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Remote Bmo Financial Advisor Jobs in Georgia (NOW HIRING)

Rainbook

Rainbook provides investors with an unbiased review of their financial advisor. After clients connect their account and answer a few questions, Rainbook's Advisor Analyzer generates the Advisor Score.

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

... financial advisor. You'll ensure that every aspect of the client experience--before, during, and ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Rainbook

Rainbook provides investors with an unbiased review of their financial advisor. After clients connect their account and answer a few questions, Rainbook's Advisor Analyzer generates the Advisor Score.

Osaic

Vice President, Advisory Consulting

Atlanta, GA · On-site +1

$140K - $175K/yr

... financial advisors Familiarity with using a client relationship management program Preferred Requirements: Advanced certification; CFP or CIMA designation preferred #LI-Remote Equal Opportunity ...

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr

Some remote work permitted! Job duties would include: 1. Pass through 1065/1120S corporate tax prep ... Company Description Aspire CPA Group is a unique, professional team of CPA's and financial advisors ...

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr

Some remote work permitted! Job duties would include: 1. Pass through 1065/1120S corporate tax prep ... Company Description Aspire CPA Group is a unique, professional team of CPA's and financial advisors ...

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HFA Financial Advisor Senior -Branch

Huntington

Marietta, GA • On-site, Remote

Full-time

Posted 8 days ago

Job description

Description

Summary:
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Duties & Responsibilities:

  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
  • Performs other duties as assigned.

Basic Qualifications:

  • High School Diploma
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience coaching, influencing and developing individuals in a team environment
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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