financial advisor

Equitable Advisors

<div>
 Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
 
 
 
 Compensation:
 
 $75,000+ yearly
</div>

Financial Advisor

Northwestern Mutual

Financial Advisor (Training Provided)LOCAL candidates only. Must live in the Greater Milwaukee/Waukesha area or already plan to be moving here.Finance or sales experience are not necessary, but Heart, Grit, and Determination are required.If you&rsquo;re searching for purpose, we&rsquo;re ready to show you the path. Are you ready to build a rewarding career with a vibrant, supportive team? We're on the lookout for authentic, driven individuals who want to make a real difference in the lives of others. Join our fast-growing team as a Financial Representative/Advisor, and become part of a firm that truly believes in your potential.At Northwestern Mutual Waukesha, we are in business for ourselves&mdash;but never by ourselves. Our culture is built on belief in people, a shared mission to help others, and the freedom to create a career that reflects who you are.Why You'll Love Our Culture:Supportive Environment:We don&rsquo;t just hire advisors&mdash;we invest in their success. Our team thrives on camaraderie, mentorship, and leadership. We set high expectations and balance them with a lot of fun, including team-building events that forge strong bonds and lasting friendships.Empowerment &amp; Freedom:Here, you&rsquo;re in control. Enjoy the freedom to shape your own career path, manage your schedule, and grow your client base in a way that aligns with your values and goals. We believe in giving you the space to lead your practice&mdash;while always having your back when you need it.Authenticity &amp; Purpose:We&rsquo;re looking for people who lead with heart and authenticity&mdash;individuals who want more than just a paycheck. If you believe in doing meaningful work, helping others succeed, and pushing through challenges with grit and determination, you&rsquo;ll fit right in.Diverse Backgrounds Welcome:Our advisors come from all walks of life: teaching, military, marketing, social work, restaurant management, IT, engineering, and sports coaching. We value unique perspectives and believe your story strengthens our team.What We Offer:Comprehensive Training &amp; Mentorship:Industry-leading training tailored to you. You&rsquo;ll receive one-on-one coaching, ongoing education, and real-time support to help you grow confidently and competently.Performance-Based Earnings:A results-driven compensation structure with six-figure earning potential in your first year. Your effort and dedication directly impact your income and your future.A Career That Matters:More than just a job&mdash;this is a mission. You&rsquo;ll help individuals, families, and businesses achieve financial security and peace of mind.Pay: $84,000.00 - $200,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Waukesha, WI 53188

Edward Jones

<div><div>This job posting is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants.</div><div>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we&rsquo;re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
</div><div>There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
 
As an associate financial advisor at Edward Jones, you&rsquo;ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you&rsquo;ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice&rsquo;s overall business outcomes. 
 
What you&rsquo;ll do
<ul><li>Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 
</li><li>Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities 
</li><li>Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 
</li><li>Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 
</li><li>Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience</li></ul></div><div>
What experience you&rsquo;ll need
<ul><li>A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results 
</li><li>Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills 
</li><li>Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment 
</li><li>Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations 
</li><li>Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones 
</li><li>Comfort learning and applying financial planning software and digital engagement tools 
</li></ul>What could set you apart
<ul><li>Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you 
</li><li>3&ndash;5 years of experience in financial services, investment advisory or wealth management 
</li><li>CFP&reg; (Certified Financial Planner) designation or active progress toward it 
</li><li>Familiarity with financial planning tools such as MoneyGuide or Salesforce</li></ul></div><div>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones</div><div>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div><div>
As a salaried professional, you can also expect&hellip;<ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul>
You'll be competitively compensated&hellip;<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.</li></ul></div></div>

Associate Financial Advisor

Ameriprise Financial

<div>At Ameriprise Financial, we&rsquo;re not just in the business of helping clients with their financial goals &ndash; we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you&rsquo;re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. 
 
This position is with an Ameriprise Financial Franchise owner.
Job Description
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors. 
 
ABOUT THE ROLE 
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.<div>
KEY RESPONSIBILITIES</div>
Client Experience &amp; Advice:<ul><li>
Follow the Springbrook Wealth Advisor service model to support client retention and growth</li><li>
Serve as primary point of contact for assigned clients, handling inquiries and service requests</li><li>
Prepare for and lead client review meetings, including materials and follow-up</li><li>
Proactively identify opportunities to deepen relationships and address new planning needs</li><li>
Onboard new clients: account opening, data gathering, and risk profiling</li><li>
Manage client administrative needs, including estate settlements</li><li>
Participate in client events and networking to help grow the practice</li><li>
Coordinate with clients' accountants and lawyers for comprehensive advice</li><li>
Build financial plans covering retirement, investment, tax, insurance, and estate planning</li><li>
Analyze portfolios and recommend investments aligned with client goals and risk tolerance</li><li>
Model financial scenarios and present findings to clients and lead advisors</li><li>
Monitor client portfolios and flag issues needing attention</li><li>
Review insurance needs and recommend coverage for life, disability, and long-term care</li><li>
Recommend annuity options as needed</li></ul>
Operations:<ul><li>
Document all client interactions, transactions, and recommendations per firm policy and regulations</li><li>
Maintain accurate client records in CRM and portfolio management systems</li><li>
Support compliance reviews, audits, and reporting</li><li>
Stay current on regulatory changes affecting advisory services</li><li>
Attend and actively participate in team meetings</li></ul>
QUALIFICATIONS:
Required:<ul><li>
Goal driven, growth mindset a must</li><li>
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)</li><li>
Bachelor&rsquo;s degree in Finance or a related field</li><li>
1 or more years of experience in financial planning, asset management, or a related role</li><li>
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)</li><li>
Strong analytical, written, and verbal communication skills</li><li>
High degree of integrity and commitment to fiduciary standards</li></ul><div>
COMPENSATION &amp; BENEFITS:</div><ul><li>
Competitive base salary commensurate with experience: starting at $60,000</li><li>
Performance-based bonus tied to client satisfaction and business development goals</li><li>
Flex savings, dental, and vision insurance</li><li>
401(k) with employer match</li><li>
Paid support for continuing education, professional development, and licensure renewal</li></ul>
Base Pay Salary
The salary range will be starting $60,000/ year<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

ASSOCIATE FINANCIAL ADVISOR

Wells Fargo

<div>About this role:
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. 
In this role, you will:<ul><li>
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function</li><li>
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul> 
Required Qualifications:<ul><li>
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Successfully completed Securities Industry Essentials (SIE) exam or equivalent</li></ul> 
Desired Qualifications:<ul><li>
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)</li><li>
State Variable, Life and Health insurance licenses</li><li>
Financial services experience</li><li>
Client services experience</li><li>
Experience developing and managing client relationships</li><li>
Sales or sales support experience</li><li>
A BS/BA degree or higher</li></ul> 
Job Expectations:<ul><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li><li>
This position is not eligible for Visa sponsorship.</li></ul>
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
Posting location: 889 S Main Street, Logan, UT 84321
Posting End Date:
6 Aug 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

LearnLux

<div><h1 class="jobSectionHeader">About LearnLux</h1>

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner&trade;️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.
<h1 class="jobSectionHeader">
About the Role</h1>

LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.

In this role, you will leverage the LearnLux digital platform to work directly with employees across Egypt and the Middle East and North Africa (MENA) Region, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.

This is a fully remote role reporting to our Global Planning Manager.

Key Responsibilities
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the MENA region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
You Should Have
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken, are required.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
Nice to Have
<ul>
<li>Advanced knowledge of regional financial systems and regulations in the MENA region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader">Closing</h1>

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!</div>

Financial Advisor, Egypt

Administrative Assistant to Financial AdvisorPart-Time to Full-Time OpportunityPosition OverviewWe are seeking a professional, organized, and client-focused Administrative Assistant to support a Financial Advisor in a growing wealth management practice in Manhattan Beach. This is an entry-level opportunity within the financial services industry, and no prior industry experience is required. The ideal candidate is someone who communicates well, exercises sound judgment, maintains confidentiality, and enjoys helping others. This role involves working closely with one person in a high-trust, client-facing environment where professionalism and reliability are critical. Training will be provided on industry-specific systems, processes, and compliance requirements. The position is expected to begin part-time, with the opportunity to transition to full-time for the right individual. We are looking for someone who is interested in growing with the practice over the long term.Key Responsibilities<ul><li>Provide day-to-day administrative support to the Financial Advisor</li><li>Manage calendars, appointments, scheduling, and follow-up activities</li><li>Serve as a professional point of contact for clients</li><li>Maintain client records, files, and documentation</li><li>Assist with client onboarding and administrative processes</li><li>Learn company systems, procedures, and compliance requirements</li><li>Support a professional, organized, and client-focused office environment</li></ul>Minimum Qualifications<ul><li>Strong verbal and written communication skills</li><li>Excellent organizational and time-management abilities</li><li>Professional demeanor and sound judgment</li><li>Ability to maintain strict confidentiality</li><li>Proficiency in Microsoft Outlook, Word, and basic Excel</li><li>Working smartphone capable of supporting business applications and multi-factor authentication</li><li>Ability to work independently while remaining highly responsive and collaborative</li></ul>What We're Looking For<ul><li>Professional and trustworthy</li><li>Calm under pressure</li><li>Client-service oriented</li><li>Adaptable and willing to learn</li><li>Comfortable working closely with one person</li><li>Strong work ethic and positive attitude</li><li>Interested in long-term growth and development</li></ul>Why This Opportunity?If you're looking for an opportunity to learn, grow, and build a meaningful career in a professional environment, we'd love to hear from you. Prior financial services experience is not required. We are looking for the right person, not necessarily the perfect resume. This position offers the opportunity to begin part-time and grow into a full-time role while developing valuable skills, building strong relationships, and contributing to a growing practice.Pay: $21.00 - $26.00 per hourBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Application Question(s):<ul><li>This position is built on trust, personal accountability, discretion, and exceptional service to clients. Please describe why those values are important to you and how they have shaped your professional approach.</li><li>This role requires interacting professionally and respectfully with clients who have accumulated significant assets, own businesses, or hold professional leadership positions. What would make you successful in this type of environment?</li></ul>Language:<ul><li>ENGLISH (Required)</li></ul>Ability to Commute:<ul><li>Manhattan Beach, CA 90266 (Required)</li></ul>Work Location: In person

Administrative Assistant to Financial Advisor

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Financial Advisor

Financial Advisor

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ASSOCIATE FINANCIAL ADVISOR

Associate Financial Advisor

Financial Advisor, Egypt

Administrative Assistant to Financial Advisor