Financial Advisor
Bentonville, AR · On-site
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will ... First National Bank of Fort Smith Financial Advisor: Attention finance, insurance, and sales ...
Bentonville, AR · On-site
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will ... First National Bank of Fort Smith Financial Advisor: Attention finance, insurance, and sales ...
Bentonville, AR · On-site
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will ... First National Bank of Fort Smith Financial Advisor: Attention finance, insurance, and sales ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Job Summary We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In ... Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Job Summary We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In ... Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Job Summary We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In ... Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Job Summary We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In ... Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ...
Denver, CO · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Denver, CO · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ... Previous experience assisting a Financial Advisor * Current certificate of qualifications preferred ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the ... Previous experience assisting a Financial Advisor * Current certificate of qualifications preferred ...
Scottsdale, AZ · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Scottsdale, AZ · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Bentonville, AR · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Bentonville, AR · On-site
$100K - $250K/yr
This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Franklin, NC · On-site
Essential Responsibilities (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency Proficiently works to meet members' financial needs by helping them to understand ...
Franklin, NC · On-site
Essential Responsibilities (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency Proficiently works to meet members' financial needs by helping them to understand ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Lumberton, NC · On-site
Essential Responsibilities (65%)Direct Financial Advising - Financial Product Delivery and Technology Proficiency Proficiently works to meet members' financial needs by helping them to understand ...
Lumberton, NC · On-site
Essential Responsibilities (65%)Direct Financial Advising - Financial Product Delivery and Technology Proficiency Proficiently works to meet members' financial needs by helping them to understand ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
Essential Responsibilities * (65%) Direct Financial Advising - Financial Product Delivery and Technology Proficiency * Proficiently works to meet members' financial needs by helping them to ...
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
| Aspect | Director Financial Advisor | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, Series 7/66, possibly advanced degrees | CFP, Series 7/66, sometimes CFA |
| Work Environment | Senior leadership in financial firms, overseeing teams | Client-facing roles, providing financial planning and investment advice |
| Employer & Industry Usage | Financial services firms, banks, wealth management companies | Financial advisory firms, banks, independent practices |
| Search & Comparison Intent | Understanding leadership roles in financial advising | Seeking direct financial planning services or career info |
The main difference is that a Director Financial Advisor typically holds a senior leadership position overseeing teams and strategic planning within financial firms, requiring advanced credentials and experience. A Financial Advisor focuses on providing personalized financial advice to clients. While both roles require similar certifications, their responsibilities and work environments differ significantly.
Cities with the most Director Financial Advisor job openings:
The most popular types of Financial Advisor jobs are:
States with the most job openings for Director Financial Advisor jobs include:
For Director Financial Advisor jobs, the most frequently searched job titles are:
Bentonville, AR • On-site
Other
Posted 17 days ago
8.3
Based on 26 frontline employees who took The Breakroom Quiz
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.
There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.
First National Bank of Fort Smith
Financial Advisor:
Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? First National Bank of Fort Smith is looking for motivated and capable individuals to fill the role of a Financial Advisor.
With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.
What you will do:
The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success.
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
• Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
• Advising the customer regarding the advantages, risks, and disadvantages of different products
• Developing internal referral resources to identify customers
• Identifying external prospects and expanding new client relationships
• Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
• Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
• Maintaining all necessary licenses and registrations as required
• Successfully completing all mandatory training in a timely manner
• Maintaining superior and courteous service to promote products and expand customer relationships
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you will have:
• FINRA Series 7, 63 (Required)
• State Life & Health Insurance License of state where applying
• Strong sales, marketing, and business development skills
• 2+ years of experience in finance, insurance and/or banking
• High School Diploma or equivalent
Get the full story on Breakroom
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
El Segundo, CA, US
1981