Financial Advisor

2 months ago

ellicott city, United States Elite Income Advisors Full time

Company Description

At Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for both professional and financial advancement. Join us and be part of something exceptional 


We specialize in offering Investment Advice and Advanced Financial Planning services tailored to accomplished individuals, business proprietors, and affluent families. Our mission: We are dedicated to empowering individuals with understandable and comprehensive financial education to facilitate making informed retirement decisions. With an unwavering commitment to our values, we strive to create a brighter and more financially secure future for the community that we serve through prudent financial planning. Through this mission, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients are lifetime clients.   


We provide our advisors with numerous marketing channels, including radio, TV, Retirement and Investing workshops, YouTube, referral programs, and more. Our goal is to ensure that our advisors have a calendar filled with qualified prospects without the need for cold calling. We believe that advisors should focus on meeting prospects, onboarding new clients, and nurturing existing client relationships. 


Role Description

We are seeking a highly proficient and seasoned Financial Advisor to become part of our vibrant team. In this role, you'll be pivotal in delivering comprehensive financial guidance and overseeing the financial health of our clients. The ideal candidate will boast a solid foundation in financial planning with a dedication to serving clients with integrity in a fiduciary role.


Responsibilities

· Develop and maintain strong, trusting relationships with clients.

· Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and overall financial situation.

· Regularly communicate with clients to provide updates on their financial plans and investments.

· Conduct thorough financial analyses to create comprehensive financial plans tailored to individual client needs.

· Develop strategies for retirement planning, tax optimization, estate planning, and other relevant financial goals.

· Continuously monitor and adjust financial plans based on changes in client's circumstances or market conditions.

· Act in the best interests of clients, placing their financial well-being above all else.

· Adhere to fiduciary standards and regulatory requirements, ensuring transparency and integrity in all financial dealings.

· Educate clients on financial concepts, investment strategies, and market trends.

· Clearly communicate complex financial information in a simple and understandable manner.

· Conduct periodic reviews and educational sessions to empower clients to make informed financial decisions.

· Develop local centers of influence while continuously looking for opportunities to establish relationships with potential prospects and strategic partners.

· Participate in designing and developing key marketing initiatives, driving prospective client, and existing client engagement.

· Represent the firm by attending and presenting at client and prospective client-focused marketing events.


Qualifications

· Bachelor's degree in finance, business, or a related field. Advanced degrees (CFP, CFA, or similar) are highly desirable.

· Proven experience as a Financial Advisor with a focus on fiduciary responsibility.

· In-depth knowledge of financial planning, investment management, and relevant regulations.

· Strong analytical, communication, and interpersonal skills.

· Exceptional ethical standards and commitment to acting in the best interests of clients.

· Relevant certifications and licenses as required by regulatory authorities.


License/Certification

· Series 65 License (Required)

· Life and Health License 


Compensation and Benefits

Base salary plus commissions

Benefits include: 401(k), paid holidays, PTO, and health insurance coverage


If you're a committed financial professional who puts clients first and embraces fiduciary responsibility, we encourage you to apply for this exciting role. Join us in guiding clients towards their financial objectives, while adhering to the highest standards of integrity and professionalism.

  • Financial Advisor

    3 months ago

    Ellicott City, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    3 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    5 months ago

    Ellicott City, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Associate Financial Advisor

    3 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Lead Advisor | Associate Financial Representative | new york city, ny

    4 weeks ago

    new york city, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm specializing in wealth management. This role is for one of our clients in Midtown Manhattan. To view other open roles, visit jobs.lead-advisor.comAssociate Financial Representative- (Insurance Operations Focused)Our client, an award winning wealth management and financial planning practice in...

  • Financial Advisor

    3 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    3 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    2 months ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Advisor

    2 months ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Advisor

    2 months ago

    league city, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    3 days ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    3 months ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Career as a Financial Advisor

    4 weeks ago

    Baker City, Oregon, United States Edward Jones Full time

    Build a Rewarding Career with Edward JonesWe are seeking ambitious and motivated individuals to join our team as Financial Advisors. As a Financial Advisor at Edward Jones, you will have the opportunity to build long-term relationships with clients, understand their financial goals, and develop personalized strategies to help them achieve success.About the...

  • Midwest Financial Advisor Role

    1 week ago

    Kansas City, Missouri, United States MXT Associates Full time

    Job DescriptionWe are seeking experienced financial advisors to join our team in Texas and across the Midwest. If you have three years or more experience as a financial advisor, at least $10M AUM, and want to be part of a firm that thinks outside the box, we encourage you to apply.As a financial advisor with MXT Associates, you will have the opportunity to...

  • Financial Services Coordinator

    1 month ago

    Sun City, Arizona, United States Raymond James Financial Full time

    Job OverviewThe role of Financial Services Coordinator is a dynamic position that offers a unique opportunity to contribute to a forward-thinking financial services firm.Estimated Salary: $45,000 - $55,000 per annum.About the PositionWe are seeking an experienced Administrative Assistant to join our team in a key support role. As part of our independent...

  • Financial Services Associate

    6 days ago

    Sun City, Arizona, United States Raymond James Financial Full time

    Job DescriptionWe are looking for a highly skilled Administrative Assistant to provide administrative support to our financial advisors. This is a full-time position that requires strong organizational and communication skills.The ideal candidate will have a minimum of 2 years of experience in customer service and financial services. Proficiency in Microsoft...

  • Registered Investment Advisor

    3 days ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Registered Investment Advisor

    9 months ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Insurance Career Advisor

    7 days ago

    Jersey City, New Jersey, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Full Potential as an Insurance Career AdvisorAre you looking for a career that offers flexibility and earning potential? Look no further than the Symmetry Financial Group, led by Gary Uyemura. As an Insurance Career Advisor, you will have the chance to work with clients who are seeking life insurance, mortgage protection, burial policies, wealth...

  • Senior Banking Advisor

    3 weeks ago

    Tahoe City, United States BMO Financial Full time

    Role OverviewAt BMO Financial, we're seeking a highly skilled and customer-focused Senior Banking Advisor to join our team. As a key member of our retail banking sales and service team, you will play a vital role in providing exceptional customer experiences, identifying client needs, and recommending suitable financial solutions.About the JobThis role...