Financial Advisor
2 months ago
Are you looking for a career that will leverage your years of work experience,
provide an opportunity for you to build a business you can call your own, and
deepen your connection with the community? As a Financial Advisor, you will work
directly with individuals, business people, and families to help them navigate
through and secure their financial future.
At WestPoint Financial Group, you will be part of an entrepreneurial system with the
freedom to provide solutions for your clients from a broad portfolio of innovative
products, access to powerful sales tools, and a large resource network so you can
focus on activities that get results.
Responsibilities
* Prospecting for clients through networking and referrals
* Developing and maintaining long-term relationships with clients
* Providing financial solutions for clients through fact gathering and needs analysis
* Expanding personal knowledge and skills through ongoing professional
development and joint work with associates
Qualifications
* Strong interpersonal skills
* Market development and networking abilities
* Presentation and organization skills
* Strong work ethic, self-motivated and goal-oriented
* College degree or equivalent work experience required
-
Senior Financial Advisor
6 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
-
Senior Financial Advisor
7 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
-
Financial Advisor
1 month ago
New York, United States Prudential Financial Full timePrudential is now powered by LPL’s industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition services.I am looking to hire an experienced financial professional that is interested in working with our existing book of clients.In addition to a lucrative sign-on...
-
Financial Advisor
1 day ago
New Haven, United States National Financial Network Full timeJob DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...
-
Licensed Financial Advisor
3 days ago
New Haven, United States National Financial Network Full timePosition available for a Licensed Financial Advisor in New Haven, CT, US. Duties involve collaborating with individuals and local businesses to offer financial services and products. Focus on safeguarding assets, advancing financial literacy, and fostering wealth accumulation. Opportunity to contribute positively to the community and pursue personal and...
-
Associate Financial Advisor
7 months ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Associate Financial Advisor
6 days ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Financial Advisor
3 weeks ago
Albany, United States Citizens Full timeDescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisorswho proactively identify and sell a broad array of Investment and Insurance products to customers.The Virtual...
-
Proven Financial Advisor Leader
1 week ago
New York, New York, United States Prudential Financial Full timeJob SummaryWe are seeking a Proven Financial Advisor Leader to join our team. As a senior member of our team, you will be responsible for leading high-performing teams, developing and implementing business strategies, and driving revenue growth.You will also provide expert guidance on investment products and strategies, as well as build and maintain strong...
-
Associate Financial Advisor
3 months ago
new york city, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Financial Advisor Trainee
26 minutes ago
Albany, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionApply Here: https://private-northwesternmutual.icims.com/jobs/6434/financial-advisor/job?mode=viewBecoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to...
-
Executive Financial Services Manager
2 weeks ago
New York, New York, United States Advisor Group Full timeWe are looking for an Executive Financial Services Manager to join our Advisor Group team. The successful candidate will have a strong background in relationship management and a proven track record of driving business growth. In this role, you will oversee all aspects of our Financial Institutions territory, including developing and executing strategies to...
-
Financial Advisor
7 days ago
New Haven County, United States GemHarvest Executive Recruiting Full timeFinancial Advisor Boutique Wealth Management FirmMilford, CTOverviewSuccessful and Dynamic Independent Wealth Management Firm seeks a Financial Advisor to collaborate with the Lead Advisor in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele.The Firm offers comprehensive investment management...
-
Financial Advisor
6 days ago
New Haven County, United States GemHarvest Executive Recruiting Full timeFinancial Advisor Boutique Wealth Management FirmMilford, CTOverviewSuccessful and Dynamic Independent Wealth Management Firm seeks a Financial Advisor to collaborate with the Lead Advisor in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele.The Firm offers comprehensive investment management...
-
Financial Advisor
4 months ago
New Britain, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...
-
Financial Advisor
4 months ago
New Britain, United States Alera Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...
-
Financial Advisor Trainee
3 weeks ago
New York, New York, United States Prudential Advisors - NYCNJ Full timeAs a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...
-
Financial Advisor
3 days ago
New York, United States Vensure Employer Services Full timePosition Summary A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning. Job Responsibilities Goal Planning: They start by understanding your short and long-term financial goals and then create a...
-
Wealth Management Advisor
2 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
-
Wealth Management Advisor
2 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....