Independent Financial Advisor - Grow with Existing Clients
Prudential Financial
A leading financial services firm is seeking an experienced financial professional in Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must have investment sales experience of three years or more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and retirement programs. #J-18808-Ljbffr Prudential Financial
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- ...external support to clients while directing... ...and retention of existing business. A Day... ...risk profile, and financial feasibility. Oversees... ...and communication with all participating... .... We are an independent, employee-owned company... ..., a Unison Risk Advisors company is an...For contractors
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...your expertise to the next level with public and pre-IPO companies?... ...to work directly with clients on meaningful, high-impact engagements... ..., and the opportunity to grow your career within a collaborative... ...and staff.SEC Reporting & Financial ReportingLead the preparation...Full timeContract work- ...management activities through robust financial modeling, forecasting, market... ...analysis associated with new financing and refinancing... ...sits at the center of a large existing portfolio and active development... ...the evolving needs of our clients and communities. As an Equal...
- ...strategic thinker and hands-on leader with deep expertise in Historic Tax... ...and structuring complex financial closings, reviewing financial... ...transactions.Cultivate client relationships and contribute to... ...strategic planning to assist in growing the practice.Qualifications:Minimum...Full timeRemote workFlexible hours
$99k - $266k
...advice and guidance to clients on tax planning,... ...' compliance with tax laws and regulations... ...and analyse financial data, prepare and... ...expectations. With your growing knowledge of how... ...of conduct, and independence requirements. The... ...business advisor Familiarity with...H1b$128k - $268k
...senior investment advisor to the Family Wealth... ...through new client acquisition, relationship... ..., and partnership with Field and Segment... ...expansion of existing client relationships... ...Certifications Chartered Financial Analyst (CFA) (... ...opportunities to grow in your position...Work experience placementWork at officeFlexible hoursNight shift- ...create enterprise value for clients. Accenture is growing our practice to help our... ...and innovation-led company with approximately 799,000 people... ...ecosystem, and regulation across financial services verticals and use... ...and become a trusted advisor for C-suite clients looking...Full timeLive inWork at officeLocal area
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...firm helping our clients discover top talent... ...recruiting for a Financial Consultant. Candidates... ...will collaborate with our current client... ...solutions to grow our base over time... ...serve as the main advisor for their wealth management... ...territory with no existing client base....Remote work- ...About the job Financial Advisor Senior Financial... ...Advisor with an established book... ...business who wants to grow their practice... ...time focused on client relationships... ...Manage and grow an existing client base Build... ...advisor who wants independence with...Remote workFlexible hours
$70k - $75k
...leaders in the industry. A career with Village Green is a substantial... ..., and we have room to grow within the rising apartment industry... ...for achieving company and client budget objectives Supervise... ...Motivational leader ~ Strong financial and analytical skills ~ Proficient...Full timeWork experience placementWork at officeAfternoon shift$118.7k - $197.8k
...transaction review, and financial reporting across... ...concepts with senior management... ...Developing and improving existing financial... ...: Ability to work independently and collaborate as... ...work you do and the clients and industries/sectors... ...opportunities and connect and grow through mentorship...Visa sponsorship- ...supporting the accounting and financial operations by maintaining... ...records, ensuring compliance with Generally Accepted Accounting... ...reports and procedures, and study existing and recent legislation to... ...confidentiality of company and client financial information Perform...Permanent employmentTemporary workWork at officeLocal areaMonday to Friday
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$120k - $156k
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...strategic thinker with extensive first-hand... ...to individual clients and their trusts,... ...career with Deloitte’s growing Private Wealth... ...provide comprehensive, independent, and objective... ...to their personal financial comfort, business... ...Chartered Financial Advisor (CFA)Certified Financial...Private practiceWork at officeLocal area
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