leadership or management role
Strong understanding of insurance, retirement planning, and investment solutions
Active Life & Health Insurance License; Series 65 required; Series 66 preferred or willingness to obtain
Proven ability to recruit, train, and motivate a sales team
Excellent communication, organizational, and interpersonal skills
Entrepreneurial mindset with a passion for client success and team development

Benefits

Competitive base salary plus performance-based bonuses
Bonus opportunities

Compensation Package

Salary range of USD 82,480 to 150,000 per year, with opportunities for performance-based bonuses.

About Secure Financial Group

Secure Financial Group, headquartered in Troy, Michigan, is a leading retirement planning and financial services firm dedicated to helping individuals and families build and protect their financial futures. The firm offers personalized strategies in wealth preservation, income planning, insurance, and investment services. Built on trust, integrity, and results, Secure Financial Group is expanding its leadership team to continue delivering exceptional value to clients.

Role Overview

The Financial Sales Manager will be responsible for recruiting, developing, and managing a team of financial professionals. This position plays a pivotal leadership role in driving revenue growth, supporting client-focused solutions, and fostering a strong team culture. It is an impactful role suited for someone with a solid background in sales leadership within financial services and a commitment to helping others succeed.

Ability to Commute

Troy, MI 48084 (onsite)

License and Certification

Life & Health Insurance License (Required)
Series 65 (Required); Series 66 preferred or willingness to obtain

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America San Francisco, CA

San Francisco, CA

2mo ago Closed

$28 - $33/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jun 23, 2026).

Job Description

Entry-level Financial Solutions Advisor Stage I at Bank of America in San Francisco, CA on site, with an hourly range of USD 28 to 33. The position focuses on obtaining securities licenses (SIE, Series 7, Series 66) and developing client relationships to deliver banking and investment solutions, combining hands-on training with a pathway to Stage II and Academy-driven advancement within a financial-center setting.

Responsibilities

Obtain required securities licenses (SIE, Series 7, Series 66) through tailored instruction.
Develop and manage client relationships, assess a client’s complex financial picture, and provide guidance and solutions to support their financial goals with a human-centered approach.
Begin in a financial center contributing to Bank of America’s core banking services, investment solutions, and client-care approach.
Progress through development stages with access to training and resources provided.
Advance from Stage I to Stage II by delivering results and expanding relationships within a client portfolio.
The Academy offers ongoing programs, tools, and resources to support your career journey.

Requirements

Education: High School Diploma / GED / Secondary School or equivalent.
Minimum 1 year of related experience.
Aptitude for obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Technologies

Security Industry Essentials (SIE)
Series 7
Series 66

Benefits

Access world-class training and onboarding programs that support a solid start and ongoing career development.
Receive one-on-one coaching from Academy managers who are invested in your success.
Grow business knowledge through a defined consultative approach to systematically identify client needs and suitable solutions.
Earn SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons; obtain your SIE within 30 days of hire and Series 7 and 66 within 120 days, as required for the role.
Build your professional network starting in a financial center by engaging banking customers, small business owners, and higher net worth clients, leveraging relationships to support growth.
Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions to meet a broad range of financial needs.

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Schedule

Monday to Friday with rotating Saturdays.

Shift

First shift (United States)

Hours per week

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Chesapeake, VA

Chesapeake, VA

2mo ago Closed

Full time Advisor Advisory Services Banking

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor Registration Candidate to deliver tailored financial guidance to clients from an on-site location in Chesapeake, VA. The role may involve residential mortgage loan activity and SAFE Act registration, requiring active engagement with clients to help them achieve their financial goals.

Responsibilities

Help clients plan short- and long-term objectives by crafting a financial plan that may include brokerage options such as stocks, bonds, mutual funds, and annuities, along with banking and managed money solutions.
Recommend banking and investment strategies that align with each client’s goals and needs.
Triages client requests and refers them to appropriate internal service providers based on client requirements and asset thresholds.
Incorporate risk management into daily activities to protect client interests.
Identify and engage potential new clients through referrals or existing financial center clientele.

Requirements

Aptitude for obtaining the required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Job Description

Bank of America is guided by a shared purpose to make financial lives better through the power of every connection. This is pursued through Responsible Growth and delivering value to clients, teammates, communities, and shareholders each day. A core part of our culture is being a Great Place to Work, underscoring inclusion, talent development, the wellness of colleagues, recognition of performance, and the ways we contribute to the communities we serve. The organization maintains an in-office culture with role-specific attendance requirements and a measured level of flexibility to support teams and business needs. Joining Bank of America offers the opportunity to build a meaningful career with avenues to learn, grow, and make an impact.

Shift

1st shift (United States of America)

Hours per Week

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

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Financial Advisors Finance Jobs

Financial Advisor

Financial Advisor

Financial Solutions Advisor Registration Candidate

Manager of Financial Advisors

Financial Solutions Advisor Registration Candidate

Financial Solutions Advisor Registration Candidate

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