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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Advisor

  • Financial Advisor Associate

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    A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client’s circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.

    Responsibilities:

    * Develop and cultivate your own client base. Prospect service clients business.
    * Analyze investment opportunites and client needs, and recommend appropriate strategies.
    * Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.
    * Market and sell appropriate investment products, financial and wealth management services/products to clients.
    * Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
    * Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.
    * Comply with all industry rules and regulations.
    * Ability to create a sales and marketing strategy for new client relationships.

    Requirements

    Minimum Qualifications:

    * Track record of successful work experience for a period of three to five years.
    * Ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
    * Ability to communicate effectively with co-workers and clients.
    * Excellent written and oral communication skills.
    * A bachelor’s degree is preferred with five years of business experience and proven success in a previous career.

    Key Words: Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning

    Morgan Stanley Smith Barney LLC. Member SIPC is an equal opportunity employer M/F/D/V.

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  • Financial Advisor / Wealth Manager

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    FINANCIAL ADVISOR THIS IS A TRAINING PROGRAM FOR EXECUTIVE-LEVEL CAREER CHANGERS!

    BEFORE YOU GO DIRECT TO AN EMPLOYER AND APPLY WITH THEM, CONSIDER THIS…

    * Don’t get lost in the fray! One in every 50 resumes they receive through their online application is invited to their interview process. EVERY candidate our firm submits to them gets invited into their interview process.
    * We have been recruiting executive -level candidates for this training program for seven years. We KNOW what we are doing!
    * We are YOUR agent in the process. We will help you navigate through their very complicated interview process as an expert at your side. If you apply to them direct, you will be all alone. If you apply through us AND directly through them, we cannot help you. Please apply only through us.
    * Applying through us takes 3 minutes. Applying through them takes at least 30 minutes.
    * There is NO fee for our services!

    And now, more about the position we recruit for…

    FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER
    This is an exclusive executive position with an elite wealth management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative salary along with a comprehensive benefits package that is among the best in the industry.

    No financial service experience is necessary, but it is important that you have a history of sales or professional executive-level experience.

    About Us

    The Academy Group is a boutique Financial Service executive-search firm. We have national contracts with some of the nation’s top leading financial service firms.

    We have earned a strong reputation with this client over the years, and because of that, they have eliminated 90% of other firms they used to work with. We are now only one of two firms they work with nation-wide to help them with this recruiting effort. In fact, we have been their leading recruiter for this position over the past several years. How does this reputation help you? When we introduce one of our candidates to a hiring manager, that manager is aware of our reputation and he or she will therefore be excited to interview you.

    Moreover, we consider ourselves to be your personal agent, and because of that you can expect nothing less than the utmost level of professionalism and personal service from us during every phase of the hiring process.

    Bottom line: we will not leave you hanging and feeling like you are going it alone. We have placed over 400 candidates into this position in only the past four years. We hope to help you become our next placement.

    About our Client in their Financial Advisor Training Program –
    Our client is an award-winning firm, with a very solid and recognizable name and reputation, and is THE leading investment firm in the United States.

    In 2009, seven of the top ten earning financial advisors amongst all firms in the United States hail from our client. You will be able to provide an end-to-end platform of financial services – everything from cash management to financial planning, brokerage services, estate planning, block trading, and alternative investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation’s leading providers of defined benefit and defined contribution plans, as well as corporate stock plan services and administration.

    And here’s something even more unique about this company. You will also have access to a wide range of lending products to offer your clients. From personal and home loan products to countless financing opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client’s financial needs.

    No experience is required in this industry as they will provide you with all of the training and licensure required to be successful. They do ask, however, that you are someone who is comfortable in a “sales” and relationship-building role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals.

    Financial Advisor Compensation

    If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable salary in addition to any commissions and bonuses you may earn along the way.

    And the best part about this business is that you own equity in it! What that means is that as you grow your business, when it comes time to finally retire or leave the business, you can sell back your business for a sizable amount of profit!

    Financial Advisor Benefits
    You will become eligible for benefits starting on the first day of your employment. The benefits this company offers are extensive. They include:

    * 401(k)
    * generous time off
    * tuition reimbursement towards your CFP or other continued education
    * medical, dental and vision plans, and stock options
    * they also include such perks as mortgage assistance, special discounts for auto and homeowners insurance, and banking.
    * You’ll also have a chance to build equity in the corporation through several stock ownership plans.

    Requirements

    A Profile on Professionals this Firm Seeks for their Financial Advisor Program

    * Those with or without a current Series 7 license

    * Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Pharmaceutical sales, Business to Business sales, Medical equipment sales, Marketing professionals, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited.

    If you are interested in the Financial Advisor Program…

    1. Your Cover Letter. Please draft a 1-2 paragraph explanation of why you want to become a Financial Advisor and make it your cover letter. Important information for us to consider are how your previous experience might apply to your ability to attract new clients and maintain those relationships. Also, please explain what it is about your current position that has you considering making a change in careers to financial services. If you do not provide a Cover Letter, your application will not be considered.

    2. Your resume. Please submit your resume to us through CareerBuilder. We will share your resume with one of our recruiters and they will get back to you within 2-4 days to set up a time to speak with you in full detail

    Key Words: Financial Advisor, Broker,Sales, Financial Advisor, Investment Advisor, Business Development, Financial Advisor, Investment Consultant, Financial Consultant, Financial Planner, Wealth Management, Financial Services, Sales, Sell, Financial Advisor, Business Development, Marketing, Prospecting, Wealth Management, Sales, Client Service, Series 7, Series 66, Career Change, Financial Advisor, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning, Financial Advisor, Wealth Management

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  • Financial Advisor – Financial Services Representative

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    John Hancock Financial Network evolved from John Hancock’s rich tradition of outstanding insurance and investment products and services, a tradition that has been growing for more than 140 years. The merger of John Hancock and Manulife Financial builds on this tradition, forming one of the most innovative and recognized financial services organizations in the world.

    A Financial Services Career can be extremely rewarding, from both a financial and personal satisfaction perspective. As a John Hancock Financial Network associate, you have an opportunity to make a difference in other people’s lives, providing independent, objective financial guidance and support. Successful associates have a unique ability to listen and sympathize with someone’s hopes, dreams, concerns, and responsibilities, and have a passion for problem solving and life-long learning and professional growth. To succeed, you need an entrepreneur’s fire in the belly combined with the ability to develop and nurture long-term relationships.

    Training and Professional Development

    Training and professional development provide the foundation for a successful career in financial services. John Hancock Financial Network’s integrity and reputation is based on our ability to meet the financial needs of our clients and prospects in a manner that is both effective and objective. Through our industry leading training programs, you’ll gain the skills and expertise to meet and exceed your clients objectives and goals, as well as the confidence and assurance that you are serving your client well.

    Your career with the John Hancock Financial Network begins with an intense twelve week Financial Advisor’s Training Program which includes, classroom instruction, self study courses, role playing exercises and live client engagements with an experienced associate/ mentor, who will help guide you in the early stages of your career.

    Leadership Development

    John Hancock Financial Network offers a comprehensive range of career options together with the freedom to tailor your training requirements to your aspirations and the flexibility to modify it as your interests or lifestyle needs change. If you wish to pursue a management career, our Leadership Development Program will map out a path that provides identified phases of professional development, attractive compensation and benefits, plus distinct benchmarks and time lines to ensure your future success.
    Requirements

    Compensation and Benefits

    A Financial Advisor’s income will reflect the amount of time they spend building and developing their practice. Although each advisor’s income will match their effort and ability, John Hancock recognizes that new associates may need financial assistance early on. That’s why they provide the most comprehensive financial support possible to ensure long-term success. The financial support can include:

    * Commission contract plus enhancements
    * Bonus Opportunities
    * Incentive and recognition programs
    * Eligible candidates may receive a training subsidy

    Future Opportunities

    Future career opportunities include management and specialists positions attained through proven performance, leadership development, advanced marketing and industry designations, ongoing training and continuing education credits.

    In addition, John Hancock offers a comprehensive benefits package which helps our associates build their own financial security. Benefits include:

    * 401k plan -Disability Income
    * Cash Balance Pension Plan -Group Life
    * Health Insurance -Stay-fit Benefit
    * Dental and Vision Benefits -Group LTC
    * Subsidized life insurance
    * Qualification: BA/BS/MBA Degree

    Contact: Linsey Horton
    501.244.0799

    [Click Here to Email Your Resumé]

    Recruiting Coordinator
    A Member of John Hancock Financial Network
    We are committed to diversity and equal opportunity.

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  • Advisor to EPC Scheme Management Committee, Per diem – Brussels, Belgium

    The European Payments Council (EPC), the coordination and decision-making body of the European banking industry in relation to payments, is seeking to appoint a number of independent, experienced and qualified individuals with a broad range of professional skills to an advisory Group of Experts to assist the EPC Scheme Management Committee (SMC). The SMC is responsible for performing the …

    View full post on exec-appointments.com: Trading Jobs

  • Registered Financial Advisor

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    Registered Financial Advisor

    What is ING?

    ING Insurance Americas is a vital part of worldwide ING Group, one of the largest diversified financial services organizations in the world with operations in more than 50 countries and 112,000 employees. We’re a leading provider of financial products and services for individuals and businesses, including life insurance, annuities, mutual funds, retirement plans and employee benefits. ING recognizes the critical role our employees play in our success as a company…we understand the link between customer satisfaction and employee satisfaction. As a result, we’re building a different work experience for our employees, an experience that appeals to what they value most in a work relationship.

    Requirements

    ING Financial Advisers is seeking an experienced representative to market and service 403(b) and 457 Plans in the Greater Pittsburgh area. Established territory positioned for growth. We are looking for a self confident, high-energy individual who has strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals. The successful candidate will be a self-starter and will possess strong analytical and time management skills. This individual will have a solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge. A demonstrated success in retail sales for investment products or equivalent is needed.

    Essential attributes include solid organizational skills, client driven attitude, goal oriented and works well independently.

    The candidate must possess a FINRA Series 6 or 7 and 63 or 66. Prefer candidate to hold a current insurance license in at least one state for life, health and variable.

    A clean U-4 securities record is a must.

    What are the job responsibilities?

    * Identify client needs and coordinates efforts to service assigned territories/clients
    * Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions
    * Prepare the required paperwork to open brokerage accounts, mutual funds and variable annuities

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  • Advisor, COO, Competitive Salary Package – Tunisia, Africa

    You will advise the COO on key policy matters of operational and institutional significance. You will lead the elaboration and review of key corporate policies, procedures and processes, the design, the implementation and the review of corporate performance monitoring systems, tools and indicators.

    You will provide technical supervision and mentoring of junior staff in the COO Office. You …

    View full post on exec-appointments.com: Trading Jobs

  • Financial Advisor; $26-40K

    Apply for Job Here

    Recent expansion in Connecticut is causing us to recruit several new financial advisor candidates!!!

    No experience required as we will train the right person.

    Why join our team and become a financial advisor?

    First is that you get paid what you are worth! For many this scares them as they want to collect a check for, in many cases, doing nothing! My top manager grossed over $900,000 just a few years ago. This manager had a brand new, no experience first year planner earning $98,000, who the year prior was enlisted in the military.

    Financial advisors work with anyone who has either income, or assets, or ideally both. Most everyone is a potential client. You NEVER run out of people to help! EVERYONE needs financial planning advice, yet most never seek it out. Financial planning is not just for the wealthy. Our systems cause clients to want your products!

    Here’s Are a Few Ways We Set You Up To Win:

    · Brand awareness/advertising campaign
    · Customer service
    · Professional orientation, training, and certifications
    · Professional field marketing materials
    · The latest in sales automation technology
    · A rewarding career
    · A generous benefits package
    · Freedom and lifestyle of an entrepreneur with support behind you
    · A full range of products and services
    · Prestige
    · Financial strength
    · Work with winners

    Requirements

    · Must be ambitious and self-motivated.
    · Must be a success-driven self-starter.
    · Must be articulate and project a presence of success.
    · Must be able to communicate well with others and enjoy working with people.

    Our average experienced planner will attend at least one “exotic” all expense paid trip per year to places like Hawaii, Bahama’s, Italy, etc…These trips include costs for a guest as well.

    Training trips in places like Las Vegas, Sanoma Valley, CA, Chicago, San Antonio, etc…. As an advisor, you set your schedule. For some this means taking Friday’s off, for others maybe a handful of weeks a year for travel. Time to spend with kids, school events, sports, etc…..

    I don’t care what you’ve done in the past. Anyone with desire to succeed, people skills, sales skills, caring, can learn and master our trade.

    Is it hard work at first? Yes. You must spend some time getting licensed both state and federally. (same as any other good career!) You must be open to learning new things. You must be able to communicate and sell yourself. Time and effort MUST be spent mastering any new career!

    If you feel you may be a fit, I would welcome the opportunity to speak with you!

    APPLY NOW and I will contact you to discuss this great opportunity.

    Please feel free to call me to discuss this opportunity at 860-445-5018 mon – thurs 11am – 4pm

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  • Financial Advisor

    Apply for Job Here

    A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client’s circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.

    Responsibilities:

    * Develop and cultivate your own client base. Prospect and service clients business.
    * Analyze investment opportunities and client needs, and recommend appropriate strategies.
    * Build client relationships bases upon developing strategies to their financial goals through the use of financial planning and wealth management.
    * Market and sell appropriate investment products, financial and wealth management services/products to clients.
    * Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
    * Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.
    * Comply with all industry rules and regulations.
    * Ability to create a sales and marketing strategy for new client relationships.

    Requirements

    Minimum Qualifications

    * Track record of successful work experience for a period of three to five years.
    * Ability to acquire the series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
    * Ability to communicate effectively with co-workers and clients.
    * Excellent written and oral communication skills.
    * A bachelor’s degree is preferred with five years of business experience and proven success in a previous career.

    Key Words: Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning

    Morgan Stanley Smith Barney
    is an equal opportunity employer committed to diversifying its workforce.
    (M/F/D/V)

    Apply for Job Here

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  • Advisor, COO, Competitive – Tunisia, Africa

    You will advise the COO on key policy matters of operational and institutional significance. You will lead the elaboration and review of key corporate policies, procedures and processes, the design, the implementation and the review of corporate performance monitoring systems, tools and indicators. You will provide technical supervision and mentoring of junior staff in the COO Office. You …

    View full post on exec-appointments.com: Trading Jobs

  • The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

    • ISBN13: 9780814414729
    • Condition: NEW
    • Notes: Brand New from Publisher. No Remainder Mark.

    Product Description
    The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mil lion dollars worth of business every year, The Million-Dolla… More >>

    The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers