Financial Advisor/Financial Planner

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning.

They should have a book of business preferably, and be comfortable creating comprehensive financial plans as well as developing areas that need implementation to enhance client growth.

 

Responsibilities

  • Provide comprehensive financial planning support to clients
  • Support investment professionals to cultivate and build on client relationships
  • Develop new opportunities for growth


Qualifications

  • Bachelor's degree or higher
  • Series 7, 63
  • CFP, ChFC, etc. a plus, but not needed
  • 5+ years of industry experience
  • Book of business
  • Strong understanding of the investment and wealth management market



  • Financial Advisor

    Found in: Resume Library US A2 - 1 week ago


    Cranbury, New Jersey, United States Kestra Financial Independent Advisor Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    2 weeks ago


    New York, United States Forest Hills Financial Group Full time

    Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...


  • New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer...

  • Financial Advisor

    Found in: Resume Library US A2 - 1 week ago


    Roseland, New Jersey, United States Integrated Financial Concepts Full time

    Job Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...


  • New York, United States Ameriprise Financial Services, Inc. Full time

    Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...


  • New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionFifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial...


  • New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Financial Advisor

    2 weeks ago


    York, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...


  • New York, United States CareerBuilder Full time

    Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. ability to lead certain firm client relationships no production requirements or expectations strong work ethic required and the ability to multi-task high level of...

  • Financial Advisor

    2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    2 days ago


    New York, United States Equitable Advisors LLC Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    4 days ago


    New York, United States Equitable Advisors LLC Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    1 week ago


    New York, United States Dynamic Wealth Strategies Inc Full time

    Job DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....

  • Financial Advisor

    1 week ago


    New York, United States The Judson Group Full time

    Financial Advisor | Morristown, New Jersey Reference Number: MHH7364 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services company in the search for a Financial Advisor. The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management...


  • New York, United States Kestra Financial Full time

    Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

  • Merrill Financial Solutions Advisor

    Found in: beBee jobs US - 2 weeks ago


    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...


  • New York, United States Momentum Resource Solutions Full time

    Job DescriptionJob DescriptionResponsibilities:- Provide support to Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments- Partnering with the RegD and Product Management teams, regarding qualification and after sales/performance inquiries-...