Financial Advisor Jobs in Ocala, Florida

6 jobs

32286BR Junior Financial Advisor Scott & Stringfellow Group Ocala, FL - 1626 SE 36th Avenue English Full time Regular 1st shift 40 Pursue prescribed training programs in preparation for Financial Industry Regulatory Association Series 7 and 66 licenses, as well as a Life and Health insurance license, while learning to develop and maintain client relationships to be able to provide suitabl...

30190BR Financial Advisor Scott & Stringfellow Group Ocala, FL - 4722 SW College Road English Full time Regular 1st shift 40 Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products ...

Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Learn the body of knowledge required to achieve the licenses. 2. Learn all financial products and services offered by the firm. 3. Learn sales concepts ...

First Command Financial Services is committed to helping American families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven individuals to join our Financial Advisor team. As a First Command Financial Advisor you will learn how to: De...

Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...

POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...