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Lead Advisor
1 month ago
The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.
Essential Duties And Responsibilities
- Develop new relationships and sales opportunities
- Promote and cultivate firm reputation among referral sources and the community
- Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
- Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
- Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested
- Proven track record of professional success
- Self-motivated, highly driven and entrepreneurial personality
- Relationship-building skills and commitment to establishing long-term clients
- Strong desire for performance driven compensation and growing earnings potential
- The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 65/66 license required
- CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
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Lead Advisor
1 month ago
Wappingers Falls, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult...
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Lead Advisor
1 month ago
Wappingers Falls, United States Kestra Financial Full timeSummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.Essential Duties And ResponsibilitiesDevelop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult with clients on investment...
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Locum Tenens Nurse Practitioner
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Wappingers Falls, New York, United States Caliber Healthcare Solutions Full timeCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York.Job Description & RequirementsSpecialty: Urgent CareDiscipline: Nurse PractitionerStart Date: ASAPDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: Locum TenensUrgent Care NP/PA; Time to Acquire Privileges: Less than...
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Locum Tenens Nurse Practitioner
1 week ago
Wappingers Falls, United States Caliber Healthcare Solutions Full timeCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York. Job Description & Requirements Specialty: Urgent Care Discipline: Nurse Practitioner Start Date: ASAP Duration: 13 weeks 40 hours per week Shift: 8 hours Employment Type: Locum Tenens Urgent Care NP/PA; Time to Acquire Privileges:...
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Locum Tenens Nurse Practitioner
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Wappingers Falls, United States Hiring Now! Full timeCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York. Job Description & Requirements Specialty: Urgent Care Discipline: Nurse Practitioner Start Date: ASAP Duration: 13 weeks 40 hours per week Shift: 8 hours Employment Type: Locum Tenens Urgent Care NP/PA; Time to Acquire Privileges:...
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Locum Tenens Nurse Practitioner
1 week ago
Wappingers Falls, United States Caliber Healthcare Solutions Full timeCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York. Job Description & Requirements Specialty: Urgent Care Discipline: Nurse Practitioner Start Date: ASAP Duration: 13 weeks 40 hours per week Shift: 8 hours Employment Type: Locum Tenens Urgent Care NP/PA; Time to Acquire Privileges:...
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Locum Tenens Nurse Practitioner
4 weeks ago
Wappingers Falls, United States Caliber Healthcare Solutions Full timeJob DescriptionCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York.Job Description & RequirementsSpecialty: Urgent CareDiscipline: Nurse PractitionerStart Date: ASAPDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: Locum TenensUrgent Care NP/PA; Time to Acquire...
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Locum Tenens Nurse Practitioner
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Wappingers Falls, United States Caliber Healthcare Solutions Full timeCaliber Healthcare Solutions is seeking a Nurse Practitioner Urgent Care for a locum tenens job in Wappingers Falls, New York.Job Description & RequirementsSpecialty: Urgent CareDiscipline: Nurse PractitionerStart Date: ASAPDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: Locum TenensUrgent Care NP/PA; Time to Acquire Privileges: Less than...
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