Lead Advisor
2 weeks ago
The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.
Essential Duties And Responsibilities
- Develop new relationships and sales opportunities
- Promote and cultivate firm reputation among referral sources and the community
- Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
- Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
- Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested
- Proven track record of professional success
- Self-motivated, highly driven and entrepreneurial personality
- Relationship-building skills and commitment to establishing long-term clients
- Strong desire for performance driven compensation and growing earnings potential
- The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 65/66 license required
- CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
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Lead Advisor
1 month ago
Wappingers Falls, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult...
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Lead Advisor
1 month ago
Wappingers Falls, United States Kestra Financial Full timeSummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.Essential Duties And ResponsibilitiesDevelop new relationships and sales opportunitiesPromote and cultivate firm reputation among referral sources and the communityConsult with clients on investment...
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Financial Advisor
1 week ago
Wichita Falls, Texas, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Commerce Bank in Wichita, KS would allow you to join the Investment Program at Commerce Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...
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Service Advisor
5 days ago
Great Falls, United States Lithia & Driveway Full timeDealership: L0152 Lithia Chrysler Dodge Jeep Ram of Great Falls Lithia Chrysler Jeep Dodge of Great Falls Immediate Need: Service Advisor Prior Dealership Service Advisor & CDK experience preferred Industry leading benefits for you and your family Training and career advancement opportunities We are dedicated to...
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Admissions Advisor
3 weeks ago
Cuyahoga Falls, United States Education Affiliates Full timeJob DescriptionPosition Summary: The Admissions Advisor position is responsible for enrolling qualified students into the school's programs. This includes taking inbound calls and making outbound calls to inquiring prospective students, following up consistently with inquiries, interviewing and touring as well as managing enrollment activity and paperwork,...
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Insurance Advisor
2 weeks ago
Sioux Falls, United States Infinity Business Group Full timeAbout Us: Infinity Business Group (IBG for short) is a dynamic and rapidly growing insurance brokerage led by CEO Travis Wilson. For over 19 years we have brokered the Family Heritage line of supplemental health and life insurance products to individuals, families and businesses. We serve approximately 1/3 of the US States, with offices across the Upper...
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Compliance Subcontracts Advisor
5 days ago
Falls Church, Virginia, United States General Dynamics Information Technology Full timeReq ID: RQ173811Type of Requisition: RegularClearance Level Must Be Able to Obtain: NonePublic Trust/Other Required: NoneJob Family: Subcontracts AdministrationSkills:Acquisition Management,Federal Acquisition Regulations (FAR),Federal Government Contracts,Government ContractsExperience:8 + years of related experienceUS Citizenship Required:YesJob...
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Service Advisor
8 hours ago
Webbers Falls, United States Loves Travel Stops & Country Store Full timeReq ID: 439241Address: 214 South Hwy 100 Webbers Falls, OK, 74470 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Welcome to Love’s! Service Advisors drive sales success in our Truck Care facilities...
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Service Advisor
5 hours ago
Webbers Falls, United States Loves Travel Stops & Country Store Full timeReq ID: 439241Address: 214 South Hwy 100 Webbers Falls, OK, 74470 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Welcome to Love’s! Service Advisors drive sales success in our Truck Care facilities...
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Service Advisor
5 hours ago
Webbers Falls, United States Loves Travel Stops & Country Store Full timeReq ID: 439241Address: 214 South Hwy 100 Webbers Falls, OK, 74470 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Welcome to Love’s! Service Advisors drive sales success in our Truck Care facilities...
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Service Advisor
6 hours ago
Webbers Falls, United States Loves Travel Stops & Country Store Full timeReq ID: 439241Address: 214 South Hwy 100 Webbers Falls, OK, 74470 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Welcome to Love’s! Service Advisors drive sales success in our Truck Care facilities...
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Financial Advisor Operations Analyst
4 weeks ago
Sioux Falls, United States Garry Private Wealth Resouces, LLC Full timeJob DescriptionJob DescriptionCompany Overview:Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group...
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Financial Advisor Operations Analyst
3 weeks ago
Sioux Falls, United States Garry Private Wealth Resouces, LLC Full timeJob DescriptionJob DescriptionCompany Overview:Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group...
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Revenue Advisor
5 days ago
Menomonee Falls, United States Continental Full timeContinental Properties is looking for aRevenue Advisorto join our Revenue Management team. The Revenue Advisor will play a crucial part in maximizing revenue in our multifamily portfolio. Areas of focus include a data driven analytical approach to understanding property and portfolio performance as it compares the budget and the market. You will provide...
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Service Advisor
12 hours ago
Falls Church, United States Drive European Full timeWEEKENDS ARE FOR FAMILY AND FRIENDS! NO NIGHTS OR WEEKENDS!! - AMAZING CULTURE AND A GREAT WORK ENVIRONMENT! - HEALTH INSURANCE - 2 WEEKS PAID VACATION - PAID SICK DAYS - PAID HOLIDAYS - PAID TRAINING AND PERSONAL DEVELOPMENT - EMPLOYEE DISCOUNTS - OTHER BENEFITS We are currently not hiring but still want to speak with you! Should a position open up, we...
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Comfort Advisor
2 weeks ago
Tinton Falls, United States Gold Medal Full timeComfort Advisor We are looking for a dependable self-starter to meet with current and potential customers to evaluate their homes and present options for new or replacement HVAC systems. The ideal candidate should possess exceptional customer service and sales skills. The bright, assertive professional we select will act as a residential sales...
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Intelligence Operations Advisor
2 days ago
Falls Church, United States Amentum Full timeAmentum is seeking Intelligence Operations Advisors to support our Client in the Northern Virginia area. This position represents multiple openings. The position level is contingent on applicant specific qualifications and experience.Required Qualifications: Bachelor’s degree and at least 20+ years of relevant professional experience Familiarity with cable...
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Intelligence Operations Advisor
5 days ago
Falls Church, Virginia, United States Amentum Full timeAmentum is seeking Intelligence Operations Advisors to support our Client in the Northern Virginia area. This position represents multiple openings. The position level is contingent on applicant specific qualifications and experience.Required Qualifications:Bachelor's degree and at least 20+ years of relevant professional experienceFamiliarity with cable...
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Automotive Parts Advisor
5 days ago
Sioux Falls, United States Luxury Auto Mall of Sioux Falls Full timeJob DescriptionJob DescriptionLuxury Auto Mall of Sioux Falls is looking for an energetic and outgoing Automotive Parts Advisor to join our growing team. This role will be responsible for servicing customers, sales staff, and technicians by obtaining the parts needed to complete any phone and/or in-store orders. We are always growing and can provide a career...
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Intelligence Operations Advisor
5 days ago
Falls Church, Virginia, United States Amentum Full timeAmentum is seeking Intelligence Operations Advisors to support our Client in the Northern Virginia area. This position represents multiple openings. The position level is contingent on applicant specific qualifications and experience. Applicants will be evaluated and placed in a level from 1-5 based off their experience and customer feedback after multiple...