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Tag: Advisor
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Business Process Supervisor – Pershing Advisor Solutions Job
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Management Trainee Investment Advisor
DEVELOP A CAREER IN FINANCIAL SERVICESExperience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth through career growth and development.As a full-service financial advisory and management development firm, we are dedicated to providing training and support to successful individuals committed to developing a career in the financial services industry. As a representative with Independent Capital Management, Inc., you will help individuals and businesses build wealth and protect their hard-earned assets.Our firm is completely independent, so our loyalty belongs exclusively to our clients, not to a parent company. This independence enables us to establish working relationships with a large number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized plans that are tailored to suit our clients’ specific needs.WHAT WE OFFER• Grow your career at an expanding firm committed to promoting from within.• Ambitious individuals have the opportunity to develop a management career without climbing a corporate ladder of seniority.• Generous compensation package and benefits including medical, dental, vision and disability insurance, 401(k) with matching, tuition reimbursement for CFP designation, and the opportunity to qualify for business conferences in destinations such as Hawaii, Jamaica, Bahamas, Mexico, and New York.• We will provide you with initial training to obtain industry licenses, followed by ongoing advisory and management training to elevate your career to the next level.• Develop an entrepreneurial career with the administrative and marketing support of a world-class organization’s experienced team of managers.• Implement our proven referral process to market your services and expand your business.• Help people from all financial backgrounds, ranging from middle-income to high net worth, as you create customized plans to meet their specific needs.• Enjoy the flexibility of working with an independent financial firm, accessing various financial solutions for your clients, without the limitations of proprietary products.QUALIFICATIONS• Excellent communication and listening skills.• Trustworthy professional with a persistent work ethic.• Organized individual who excels in problem solving and multi-tasking.• Motivated hard worker who displays self-confidence and a strong desire to learn.• Entrepreneur with the passion to build a business and achieve unlimited earning potential.• Energetic self-starter with a track record of determination, effort and achievement.• Bachelor’s Degree, or equivalent work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills.AVAILABLE CAREER PATHS• Management Trainee: This is an entry level position and involves learning all aspects of successfully managing a branch office. Our extensive management training program prepares the Management Trainee from the ground up to become a Division Manager under the direction of one of our Regional Vice Presidents. All management promotions come from within the company. This is an excellent opportunity for a career-oriented individual seeking an entrepreneurial position that provides career independence and excellent earnings potential.• Financial Services Specialist: Whether you are new to the industry or you are looking to enhance your professional services, Independent Capital Management, Inc. can provide you with the training and marketing support you need to elevate your business to the next level. As a full-service independent Financial Services Specialist you can create customized plans to meet your clients’ needs in the following areas: retirement planning, executive benefits, asset protection and risk management, estate planning, education funding, liability management, and real estate.OUR COMMITMENTFor over 20 years, Independent Capital Management, Inc. has been providing solutions in the perplexing world of finance through a unique combination: independent professional advice with a personal touch. Our roots go back to a time when the financial world was changing – the Social Security system was weakening, people’s sense of security was being shaken as bank after bank failed, and employers were increasingly putting retirement planning in the hands of their employees. People were often confused and found themselves on their own when it came to planning for their financial future. We believe that it has become more complex than ever to implement an effective financial plan that meets all of your needs. ICM’s representatives are dedicated to working with clients on an ongoing basis to develop relationships that will last throughout their lives. Our goal is to help every client improve their quality of life by building financial confidence.Additional Resources and InformationTo learn more about our company and this unique career opportunity please contact us as follows:Call:• Build your business by contacting and meeting with warm referrals.• Schedule appointments with confidence that your manager will mentor you through the client planning process, from situation assessment to plan implementation.• Conduct face-to-face meetings, with the support of your manager, during which you will gather pertinent information and educate clients about fundamental financial issues.• Analyze and manage clients’ assets and liabilities to enhance their net worth.• Present and implement tax-efficient planning solutions to help clients accumulate tax-advantaged wealth and generate tax-free distributions.• Provide a high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral business.• Expand your knowledge and financial expertise through ongoing specialized training.Subscribe to Trading Jobs by Email
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Financial Advisor / Insurance and Investment Services
Welcome to New York Life Insurance Company. For over a century and a half, New York Life’s mission remains the same: to be here for our customers when they need us. That’s why we’re known as “The Company You Keep.” ®You’ll find us on nearly all of the “best” lists, including the 2008 Fortune 100 company listing, Fortune’s 2008 list of America’s Most Admired Companies, and named to BusinessWeek’s “The 50 Best Places to Launch a Career” list for 2007.As an employer, New York Life provides:- Valuable exposure to the exciting financial services industry
- A stimulating environment in which to expand your capabilities
- The opportunity to tap your own resources, and to learn from the experience and talents of a wide range of professionals
- A challenging position that lets you make a real contribution to the growth and success of a major company
- State of the art marketing support and extensive ongoing training
- Competitive compensation and a flexible benefits package that includes: Tuition assistance, 401(k), and choice of health plans
Our People: Central to our success is our New York Life agents, who are widely recognized as the best-trained professionals in the industry. Our team of skilled, dedicated men and women are committed to being the best and understand what it means to be a part of the New York Life team.Insurance and Financial Services ProfessionalA licensed financial services professional is responsible for:- Meeting and contacting new potential clients to discuss financial concerns and needs
- Conducting information gathering meetings with clients
- Analyzing client needs and presenting potential solutions
- Providing on-going service to clients
- Developing and implementing personal business and marketing plans
- On-going development of professional skills and knowledge
What you’ll experience here at New York Life:- Enjoying a flexible lifestyle
- Being your own boss, but having many levels of support behind you
- Working toward personal and professional growth
- Pursuing an opportunity for very high income
- Performing a valuable service to others in your community
CareerBuilder Related Terms: portfolio, investment, invest, investor, financial planner, financial advisor, selling, claims, adjuster, policy, underwrite, sales, accounting, financial, accountantRequirements:
The ideal candidate to join our Company should be an individual of high integrity with a desire to earn a significant income, the maturity to handle a flexible lifestyle, an interest in continued personal and professional growth, and the discipline to be in business for themselves but not by themselves.Subscribe to Trading Jobs by Email
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Entry Level Investment & Insurance Advisor – Financial Advisor
Entry Level Investment & Insurance Advisor – Financial Advisor
If you are an energetic and goal oriented individual who wants to build a career out of helping people, then join our team at North Star Resource Group! We have been in business for over 100 years, and although the times have changed, the core values that built our great company have stayed the same. The people at North Star Resource Group are thoroughly committed to helping improve the long-term financial well-being of individuals and businesses. Furthermore, we have been recognized by CollegeGrad.com as one of the Top 500 Entry Level Employers in the United States! We specialize in training recent college graduates, many of whom come directly from their respective college campus with little or no professional financial experience.We are seeking individuals who are interested in learning to become Investment & Insurance Advisors to meet with high net-worth clients to build their financial future. We give our advisors the opportunity to shadow successful Investment & Insurance Advisors who devote themselves to your education and advancement within the company. Ultimately, new-hires will have the opportunity to get their Financial Advisor licenses and, of course, advance and grow throughout the company by consistently proving they have what it takes to offer sound insurance and investment advice to our clients. If you are confident, self-disciplined and believe that you have the work ethic and perseverance to be successful as an Investment & Insurance Advisor, then North Star Financial is the right place for you! You will be given 4 years of paid training in an environment that promotes hard work and fosters success. The first year requires relocation to Phoenix, AZ for training.Job ResponsibilitiesAs an Investment & Insurance Advisor for North Star Resource Group, you get as much out of the job as you put into it. On any given day you will market yourself and the company to others and prospect for new clients. Educating yourself is also an important part of the process, as you will study for and pass your Financial Advisor examinations. Additional responsibilities include:- Working closely with families, individuals and businesses as you provide customized recommendations to help them meet their financial goals
- Building a strong, long-term relationship with clients
- Establishing a network of referrals
- Visiting business and educational establishments to speak with new clients and establish relationships
- Educating others within the company
- Relocating to Phoenix, AZ for the first year of training
Requirements:As an Investment & Insurance Advisor for North Star Resource Group, you must be confident, personable and self-motivated with excellent communication skills and a winning attitude. It is imperative that you are able to work with a variety of individuals and are collected and alert in a fast-paced environment. Additional requirements include:- Bachelor’s degree
- Coachable and teachable personality
- Computer proficiency including Microsoft applications
- Ability to pass a background check
- Relocation to Phoenix, AZ for the first year of training
BenefitsAt North Star Resource Group we believe that enthusiasm, good character and most importantly hard work and dedication are the traits that our company expects most from our employees. We understand that you will work diligently to emanate these attributes and that is why we offer the following benefits package upon completion of your Financial Advisor accreditations:- Medical and dental insurance
- 401(k)
- Life insurance
- Fun, stimulating environment
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Account Manager 2 – Pershing Advisor Solutions Job
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International Financial Advisor, OTE £120,000 + – Various locations, Global
deVere Group, the world’s largest firm of independent financial advisers, are expanding dramatically and offer exciting new opportunities to work abroad. We are currently looking to recruit driven entrepreneurial individuals who possess a healthy mix of independence, passion, and drive and who are interested in living and working in one of our 50 fantastic locations around the globe. As a …
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Financial Services Tax Advisor – London, £50k – £55k – City of London, United Kingdom
This FTSE 100 Financial Services business has a current vacancy for a UK Tax Advisor in its London based tax team. Initially focused on UK corporate tax compliance, it is anticipated that the role will develop within a relatively short period to manage all aspects of UK taxes for the group. The group has recently completed a major acquisition and this role will also assist in the integration …
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Risk Advisor – Banking, Competitive – England, Canary Wharf
Banking Risk Advisor positions within KPMG’s Risk Advisory Practice, this incorporates all areas including Corporate, Investment and Retail Banking.
Financial Risk Management (FRM) is an integrated… Banking Risk Advisor positions within KPMG’s Risk Advisory Practice, this incorporates all areas including Corporate, Investment and Retail Banking.
Financial Risk Management (FRM) is an …
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Finanical Advisor – Investment Advisor – RIA – CFP – Series 7 63
This position is open as of 7/3/2010.
Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust Management
Financial Planner – Investment Advisor
Are you a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts? Do you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses? If so… Please Read On!
We are a full service independent financial advisory firm, looking for some All-Star caliber Financial Advisors to join our team in the greater Chicago area!
What you need:
• At least 3-years of financial planning and/or investment sales experience, preferably in Stocks, Preferred Stocks, Mutual Funds, Taxable Bonds, Tax-free Bonds, Insurance, Annuities, Separate Account Management, CD’s, UIT’s, ETF’s, and Trust Management
• Minimum level of production of $200K in trailing twelve months, and the ability to transition a high percentage of your clients to a new firm
• Series 7 and 63 LicensesA big plus:
• CFA designation
• Pre-retirement / Post-retirement experience
• Experience with any of the following:
-Reg D Private Placements
-Structured Settlements
-Small Company Investment Banking
-Public Company Single Stock PlanningWhat’s in it for you:
• Financial Advisors have all of the tools offered by the wirehouses, without the red tape associated with large organizations.
• High Payout – one of the highest in the full service brokerage business. (Note:
this position provides straight revenue sharing compensation with assistance during the initial three-month transition period based on your trailing revenue.)
• Performance-based bonuses.
• Freedom – No proprietary product pushing. You choose what is best for your clients.
• Full Range of Products – Everything you need to service your book.
• Full Benefits – 401k, Health, Dental, etc.So, if you’re a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts, and you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses… Please Apply Today!
Required Skills
Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market FundsIf you are a good fit for the Financial Advisor – Investment Advisor – RIA – CFP – Series 7 63 position, and have a background that includes:
Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds and you are interested in working the following job types:
Sales, Business Development, Marketing
Within the following industries:
Securities, Sales – Marketing, Banking – Financial Services
Our privacy policy: Your resume and information will be kept completely confidential.
Looking forward to receiving your resume through our website and going over the job in more detail with you!
Requirements Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market FundsSubscribe to Trading Jobs by Email
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