Financial Advisor
4 days ago
We 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 honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Compensation: $130,500 At plan commission
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Compensation:
$130,500 per year
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Financial Advisor
3 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you seeking an opportunity to join an independent-minded, client-first, Award-winning Broker-Dealer?Our client, a top Broker-Dealer with over $150 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. Our client specializes in helping...
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Financial Advisor
3 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you seeking an opportunity to join an independent-minded, client-first, Award-winning Broker-Dealer?Our client, a top Broker-Dealer with over $150 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. Our client specializes in helping...
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Financial Advisor
4 days ago
New Hampshire, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Greater New England Financial Group in New Hampshire!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver...
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Financial Advisor
4 days ago
New Hampshire, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Greater New England Financial Group in New Hampshire!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver...
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Financial Advisor
4 days ago
New Orleans, United States Prudential Financial Full timeTake your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to...
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Financial Advisor
4 days ago
New Orleans, United States Prudential Financial Full timeTake your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to...
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Financial Advisor's Coordinator
1 week ago
New York, United States Lead Advisor Full timeLead Advisor is a wealth management recruiting add consulting firm. This role is for one of our clients in Midtown Manhattan, To view other open roles, visit jobs.lead-advisor.comGeneral ResponsibilitiesThe role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating...
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Financial Advisor's Coordinator
1 week ago
New York, United States Lead Advisor Full timeLead Advisor is a wealth management recruiting add consulting firm. This role is for one of our clients in Midtown Manhattan, To view other open roles, visit jobs.lead-advisor.comGeneral ResponsibilitiesThe role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating...
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Prudential Financial | Financial Advisor
3 days ago
new hampshire, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Greater New England Financial Group in New Hampshire!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver...
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new york city, United States Lead Advisor Full timeLead Advisor is a wealth management recruiting add consulting firm. This role is for one of our clients in Midtown Manhattan, To view other open roles, visit jobs.lead-advisor.comGeneral ResponsibilitiesThe role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating...
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Financial Advisor
4 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...
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Financial Advisor
4 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...
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Assistant to Financial Advisor
5 days ago
New York, United States Fortis Lux Financial Full timeWe are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored.QualificationsAssist financial advisor with daily activities, including maintaining calendarsInteract with clients in person and over the phonePrepare and review new account...
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Assistant to Financial Advisor
5 days ago
New York, United States Fortis Lux Financial Full timeWe are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored.QualificationsAssist financial advisor with daily activities, including maintaining calendarsInteract with clients in person and over the phonePrepare and review new account...
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Associate Financial Advisor
3 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...
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Associate Financial Advisor
4 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...
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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...
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Financial Advisor * NEW OFFICE *
6 days ago
New York, United States Forest Hills Financial Group Full timeJob DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City. We take an uncommon approach to financial services,...
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Financial Advisor
3 days ago
New York, United States Dynamic Wealth Strategies Inc Full timeJob DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....
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Financial Advisor
3 days ago
New York, United States Northwestern Mutual Full timeBecoming 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. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized,...