Investment Advisor Representative
4 weeks ago
Investment Advisor Representative (IAR)
The Investment Advisor Representative (IAR) will be responsible to soliciting financial planning clients, completing their financial data form, presenting their comprehensive financial plan, answering clients' questions, and conducting their annual financial plan updates.
Comp is based on assets under management.
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Financial Planner
2 weeks ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...
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Financial Planner
1 month ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...
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New Opportunity
4 weeks ago
Fort Lauderdale, United States Trajan Wealth LLC Full timeJob DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Ft. Lauderdale/Boco Raton area and are seeking an experienced, proven Financial Advisor.Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms...
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Financial Planner
1 month ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high...
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Financial Representative
17 hours ago
Fort Lauderdale, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Financial Services Representative
17 hours ago
Fort Lauderdale, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Financial Advisor
7 days ago
Fort Lauderdale, United States Equitable Advisors LLC Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer....
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Operations Manager
4 weeks ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor’s time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in...
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Financial Advisor
2 weeks ago
Fort Lauderdale, United States Equitable Advisors LLC Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer. ...
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Business Manager/Coach
3 weeks ago
Fort Lauderdale, United States Sound Income Group Full timeJob DescriptionJob DescriptionDescription:Sound Income Group (“SIG”) believes there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor. We provide resources, coaches, technology, access to subject matter experts and solutions to financial advisors...
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Financial Advisor
2 weeks ago
Fort Lauderdale, United States Equitable Advisors Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer. ...
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Financial Advisor
5 days ago
Fort Lauderdale, United States Equitable Advisors Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer. ...
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Financial Advisor
2 weeks ago
Fort Lauderdale, United States Equitable Advisors Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer. ...
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Financial Advisor Securities
7 days ago
Fort Worth, United States Southside Bancshares Full timePromotes and sells Non-deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct-mail programs, follow-up cal Financial Advisor, Financial, Advisor, Skills, Project Management, Business, Banking
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Operations Manager
4 weeks ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeSummary The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor’s time. Strong leadership and project management skills are required for this position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in retirement income and...
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Entry Level Client Representative
12 hours ago
Fort Lauderdale, United States Coastal Solutions Inc Full timeWe are in search of dynamic and ambitious candidates who possess exceptional interpersonal skills to join our uniquely individualistic team. If you're enthusiastic, competitive, and enjoy engaging with people, we want to connect with you! As a Client Representative, you will play a pivotal role in delivering top-notch customer service and establishing new...
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Entry Level Client Representative
2 weeks ago
Fort Lauderdale, United States Coastal Solutions Full timeJob DescriptionJob DescriptionWe are in search of dynamic and ambitious candidates who possess exceptional interpersonal skills to join our uniquely individualistic team. If you're enthusiastic, competitive, and enjoy engaging with people, we want to connect with you!As a Client Representative, you will play a pivotal role in delivering top-notch...
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Entry Level Sales Representative
4 days ago
Fort Worth, United States Landers Investment LLC Full timeJob DescriptionJob DescriptionAre you a natural negotiator with a competitive spirit? Are you driven to get things done and thrive in environments where challenges are a daily occurrence? If so, we have an exciting opportunity for you as an Entry Level Sales Representative in the real estate industry. No real estate license or experience is required.As a key...
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Customer Service Representative
1 day ago
Fort Lauderdale, United States American Health Associates Full timeAMERICAN HEALTH ASSOCIATES, INC. is a premier clinical laboratory servicing over 4000 long-term care facilities. AHA is the fastest growing independent laboratory in the nation, currently offering services in DE, FL, GA, IL, IN, KY, MD, MI, MO, MS, NC, OH, PA, SC, TN, VA, and WDC. By investing in technology and a skilled work force, we can offer a superior...
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Client Service Associate
7 days ago
Fort Lauderdale, United States Oppenheimer & Co. Full timeThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.Key Responsibilities: Produce quality analytical...