Current jobs related to Financial Advisor New York - Trenton - Prestige IFA jobs

  • Financial Advisor New York

    4 weeks ago

    Trenton, United States Prestige IFA jobs Full time

    Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. This is one of the fastest growing...

  • Independent Financial Consultant

    2 weeks ago

    Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the CompanyOur client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial well-being of their clients.Founded by UK qualified financial professionals, this consultancy stands out in the offshore market with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...

  • Financial Services Specialist

    2 weeks ago

    Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the CompanyOur client is a leading, independent financial advisory firm dedicated to ensuring the financial security of their clients.Founded by UK-qualified financial experts, this consultancy stands out in the offshore financial landscape with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...

  • Independent Financial Consultant

    2 weeks ago

    Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the RoleOur client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial security of their clients.Established by qualified financial professionals from the UK, this consultancy provides a unique approach characterized by a vibrant energy that distinguishes it from competitors in the offshore sector.This...

  • Independent Financial Consultant

    2 weeks ago

    Trenton, New Jersey, United States Prestige IFA jobs Full time

    Company OverviewPrestige IFA jobs represents a leading independent financial advisory firm committed to protecting the financial well-being of its clients.Founded by experienced financial professionals, this firm distinguishes itself with a vibrant approach and a commitment to excellence in the offshore advisory sector.This role is situated in one of the...

  • Wealth Management Advisor for Private Clients

    2 weeks ago

    Trenton, New Jersey, United States Citizens Financial Group, Inc. Full time

    Position Overview At Citizens Financial Group, we prioritize customized guidance, unique experiences, and innovative solutions to assist clients in navigating their financial journeys. In this position, you will enhance client relationships by collaborating with colleagues across various sectors, including banking, lending, and investment services, to help...

  • Summer Analyst

    2 months ago

    Trenton, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Independent Financial Advisor

    2 weeks ago

    Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the RoleOur client is a leading independent financial advisory firm dedicated to protecting the financial well-being of its clients.Founded by experienced financial professionals, this consultancy brings a unique and energetic approach that distinguishes it from others in the offshore advisory sector.This is a rapidly expanding area of the business,...

  • Financial Services Summer Intern

    2 weeks ago

    Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Financial Services Summer Internship

    2 weeks ago

    Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across...

  • Financial Services Summer Intern

    2 weeks ago

    Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Founded in 2018, Rockefeller Capital Management stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has expanded its services to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and...

  • Lead Accountant

    2 weeks ago

    Trenton, New Jersey, United States New York State Insurance Fund Full time

    Position OverviewThe Senior Financial Analyst specializing in Inventory Management at New York State Insurance Fund is tasked with overseeing operational accounting and reporting aligned with relevant financial standards and organizational guidelines. This role is pivotal in managing inventory-related projects and operational matters, particularly concerning...

  • Senior Cost Accountant

    2 weeks ago

    Trenton, New Jersey, United States New York State Insurance Fund Full time

    Position OverviewThe Senior Cost Accountant at New York State Insurance Fund is a pivotal role focused on the financial oversight of inventory management. This position is responsible for executing operational accounting and reporting in accordance with relevant financial standards and organizational guidelines. Key Responsibilities- Conduct month-end...

  • Financial Services Associate II

    1 week ago

    Trenton, Ohio, United States First Financial Bancorp Full time

    Join Our Team at First Financial BancorpAt First Financial Bancorp, we prioritize doing the right things for our clients. As we continue to grow, we invite qualified candidates to explore opportunities with us.Position OverviewThe Consumer Banker II will engage with current clients and seek new clientele to enhance relationships through direct business...

  • Client Advisor

    1 week ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    1 month ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    3 weeks ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    2 weeks ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Financial Advisor

    3 months ago

    Trenton, United States National Life Group Full time

    Job DescriptionJob DescriptionAre you looking for a place to call home? An opportunity to grow your business and make a difference in the lives of others? Whether you’re a seasoned industry veteran or someone looking for the next career opportunity, we want to hear your story and let you get to know ours.Experienced Financial ProfessionalsWhy do...

  • Financial Reporting Associate

    2 weeks ago

    Trenton, New Jersey, United States Goldman Sachs Group, Inc. Full time

    OverviewThe AWM Mutual Fund Controllers team plays a crucial role in managing a variety of SEC registered investment entities, which include both open-end and closed-end mutual funds, as well as ETFs. These investment vehicles encompass a diverse range of strategies and products within a dynamic market environment. The team is tasked with overseeing the...

Financial Advisor New York

2 months ago

Trenton, United States Prestige IFA jobs Full time

Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future.

Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.

This is one of the fastest growing regions in the business and you will be encouraged to study for the Series 65 and Series 7 FINRA exams as well as to obtain your Life Insurance qualification.

JOB DESCRIPTION

This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?

The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.

Working in a face to face capacity with clients, you will be evaluating and advising on medium to longer term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.

My client’s Wealth Managers work closely with our marketing, coordination and paraplanning teams who will assist them with their day to day client meetings.

Each of my client’s team is held to high standards and are given ongoing training to ensure they meet both your and our standards.

You will also be given access to their bespoke CRM system that is created in-house by previous Wealth Managers.

WHAT DO MY CLIENT VALUE:

Solid interest in building or furthering a career in Financial Services

Those who are willing to learn – all our Wealth Managers must strive to be a minimum of level 4 qualified

High quality professional communicators

Success and target driven

Positive self-motivators

Want to be a part of a firm with exceptionally strong reputation and growing global brand

Candidates must speak Fluent English , have proven sales ability and an entrepreneurial mindset

Very Competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.

Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.

VERY IMPORTANT – Ideally this candidate already has existing AUM/book of existing clients.

Please note:

This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates with international advisory experience A minimum of three (3) years experience working in the life insurance or wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.

[mailerlite_form form_id=2] Tagged as:

advisor ,

America ,

Career ,

careers ,

Chartered Advisor ,

CISI ,

DipFA ,

DipPFS ,

Finance Jobs ,

FInancial Adviser Careers ,

Financial Advisor ,

FLorida ,

IFA ,

IFA Career ,

Independent Financial Advisor ,

Investment Advisor Jobs ,

Miami ,

Offshore IFA ,

Pensions ,

QROPS ,

UK Financial Advisors ,

UK Pensions ,

USA ,

Wealth Advisor ,

Wealth Management Advisor ,

Wealth Manager

#J-18808-Ljbffr