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
They are currently in search of experienced Financial Consultants to cover existing territories. This bank has a top notch program offering great products, services and a full referral program
Such experience combined with securities licenses Series 6 or 7 and insurance licenses makes you a strong candidate
You help them identify their financial goals and, with one of the finest support teams available, create a comprehensive financial strategy to help them achieve those goals.
Stephen Ng Financial Group, LLC is a specialized financial services firm dedicated to helping pre-retirees and retirees preserve their assets and standard of living
Whether you're helping people take steps to become financially secure and protected or giving back to the community, you'll see the impact of your work spread through families and communities across the country
To qualify you must have at least 5 years of accounting experience working for a major corporation, handling all areas of accounting, strong general accounting skills, financial statements, account analysis, and reconciliation of accounts.
As part of the Sovereign Bank/Santander Investment Services group, you will have the opportunity to work in a mature bank program and be part of our winning retail banking team
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
Senior Financial Planner Job Description Serves as Senior Financial Planner to the teams most complex, visible and top revenue generating clients. Prepares analysis and work product on cases generally above$10mm. Delivers the financial plan in partnership with the relationship manager. Develops new clients jointly with internal partners as well as individually with external sources. Senior