Lead Advisor
1 week 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 week 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
Found in: Resume Library US A2 - 1 week ago
Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full timeSummary 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...
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Lead Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks 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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Housing Advisor, Senior Living Sales
12 hours ago
Menomonee Falls, United States Presbyterian Homes and Services Full timePresbyterian Homes & Services - Senior Housing Partners is seeking a full-time Housing Advisor at our newest addition to our Dickson Hollow senior living campus. In this role, you will serve as a sales advisor, marketing specialist and leader in meeting established occupancy goals for the new building at Dickson Hollow. This position will remain in place...
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Financial Advisor Operations Analyst
5 hours ago
Sioux Falls, United States Garry Private Wealth Resouces, LLC Full timeJob DescriptionJob DescriptionCompany Overview:Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group...
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HR Business Advisor
3 hours ago
Menomonee Falls, United States Kohl's Full timeThis roles drives HR initiatives and key people strategies within designated business to achieve business and associate established objectives. To achieve desired outcomes, this role supports and facilitate, in partnership with leadership, large scale succession planning, talent mobility, org transformation design and serves as the key partner to...
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HOUSING ADVISOR, SENIOR LIVING SALES
Found in: Careerbuilder One Red US C2 - 1 day ago
Menomonee Falls, WI 53051, USA, United States Presbyterian Homes and Services Full timePresbyterian Homes & Services - Senior Housing Partners is seeking a full-time Housing Advisor at our newest addition to our Dickson Hollow senior living campus. In this role, you will serve as a sales advisor, marketing specialist and leader in meeting established occupancy goals for the new building at Dickson Hollow. This position will remain in place...
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human resources advisor
Found in: beBee jobs US - 4 days ago
Menomonee Falls, Wisconsin, United States Kohl's Corporate Full timeThis roles drives HR initiatives and key people strategies within designated business to achieve business and associate established objectives. To achieve desired outcomes, this role supports and facilitate, in partnership with leadership, large scale succession planning, talent mobility, org transformation design and serves as the key partner to...
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HR Business Advisor
1 week ago
Menomonee Falls, United States Kohl's Full timeThis roles drives HR initiatives and key people strategies within designated business to achieve business and associate established objectives. To achieve desired outcomes, this role supports and facilitate, in partnership with leadership, large scale succession planning, talent mobility, org transformation design and serves as the key partner to...
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Consulting SAP Cash
6 days ago
Sioux Falls, United States IBM Full timeIntroduction As a Package Consultant at IBM, get ready to tackle numerous mission-critical company directives. Our team takes on the challenge of designing, developing and re-engineering highly complex application components and integrating software packages using various tools. You will use a mix of consultative skills, business knowledge, and technical...
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Advisor, Corporate Reputation
Found in: beBee jobs US - 1 week ago
Menomonee Falls, Wisconsin, United States KOHLS Full timeBUSINESS IMPACT STATEMENTResponsible for supporting the company's overall corporate reputation and company positioning; managing media coverage of sensitive issues; leading financial communications PR plans; and delivering timely, informed counsel to key business partners.RESPONSIBILITIES ISSUES MANAGEMENT AND CORPORATE REPUTATIONSupport broader company...
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Consulting SAP Cash
1 week ago
Sioux Falls, United States CareerBuilder Full timeIntroduction As a Package Consultant at IBM, get ready to tackle numerous mission-critical company directives. Our team takes on the challenge of designing, developing and re-engineering highly complex application components and integrating software packages using various tools. You will use a mix of consultative skills, business knowledge, and technical...
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Corporate Public Relations Advisor
6 days ago
Menomonee Falls, United States KOHLS Full timeBUSINESS IMPACT STATEMENT Responsible for developing and executing strategic PR plans and results in support of the company’s overall positioning; securing positive media coverage; and delivering timely, informed communications counsel to key business partners. **ACCOUNTABILITIES** MEDIA RELATIONS AND CORPORATE STORYTELLING - Leads the development and...
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corporate public relations advisor
Found in: beBee jobs US - 4 days ago
Menomonee Falls, Wisconsin, United States Kohl's Corporate Full timeBUSINESS IMPACT STATEMENT Responsible for developing and executing strategic PR plans and results in support of the company's overall positioning; securing positive media coverage; and delivering timely, informed communications counsel to key business partners.ACCOUNTABILITIESMEDIA RELATIONS AND CORPORATE STORYTELLINGLeads the development and execution of...
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Corporate Public Relations Advisor
Found in: beBee jobs US - 4 days ago
Menomonee Falls, Wisconsin, United States KOHLS Full timeBUSINESS IMPACT STATEMENTResponsible for developing and executing strategic PR plans and results in support of the company's overall positioning; securing positive media coverage; and delivering timely, informed communications counsel to key business partners.ACCOUNTABILITIES MEDIA RELATIONS AND CORPORATE STORYTELLINGLeads the development and execution of...
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Advisor, Corporate Reputation
9 hours ago
Menomonee Falls, United States Kohl's Corp. Full timeBUSINESS IMPACT STATEMENT Responsible for supporting the company's overall corporate reputation and company positioning; managing media coverage of sensitive issues; leading financial communications PR plans; and delivering timely, informed counsel to key business partners. RESPONSIBILITIES ISSUES MANAGEMENT AND CORPORATE REPUTATION * Support broader...
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Advisor, Corporate Reputation
Found in: beBee S US - 1 week ago
Menomonee Falls, United States Kohl's Corporation Full timeBUSINESS IMPACT STATEMENT Responsible for supporting the company’s overall corporate reputation and company positioning; managing media coverage of sensitive issues; leading financial communications PR plans; and delivering timely, informed counsel to key business partners.RESPONSIBILITIES ISSUES MANAGEMENT AND CORPORATE REPUTATIONSupport broader...
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Program Manager
Found in: Talent US 2 C2 - 1 week ago
Klamath Falls, United States Bureau of Reclamation Full timeSummary Reclamation is seeking a career professional looking for an opportunity to capitalize on their expertise as a Program Manager. You can make a difference in the West by assisting in meeting increasing water demands while protecting the environment. Duty Location: Klamath Falls, Oregon Duties Serves as one of two deputies to the Area...
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Sales Executive- Personal Insurance
Found in: Talent US C2 - 1 week ago
Great Falls, United States Marsh & McLennan Agency Full timeThe Job Marsh McLennan Agency is seeking a passionate and dynamic Sales Executive to work within our Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients and understands the lifestyle concerns and insurance needs of individuals. Our ideal candidate is adept at consultative selling and tailoring personal...
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Sioux Falls, United States IBM Full timeIntroduction In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of...