Investment Advisor Jobs Near Me

Investment Advisor Representatives benefit from a comprehensive range of investments, technology, and resources for conducting full financial services.

So What is an Investment Advisor? An Investment Advisor is a sales professional who works directly with portfolio managers (operators) and investors on the EF Capital platform. If you're selected, and after a six month probationary period -- assuming it's a good fit for everyone -- you will be invited to join our team officially, where you will become a fully fledged Investment Advisor.

Einstein AI is one of the most unique Crypto companies in the World, a Binance Partner and currently one of the top trading Algorithm s in the world. A Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. ! As an Einstein AI Broker you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best trading firm in the industry with some of the most elite partners in the world. We'll be happy to train you on the Einstein AIPlatform so that you can understand Einstein AI and see the opportunity in front of us. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Einstein AI has some deep partnerships formed that is currently driving our company into a Fortune 500 model.

You will also be challenged to grow by our experienced professional & administrative staff.Job DescriptionThe Position: Investment Advisor.

We have an exciting opportunity for a remote, licensed Client Management Representativein the Greater Hartford Metro area! While you will work from home, you must reside near the Greater Hartford area as occasional in-person participation with your peers is an important part of our culture.

Senior Trade and Investment Advisor - Information and Communications Technology

The Investor Relations Specialist is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders.

Fidelity Investments is a privately held company with a mission

Fidelity Investments is a privately held company with a mission

Fidelity Investments is a privately held company with a mission

Fidelity Investments is a privately held company with a mission

Fidelity Investments is a privately held company with a mission

Fidelity Investments is a privately held company with a mission

So What is an Investment Advisor? An Investment Advisor is a sales professional who works directly with portfolio managers (operators) and investors on the EF Capital platform. If youre selected, and after a six month probationary period assuming its a good fit for everyone you will be invited to join our team officially, where you will become a fully fledged Investment Advisor. Becoming an Investment Advisor will put you in a critical role at EF Capital. Whats This Investment Advisor Position Like? When you first come on board as an Investment Advisor,

Einstein AI is one of the most unique Crypto companies in the World. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. ! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients.

Hold a Chartered Alternative Investment Analyst (CAIA) designation or have a willingness to work toward it

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. Whether it s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Mutual of Omaha s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. As a financial advisor with Edward Jones, you ll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. SET What characteristics would make you a successful financial advisor? Learning to be a financial advisor through our comprehensive training program? Our team will be there every step of the way, providing: Paid training Get registered and licensed and learn how to be a financial advisor with the industry s top training program .

(an affiliate of KraftCPAs) is looking for a full-time Wealth Advisor (WA). The Wealth Advisor works with clients, develops their wealth management strategy, implements the strategy, and meet with the clients on a regular basis.

The Wealth Advisor will help lead this effort in their region, with the opportunity to report directly to/over time become an active part of the Firm's executive leadership.

, 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

What It Takes to Be an Equitable Advisors' Financial Professional Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.

As a Regional Investment Consultant your primary responsibility will be supporting and driving sales with financial advisors in your respective territory via the phone.

As a Financial Advisor, you will use specialized knowledge and skills obtained through experience, specialized training or certification to serve in a senior support role to Associate Advisors and their clients regarding overall financial planning issues.Knowledge/Requirements· Minimum 4-year college degree· SIE exam, Series 7 & Series 63 licenses preferred or willingness to obtain within first 6 months· Minimum 3 years prior successful experience working directly with clients in a broker-dealer office· Proficient knowledge of financial planning concepts and software· Excellent phone manners & presence· Demonstrated willingness to go “above and beyond” for outstanding customer service· Polished, friendly, professional demeanor· Proficiency in Microsoft Office· Clean FBI background check and credit check Daily Job Duties and Responsibilities · Works closely with Associate Advisors to assist in servicing client relationships· Assumes direct responsibility for many aspects of servicing and maintaining client relationships· Effectively communicates financial planning concepts and market conditions to clients· Works closely with clients to help develop deep and enduring relationships· Takes note of changes in client’s lives which could affect their financial plan and communicate this information to Associate Advisors in a timely and effective manner· Knowledgeable in solutions and services specific to the client base· Handles daily account administration· May open and close client accounts· Helps maintain client database· Prepares, sends and processes client forms as needed and directed· Prepares and reviews client portfolio review packets as directed by Associate Advisor· Is able to identify issues with clients and their portfolios and bring it to the attention of the Associate Advisor· Prepares client proposals as directed by Associate Advisor· Is aware of and adheres to industry compliance requirements and firm and branch policies· Assists Associate Advisors with client meetings when requested· Seeks opportunities to expand financial planning services offered to clients· Seeks opportunities to grow and consolidate client assets· Seeks opportunities to generate referral business from client’s friends and family· May attend client events-occasional evenings and weekends· Regular and timely attendance is required· Performs other duties and responsibilities as assigned Desired Job Skills· Ability to work under pressure to meet very short deadlines· Strong desire to assist and communicate with clients on a daily basis· Ability to track and manage multiple tasks and projects· Ability to develop, document, follow, and track work processes· Ability to work quickly and accurately with client account and application forms· Flexible and able to execute multiple changing deadlines and priorities with skill and grace· Ability to effectively and efficiently prioritize work· Ability to work with minimal supervision· Ability to resolve issues independently to attain desired results· Ability to collaborate well with managers, administrators, home office staff, and clients to accomplish goals.· Unquestionable ethics

JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

Working closely with the accounting professionals at K Coe Isom, we oversee their financial well-being to get to the right answers, so they have one less thing to worry about.

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?

• Hot/Warm leads provided by the company of established relationships to build off of.
• Established partnerships and exclusive relationships with large, local businesses – including speaking engagements and networking opportunities for new advisor
• Depending on the level of support needed, payouts will range as high as 75-80 basis points. Compensation will be base solely on personal production.
• Long term- inherited accounts will become part of advisors book of business
• Fully remote role with weekly meeting in office

What are we looking for?

• Series 7 and 66 with established experience are a must!
  • 100% fee-based book
• Self-sufficient, independent workers
• HUNTERS- this is 100% a sales role
• Success driven advisors
• Bilingual advisors are encouraged to apply

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The Lead Financial Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision.

As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. In conjunction with in office trainings, we ve created a comprehensive and user-friendly learning experience within New York Life s online portal system that is accessible anytime, anywhere and from any device. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interest and priorities. New York Life reserves the right to terminate benefit plans at any time for any reason.