Financial Advisor Jobs

Entry Level Financial Advisor

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

New

Advisor - Financial Accounting Advisory Services

Within EY's Assurance service line, Financial Accounting Advisory Services (FAAS...

Location

Hungary , Budapest

Salary:

Not provided

ACCA

Expiration Date

January 12, 2026

Requirements

University degree with specialization in accounting, finance or related field
Ideally 1-3 years of experience in audit, consultancy, accounting services or in a large and dynamic organizations in or around the finance field (big4 experience is preferred)
Knowledge of business trends, emerging technical and industry developments
Involvement in accounting areas such as transaction accounting GAAP conversions and accounting change implementation
Analytical mindset and an interest in strong technical accounting skills in IFRS
Proactive, flexible and team-oriented with strong problem-solving skills
Strong written and verbal communication skills in English and Hungarian

Job Responsibility

Contribute actively in the FAAS engagement team to understand and respond to the client's needs and expectations and develop a client-focused, clear, accurate and well-presented work product
Ensure work is delivered in a timely manner and in compliance with EY high standard requirements
Work with other service lines and subject matter experts in providing an integrated service delivery across functions in an international team to meet the client high expectations
Identify and communicate relevant trends, developments and key performance drivers relevant to the client and its industry
Assist in developing new opportunities related to new FAAS projects and relationships

What we offer

The freedom and flexibility to handle your role in a way that’s right for you
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next
Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way
Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs
Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Paramus

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
Group 1 Insurance License.

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Trainee Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...

Location

United Kingdom , Taunton

Salary:

42000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proven track record in a professional or customer-facing role
Outstanding communication skills - both written and verbal
A strong educational background
A passion for personal growth and a hunger for success

Job Responsibility

Engage in a comprehensive training programme with mentorship from experienced advisors
Study for and achieve industry-recognised qualifications
Support lead generation by connecting with potential clients and understanding their needs
Build strong relationships with clients and colleagues alike

What we offer

Structured Training Programme with full qualification support
Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
Free Fruit Baskets, widescreen TV, and comfy breakout areas
Generous Holiday Allowance
Access to Bupa Healthcare Plan
Uncapped Earning Potential once qualified

Fulltime

Sr Investment Product Expert

HSBC International Wealth and Premier Banking (IWPB) serves 41 million customers...

Location

China , Beijing

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Minimum of six years of working experience as a product specialist or financial advisor
at least one year of working experience as a product expert or BSM/SBM in WPB
strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socio-economic dynamics, and regulatory requirement relevant to the products
extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
demonstrated ability and experience to correctly identify client needs
solid skills to manage consultative sales process
a solid understanding of global anti money laundering standards
team player with collaborative skills
knowledge of local and Group compliance regulations

Job Responsibility

Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
support Premier Relationship Managers (PRMs) to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solutions to client
conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients, identify opportunities and manage risks
join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions
improve PRMs product specific technical knowledge by effective on-job coaching and training
deliver high-quality presentations on market and WEM concept in customer seminars.

What we offer

Annual leave (10-25 days)
paid sick leave
volunteer leave
birthday leave
comprehensive insurance plans (life insurance, accidental insurance, critical illness insurance, supplemental health insurance)
annual employee health checkups
flexible benefits platform (customizable benefits to suit different life stages)
free professional psychological health consultation for employees and their immediate family members
corporate pension plans to supplement retirement savings
flexible work options

Fulltime

Internal Sales Consultant

The Internal Sales Consultant II (ISC II) role involves providing consultative s...

Location

United States , Minneapolis

Salary:

54000.00 - 65000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

0-1 years prior sales experience or 1-year prior experience on the FASTeam and/or within Allianz
MN Life Insurance license required
Ability to obtain SIE, Series 6 and Series 63 licenses within 180 days of promotion/hire if POD requires
Bachelor’s degree or equivalent experience required
Candidates must be legally authorized to work in the U.S. without requiring sponsorship.

Job Responsibility

Provide consultative and holistic sales services to independent financial advisors through outbound sales calls
Influence financial advisors to write Allianz business to achieve and surpass sales targets
Help financial advisors attain higher production status with Allianz
Expand specified financial advisor segments in assigned book and region
Communicate activity and trends to internal sales leadership and divisional management team.

What we offer

Comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with discounted amenities, including onsite health center, child development center, fitness facility, convenience store, and two cafeterias
Inclusive culture fostered through Employee Resource Groups
Recognition as a top workplace employer.

Fulltime

Insurance Advisor

Are you a confident communicator with a passion for building relationships and h...

Location

United Kingdom , Taunton

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in insurance, financial services, or a client-facing advisory role
A natural relationship builder with excellent interpersonal and communication skills
Self-motivated, target-driven, and comfortable working independently
Ideally Cert CII qualified or willing to work towards it (support provided)
A genuine interest in helping people protect what matters most to them

Job Responsibility

Engaging with new and existing clients to understand their insurance needs
Providing tailored advice and solutions across a range of personal and commercial insurance products
Building long-term relationships through trust, expertise, and proactive communication
Identifying opportunities to grow the client base through networking, referrals, and outreach
Working closely with a supportive team of professionals in a collaborative environment

What we offer

28 days annual leave, plus Bank Holidays
additional day off for your birthday
Group Personal Pension
Bonus Scheme
an array of health and wellbeing benefits
enhanced sick pay and parental leave
support and funding toward study and professional qualification
paid time off for volunteering

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

Financial Advisor

Robert Half

Location:
United States, Minneapolis

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 23, 2025

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Location:United States, Minneapolis

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Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

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Job Posted:March 23, 2025

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