Financial Advisor

Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making outbound calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding...

Job OverviewWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients. This is a unique opportunity to work with a dynamic and growing firm, and...

Job Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...

About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our growing team at Raymond James Financial Services. As a key member of our team, you will provide high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to clients and...

Job Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is a critical part of our operations, providing high-quality administrative support to our Financial Advisors and clients.Key Responsibilities:Provide exceptional customer service...

About Us:At Sun Life Financial, we celebrate the uniqueness of every individual, valuing diverse backgrounds, experiences, and perspectives. We are committed to fostering an environment where you can thrive, learn, and grow alongside talented colleagues who are experts in their respective fields.Position Overview:The Lead Underwriting Advisor plays a crucial...

Wealth Management Internship OpportunityWealthspire Advisors, a leading independent registered investment advisory firm, is seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will have the opportunity to work closely with our experienced professionals and gain hands-on experience in...

**About GPAC**Growing People and Companies (GPAC) is a reputable search firm specializing in placing top professionals within various industries across the United States since 1990. We pride ourselves on being extremely competitive, client-focused, and dedicated to delivering tailored solutions at the right time.**Job Opportunity**We are pleased to represent...

Position OverviewThe Wealth Management Financial Consultant serves as a trusted advisor, delivering a comprehensive, advice-driven approach to financial solutions tailored for a designated portfolio of clients.Key Responsibilities:Engage with both new and existing clients to explore investment opportunities and insurance products.Focus on the mass affluent...

Trust Officer Job DescriptionGPAC is partnering with a leading Financial Services company to find a Trust Officer/Client Advisor. This is an excellent opportunity for experienced professionals in trust administration to work in a family-friendly and supportive environment.Key Responsibilities:Manage trust accounts and ensure compliance with legal...

Trust Officer Job DescriptionGPAC is partnering with a leading Financial Services company to find a Trust Officer/Client Advisor. This is an excellent opportunity for experienced professionals in trust administration to join a family-friendly and supportive environment.Key Responsibilities:Manage trust accounts and ensure compliance with legal...

About the RoleWe are seeking a seasoned sales professional to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for building and maintaining relationships with clients, analyzing their financial needs, and providing tailored investment solutions.Key ResponsibilitiesAnalyze investment...

Unlock Your Financial PotentialWe are seeking a seasoned sales professional to join our team at Lifetime Recruiting Strategies as a Financial Advisor. As a Financial Advisor, you will have the opportunity to combine your personal skills with the resources of a major global company to help clients achieve their financial goals.About the Role:As a Financial...

Position Overview:Financial Advisory ConsultantIn the realm of financial services, your goal is to enhance the financial well-being of your clients. At Fidelity, we are dedicated to our clients' success. Join a firm that stands as a pillar in the industry, where we prioritize meaningful communication over mere transactions. We foster an environment that...

Lead Financial Advisor OpportunityWe are a holistic financial services firm based in southern New England, offering a wide range of financial planning solutions. Our firm is built on core values that drive our success, and we are seeking a talented individual to join our team as a Lead Financial Advisor.Key Responsibilities:Lead client meetings to understand...

Job OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, building lasting relationships, and driving business growth.Key ResponsibilitiesLead client meetings to understand their...

About Covr Financial TechnologiesCovr Financial Technologies is a leading insurance-as-a-services platform that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands, and fintech channels.Job SummaryThe Business Development...

Alera Group is seeking a Financial Advisor to join our Connecticut offices. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV. The ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales...

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with clients generated from workshops, referrals, and TV.Key Responsibilities:Meet with existing clients for...

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new client...