10 Results for

Financial Planner Jobs in West Virginia

Jobs

WV30+ days ago

$87,000–$162,000 Per Year

As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

WV30+ days ago

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Charleston, WV30+ days ago

Utilize 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.

Charleston, West Virginia30+ days ago

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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. Utilize 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.

Charleston, WV30+ days ago

$100,000–$150,000 Per Year

p>Requires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community.

Our 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.

Buckhannon, WV30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Huntington, WV30+ days ago

Full-time

Using 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.

Buckhannon, WV30+ days ago

Full-time

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Financial Planner Jobs in West Virginia

Financial Planner - Retirement Solutions (Public/Government Sector) Nationwide Mutual Insurance Co

Personal Financial Counselor - National Guard, Kingwood, WV Magellan Health Inc

Personal Financial Counselor, Assignment Ready Counselor, PFC-Charleston, WV Magellan Health Inc

Premier Advisor - Charleston, WV Truist Financial Corp

Premier Advisor - Charleston, WV Truist Bank

Financial Advisor Wealth Enhancement Group LLC

J.P. Morgan Wealth Management - Private Client Advisor - Southeast Ohio / West Virginia JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Huntington / Charleston, WV JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Huntington / Charleston, WV JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Buckhannon, WV JPMorgan Chase Bank, N.A.

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