Financial Advisor

Description We will earn our customers' business every day, by being the very best at what we do. Independence Financial Advisors Position Description Financial Advisor Exempt Service Criteria Independence Financial Advisors (IFA) is searching for a Financial Advisor who is experienced, self-motivated and a strong problem solver, to join our growing wealth...

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking a sharp, motivated, and detail-oriented Financial Advisor to join their team.The practice...

Job TypePart-timeDescriptionAnthony L. Jordan Health Corporation, a pioneer in health services since 1904, is committed to serving individuals facing health and healthcare challenges. As one of the initial Federally Qualified Health Centers (FQHC) in the United States, we provide a comprehensive range of medical, dental, behavioral health, and community...

Job DescriptionJob Description Financial Professional / Financial AdvisorAs a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while...

Senior Advisor, Fiscal Practice and Quality Improvement - Outsourced CFOCoordinated Care Services Inc (CCSI) is in search of a skilled Senior Advisor, Fiscal Practice and Quality Improvement Outsourced CFO to deliver vital business solutions to healthcare providers and stakeholders. The successful candidate will be a distinguished authority in financial...

About the RoleCatholic United Financial is seeking a highly motivated and sales-driven individual to join our team as an Account Executive. As a key member of our sales team, you will be responsible for developing strong relationships with our members, understanding their unique financial situations and goals, and providing solutions that align with Catholic...

Position Overview:This position entails delivering tax advisory and preparation services for clients, while overseeing the provision of tax and accounting solutions. You will also be tasked with promoting and marketing these offerings to both clients and potential clients.Key Responsibilities: Execute tax forecasts and partner with clients to develop...

Job DescriptionJob DescriptionJob Title: Financial ParaplannerJob Description:Delibert Employment Solutions is searching for a dedicated and detail-oriented Financial Paraplanner to join our clients team. This role is integral to supporting our senior advisors by preparing for client meetings, executing follow-up tasks, and conducting financial research. The...

Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

Senior Advisor, Fiscal Practice and Quality Improvement - Outsourced CFOCoordinated Care Services Inc (CCSI) is in search of a skilled Senior Advisor, Fiscal Practice and Quality Improvement Outsourced CFO to deliver vital business solutions to healthcare providers and stakeholders. The successful candidate will be a recognized authority in financial...

Senior Advisor, Fiscal Practice and Quality Improvement - Outsourced CFOCoordinated Care Services Inc (CCSI) is in search of a skilled Senior Advisor, Fiscal Practice and Quality Improvement Outsourced CFO to deliver critical business solutions to healthcare providers and stakeholders. The successful candidate will be a distinguished expert in the field,...

Company Overview:Thrivent Financial is a prominent independent financial services organization dedicated to assisting clients in achieving their financial aspirations. Our focus is on individuals nearing or in retirement, with a minimum of $100,000 in investments. As a faith-based, not-for-profit entity, we prioritize the well-being of our members, currently...

At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry's highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly...

Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

Position Overview:At Uncommon Schools Rochester Prep, our Higher Education Advisors collaborate closely with students and their families to identify suitable colleges and universities that align with their aspirations and facilitate their journey towards success. These Advisors play a crucial role in ensuring that students are matched with institutions that...

Individual Product Advisor - OutreachRochester Office, 20 S. Clinton Ave, Rochester, New York, United States of America Req #2138Tuesday, August 13, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New York state and Vermont, MVP is full of opportunities to grow. We are a nationally recognized, award-winning leader for a...

Job DescriptionIndividual Product Advisor - OutreachRochester Office, 20 S. Clinton Ave, Rochester, New York, United States of America Req #2138Tuesday, August 13, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New York state and Vermont, MVP is full of opportunities to grow. We are a nationally recognized, award-winning...

Description d'emploi Tâches du titulaire En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel. À titre de Spécialiste en services...

Job OverviewJoin District 54 Insurance, a distinguished insurance agency dedicated to excellence in the financial services sector. We have adopted a hybrid remote work model, providing our team with the flexibility of remote work while fostering in-person collaboration. Our commitment to superior service and community engagement distinguishes us as a leader...