Associate Financial Advisor

1 month ago


Boca Raton, United States Imz Financial Services Inc Full time

Company Description

At IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.


Role Description

This is a full-time on-site role for an Associate Advisor at IMZ Financial Services Inc. The Associate Advisor will be responsible for personal financial planning, assisting with client meetings, notating/documenting, and assist with networking. This position does not require a book of business. Salary paid position, commission optional.


Qualifications

  • CFP Designation
  • Series 65 or Series 66 REQUIRED if no CFP Designation
  • Experience leading in client meetings
  • Excellent analytical and problem-solving skills
  • Effective communication and client relationship management abilities
  • Detail-oriented with a focus on accuracy and compliance
  • Minimum 2 years experience


Benefits


  • 401k Safe Harbor
  • Health Insurance
  • Long Term Disability Insurance


  • Boca Raton, United States Imz Financial Services Inc Full time

    Company DescriptionAt IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.Role DescriptionThis...


  • boca raton, United States Imz Financial Services Inc Full time

    Company DescriptionAt IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.Role DescriptionThis...


  • boca raton, United States Imz Financial Services Inc Full time

    Company DescriptionAt IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.Role DescriptionThis...

  • Financial Advisor

    1 month ago


    Boca Raton, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Financial Advisor

    6 months ago


    Boca Raton, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...


  • Boca Raton, FL, United States Imz Financial Services Inc Full time

    Company DescriptionAt IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.Role DescriptionThis...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    About the RoleHennion & Walsh is an advocate for the individual investor, putting the client first. We believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. As a Financial Advisor Associate, you will play a key role in helping our clients achieve their financial objectives.Key...

  • Financial Advisor

    2 weeks ago


    Boca Raton, FL, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Financial Advisor

    4 months ago


    Boca Raton, United States Corebridge Financial Full time

    Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and...


  • Boca Raton, Florida, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.Job SummaryServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    OverviewHennion & Walsh is a leading investment firm dedicated to helping individual investors achieve their financial goals and dreams. As a Series 7 Registered Financial Advisor Associate, you will play a crucial role in our team's success.We are seeking highly motivated and talented individuals to join our dynamic workforce. Our ideal candidates will have...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    About the Role:We are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in helping plan sponsors and employees make informed decisions about their retirement savings plans.Key Responsibilities:Conduct individual and group presentations to improve awareness of plan...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    Financial Advisor Role OverviewAt Corebridge Financial, we're passionate about helping individuals make informed decisions about their financial futures. As a Financial Advisor, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key Responsibilities:Conduct individual and group...


  • Boca Raton, Florida, United States Ameriprise Financial Full time

    About the RoleThe Associate Branch Manager will play a key role in driving profitable growth in a small geography or within a large office. This individual will lead, coach, and develop advisors to create a compelling business plan emphasizing growth, client acquisition, financial planning, and retention.Key ResponsibilitiesMaintain or build a personal...


  • Boca Raton, United States TalentLink Solutions Full time

    We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that’s important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...


  • boca raton, United States TalentLink Solutions Full time

    We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that’s important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...

  • Financial Associate

    3 weeks ago


    Boca Raton, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Associate Role OverviewAt Creative Financial Staffing, we are seeking a skilled Accounts Receivable Associate to join our team. As an Accounts Receivable Associate, you will play a critical role in processing accounts and incoming payments in compliance with financial policies and procedures.Key Responsibilities:Process accounts and...


  • boca raton, United States TalentLink Solutions Full time

    We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that’s important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...


  • boca raton, United States TalentLink Solutions Full time

    We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that’s important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...


  • Boca Raton, United States TalentLink Solutions Full time

    We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that’s important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...