Managing Financial Advisor

3 weeks ago

New York, United States CG Financial Full time

CG Financial Services is seeking a motivated Managing Financial Advisor to join our team in Williamston, MI. This is an in-office position located in Williamston, MI. As the Managing Financial Advisor, you will provide ongoing client advice to deepen client engagement and maintain proactive, professional communication with clients to ensure an excellent client experience. Successful Managing Financial Advisors maintain high standards of compliance in all aspects of the business including team reporting and operations. Demonstrate your commitment to achieve defined business goals so everyone can thrive and thoroughly enjoy their role on the team. The ideal Managing Financial Advisor will demonstrate the following core values: Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge. Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments. Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges. Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics. Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning. RESPONSIBILITIES: Further adoption of advice engagement and implementation as well as deepen client relationship. Further engage in planning areas to solidify quality of advice, identify potential new solutions, and enhance client relationship. Regularly report to and communicate with the Senior Financial Advisor and team regarding client service and account management. Escalate account administration problems/client issues if required. Coordinate and manage Insurance Application and Application Follow Up. Monitor your individual activities to ensure adherence to policies and procedures, completeness and accuracy. Ensure all correspondence is completed accurately and stored in accordance with team standards, as well as corporate and industry standards Attend and participate in weekly and quarterly strategic team meetings Assist with ongoing tasks/initiatives to ensure effective communication and optimal client experience delivery. partner with others within the organization to understand business strategies in place to achieve our goals. EDUCATION AND EXPERIENCE: Bachelor’s degree in finance, business or related field. Advanced degrees or industry certifications are a plus. Series 65 or 66 licensing required. Two (2) years of financial services experience highly preferred. Knowledgeable in formatting and analyzing client financial information. Experienced with general investment products (mutual funds, annuities, insurance, etc.) Excellent computer skills with working knowledge of MS Office, contract management software and Salesforce. Excellent organizational and time management skills. Ability to develop positive working relationships with Senior Financial Advisors, Relationship Managers, clients and colleagues. Well-developed problem-solving skills sufficient to identify problems, generate solutions and decide on appropriate course of action.

  • Wealth Management Advisor

    3 weeks ago

    New York, United States Advisor Avenue Full time

    Wealth Management Advisor - Nationwide Advisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...

  • Wealth Management Advisor

    1 month ago

    New York, United States Advisor Avenue Full time

    Wealth Management Advisor - NationwideAdvisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...

  • Financial Advisor

    4 weeks ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Alliant Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a...

  • Financial Advisor

    4 weeks ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Alliant Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a...

  • Financial Advisor

    3 weeks ago

    New York, United States Livictus Financial Services Full time

    Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to...

  • Financial Advisor

    3 weeks ago

    New York, United States Thrivent Financial Full time

    Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe...

  • Senior Financial Advisor

    3 weeks ago

    New York, United States Baystate Financial Full time

    Company Description Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help...

  • Financial Advisor

    3 weeks ago

    New York, United States Financial Planner Recruiting, LLC Full time

    Our client is a boutique fee-only RIA based in Knoxville, TN. They are seeking a Lead Financial Advisor to join their growing team. If you are looking for a client-facing role with tons of growth opportunities, this could be a great fit for you. Responsibilities Include: -Act as the first point of contact and lead existing client relationships. -Focus on...

  • Associate Financial Advisor

    3 months ago

    New York, 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...

  • Associate Financial Advisor

    3 months ago

    New York, 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...

  • Premier Financial Advisor

    14 hours ago

    New York, New York, United States FLUSHING FINANCIAL CORP Full time

    About the Role**Job Summary:**We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesMeet or exceed all financial objectives,...

  • Financial Advisor

    3 weeks ago

    New Haven, United States National Financial Network Full time

    Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...

  • Experienced Financial Advisor

    3 months ago

    New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionFifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial...

  • Financial Advisor

    4 weeks ago

    New Haven, United States National Financial Network Full time

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...

  • Financial Advisor

    3 weeks ago

    New York, United States Advanced Group Financial Services, LLC Full time

    The ideal candidate will have a passion for providing personalized investment advice and solutions to help clients achieve their life ambitions, have high ethical standards and dedication to making a difference in the lives of others. This opportunity is ideal for someone seeking to assist with supporting our current clients and desire earn equity and...

  • Financial Advisor

    3 months ago

    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group! As a Financial Advisor, you will have the opportunity to positively impact the lives of...

  • Financial Advisor

    3 months ago

    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    7 days ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    6 days ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    3 weeks ago

    New York, United States Augustine Talent Group Full time

    Financial Advisor - Houston, Dallas, Austin, and San Antonio As a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm...