We have other current jobs related to this field that you can find below
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Financial Advisor
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Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Voya Chicago Financial Advisor
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Analyst - Financial Advisor Compliance - Temp
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Analyst - Financial Advisor Compliance - Temp
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Chicago, United States Interactive Brokers Full timeAbout INTERACTIVE BROKERS!This is Hybrid role (3 days in office /2 days remote) Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to...
![TriFound](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
Job Description
Job Description Salary: $75-100k+
Job Description
EXCELLENCE WANTED
We are looking for ambitious people for an exciting position with our firm, which is one of the fastest growing Wealth Management firms in the country. If you are ready for a change from the traditional office setting, this is the place for you. Every day is different at TriFound as the time flies by while you make a true difference in the lives of our clients and our communities. You will be an integral part of our team as you will work directly with our three departments, Tax, Law, and Finance. Success in this role means that you are demonstrating excellent technical expertise, while also using your strong interpersonal skills to guide our teams.
This position is a hybrid remote position in one of our corporate offices in Bay City, MI, Fort Myers FL, or Kalamazoo, MI. 35-50+ hours per week depending on job efficiency.
Principle Duties
Assist Wealth Managers and direct CPAs and Attorneys with client relationships.
Help craft and present leading edge Wealth Management, Retirement and Financial plans.
Create and Maintain all calendars including client appointments, referral appointments. Conduct client meetings from start to finish and complete the sales process .
Develop financial, legal and tax plans with the help of other Financial Advisors and analysts along with CPAs and Attorneys
Monitor any and all service issues to ensure a high quality response to clients.
Maintain a book of business via many different marketing strategies and techniques, all of which established and
paid for by TriFound
Adherence to SEC and State licensing requirements
Maintain of Life / Health and Securities (series 65) licenses.
Must have passed prior to employment.
Paid for by TriFound
Requirements
Must have a year or more of proven success in the Insurance & Financial Industry or 5 years of sales experience success.
Compensation starting at $75,000 to $100,000 guarantee 1st year.
Uncapped earning potential (commission / fees)
Average Client Assets $1 Million to $10 Million
Excellent written and verbal communication skills
Great sales and communication skills REQUIRED
Life/Health and appropriate securities licenses REQUIRED
Benefits
Permissive Vacation Schedule
Trust, Tax, and Financial included
Company paid holidays
Flexible and adaptable work environment with a hybrid model between in office and remote work
remote work
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