Wealth Management Consultant
2 weeks ago
Wealth Management Consultant Locations: Remote, GA Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: R3306 Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time. Job Summary Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties. Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold by providing dedicated assisted-sales support. Job Description Duties and Responsibilities Establishing and maintaining strategic national, regional, and local relationships within the territory. Fact-finding and prospecting with assigned advisors to maximize sales results. Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes. Providing illustration, case, and product design support with assigned advisors. Assisting advisors at the point of sale during client meetings. Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships. Job Requirements Goal-oriented, self-starter possessing excellent communication and presentation skills. 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus. Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred. Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning. Series 6 or 7, Series 63, and appropriate life insurance licenses. #J-18808-Ljbffr
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Team Leader
2 weeks ago
St. Louis, MO, USA, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced Team Leader to join our Wealth Management Consultation team at Edward Jones. As a Team Leader, you will be responsible for leading a team of financial planners and subject matter experts who provide high-net-worth client services, including holistic financial planning, tax and estate planning, and...
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Wealth Manager with Support
3 weeks ago
St. Petersburg, FL, USA, United States Growth Financial Team of Greater St. Pete Full timeJob OpportunityWe are seeking a highly skilled and motivated Wealth Manager with Support to join our team at the Growth Financial Team of Greater St. Pete. As a key member of our team, you will be responsible for providing exceptional financial planning and management services to our clients.Key ResponsibilitiesClient Consultation: Engage with clients to...
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Wealth Advisor
3 weeks ago
St George, United States BankTalent HQ Full timeZions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states. Zions Wealth Management is a specialized division within the bank that...
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Wealth Management Professional
24 hours ago
St. Louis, MO, USA, United States Moneta Corporation Full timeMoneta CorporationCompany DescriptionMoneta Corporation is a leading Registered Investment Advisory firm, headquartered in St. Louis, Missouri, with offices nationwide. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. Our focus is on building relationships, providing exceptional service,...
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Tax Manager, Investment Management, Private Wealth
5 months ago
St. Louis, United States Deloitte Full timePosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
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Chief Operating Officer
1 month ago
St. Petersburg, United States Jobot Full timeAbout UsWe are a leading wealth management platform for independent registered investment advisors (RIAs). Our company, Jobot, is dedicated to providing a unique and innovative approach to wealth management.Why Join Us?We offer a strong company culture, premium health, dental, and vision benefits, a base salary, incentive bonus, and equity opportunities. Our...
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Chief Operating Officer
1 month ago
St Petersburg, United States Jobot Full timeAbout UsWe are a leading wealth management platform for independent registered investment advisors (RIAs).Job DetailsWe are seeking a Chief Operating Officer to run our operations and the business (revenue, expenses, P&L, operations, compliance, strategy). The ideal candidate will have a proven track record of success, especially on the process side, and...
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Wealth Management Advisor
4 months ago
St. Cloud, United States Northwestern Mutual Full timeDo you feel stuck in your current role but want more out of your career?Do you want more control over your calendar so you can focus on your family?Do you have a BIG WHY and VISION for you life?Have you always wanted to be a business owner but didn't know how/where to start?If you're passionate about helping others achieve their financial goals and are...
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Wealth Management Advisor
4 months ago
St Cloud, United States Northwestern Mutual Full timeDo you feel stuck in your current role but want more out of your career?Do you want more control over your calendar so you can focus on your family?Do you have a BIG WHY and VISION for you life?Have you always wanted to be a business owner but didn't know how/where to start?If you're passionate about helping others achieve their financial goals and are...
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Data Analyst
3 weeks ago
St. Petersburg, United States Raymond James Financial Services Full timeJob SummaryThe Enterprise Data & Analytics Analyst plays a key role in the journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive contact with multiple application development teams and other shared services teams.Key ResponsibilitiesCreate detailed business requirements for functional and non-functional...
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Chief Operating Officer
1 month ago
St. Petersburg, United States Jobot Full timeAbout UsWe are a leading wealth management platform for independent registered investment advisors (RIAs).Why Join Our Team?Strong company culturePremium health, dental, and vision benefitsCompetitive base salary and incentive bonus structureEquity participation opportunitiesJob DetailsWe are seeking a seasoned Chief Operating Officer to lead our operations...
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Wealth Management Attorney
2 months ago
St. Louis, United States Jobot Full timeCompany Overview:At Jobot, we are committed to delivering outstanding legal services tailored to the unique needs of our clients. Our focus is on fostering strong relationships and providing innovative solutions to complex legal challenges. Our team exemplifies qualities of adaptability, inquisitiveness, and perceptiveness, ensuring that every client...
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Wealth Strategies Advisor
2 weeks ago
St. Louis, MO , USA, United States Bank of America Full timeJob Title: Wealth Strategies AdvisorWe are seeking a highly skilled Wealth Strategies Advisor to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our high net worth clients on a range of financial planning and investment strategies.Key Responsibilities:Develop...
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Financial Planner
3 weeks ago
St. Petersburg, United States Suncoast Wealth Solutions Full timeUnlock Your Potential as a Financial AdvisorSuncoast Wealth Solutions is seeking a motivated and entrepreneurial Financial Advisor to join our team in Tampa, Florida. As a Financial Advisor, you will have the opportunity to build a successful business while helping individuals achieve their financial goals.We are looking for individuals who possess a...
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Business Development Representative
1 month ago
St. Louis, Missouri, United States Gatewood Wealth Solutions Full timeJob SummaryWe are seeking a highly motivated and results-driven Business Development Specialist to join our team at Gatewood Wealth Solutions. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key ResponsibilitiesLead...
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Financial Advisor
3 months ago
St. Petersburg, United States Suncoast Wealth Solutions Full timeSuncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is the opportunity you’ve been waiting for.While focusing on State Employees and...
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Financial Planner
1 day ago
St. Petersburg, FL, USA, United States Suncoast Wealth Solutions Full timeJoin Our Team of Financial ProfessionalsSuncoast Wealth Solutions is a leading financial planning and wealth management firm seeking a talented Financial Advisor to join our team in Tampa, Florida.We are looking for individuals who possess a strong entrepreneurial spirit, a passion for helping others achieve their financial goals, and a commitment to...
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Client Relationship Manager
2 weeks ago
St Louis, Missouri, United States Buckingham Strategic Wealth Full timeClient Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to our advisors and clients. This position requires a strong ability to build and maintain good working relationships with clients and advisors through...
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Financial Planner
16 hours ago
St. Petersburg, FL, USA, United States Suncoast Wealth Solutions Full timeAbout Suncoast Wealth SolutionsSuncoast Wealth Solutions is a leading financial planning and wealth management firm based in St. Petersburg, Florida. With a strong presence in the state, we have been assisting Florida State Employees in developing comprehensive financial plans since 1980.Our team of experienced financial professionals is dedicated to...
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Client Service Associate
2 weeks ago
St Louis, Missouri, United States RFG Advisory Full timeJob Title: Client Service Associate - Wealth ManagementWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our financial advisors in their daily...