Personal Financial Adviser Jobs

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22 Personal Financial Adviser jobs found on Monster.

Jobs 1 to 20 of 22
Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, has a simple philosophy: create a unique wealth management platform that can support your current practice and deliver the flexibility to accommodate your future growth while offering reasonable client fees and competitive compensation. Here is a brief summary of our p...
Since 1928, people have been trusting Farmers to provide them with the coverage they want so they can have the peace of mind that comes from knowing that their futures and their families are covered against risk. Farmers Insurance Group of Companies ®includes the country's third-largest Personal Lines Property and Casualty insurance group. We currently operate in 29 states with assets over $20 bil...
Financial Representative Job Description Create a lasting impact on people’s lives. As a member of the Northwestern Mutual team, you’ll work one-on-one with clients to help them achieve their lifelong financial goals. We’ll provide the training, tools and mentor support you need to deliver expert advice. You bring the talent, drive and confidence necessary to succeed. Here, hard work and determina...
Sachse Construction are seeking a Chief Financial Officer to be responsible for creating strategy and leading the financial team in a privately held company. The individual must be able to direct the fiscal functions of the company in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, and other regulatory and advisory organizations and in a...
Opportunity – A Top 10 Internship PROGRAM Financial advisor interns with Northwestern Mutual offer a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial advisor interns with Northwestern Mutual have the same opportunities to build their careers as full-time advisors. Supported by our network of specialists, training programs and mentoring,...
Financial Representative / Financial Advisor Position Description: Our financial representatives and advisors provide comprehensive financial planning to help meet a variety of personal and business needs, including asset and income protection; investment and advisory services; trust services; education funding; retirement solutions; estate planning; and employee and executive benefits. Through a...
Company: Resource Strategies, Inc. Job Position:Financial Planning Case Manager Location: Cleveland, Ohio Company Overview Resource Strategies is a well-established, successful Financial Services firm located in Pepper Pike, Ohio. We provide our clients with excellence in professional advice, education, and continual service in all areas of their wealth management. Our team members possess integri...
Weston Financial Group, Inc. (“WFG”), based in Wellesley, Massachusetts, is a Registered Investment Adviser with a team of 30 professionals and staff members. Since 1979, WFG has provided comprehensive goal-based wealth and life management services to high-net-worth individuals and their families throughout the United States. The Firm currently manages $2 billion in client assets as of February 20...
Description: Prudential Investments, LLC, a registered investment adviser within the Prudential Financial family, is looking for a Compliance Associate to support its compliance program. Primary Duties and Responsibilities Provide critical support to the key areas of Prudential Investments Compliance Program, including : Adviser Due Diligence - Participate in Compliance Due Diligence Reviews of af...
Position Description Senior Compliance Officer, Investments (Houston) Picture yourself building a successful career at AIG working alongside other talented, highly motivated individuals committed to reaching our goal of becoming our industry’s employer of choice. We believe that our success depends on a world class team with diverse and unequaled expertise. If you would like to be part of a strate...
About the Position: National Grid is looking for a Renewable Energy Trader who will perform renewables or energy trading and portfolio analysis in order to meet the service needs of the customer and financial and business objectives of National Grid. In this role you will contribute to the planning, contracting and procurement process for supply of electricity and capacity for National Grid’s elec...
About the Position: National Grid is looking for an Electric Trader who will perform renewables or energy trading and portfolio analysis in order to meet the service needs of the customer and financial and business objectives of National Grid. In this role you will contribute to the planning, contracting and procurement process for supply of electricity and capacity for National Grid’s electric lo...
Join a winning team! Signature Bank ranked second on Forbes 2014 list of Best Banks in America and has been on their top ten lists for four consecutive years! Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank’s growing network of private client banking teams serves the needs of privately own...
Join a winning team! Signature Bank ranked second on Forbes 2014 list of Best Banks in America and has been on their top ten lists for four consecutive years! Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank’s growing network of private client banking teams serves the needs of privately own...
Job Description: Immediate opening for an audit professional with three to five years of experience in public accounting for a challenging and rewarding position in auditing and tax return preparation. • Manage and plan multiple assurance engagements (audits, reviews and compilations) assignments in Not-For-Profit, Benefits Plans, HOAs, commercial, and many more industries. • Serve as the client's...
Join a winning team! Signature Bank ranked second on Forbes 2014 list of Best Banks in America and has been on their top ten list for four consecutive years! Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank’s growing network of private client banking teams serves the needs of privately owne...
The WebSphere Software Sales Representative will lead all single brand sales activities within this territory and act as the focal point to the client for the WebSphere brand. The position will entail managing key relationships, understanding the client's organization and culture, and developing strategic plans to address both IT and Line-of-Business organizations. The ideal candidate will leverag...
Wilshire Associates, a leading global independent investment consulting and services firm, provides consulting services, analytics solutions and customized investment products to plan sponsors, investment managers and financial intermediaries. Its business units include, Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. With ten offices on four contin...
Over the last three decades, Silicon Valley Bank has become one of the most respected names in the financial services industry. We currently have an exciting contract opportunity to join our organization as a HR Business Partner. Reporting to a Human Resource Director, the ideal candidate will integrate HR disciplines with the unique needs and challenges of their respective teams and will influenc...
Zeus Associates is recruiting for a Sr. Compliance Professional. Fast-growing boutique financial services consulting firm based in midtown Manhattan seeks an experienced Senior Compliance Professional. This hire will join the firm’s compliance team in the assessment, development, implementation, and testing of compliance programs for our clients in the alternative and traditional investments secto...
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Finance Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist
(51 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
47.7%
Some College Coursework Completed
20.5%
High School
13.6%
Master's
11.4%
Associates
6.8%
(44 Respondents)
Source: Monster.com Careerbenchmarking Tool

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