Financial Advisor
4 weeks ago
Job Description
Job Description
Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Clients: We have several Wealth Advisory Clients seeking Advisors with a book of business to join their teams.Clients include large broker dealers, RIA Custodians, Independent RIAs, Banks, Private Wealth Advisory firms across the U.S.Examples include: LPL Financial; Momentum Wealth Partners; Essex Financial; Atlantic Wealth Partners; Alliance Bernstein..Candidate Profile:Should have their own client portfolio that they manage. Minimum book of business $30-40mHas not been recently terminated from another advisor roleLocated in North AmericaIs not encumbered by a non-compete or non-solicitMay be an independent looking for a better support structureMay want to work with a team that will allow for an exit strategy - succession planMay be a small group of advisors looking for marketing and operational support that will allow for more rapid growthWhatever the situation, we likely can find them a home. They key is their ability to bring their existing clients with them.Many advisors have built their business as far as they can without a support structure and are looking for strategies that will remove the operational challenges while allowing them to service their clients better with less stress. Or they recognize that by having a support team and structure they can continue to grow their client portfolio and income. Others recognize that with the proper support, they can exponentially grow their business and the subsequent multiple on their business valuation. Some of our clients have structures in place that will allow for this rapid growth through acquisition and repositioning those assets into the advisors business. They are then able to rapidly help the advisor grow to enterprise level and share in the ultimate sale at higher multiples.These are just a few concepts to consider when speaking with wealth advisors. We want to know where they are currently in their business, what they see for their future and what their ideal situation might look like. With that, we likely can provide options for them to consider.Many advisors we speak with are great at servicing their clients but havent done much to help themselves. They dont have a succession plan nor do they even realize the options available to help make their lives far easier and more profitable.Depending on the Advisors situation and goals, many solutions and structures are available. Options can include base salary, benefits, office facilities, support staff, compliance expertise and more.
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Financial Advisor
2 months ago
Bridgeport, United States Ten Solutions Full timeJob DescriptionJob DescriptionFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients: We have several Wealth Advisory Clients seeking...
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Financial Advisor
1 week ago
Bridgeport, United States Ten Solutions Full timeJob DescriptionJob DescriptionFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients: We have several Wealth Advisory Clients seeking...
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Senior Financial Advisor
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Bridgeport, United States Farther LLC Full timeJob Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth,...
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Senior Financial Advisor
2 months ago
Bridgeport, United States Farther LLC Full timeJob Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth,...
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Senior Financial Advisor
1 week ago
Bridgeport, United States Farther LLC Full timeJob Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth,...
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Bridgeport, United States Bank of America Full timeBusiness Solutions Advisor- Bridgeport North End Financial Center page is loaded Business Solutions Advisor- Bridgeport North End Financial Center Apply locations Bridgeport time type Full time posted on Posted 2 Days Ago job requisition id 24016807 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better...
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Client Relationship Manager
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Bridgeport, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Relationship Manager
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Bridgeport, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Insurance Advisor
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Bridgeport, United States Kushner Financial (SFG) Full timeJob Description Job Description Who We Are: The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...
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Insurance Advisor
4 weeks ago
Bridgeport, United States Kushner Financial (SFG) Full timeJob DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...
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Insurance Advisor
1 week ago
Bridgeport, United States Kushner Financial (SFG) Full timeJob DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...
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Financial Services Professional
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Bridgeport, United States Bankers Life Full timeBankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning...
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Community Home Lending Advisor
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Client Service Manager
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Bridgeport, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....
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Client Service Manager
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Bridgeport, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....
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Army Soldier
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Locum Physician
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Locum Physician
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Regional Director of Operations, Europe
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Bridgeport, United States Dot Corporate Services Provider LLC Full timeJob DescriptionJob DescriptionSalary: Yugo is the trusted name for student housing, globally. Every day we connect young people to opportunities and students to amazing spaces. Here at Yugo, we like to do things differently. It's about people, planet, and passion. We are looking for a driven, strategic business leader to lead our amazing teams of...
