Associate Bank Financial Advisor Job at Wells Fargo (Bluffton)

New

Associate Financial Advisor

Location

United States , Homer; Soldotna

Salary:

Not provided

Wells Fargo

Expiration Date

July 31, 2026

Requirements

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
Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Job Responsibility

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
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
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

Fulltime

Associate Advisor

An established and rapidly growing independent wealth management firm is seeking...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Business, Economics, or related field
0–5 years of experience in financial planning, wealth management, banking, or a related financial services environment
Understanding of the financial planning process and fiduciary standards
Progress toward or strong desire to pursue CFP® certification
Securities licenses (SIE, Series 7, Series 66 or equivalent) preferred, or willingness to obtain
Experience with financial planning software such as eMoney, MoneyGuidePro, or RightCapital is a plus
Strong analytical and problem-solving skills
Excellent written and verbal communication abilities
High attention to detail and strong organizational skills
Ability to thrive in a fast-paced, collaborative environment

Job Responsibility

Assist in preparing comprehensive financial plans and recommendations
Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics
Participate in client meetings and help communicate planning recommendations
Collaborate with advisors to explain the rationale behind planning strategies and recommendations
Prepare meeting materials, follow-up items, and implementation tasks
Coordinate with operations, service, and compliance teams to ensure a seamless client experience
Monitor client action items and ensure timely execution
Maintain accurate client records and planning documentation
Support ongoing client relationships through proactive service and communication

What we offer

Competitive base salary and performance-based bonus
Comprehensive medical coverage
Employer-funded HSA contribution
401(k) with company match and profit-sharing opportunities
Generous paid time off program
Professional development and certification reimbursement
Dependent care assistance
Company-paid life and disability insurance
Employee Assistance Program
Estate planning reimbursement

Fulltime

Financial Advisor

At PNC, our people are our greatest differentiator and competitive advantage in ...

Location

United States of America , Pewaukee

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management

Job Responsibility

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid

Fulltime

Financial Advisor

As a Financial Advisor within PNC's Wealth Management organization, you will be ...

Location

United States Of America , Tucson

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

University/college degree, with 2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies: Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Job Responsibility

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match, pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives

Fulltime

Financial Planning Associate

We are seeking a detail-oriented and client-focused Financial Planning Associate...

Location

United States , Visalia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in financial services, banking, personal banking, mortgage lending, wealth management, client services, or a related field preferred
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple projects and deadlines in a fast-paced environment
Professional demeanor with strong client relationship-building skills
Proficiency with Microsoft Office Suite
CRM experience is a plus
Ability to work independently while collaborating effectively with a team

Job Responsibility

Manage financial plan renewals and ensure plans are delivered accurately and on time
Collect, organize, and maintain client financial information and documentation
Prepare financial summaries, analyses, and planning materials for client meetings
Document assumptions, calculations, and planning recommendations
Follow up with clients to validate information and clarify financial objectives
Assist with research and analysis to support client planning strategies
Ensure all action items are completed in a timely and thorough manner
Document all client activity and communications within Redtail CRM
Coordinate and prepare materials, reports, and documentation for upcoming client appointments
Act as a liaison between the advisor and internal partners to ensure seamless communication and execution

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

New

Group Financial Controller

Broster Buchanan are delighted to be the exclusive recruitment partner in the hi...

Location

United Kingdom , Poole

Salary:

Not provided

Broster Buchanan

Expiration Date

Until further notice

Requirements

Qualified accountant (ACA, ACCA, CPA or equivalent)
Experience in financial reporting, treasury management and taxation ideal
Strong knowledge of IFRS/GAAP and financial controls
Proven experience leading and developing teams
Excellent analytical, problem-solving and decision-making abilities
Strong stakeholder management and communication skills

Job Responsibility

Lead the Group’s financial reporting activities, ensuring accurate, timely and compliant reporting across all international entities, while maintaining robust financial controls and governance frameworks
Oversee treasury operations, including cash flow, liquidity, banking relationships, foreign exchange exposure, funding arrangements and working capital optimisation
Manage the Group’s global tax agenda, ensuring compliance across multiple jurisdictions while driving tax efficiency and mitigating associated risks
Partner with the CFO and senior leadership team to provide strategic financial insight, support business decision-making and contribute to the organisation’s long-term growth objectives
Lead, develop and inspire a high-performing finance team, while building strong relationships with external auditors, advisors, financial institutions and regulatory bodies
Drive continuous improvement across finance systems, processes and reporting capabilities, supporting business transformation, integration activities and organisational change

What we offer

Competitive salary and benefits package
Bonus
Private health

Fulltime

New

Credit Officer - Senior Vice President

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience in a credit-oriented role, preferably with a large multinational financial services firm
Solid experience in credit, restructuring, or remedial management with understanding of legal documentation and regulatory frameworks
Strong credit sense and ability to articulate a view, work across a range of credit products, with experience in early problem recognition and crisis resolution skills
Effective interpersonal skills, including an ability to be persuasive and build consensus on complex issues
Highly-experienced credit professional with a deep and relevant restructuring, distressed or comparable expertise
Demonstrated corporate finance, business strategy and debt structuring skills, with ability to manage complex transactions and conduct negotiations
Thorough understanding of the risk profile, structure and governing documentation for various credit and market products
Hands on experience in stressed and distressed concepts, processes, and associated internal bank accounting (e.g., valuations, cost of credit, etc.)
History of promoting a strong governance and controls environment
Excellent analytical, technical, and problem-solving skills

Job Responsibility

Lead the management of a portfolio of stressed and distressed credit exposures
Define and implement account and exposure strategies
Proactively manage evolving credit situations and workout processes
Develop and execute restructuring and remedial strategies
Drive portfolio recovery value while balancing stakeholder interests
Partner with internal teams, clients, and external advisors to deliver solutions
Provide risk oversight, challenge, and approvals in line with 2LoD responsibilities
Ensure accurate and timely risk ratings, regulatory classifications, and cost of credit actions
Provide strategic direction, transaction execution, and approval for Special Assets-managed credits
Work with Special Assets Senior Transactors, valuation team members and banking in the management and execution of the Special Assets portfolio

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

GIB M&A Associate

Credit Agricole CIB is seeking an Associate I to work within its Global Investme...

Location

United States , NEW YORK

Salary:

150000.00 - 175000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Excellent communication skills
Excellent analytical skills
Experience must include either executing M&A transactions
Must possess the following skills: smart, personable, strong writing, & financial modeling skills
Proficient in Excel & PowerPoint
Strong work ethic
Bachelor’s Degree in Finance or related field
Min 5 years of Investment Banking related experience, or in a transaction services team with a strong modeling exposure
Strong technical skills – Well established knowledge of financial modeling (Discounted Cash Flows, Merger Models and LBO analysis) with an ability to work independently on financial models
Good understanding of what each situation calls for in terms of financial analysis – ability to make decision on financial analysis and capacity to teach analysts to develop modeling and analytical skills

Job Responsibility

Work closely with various sectors and product teams to execute buy-side and sell-side M&A
Extensive financial modeling in preparing company-specific financial analysis and conducting valuation analysis using various methodologies
Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans
Manage projects in a client-facing role, including liaising with clients, potential buyers, clients’ other advisors, and team members from across the bank
Participate in business and financial due diligence involving interaction with management teams, accountants, lawyers, consultants and customers
Liaise with coverage, sales and trading professionals and other product groups in preparing transactions and other ad hoc requests
Training and supervision of junior resource

Fulltime

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Associate Bank Financial Advisor

Job Description

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