Financial Advisor
2 weeks ago
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.
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Financial Advisor
1 month ago
Ellicott City, United States Elite Income Advisors Full timeCompany 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...
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Financial Advisor
1 month ago
Ellicott City, United States Elite Income Advisors Full timeCompany 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...
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Financial Advisor
3 months ago
Rapid City, 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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COUNTRY Trust Bank Financial Advisor
3 months ago
Gibson City, United States Country Financial Full timeDescription Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for an experienced insurance and financial services...
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Financial Advisor
5 months ago
Jefferson City, United States Thrivent Financial for Lutherans Full timeAs a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Financial, Advisor, City, Insurance, Investment
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Voya Oklahoma City Financial Advisor
2 months ago
Oklahoma City, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...
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Client Financial Advisor
2 weeks ago
Panama City Beach, Florida, United States INNOVATIONS FINANCIAL CREDIT UNION Full timePosition OverviewBecome a valued member of our team at Innovations Financial Credit Union, where we prioritize your professional journey and success.We provide:Opportunities for personal and professional advancement through comprehensive training and mentorship.A meaningful career trajectory where your contributions are acknowledged and rewarded.A flexible...
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Financial Advisor/Senior Financial Advisor
1 month ago
Foster City, California, United States Summitry Full timeFinancial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...
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Financial Advisor
2 weeks ago
New York City, United States Minich MacGregor Wealth Management Full timeIf you're passionate about helping people and being part of a successful, team-oriented company, we'd love to hear from you.About Us:Minich MacGregor Wealth Management is a well-established independent Registered Investment Advisory (RIA) firm with a 15-year legacy of growth and success.Our team is committed to providing personalized, comprehensive...
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Financial Advisor
2 months ago
Traverse City, United States Hantz Group Full timeJob DescriptionJob DescriptionFinancial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...
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Financial Advisor
3 months ago
Bay City, United States Hantz Group Full timeJob DescriptionJob DescriptionFinancial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...
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Financial Aid Advisor
6 days ago
Rapid City, United States South Dakota Board of Regents Full timeBlack Hills State University is seeking a dynamic and motivated professional to join our Student Financial Aid Office as a Financial Aid Advisor. This role is vital to our Enrollment Management team and will be based at our Rapid City Center campus. Financial, Advisor, Banking, Education
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Associate Financial Advisor
2 weeks ago
Oklahoma City, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
1 month ago
Oklahoma City, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
3 months ago
Oklahoma City, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
3 months ago
Oklahoma City, United States EDWARD JONES Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Financial/Investment Advisor
1 month ago
Salt Lake City, United States Maetz Consulting, LLC Full timeI'm recruiting for a growing financial services firm (RIA) who is looking to expand their existing team of experienced Financial Advisors.My client is aggressively expanding across the U.S. and this role is 100% remote. They are based in Bountiful, UT!!They have $2.5B of AUM with a target of $25B by 2027. Their goal is to go public and to have as many...
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Financial/Investment Advisor
1 month ago
Salt Lake City, United States Maetz Consulting, LLC Full timeJob Description I'm recruiting for a growing financial services firm (RIA) who is looking to expand their existing team of experienced Financial Advisors. My client is aggressively expanding across the U.S. and this role is 100% remote. They are based in Bountiful, UT!! They have $2.5B of AUM with a target of $25B by 2027. Their goal is to go public and to...
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Associate Bank Financial Advisor
5 months ago
Daly City, United States Wells Fargo Full timeParticipate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function. Review basic or tactical client goals and risk tolerance, as Financial Advisor, Financial, Associate, Advisor, Client Service, Client Relations, Banking
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Financial Advisor Role Description
4 weeks ago
Oklahoma City, United States One Day In July LLC Full timeJob ID: 009A Location: Northeast Vermont, New Hampshire, Massachusetts, eastern New York, Saint Petersburg Florida. Summary Headquartered in Burlington, VT, with an office in Shelburne, VT, we are looking to expand our footprint and engage Financial Advisors in Vermont, New Hampshire, Massachusetts, Connecticut, and eastern New York communities. Financial...