Financial Advisor Northwestern MutualFinancial AdvisorMorgantown, West Virginia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorVienna, WV$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor Wealth Enhancement Group AcquisitionFinancial AdvisorCharleston, WV$100,000–$150,000 / yearOur Charleston office in West Virginia is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteWVRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Martinsburg, WV Thrivent Financial for LutheransFinancial Advisor - Martinsburg, WVMartinsburg, WVThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor First National Bank (FNB Corp.)Financial AdvisorWellsburg, WVPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Financial Advisor Burke & Herbert BankFinancial AdvisorBeckley, WVThe Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
Financial Advisor FNB CorpFinancial AdvisorWellsburg, WVPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Financial Solutions Advisor - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor - Eastern Long Island MarketHuntington, West VirginiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. US - NY - Hampton Bays - 95 E Montauk Hwy (NY5292), US - NY - Huntington - 250 MAIN ST - HUNTINGTON BC (NY5238), US - NY - Patchogue - 47 W Main St (NY5273), US - NY - Riverhead - 499 Old Country Rd (NY5281), US - NY - Southampton - 60 Jagger LN - SOUTHAMPTON BRANCH BC (NY5282).
NewFinancial Aid Advisor American Public University SystemFinancial Aid AdvisorCharles Town, WVThe Financial Aid Advisor is responsible for providing phone-based financial aid support and counseling services to students attending American Public University System (APUS). Leverages financial aid and student databases to performs research while on phone calls to assist students and parents through the financial aid cycle in real time.
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Eastern Long Island MarketHuntington, West VirginiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Premier Advisor - Charleston, WV Truist Financial CorporationPremier Advisor - Charleston, WVCharleston, WVUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Charleston, WV Truist Financial CorpPremier Advisor - Charleston, WVCharleston, WVUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
J.P. Morgan Wealth Management - Private Client Advisor - Buckhannon, WV JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Buckhannon, WVBuckhannon, WVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Trust Solutions Advisor United Bank, Inc. (Inactive)Trust Solutions AdvisorCharleston, WVLead the new-account process: review and validate documents; ensure proper funding; open accounts with correct coding for statements, proxies, investments, and tax; confirm beneficiary data; secure fee agreements; and monitor terminations and distributions through closure. ROLE OVERVIEW: The Trust Officer is responsible for managing and administering a complex book of fiduciary relationships - primarily personal trusts, estates, IRAs, custody, escrow, and related accounts.
Trust Solutions Advisor United Bank, Inc.Trust Solutions AdvisorCharleston, WVLead the new-account process: review and validate documents; ensure proper funding; open accounts with correct coding for statements, proxies, investments, and tax; confirm beneficiary data; secure fee agreements; and monitor terminations and distributions through closure. ROLE OVERVIEW: The Trust Officer is responsible for managing and administering a complex book of fiduciary relationships - primarily personal trusts, estates, IRAs, custody, escrow, and related accounts.
Wealth Advisor District PartnersWealth AdvisorHurricane, West VirginiaThe successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services. Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
460 - Trust - Region VI - Wealth Advisor Associate II First United Corporation460 - Trust - Region VI - Wealth Advisor Associate IIMorgantown, WVSkill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; moderate computer skills; knowledge of current laws and regulations regarding trust and estate administration; ability to generate a minimum of $25,000 new revenue per year once training program is complete; visual and auditory skills; valid driver's license. Responsible for soliciting new trust business from present and prospective customers; participating with Wealth Advisors in establishing specific goals and activities to reach assigned sales expectations; ensuring the department's compliance with operating policies and procedures established for the trust sales function; directly supervising assigned personnel when applicable; communicating with appropriate management and staff personnel; providing periodic reports.
Customer Service Advisor 1 - New Martinsville WesBanco IncCustomer Service Advisor 1 - New Martinsvillenew martinsville, WVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor 1 - Float - Administration WHE WesBanco IncCustomer Service Advisor 1 - Float - Administration WHEMcMechen, WVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.