Financial Advisor - dealing with UHNW clients - 750K+
Independent Executive Search Professional
Financial Advisor - dealing with UHNW clients - 750K+ Full-time Our client, a leading financial services company, is seeking a highly motivated, achievement-driven individual who wants the opportunity to grow a financial services practice with the support and strength of one of the nation’s leading financial services firms. **** Dealing with UHNW clients 750K and above. CFP, CRPC, etc. **** You’ll be part of a recognized, respected company that offers: High earnings potential and comprehensive benefits * Base, Bonus, Commission = 115K-135K+ 1st year Training, support and hands-on management Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you. Job Description: Provide information/education to clients about the purpose and details of financial products, services and strategies. Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service You don’t need to have a finance or economics degree to be a successful financial professional. Training is a process not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter. Requirements: Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures. Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence. Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships. Must be authorized to work in the United States A four-year college degree is preferred but not needed Series 7 and 63/66 a must. All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Independent Executive Search Professional
$77k - $202k
...& SummaryAt PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions... ...their business deals.Those in financial due diligence at PwC will focus... ...for Employment in accordance with these laws. At PwC, we...SuggestedFull timeH1b$200k
...Citi develop and deepen client relationships in order... ...client/firm by complying with relevant policies,... ...clients/prospects complex financial concepts and investment... ...s advocate and trusted advisor (primary contact) for strategic... ...having covered the UHNW market / Extensive...SuggestedFull time- ...Financial AdvisorA Financial Advisor should demonstrate commitment to delivering distinctive... ...of existing Firm clients and development of new business... ...individuals who are consistent with Pinnacle's market... ...skills. Tact and diplomacy in dealing with both clients and team...SuggestedWork at office
- ...opportunities every day, for our clients, our people, and our... ...and outsourcing services. Even with more than 8,500 people, 130 U... ...looking to hire four wealth advisors to work with our existing clients... ...delivering comprehensive, holistic, financial services. They have strong...SuggestedFull timeInterim roleWork at office
- ...Southern First Bank Client Experience Banker At Southern First, we believe banking is... ...the Client Experience Office by assisting with serving, maintenance, and all other retail... ...represent the Bank in a positive way in dealing with the public, clients and other team members...SuggestedContract workWork at officeImmediate startRemote work
- ...Financial AdvisorOur client is one of the leading financial analysis and insurance firms in Puerto Rico... ...experienced and strategically minded financial advisor to join their team of professionals.... ...high-level wealth management services with a fiduciary, ethical approach focused...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...-winning training programs equip you with the education, skill-building, and...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$95k - $110k
...of business. Some firms give advisors products to sell. Others give... ...them quotas to meet. At TruOak Financial Partners, we give advisors... ...meaningful problems for your clients and build deeper, longer-lasting... ...fit if you are: Comfortable with business development,...Contract workImmediate start- ...Financial AdvisorA Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible... ...and investment services to our clients. The Financial Advisor must understand... ...accommodations may be made to enable individuals with disabilities to perform the...
$59k - $98.3k
...Financial Advisor Opportunity This is an exciting opportunity for the ideal candidates to join a dynamic team... ...transforming the Manulife John Hancock Wealth business with personalized investment recommendations to help clients in the management of their retirement assets....Temporary workLocal areaFlexible hours- ...the first 25 applicants We are hiring Financial Advisors in Atlanta, GA. Whether you are an experienced... ...Advisor or new to the industry, with The Piedmont Group, you will find the independence... ...maintain long-term relationships with clients Provide financial solutions through...Full timeLocal areaVisa sponsorship
$100k
...Job Title: Financial Advisor/Wealth Manager - Atlanta Georgia Financial Advisors provides the ability... ...own financial success through helping clients enjoy their own. Youdon’tneed prior... ...entrepreneurial spirit. We will provide you with extensive training, resources, and the...Permanent employmentWork at officeLocal area- ...A leading financial services company in Atlanta is seeking a motivated Financial Advisor to build a client base and provide tailored financial solutions. This role requires active... ...licenses and a passion for client engagement. With the support of an award-winning training...Flexible hours
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences... ...you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive...Afternoon shift
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...committed to an in-office culture with specific requirements for... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $100k
...Financial Advisor – Atlanta, GA Empower Lives. Build Your Future. Thrive in Atlanta Are you... ...navigate their financial futures with confidence and clarity. At Coastal Wealth... ...success. What You’ll Do: Partner with clients to develop personalized financial...Full timeMonday to Friday- ...is a fast growing, pioneering financial services firm that invests... ...into and experience retirement. With an unswerving commitment to... ...offering an array of services, clients can receive tailored... ...position: The Financial Advisor is a fully licensed financial...Full timeTemporary workPart timeFlexible hours
- ...other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Finance /Full Time /HybridWork with a Top 20 CPA and advisory firm... ...industries, Aprio ensures clients are prepared for wherever life... ...corporate FP&A, and sponsor-facing financial analysis. The Senior Analyst... ...models, including performance vs. deal assumptions. Prepare and...Full timeWork at officeLocal areaRemote workFlexible hours
- ...seeking a Managing Consultant with federal financial management experience to support federal health clients with budget planning and... ...strategic thinkers, trusted advisors, and effective team leaders... ...otherwise) from an applicant’s dealings with unauthorized third parties...Full timeWork at officeFlexible hours
$158.4k - $237.6k
...relationship while gaining some primary client coverage responsibility.... ...new business generationWorks with product specialists and... ...of providing sound banking and financial advice and solutions to clientsDemonstrates... ...; structures more complex deals, including global...Full time- ...Job title Senior Financial Solutions Advisor Department Financial Solutions Sales Reports to... ...the assigned territory is required for client meetings, networking, and partner development... ...and align BELAY’s Financial Solutions with their business goals. • Manage the...Full timeCurrently hiringLocal areaRemote workHome office
$150k - $210k
The roleAs a Senior Director, Client Consulting, you are a Senior Investment Consultant and... ...services. You will liaise closely with clients, fund managers and other areas of... ...progress toward CFA, CAIA, actuarial or financial engineering qualifications preferredTen or...Temporary workLocal areaVisa sponsorshipWork visaFlexible hours$150k - $180k
...rethinking possibilities for our clients. By delivering the combined... ...of 100% up to the first 6% with a discretionary supplemental... ...distribution teams to educate advisors, prospects, and investment platform... ...processes, understanding of financial markets and economics,...Full timeWork at officeFlexible hours- ...dedicated to rethinking possibilities for our clients. By delivering the combined power of... ...K) matching of 100% up to the first 6% with a discretionary supplemental... ...platform research analysts, field level financial advisors, retirement plan gatekeepers, investment...Full timeWork at officeFlexible hours
$175k - $200k
Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners and colleagues. We will fight for... ...to positively influence our culture, serve our clients and enrich our communities is essential to our vision...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$82.6k - $162.8k
...implementation of NetSuite solutions that help clients meet their business goals, working... ...This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash... ...and requirements-gathering sessions with clients, on-site and remotePrepare Business...Local areaVisa sponsorship- ...NACIWhat You Will Do:Federal Financial Management Transformation Senior... ...Consultants support federal clients in improving budget and... ...tools, and ensuring compliance with federal regulations. In this... ...otherwise) from an applicant’s dealings with unauthorized third parties...Full timeWork at officeFlexible hours
- ...POSITION OVERVIEW Work directly with privately held, owner-led... ...improve operational performance, financial controls, and long-term... ...expectation of this role: we are a client-centric, hands-on consulting... ...solutions; uses reason even when dealing with emotional topics....Full timeFor contractors
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