Financial Advisor

6 months ago

Ellicott City, United States Elite Income Advisors Full time

Company Description

At Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for both professional and financial advancement. Join us and be part of something exceptional 


We specialize in offering Investment Advice and Advanced Financial Planning services tailored to accomplished individuals, business proprietors, and affluent families. Our mission: We are dedicated to empowering individuals with understandable and comprehensive financial education to facilitate making informed retirement decisions. With an unwavering commitment to our values, we strive to create a brighter and more financially secure future for the community that we serve through prudent financial planning. Through this mission, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients are lifetime clients.   


We provide our advisors with numerous marketing channels, including radio, TV, Retirement and Investing workshops, YouTube, referral programs, and more. Our goal is to ensure that our advisors have a calendar filled with qualified prospects without the need for cold calling. We believe that advisors should focus on meeting prospects, onboarding new clients, and nurturing existing client relationships. 


Role Description

We are seeking a highly proficient and seasoned Financial Advisor to become part of our vibrant team. In this role, you'll be pivotal in delivering comprehensive financial guidance and overseeing the financial health of our clients. The ideal candidate will boast a solid foundation in financial planning with a dedication to serving clients with integrity in a fiduciary role.


Responsibilities

· Develop and maintain strong, trusting relationships with clients.

· Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and overall financial situation.

· Regularly communicate with clients to provide updates on their financial plans and investments.

· Conduct thorough financial analyses to create comprehensive financial plans tailored to individual client needs.

· Develop strategies for retirement planning, tax optimization, estate planning, and other relevant financial goals.

· Continuously monitor and adjust financial plans based on changes in client's circumstances or market conditions.

· Act in the best interests of clients, placing their financial well-being above all else.

· Adhere to fiduciary standards and regulatory requirements, ensuring transparency and integrity in all financial dealings.

· Educate clients on financial concepts, investment strategies, and market trends.

· Clearly communicate complex financial information in a simple and understandable manner.

· Conduct periodic reviews and educational sessions to empower clients to make informed financial decisions.

· Develop local centers of influence while continuously looking for opportunities to establish relationships with potential prospects and strategic partners.

· Participate in designing and developing key marketing initiatives, driving prospective client, and existing client engagement.

· Represent the firm by attending and presenting at client and prospective client-focused marketing events.


Qualifications

· Bachelor's degree in finance, business, or a related field. Advanced degrees (CFP, CFA, or similar) are highly desirable.

· Proven experience as a Financial Advisor with a focus on fiduciary responsibility.

· In-depth knowledge of financial planning, investment management, and relevant regulations.

· Strong analytical, communication, and interpersonal skills.

· Exceptional ethical standards and commitment to acting in the best interests of clients.

· Relevant certifications and licenses as required by regulatory authorities.


License/Certification

· Series 65 License (Required)

· Life and Health License 


Compensation and Benefits

Base salary plus commissions

Benefits include: 401(k), paid holidays, PTO, and health insurance coverage


If you're a committed financial professional who puts clients first and embraces fiduciary responsibility, we encourage you to apply for this exciting role. Join us in guiding clients towards their financial objectives, while adhering to the highest standards of integrity and professionalism.

  • Financial Advisor

    3 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    4 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    2 weeks ago

    Rapid City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Rapid City area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:· The ability to...

  • Financial Advisor

    2 weeks ago

    Rapid City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Rapid City area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:· The ability to...

  • Lead Advisor | Financial Advisor's Coordinator

    17 hours ago

    new york city, United States Lead Advisor Full time

    Lead Advisor is a wealth management recruiting add consulting firm. This role is for one of our clients in Midtown Manhattan, To view other open roles, visit jobs.lead-advisor.comGeneral ResponsibilitiesThe role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating...

  • Financial Advisor

    2 weeks ago

    Iowa City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Iowa City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor

    2 weeks ago

    Mason City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Mason City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor

    2 weeks ago

    Iowa City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Iowa City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor

    2 weeks ago

    Mason City, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial professional in the Mason City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor

    7 days ago

    Panama City, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Community Bank of MS in Panama City, FL would allow you to join the Investment Program at Community Bank of MS as a Financial Advisor associated with LPL Financial. Under this model...

  • Associate Financial Advisor

    4 months ago

    new york city, 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

    3 weeks ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    6 days ago

    Texas City, United States LPL Financial Holdings, Inc. Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First United Bank & Trust in Segiun, TX would allow you to join the Investment Program at First United Bank & Trust as a Financial Advisor associated with LPL Financial. Under this...

  • Financial Advisor

    6 days ago

    Ocean City, United States PNC Financial Services Group Full time

    Job Description: Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an...

  • Financial Advisor

    1 week ago

    Ocean City, United States PNC Financial Services Group Full time

    Job DescriptionJob ProfilePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to...

  • Financial Advisor

    5 days ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas. Job Summary Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and...

  • Financial Advisor

    6 days ago

    Oklahoma City, United States GPAC Full time

    We are seeking a dedicated Financial Advisor to join our team.Responsibilities:Provide comprehensive financial planning and investment advice.Develop and implement tailored financial strategies.Maintain strong client relationships and provide ongoing support.Stay updated on market trends and regulatory changes.Requirements:Proven experience as a Financial...

  • Longwave Financial, LLC | Relationship Manager/Lead Advisor

    1 week ago

    new york city, United States Longwave Financial, LLC Full time

    Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning.  If you're committed...

  • Financial Advisor

    2 months ago

    league city, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    1 week ago

    Long Island City, United States Citizens Financial Group, Inc. Full time

    Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...