Financial Planner


The Forum Group – New York, NY – Accountant

To qualify you must have at least 5 years of accounting experience working for a major corporation, handling all areas of accounting, strong general accounting skills, financial statements, account analysis, and reconciliation of accounts.

Sovereign Bank – North Andover, MA – Financial Advisor – Investment Financial Consultant

As part of the Sovereign Bank/Santander Investment Services group, you will have the opportunity to work in a mature bank program and be part of our winning retail banking team

MetLife – Field Sales Opportunities – Waltham, MA – Financial Advisor / Financial Planner

We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential

Senior Financial Planner at Wells Fargo – McLean, VA

Senior Financial Planner Job Description Serves as Senior Financial Planner to the teams most complex, visible and top revenue generating clients. Prepares analysis and work product on cases generally above$10mm. Delivers the financial plan in partnership with the relationship manager. Develops new clients jointly with internal partners as well as individually with external sources. Senior

Merchandise Assistant Financial Planner at Nordstrom – Seattle, WA

Merchandise Assistant Financial Planner Job Description Merchandise Assistant Financial Planner at Nordstrom, providing great customer service goes beyond the selling floor. It takes a team of individuals with a variety of talents and skills to continuously improve service and our results. At our Seattle Headquarters, we work in partnership with other areas of the Company

Wealth Management Consultant at UBS Financial Services, Inc – New York, NY

Wealth Management Consultant Job Description UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual. Lead in the transition of UBS Wealth Management US to a Wealth Management Culture Wealth Management Consultant Collaborate with other business groups within UBS

Cube Management – Boston, MA – Financial Advisor – Investments

A respect for the importance of professional financial advice and guidance is central to their investment culture.

Thrivent Financial for Lutherans – New York, NY – Financial Advisor/Financial Representative

Whether you're helping people take steps to become financially secure and protected or giving back to the community, you'll see the impact of your work spread through families and communities across the country

The Primary Group – Parsippany, NJ – Financial Advisor

Responsible for maintaining and executing a high level of profitable sales of investment products such as mutual funds, annuities, stocks and fixed income securities

Financial Representative at Vantage West Credit Union – Tucson, AZ

Financial Representative Job Description The primary responsibility of Financial Representative is to provide accurate, professional, and prompt member service while handling routine financial transactions. Responsible for identifying and satisfying member needs by offering products and services. Financial Representative Competencies: Drive for Results Learning on the Fly Action Oriented Priority Setting Customer Focus Perseverance Financial Representative
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