Dealer Advisor/Consultant

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

Akalia Consultant is searching for a knowledgeable Finance Advisor to join our team in Los Angeles. This position offers a unique opportunity to provide expert financial guidance, helping clients reach their financial objectives with strategies tailored to their needs. As a Finance Advisor, you will play a critical role in assessing financial situations,...

The Digital Operations Consultant is a senior contributor to our field consulting team acting as a subject matter expert in Marketing and Dealer Operations with a deep understanding of the navigation and application of widely used third-party tools used to measure the current performance of a dealer's marketing and sales strategy. The Digital Operations...

Overview Important: This is an outside field sales and customer service role, which means you will be required to travel within North and South Carolina. The preference is for this person to live in/near/around Charlotte, NC, and will need to able to travel 70% of the time. How You’ll Make an Impact The Dealer Marketing (Territory Sales) Consultant (DMC)...

The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Key Responsibilities Build and Maintain...

Consulting Advisor SnapshotPosition: drive success though service delivery, client & employee engagement, and lead generationLogistics: Direct-Hire, Dayshift (some flexibility), Full-Time on-site in Deer Park, TXKellyaward-winning & highly-ranked workforce solutions industry leader providing extensive training, tools and resources, and expertiseCulturehuge...

Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...

Financial Advisor Transition Liaison Needed in Carpinteria, CA (In-Office)Salary Range: $55k-$63k Works somewhat like a project manager helping/assisting financial advisors transition from another broker/dealer to our broker/dealer. Moving book of business, help them to get registered with us and train on their systems/applications, etc..Customer Service...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors...

Description Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore...

Are you currently a “wirehouse” Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change?During these uncertain times, now may be a good time to evaluate your current situation and consider a new option.Lincoln Investment, a top 20 independent broker-dealer/RIA*, can offer you the...

Career Opportunities with Ciocca Dealerships Be the difference. Careers At Ciocca Dealerships Share with friends or Subscribe! Current job opportunities are posted here as they become available. ***WORK FOR THE LARGEST PRIVATELY HELD AUTOMOTIVE DEALER GROUP IN THE TRI-STATE AREA!*** Ciocca Volkswagen is seeking an Automotive Service Advisor to...

Join our award-winning A-Team! Ready to produce exceptional results with exceptional people? Get in touch, we would love to get to know you. Affinitiv is the largest provider of end-to-end, data-driven marketing and software solutions exclusively focused on the automotive customer lifecycle. Backed by 20+ years of automotive and marketing expertise, we...

FIRST COMMUNITY BANK AND TRUSTPosition Title: Investment Advisor About the Company Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department is structured as a team with ~$80mm assets under management. Investment Advisor is a leadership role that works with other senior bank management providing a...

Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

Westlake Services, LLC. | Corporate Office Los Angeles, CA 90010, USA Description Lending advisorAgoura Hills Corporate Office | On-siteWestlake Financial Services is the largest privately held auto finance company in the Nation. We are committed to growing and strengthening our organization by hiring the people that make Westlake World (our...

Provide support to two critical components of the growth strategy for the Advice and Wealth Management segment - Experienced Advisor Recruiting and External Practice Acquisitions. This role will partner closely with field leaders to ensure an effective due diligence process, adequate financial controls and compliance with Ameriprise policies when bringing...

Lincoln Investment is seeking an experienced Financial Advisor in Lehigh Valley.For over 50 years, Lincoln Investment has been helping investors work toward their financial goals. Lincoln Investment is a full-service Broker-Dealer, Registered Investment Adviser whose financial professionals offer a wide variety of retirement plan accounts, investment...

Job title: Senior Oracle Functional consultant – PPM and Grants (hybrid) Job Summary: Next Generation, Inc, an Equal-Opportunity Employer, is seeking a talented and experienced Oracle ERP Senior Functional Consultant with expertise in public sector project portfolio management (PPM) and grants management to join our dynamic team. The ideal candidate...