Client Advisor

Job OverviewWorld Insurance Associates, LLC. is a leading insurance brokerage firm offering a unique blend of top products and services from major providers, combined with attentive service from local agents. We are seeking a highly motivated and experienced Employee Benefits Client Advisor to join our team. As an Employee Benefits Client Advisor, you will...

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...

Who We Are:BCG Securities, an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and...

The Client Advisor / Sales Consultant Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $16.00 and $17.05. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other...

About the Role:We are seeking a highly skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax...

About the Job:Title: Financial Service Advisor - Licensed Series 65.Functions: Client Servicing & Advisor Support.Type: Full Time.Salary: Salary + Variable Compensation Package.Experience: FINRA Series 65 Required, CFP designation required.Reports To: Principal of Practice.Location: Spring Hill, Florida.About Campbell & Company:Welcome to Campbell & Company...

Job Title: Financial Services AdvisorAt Campbell & Company, Wealth Advisors, and Certified Public Accountants, we are seeking a highly skilled Financial Services Advisor to join our team. As a key member of our advisory team, you will be responsible for executing operational processes for client servicing within the Financial Advisor's book of business.Key...

About the Role:We are seeking an experienced financial advisor to join our team at BCG Securities, an independent broker-dealer and Registered Investment Advisor. As a financial advisor, you will work closely with clients to develop and implement comprehensive financial plans, provide ongoing support, and make investment recommendations.Key...

Weichert Financial Services is a leading provider of real estate-related financial assistance. As a Mortgage Advisor, you will play a key role in helping customers achieve their homeownership goals. Key Responsibilities:Direct clients in our Cherry Hill, NJ location.About Us:Weichert Financial Services was established in 1980 to offer real estate-related...

Our client is a rapidly growing boutique wealth management firm focusing on retirement services. They are seeking a Paraplanner to join their team. If you are looking for a role with a clear growth path to becoming a lead advisor, this is a great opportunity.Responsibilities:Develop and create financial plans.Perform tasks such as preparing financial...

Our client is a rapidly growing boutique wealth management firm focusing on retirement services. They are seeking a Paraplanner to join their team. If you are looking for a role with a clear growth path to becoming a lead advisor, this is a great opportunity.Responsibilities:Develop and create financial plans.Perform tasks such as preparing financial...

Job Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...

Job DescriptionCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management...

DESIGN SHOP ADVISORChestnut Hill, MASerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for the Chestnut Hill, MA Storefront. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer...

DESIGN SHOP ADVISORChestnut Hill, MASerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for the Chestnut Hill, MA Storefront. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer...

Weichert Financial Services is hiring a Mortgage Advisor in the Washington Township, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to partner with our All Under One Roof Team as they help our clients achieve...

Job SummaryCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild Relationships: Develop and maintain strong relationships with new...

Who We Are: Horace Mann is a leading provider of insurance and financial services to educators and their families. With a legacy of over 75 years, we have a deep understanding of the unique needs of educators and are committed to helping them achieve their financial goals. Our Mission: At Horace Mann, our mission is to help educators protect what they have...

Job SummaryThe Senior Wealth Advisor will provide comprehensive financial and investment advice to Citigroup's affluent and high-net-worth clients.Key ResponsibilitiesOffer financial planning and investment advice to clientsPartner with a dedicated wealth team to meet client needsBuild relationships with new clients and deepen relationships with existing...

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front...