- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills… more
- Robert Half Legal (Atlanta, GA)
- …organization, and synthesis of client data, including estate planning documents, financial statements, and tax returns * Prepare Wealth Transfer Advisory Service ... and accuracy * Draft estate planning considerations for review by Wealth Transfer Advisor or Director of Wealth Transfer * Preparation and review of fiduciary income… more
- Coldstream Wealth Management (Bellevue, WA)
- …experience in the wealth management industry + Series 65 license + Financial Paraplanner Qualified Professional (FPQP) designation - and/or working towards ... you will play a crucial role by utilizing your client service and financial planning experience. This position has the opportunity for career advancement within… more