20 Best financial professional jobs (Hiring Now!)

Financial Advisor
Alerus Financial —Denver, CO
Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of…
$70,000 - $100,000 a year
5d
Financial Advisor
Thrivent —Denver, CO
_Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender…
Up to $150,000 a year
Quick Apply
Financial Services Professional
New York Life Insurance Company - Iowa General Office —Iowa
In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.1 Individual…
$16,000 - $1,000,000 a year
Quick Apply
Financial Advisor/Sales
The Bulfinch Group —Needham, MA
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses). Proprietary financial planning tools and cutting-edge…
$34,442 - $332,947 a year
Quick Apply
Financial Advisor
Lakeshore Financial Group —Green Bay, WI
Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. 1+ years in the financial industry.
$40,000 - $150,000 a year
Quick Apply
Financial Advisor
Northwestern Mutual- Oswego/Watertown —Oswego, NY
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®. Bonus programs and expense allowances.
$71,191.75 - $90,736.30 a year
Quick Apply
Experienced Financial Advisor
New Century Investor Services LLC —Cranbury, NJ
The full scope of service and technology from Kestra Investment Services, LLC, a top ten independent broker-dealer\*. Financial planning: 2 years (Required).
$75,000 - $200,000 a year
Quick Apply
Junior Financial Advisor - Boca Raton, FL
Coastal Wealth, A MassMutual Firm —Boca Raton, FL
Financial concepts: 3 years (Required). Actively engages in available training/cross-training and educational and/or professional development opportunities to…
$60,000 - $70,000 a year
Quick Apply
Financial Advisor
Morrison Financials —Remote
With flexible hours and the freedom to create your own schedule, you can achieve the perfect work-life integration. Financial concepts: 1 year (Preferred).
Estimated: $78.5K - $99.4K a year
Quick Apply
10h
Financial Advisor
First Command Financial Services, Inc. —Watertown, NY
Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…
$65,000 - $100,000 a year
Quick Apply
Financial Advisor
Northwestern Mutual —Middleton, WI
Reimbursement for licensing and ongoing education. We hope you have a Bachelor of Arts or Science degree from a four-year college or university.
$52,000 - $120,000 a year
Quick Apply
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 Representative - Stamford
Northwestern Mutual —Stamford, CT
Ability to develop lasting, meaningful relationships as well as influence others. As a Financial Advisor, you will build long-lasting relationships, offer…
$60,000 - $250,000 a year
Quick Apply
Remote Enty Level Financial Professional
KM Solutions —Remote
Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level…
$30,000 - $130,000 a year
Quick Apply
2d
Senior Financial Service Representative (Universal Banker)
Citadel Federal Credit Union —Kennett Square, PA
This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening…
Estimated: $38.2K - $48.3K a year
Entry Level Financial Professional
Kim Insurance Solutions —Phoenix, AZ
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are…
$20,000 - $80,000 a year
Quick Apply
Financial Advisor
John Graham & Associates —East Peoria, IL
Our next advisor will enjoy a base salary, a portion of the JGA book, health insurance, and 401k with match. Series 66 License (or a combination of 63 and 65).
$45,000 - $80,000 a year
Quick Apply
Entry Level Financial Professional
Blue Horizons Financial —Remote
You will work with clients to develop customized financial plans that fit their unique needs and goals. Associates share financial knowledge, education, and…
$2,000 - $5,000 a month
Quick Apply
Financial Services Representative
Meimarides Agency —Remote
The Financial Service Representative is an licensed insurance agent providing clients with products that help secure financial programs for their families.
$48,000 - $100,000 a year
Quick Apply
Financial Representative
Western & Southern Life —New Orleans, LA
After week 26, your compensation is variable based on licensure and individual performance; performing at minimum standards anticipates you will earn $37,000-57…
$6,155 a week
Quick Apply

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Financial Advisor

Alerus Financial - Denver, CO

Apply Now

Job Details

Full-time $70,000 - $100,000 a year 5 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
CFP
CPA
Sales
5 years
Finance
Bachelor's degree
Client services
Computer skills
Financial services
Business
Estate planning
Communication skills
Negotiation
Time management
Wills, trusts, & estate law

Full Job Description

We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Denver, CO.

Position Summary:
Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

Essential Responsibilities:
Job Function 1: Client Consultation & Service - 50%

Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable advanced advice and solutions to accomplish a high level of financial wellness.
Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete Alerus product offering.
Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
Evaluate a client’s financial needs and determine the appropriate service team to meet those needs including advisors, associates and product experts.
Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
Serve consumer clients’ financial needs holistically across all solutions, utilizing the Alerus playbook approach.

Job Function 2: New Business & Client Development - 30%

Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.
Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations (i.e. Chamber, Rotary, etc.) and participation in networking organizations.
Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.

Job Function 3: Professional & Personal Development - 20%

Maintain an advanced level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus’ relevancy in its competitive space.
Maintain an advanced understanding of complex financial planning concepts including loans, depository products, investments, protection planning, and liquidity planning.
Develop an understanding and knowledge of estate planning, charitable giving, trusts, and tax management.
Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
Build solid working relationships with team members, acting as a resource for others including a commitment to professional development of personal financial guides, business advisors, and associates.

Position Requirements:
Qualifications:

Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
Minimum 5 years of financial services experience, working with high net worth clients.
Demonstrated ability to attract and retain high net worth clients.
Defined plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage.
Demonstrated expertise in assessing a client’s financial needs and making proactive recommendations.
Previous experience utilizing CRM software to track and manage sales opportunities.
Demonstrated record of proven sales ability and client service abilities.
Proven written and verbal communication skills.
Established interpersonal and negotiating skills.
Advanced math proficiency.

Personal Characteristics:

Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
Effective communication skills and willingness to work with a team.
Strong organizational and time management skills.
Ability to manage multiple phases of the sales process.
Passionate about serving clients to positive impact their financial wellness.
Proven problem-solver.
Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.

Physical Demands - Must be met with or without a reasonable accommodation:

Extended periods of time at a desk and using office equipment.
Ability to operate a personal computer/laptop for approximately 8 hours per day.
Extended time is spent reviewing physical and electronic documents.
The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
Will spend most of time in an indoor environment.
Ability to travel as needed to other markets and locations.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation package:

Commission pay

Weekly schedule:

Monday to Friday

Work setting:

In-person

Work Location: In person

Apply Now

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