Financial Advisor
OneDigital(1 month ago)
About this role
A Financial Advisor / Wealth Management role at OneDigital focused on evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help clients achieve their financial goals. The position supports business development and client retention by leveraging expertise in financial planning, investments, and retirement solutions.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relationships
- Sales
- Presentation
- CRM
- Salesforce
- MoneyGuidePro
- Microsoft Office
- Wealth Management
+2 more
Qualifications
- Bachelor's Degree
- Securities License
- IAR Registration
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
View more jobs at OneDigital →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at OneDigital
Similar Jobs
Financial Advisor Associate- Fresh Meadows
TD Bank Group(1 month ago)
Wealth Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Wealth Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Virtual Financial Advisor Insurance Agent
Yellowstone Life Insurance Agency, LLC(10 months ago)
Conseiller ou conseillère, Gestion de patrimoine
Desjardins(3 days ago)
Banca Advisor
OCBC Bank(21 days ago)