Licensed Financial Advisor Associate
3 weeks ago
Company Description MacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by minimizing taxes, protecting assets, attracting and retaining key employees, and addressing compensation and succession planning. We also provide families with solutions and resources to build, sustain, and distribute their wealth efficiently. Role Description This is a full-time hybrid role as a Licensed Advisor Assistant at MacLean Financial Group. The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans. The day-to-day tasks will include assisting with client meetings, preparing paperwork and reports, updating client information, coordinating financial transactions, and maintaining client records. This role will be primarily located in Reno, NV, with flexibility for some remote work. Responsibilities & Activities: - Conduct fact-finding interviews for new clients - Prepare and send introduction packages with necessary documents - Manage client information in Comprehensive Wealth Planning Software - Participate in client planning meetings and assist in 401k services - Monitor and handle client communications and service requests - Generate client illustrations and applications for financial products - Utilize SmartOffice CRM for client management - Promote and facilitate the sale of investment and insurance products - Demonstrate EMX to clients, manage websites, and organize meetings - Prioritize tasks daily and assist with event planning and file organization - Attend group retirement plan participant meetings and update performance sheets Knowledge, Skills & Abilities: - Ability to work independently with minimal supervision - Strong oral and written communication skills - Exceptional client service orientation - Excellent organizational and time management abilities - Proficiency in Microsoft Office software - Nevada Life & Health Insurance License - FINRA Series 66 (63 & 65), and 6 completion
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Financial Advisor
3 months ago
Reno, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
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Licensed Advisor Assistant
2 months ago
Reno, United States MacLean Financial Group Full timeCompany DescriptionMacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by...
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Licensed Advisor Assistant
3 months ago
Reno, United States MacLean Financial Group Full timeCompany DescriptionMacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by...
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Financial Advisor Assistant
3 weeks ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring. Description: The Licensed Advisor Assistant plays...
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Financial Advisor Assistant
3 months ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...
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Financial Advisor Assistant
3 months ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...
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Financial Services Advisor
1 month ago
Reno, United States Carrington College Full timeJob DescriptionJob DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education....
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Senior Financial Advisor
50 minutes ago
Reno, Nevada, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at NFP. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesLead and/or support other advisors in the management of client...
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Senior Financial Advisor
2 days ago
Reno, Nevada, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at NFP. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesLead and/or support other advisors in the management of client engagements,...
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Client Financial Services Associate
2 weeks ago
Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively seeking a qualified Licensed Advisor Assistant to provide essential support to Financial Advisor(s) in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...
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Client Financial Services Associate
2 weeks ago
Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a qualified Licensed Advisor Assistant to provide essential support to Financial Advisor(s) in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...
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Client Services Associate for Financial Planning
2 weeks ago
Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a Licensed Financial Advisor Support to assist Financial Advisors in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About Sierra Executive...
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Client Service Specialist
3 weeks ago
Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Service Specialist
2 weeks ago
Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Service Specialist
2 weeks ago
Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Service Specialist
1 week ago
reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Service Specialist
1 week ago
reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Financial Services Assistant
2 weeks ago
Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a qualified Licensed Advisor Assistant to provide essential support to Financial Advisor(s) in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...
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VP, Wealth Advisor
3 months ago
Reno, United States NFP Full timeWho We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful,...
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Client Financial Services Assistant
2 weeks ago
Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a Licensed Financial Advisor Support to provide essential assistance to Financial Advisors in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...