Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.
Trinity Wealth Management Group has a unique opportunity for an established advisor to join the team. The firm is rapidly expanding through local acquisitions and is in need of an established advisor to take over the servicing of clients.
This is truly a growth role in which you will keep what you build.
What’s in it for you?
What are we looking for?
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DEW Wealth Management , a Fiduciary Investment Advisory Firm in Scottsdale that specializes in working with entrepreneurs/business owners who make a minimum of $1 million in personal income, seeks a new full-time Lead Advisor ! Our Lead Advisor will be engaged in meaningful planning and responsible for making a real impact on entrepreneurs' personal and business financial outcomes. There is no business development and compensation is through salary and bonuses based on performance and retention.
Our organization was founded on a set of core values that include transparency, collaboration, hustle to GSD, curiosity leads to excellence & visionary. Every member of our team is vital to our success. If you believe you can be a top performer at DEW Wealth Management , please apply immediately for consideration!
REMOTE WORK WELCOME FOR OUT OF STATE ADVISORS.
This opportunity is for you if:
· You want to be an early and foundational part of a firm on a trajectory to double in size every 3 years
· You want to be a highly regarded team member in helping to build The Entrepreneur’s Virtual Family Office®
· You believe in the value of real comprehensive planning and that clients should pay a transparent fixed monthly fee for this service
· You want to learn from a group of talented Lead and Senior Advisors who possess advanced planning knowledge
· You want to work alongside the best of the best niche professionals and specialists
· You don’t want to build your own “book” and spend time sourcing clients. Instead, you want to deliver amazing value and make entrepreneurs’ lives easier by coordinating their team and delivering great results
· You believe entrepreneurs are the lifeblood of the American economy and you are energized by their creativity, drive and passion
· You are relentless and will stop at nothing to drive results
· You will be fulfilled by realizing the impact you can make as you eliminate entrepreneur’s stress so they can spend more time and energy building amazing businesses
This opportunity is not for you if:
· You want to source clients and build a book of business
· You want to spend considerable time researching the market and making investment allocation changes (investment management is
· You want to have a considerable portion of your compensation based on selling
· You do not have high follow through, good project management skills and a propensity to take action
· You are not curious and have a desire to constantly learn and improve
· You are uncomfortable leading a team of high-level professionals and orchestrating a cohesive team effort to solve complex problems
Qualifications:
· Bachelors degree, preferably in financial planning, finance, economics or accounting
· Minimum of 2 to 5 years experience with RIA in advisory role
· CFP® designation or current enrollment in CFP® program preferred
· Corporate finance experience a plus
· To be successful, the ideal candidate will have:
o A desire to overdeliver
o Enthusiasm
o High integrity
o Enjoys a fast pace environment
o Ability to work with high-level professionals (Attorneys, CPAs, etc.)
o Impeccable follow through
o Attention to details
o Technologically adept
What We Offer :
Synergy Financial is growing and expanding throughout the United States, and is looking to bring on a few good quality key associates into our organization.
We are a multi-lingual and multi-cultural full-spectrum Financial Firm offering the following products and services; including but not limited to: Retirement Planning, Investment Planning & Consultation, Life Insurance & Annuities, Long-Term Care, Disability Insurance, Active Money Management, Debt Management and Estate Preservation etc.
We have completely revolutionized our business in service the growing need for virtual Financial Planning during the COVID era, and have closed our brick and mortar local office locations, and have expanded our reach across the US, Canada and Puerto Rico, offering our associates an entirely remote-work-from-home opportunity.
Our Associates are all independent contractors and our compensation plan while generous, is commission only, offering a competitive, performance-based income opportunity, plus company bonuses as well as recurring income in the form of renewals and trails for most insurance and investment products sold.
Additional benefits include 4-5 company-sponsored contests and trips per year, for top producers, as well as an unlimited glass ceiling on promotional levels and advancement to the highest ranks within our organization.
Our role is ideal for the self-motivated, high achieving self-starter who desires maximum scheduling freedom, along with literally infinite earning potential.
Candidates who possess a background in sales, finance, education a plus.
Also, candidates who are ambitious and money-motivated encouraged to apply.
Must be 18+; Must not possess any criminal background — company background check required.
Job Types: Full-time, Part-time, Contract
Pay: $37,032.00 - $149,397.00 per year
Benefits:
• Flexible schedule
• Work from home
Supplemental Pay:
• Bonus pay
• Commission pay
Work Location:
• One location
Work Remotely:
• Yes
Work Location: One location
Based on recent jobs postings on Zippia, the average salary in the U.S. for a Finance Advisor is $67,192 per year or $32 per hour. The highest paying Finance Advisor jobs have a salary over $114,000 per year while the lowest paying Finance Advisor jobs pay $39,000 per year
An account executive is responsible for supporting existing clients, closing client deals, and developing sales strategies to increase the company's sales and satisfaction. An account executive must be competitive enough to keep up with the constant changes in the sales industry, including the high demands of digital marketing, a different approach to product advertising, effective negotiation, and presentation skills. An account executive also requires excellent communication skills for the successful acquisition of client accounts and immediately resolve possible complaints as they arise.
Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.
A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.
Specialists are employees who are responsible for specific tasks or activities in the department they are assigned to. The actions or tasks they work on are related to their educational background or work experiences. They are usually highly skilled in specializations related to the work they are assigned to. Specialists are also highly trained on the competencies that are required of their specialty. As such, they are focused on the skills and competencies that are needed to enhance their experience in their specific field further.
A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.
Yes, you can make $100,000 per year as a finance advisor. The chances of earning over $100k for a finance advisor are actually pretty good because the highest-paid finance advisor positions typically pay at least $114,000 per year. The average annual salary is $67,192 for finance advisor jobs. For example, finance advisors in New York whose salaries are in the 90th percentile earn an average salary of $175,000.
Yes, financial advisors are still in demand. The job growth for financial advisors is just under five percent. The Bureau of Labor Statistics projects 4.4% employment growth for financial advisors between 2019 and 2029. In that period, an estimated 11,600 jobs should open up.
Yes, being a financial representative is a good job. This job is good for someone who enjoys the risks and rewards. Most representatives work for securities and commodities brokers and banks. The number of jobs is expected to increase by 4% from now until 2029. The pay is above the national average; financial representatives earn an average of $65,000 annually.