1242 financial advisor jobs found

Job Description About Us: Barron Financial Group, LLP, a leading financial advisory and portfolio management firm in Torrington, CT, is seeking a full-time Financial Advisor to join our team. Barron Financial Group works with a diverse group of clients including individuals, business owners, professionals and not-for-profit organizations. Our passion is providing intelligent and prudent financial advice and the personalized wealth management solutions our clients need. The team at Barron Financial Group is interested in meeting a highly motivated and result-driven individual with experience in the financial advisory field. The individual must be able to demonstrate competency in professional sales, relationship-building, as well as an understanding of basic financial concepts and planning techniques. They should be comfortable with networking, community service and becoming a "go-to person" in their local region. Further, they will be required to market our services, generate...

Job Description Financial Services Representative or Financial Advisor The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained...

Job Description About The Role The role of a Financial Advisor is to confidently guide customers through the life insurance buying process by educating customers on how life insurance works, which products are best suited for specific situations, and to provide a world-class customer experience by ensuring transparency in an industry that's generally overly complicated, ambiguous and slow to adapt to change. You will be responsible for sales outreach to customers that have gone through our quick and easy underwriting process and have been approved for coverage. The sales conversation includes a 'needs analysis' to understand the customer's insurance needs, a review of recommended coverage options within that range, and guidance when reviewing the policy contract so the customer can make an informed and confident buying decision. If you're looking for a role that is responsible for shaping the future of life insurance sales and provides security for families if the worst were to...

Job Description Financial Professional/Financial Advisor* / Registered Representative* Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in...

Job Description Rev. 03/28/2023 Full Time - Administrative Assistant to Financial Advisor An established financial advisor is looking for a smart, dedicated team player to assist his team in a fast-paced environment. This person will work with the team to deliver financial security to clients through a comprehensive financial planning process that integrates both risk and investment solutions. This person will help the financial advisor grow his business by providing planning, processing and operations support that allows the financial advisor to focus his energy on building client relationships. Responsibilities include, but are not limited to: · Assist in preparation of personal financial plans · Prepare all materials for client meetings · Collect and input client meeting notes and document all activity in CRM · Maintain compliant paper and electronic client files · Create and maintain status logs, spreadsheets, and internal reports · Track sales opportunities and follow-up...

Job Description Financial Advisor Assistant Office located in Idaho Falls Looking for someone who can work In-office, not remotely Duties include: - Answering/making phone calls - Handling client files and paperwork - Organizing seminars and client appreciation events - Working with various Annuity/Insurance carriers - Assisting with client account maintenance Requirements: - Computer proficient - Friendly, upbeat - Business dress - Available to work weekdays Mon-Fri - Can reliably travel to work - ~20 hours/week Starting at $11/hr

Job Description Our parent company is Aegon, $553 billion company. We are a full service Financial Services and Insurance firm in a state/federal regulated industry, that provides an opportunity for agents to build a business, receive extensive training to learn the business and industry. We offer investments and Insurance products to our clients. Agent's will receive consistent coaching and mentorship. Financial Advisor or Insurance Agents help people or businesses organize their finances. Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress. Here are the qualifications for this role" *Qualifications *No experience needed and we will guide you through the state licensing process. Once trained and able to work independently: · Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their...

Job Description Are you currently a "wirehouse" Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change? During these uncertain times, now may be a good time to evaluate your current situation and consider a new option. Lincoln Investment, a top 20 independent broker-dealer/RIA*, can offer you the following benefits: * Entrepreneurial model * Own your own book/clients * Competitive payouts * Transition Compensation available (if qualified) * Unlimited earnings potential * Robust open architecture product platform * Prepared for Reg BI/CSR changes Responsibilities : * Display the ability to be a self- starter/entrepreneur * Generate leads * Set and hold productive, holistic client meetings * Present and implement solutions * Be proactive in providing ongoing client service and support Desired Skills and Experience: * Ability to build and manage client relationships * Excellent written and oral communication...

Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: * Advise clients on investment strategies and other financial decisions * Assess clients' assets, liabilities and overall financial conditions * Prepare presentations that recommend various financial products * Review and communicate portfolio performances to clients * Network and build relationships with new and existing client base ​ Qualifications: * Previous experience in banking, financing, or other related fields * Familiarity with investment products and services * Ability to build rapport with clients * Strong analytical and critical thinking skills * Excellent written and verbal communication skills Company Description Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest...

Job Description WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. THIS CAREER OFFERS YOU: • Stipends for training and licensing to help you get started. • The...

Job Description : Do you enjoy helping people and possess the following traits? · Authentic · Communicative · Self-disciplined · Coachable · Entrepreneurial · Competitive If yes, consider becoming a financial advisor to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for We're looking for individuals who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job--it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many...

Job Description FINANCIAL ADVISOR WITH GUARDIAN WEALTH STRATEGIES As a Financial Advisor with Guardian Wealth Strategies, you will help design and present financial plans to prospective clients who are eager to better understand and improve their financial outcomes. You will work directly with high-net-worth clients and support other financial professionals by providing fiduciary advice and planning. You will deliver personalized investment solutions to help clients work toward their long-term financial goals. RESPONSIBILITIES * Provide comprehensive financial plans for high-net-worth clients, considering investments, taxes, insurance, estate plan and charitable goals * Advise clients on investment strategies and other financial decisions * Assess clients' assets, liabilities and overall financial conditions * Review and communicate portfolio performances to clients * Network and build relationships with new and existing client base * Support team of financial professionals,...

Job Description Why do advisors join? It is the structure! "It's very simple. It's the structure of the firm. All of the client services. Having investment, tax and planning specialists in house to meet your client's needs. And then the collaborative approach, working with your clients to help them achieve their financial objectives." - Members' Wealth Advisor We believe we have built an environment that advisors love; and when they get here, they realize they have been missing it. Advisors do not join an organization because of restrictive covenants, such as non-solicits, non-competes, non-accepts, etc, to name a few. So why would they stay because of them? At Members' Wealth we have taken a much different approach: No restrictions on leaving but lots of reasons to stay. 1. You have a say at the table. 2. You are treated with respect. 3. You become an owner. 4. You are provided with the service professionals your clients require. 5. Members' Wealth works hard to service you....

Job Description **POSITIONS AVAILABLE IN GREENSBORO, WILMINGTON, DURHAM, AND RALEIGH OFFICES** BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices. THE OPPORTUNITY - Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals. - Develop rapport with clients and foster long-term relationships. - Be knowledgeable about Northwestern Mutual financial products and financial...

Job Description BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual is a Fortune 100 company that has been among the leaders in the financial services industry for over 160 years and has a proven track record of financial success. [i] FORTUNE® Magazine January 2018 THE OPPORTUNITY - Representatives...

Job Description We are seeking a highly organized and detail-oriented Administrative Assistant to support our busy financial advisory practice. As the Administrative Assistant, you will be responsible for managing the day-to-day administrative functions of the office, supporting the financial advisor, and providing exceptional client service. Key Responsibilities: Attend client meetings and take detailed notes, follow up on action items and send out meeting summaries Schedule meetings with CPAs and other professionals as needed Open accounts and ensure that the CRM is up to date Input client data into financial planning software Manage marketing efforts, including creating marketing materials and social media content Ensure compliance with regulatory requirements Conduct trades and manage money transfers Analyze new and existing 401Ks and conduct insurance reviews Guide clients through the financial planning process Book travel arrangements as needed Conduct employee reviews...

Job Description Pay: $70,000 - $80,000 (possibly more) Work from home flexibility Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This is a retirement sales position for a national firm with an absolute defined career path that can lead into management . This role can also be for a Financial Advisor or Business to Business Sales Specialist to focus their specialty on the retirement plan market. The right candidate for this role will be knowledgeable and passionate about selling retirement plan products within their territory. Your uncapped incentive compensation will be tied into the amount of assets gathered from the sales in your territory. This role requires * Active and clean FINRA Series 6 and 63. * Life and Health Licenses * Past 401k and/or 403b sales experience. * The skill to not only maintain our great...

Job Description Do you want to make a difference? Do you want to help us change the world? The Fitzpatrick Group is on a mission to #disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first. The financial services industry has consistently put profits first. The misleading math, the fees, and the sales tactics have gotten out of hand. At many financial services firms, the advisor's only job is to grow the amount of assets under management. The good news is, there is a better way. We focus on simplicity when educating our clients about financial concepts including Volatility, Fees, and Taxes. We believe this allows our clients to develop a lifetime strategy that focuses on efficiency. The Fitzpatrick Group needs talented advisors to help accomplish this mission. Is the role hard? Yes. Is the challenge worth it? Yes. Is the financial advisor role for everybody? Absolutely not....

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are "table stakes" for this career. We deliver a forum for advisors to...

Job Description Career with a Purpose: The Financial Representative Opportunity Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. About Northwestern Mutual: · Best Employers for Diversity by Forbes Magazine · Fortune Magazine's Fortune 100 Company · Way Up Top 100 Internship Program · Training Magazine's Top 30 for Training and Development · Seventh Consecutive Perfect Score on Human Rights Campaign's Corporate...