Advisor - Financial Services Broker Dealer
1 week ago
This Advisor role reports to our Director of Growth and Operations and involves working with clients to identify and provide solutions for business objectives. The ideal candidate will possess prior FINRA and sales experience.
BenefitsAt CXG Holdings Inc, we offer a fully remote work environment with a company culture that promotes personal and professional development as well as a healthy work-life balance. Our benefits include:
- Competitive compensation package
- Flexible work schedules
- PTO
- 401(k) with employer contribution
- Performance-based bonuses
- Opportunities for growth
This role also offers opportunities for professional development and growth within the company.
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Broker Dealer Specialist
5 days ago
Smithtown, New York, United States CXG Holdings Inc Full timeWe are seeking a highly motivated and experienced Client Advisor to join our team at CXG Holdings Inc. In this role, you'll work closely with broker-dealer and prospective clients to identify solutions for business objectives.Job OverviewCXG Holdings Inc is a leading provider of comprehensive services for Broker Dealers, including CMA / NMA services, buying,...
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Broker-Dealer Solutions Specialist
5 days ago
Smithtown, New York, United States CXG Holdings Inc Full timeRole OverviewWe are seeking an experienced Client Advisor to join our team. The ideal candidate will possess prior FINRA and sales experience, reporting to our Director of Growth and Operations.Job ResponsibilitiesThe successful candidate will work closely with broker-dealer and prospective broker-dealer clients to identify and provide solutions for business...
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Broker-Dealer Solutions Specialist
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Smithtown, New York, United States CXG Holdings Inc Full timeAbout UsCXG Holdings Inc is a leading provider of comprehensive solutions for Broker Dealers. Our team of experts has extensive experience in building and maintaining successful firms.Job SummaryWe are seeking a skilled Client Advisor to join our team. The ideal candidate will have prior experience in FINRA and sales, as well as excellent communication and...
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Broker-Dealer Relationship Manager
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Smithtown, New York, United States CXG Holdings Inc Full timeKey ResponsibilitiesAs a Client Advisor at CXG Holdings Inc, you will be responsible for:* Developing and implementing strategic plans to achieve business objectives* Building and maintaining strong relationships with broker-dealer and prospective broker-dealer clients* Identifying and pursuing new business opportunitiesThe ideal candidate will have a strong...
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Broker Dealer Account Manager
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Smithtown, New York, United States CXG Holdings Inc Full timeAbout the OpportunityWe are a growing company looking for a talented Client Advisor to join our team. In this role, you will work closely with broker-dealer clients to understand their business objectives and provide solutions. This is a fantastic opportunity for someone looking to work in a dynamic and fast-paced environment with a company that values...
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Senior Financial Solutions Advisor
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Smithtown, New York, United States CXG Holdings Inc Full timeJob SummaryCXG Holdings Inc is seeking a highly skilled Client Advisor to join our team. As a Client Advisor, you will be responsible for working with broker-dealer and prospective broker-dealer clients to identify and provide solutions for their business objectives.The ideal candidate will possess prior FINRA and sales experience, as well as a proven track...
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Financial Advisor
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Smithtown, New York, United States CXG Holdings Inc Full timeAbout the RoleWe are seeking a highly skilled Client Advisor to join our team at CXG Holdings Inc. In this position, you will be responsible for working with broker-dealer and prospective clients to identify business objectives and provide solutions. The ideal candidate will possess prior experience in FINRA and sales roles.This is an excellent opportunity...
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Senior Financial Services Consultant
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Smithtown, New York, United States CXG Holdings Inc Full timeJob OverviewWe're seeking a Senior Financial Services Consultant to join our team at CXG Holdings Inc. This role will involve working with broker-dealer and prospective broker-dealer clients in identifying and providing solutions for business objectives.
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Financial Services Relationship Manager
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Smithtown, New York, United States CXG Holdings Inc Full timeAbout CXG Holdings IncCXG Holdings Inc is the market leader in providing a complete turn-key service for Broker Dealers, including CMA/NMA services, buying, selling, and building Broker Dealers. Our team of professionals exhibits a passion for building and maintaining successful firms.
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Financial Operations Principal Finop Expert
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Senior Financial Solutions Specialist
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Client Business Development Specialist
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Compliance Officer Leadership Opportunity
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Senior Compliance Director
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Business Development Consultant
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