Financial Advisor-Albany, NY

7 days ago

Chicago, IL, United States RK Partners Full time
Financial Sales Advisor - Albany, NY & Chicago, IL(and suburbs)

Who We Are:

Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.

If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.

You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.

Who we are seeking:
  • Ideally, 1-2+ years of sales or business development experience
  • Local natural market & strong prospecting ability (cold calling, networking, etc.)
  • History of success (can be in sales, sports, education, etc)
  • Energized by mentorship & collaboration
  • Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
  • Licensure: CA Life & Health, SIE, Series 7 & Series 66
  • *Licensing will need to be obtained*
Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial needs and objectives
  • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
  • Stay up-to-date on market trends, economic conditions, and investment products
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
  • Supplemental Salary, Commissions, Bonuses & Rewards programs
  • Vast array of broker/dealer & investment advisory platforms
  • Dedicated transition support & firm leadership opportunities
  • Product specialists support & Practice management coaches
  • Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $65,000.00 per year

Benefits:
  • Flexible schedule
  • Professional development assistance
  • Referral program
Compensation package:
  • Bonus opportunities
  • Commission pay
Weekly schedule:
  • Monday to Friday
Work setting:
  • In-person
  • Office

  • Financial Advisor

    1 week ago

    Chicago, IL, United States WestPoint Financial Group Full time

    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....

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States WestPoint Financial Group Full time

    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....

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States LPL Financial Holdings, Inc. Full time

    Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Credit Union 1 in Lombard, IL would allow you to join the Investment Program at Credit Union 1 as a Financial Advisor associated with LPL Financial. Under this model...

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States Provision People Full time

    Summary: Our award-winning client is seeking a Financial Advisor / Account Executive. This role is responsible for providing exceptional service to the company's customers while learning the internal systems and processes. The role will be focused on support and business development with primary goals of converting new prospects and locating additional...

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States Provision People Full time

    Summary: Our award-winning client is seeking a Financial Advisor / Account Executive. This role is responsible for providing exceptional service to the company's customers while learning the internal systems and processes. The role will be focused on support and business development with primary goals of converting new prospects and locating additional...

  • Financial Advisor

    7 days ago

    Chicago, IL, United States Provision People Full time

    Summary: Our award-winning client is seeking a Financial Advisor / Account Executive. This role is responsible for providing exceptional service to the company's customers while learning the internal systems and processes. The role will be focused on support and business development with primary goals of converting new prospects and locating additional...

  • Financial Advisor

    6 days ago

    Chicago, IL, United States RK Partners Full time

    Financial Sales Advisor - Newport Beach, CAWho We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize...

  • Financial Advisor

    4 days ago

    Chicago, IL, United States Lenox Advisors Full time

    If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.As a Lenox Advisor, you will work...

  • Financial Advisor

    2 weeks ago

    Chicago, IL, United States Right Hire Consulting LLC Full time

    Are you in need of a drastic career change? Have you always had a love for finance and investing? Looking for a solid job and just can't seem to find the right profession? We have a unique opportunity for individuals who want to become a Financial Advisor but have no licenses/registrations, no experience, and no book of business. We even partner with local...

  • Financial Advisor

    3 days ago

    Chicago, IL, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...