Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain life/health and securities licenses (SIE, Series 6/7/63), strong communication and critical thinking, legal authorization to work in the US.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
10+ YOE10+ years fiduciary experience, four-year degree in accounting/finance/business/trust administration/law, strong communication and analytical skills, Microsoft Suite proficiency, ability to advise high-net-worth clients.
Bachelor's in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relating skills; licenses in financial planning a plus.
Bachelor's degree in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications in financial planning a plus.
Bachelor's in finance or accounting; financial consulting experience preferred; strong analytical and communication skills; ability to build client relationships; financial planning licenses a plus.
0+ YOEBachelor's in finance or related field; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; licenses/certifications in financial planning a plus.
Bachelor's degree in finance, accounting, or related field; experience in financial consulting preferred; strong communication, analytical, client-relations skills; certifications in financial planning a plus.
Bachelor's degree in finance or accounting; experience in financial consulting preferred; strong analytical and communication skills; ability to build client relationships; licenses in financial planning a plus.
Bachelor's in finance, accounting, or related field; experience in financial consulting preferred; strong analytical and communication skills; ability to build client relationships; licenses or certifications in financial planning a plus.
Bachelor's degree in finance, accounting, or related field; experience in financial consulting preferred; strong analytical and interpersonal skills; licenses/certifications a plus.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and transactions, deliver exceptional client service, utilize digital tools (MoneyGuide, Salesforce, Microsoft Office), and assist with marketing and branch operations.