The Financial Advisory Center (FAC) is a telephone-based platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
Financial Planner Position Summary: With $6.7 billion of assets under management, Plante Moran Financial Advisors is among the ten largest independent registered investment advisor according to Financial Advisor magazine’s 2011 RIA rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, and corporate retirement plans helping them
Financial Planner Job Description Fee-only financial planning firm seeking a local advisor who is passionate about offering objective financial advice to all households. Ideal for: Seasoned planners entering into retirement New advisors Advisors looking to make the switch to fee-only Established independent advisors CPA’s looking to diversify their business Stay-at-home parents with financial planning experience
Financial Planner candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommendations, and maintaining effective relationships to help them achieve their goals
Are you a proven Financial Planner / Investment Advisor with an entrepreneurial spirit? Do you have your Series 7 and 66 licenses? Are you tired of large-firm politics and low payouts? If you have answered yes to all three of these questions, then please read on! Become a CB3 Financial Group Independent Representative! Representatives can
Wealth Management Consultant Job Description and Summary: Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant (WMC) in its Southern Region, to manage relationships and reach sales goals. The WMC plays a critical role in the success of Saybrus’ distribution strategy. Working with the Regional Managing Director (RMD), the
Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy
Kforce Professional Staffing is seeking qualified CFP Financial Advisors for a direct hire employment opportunity in the Dallas, TX area.
Business experience is a must; an advance degree and designation (MBA, JD, CFP, ChFC) would be helpful. A background in law, accounting, banking, brokerage, or executive management will be particularly useful
Prudential can give you a strong foundation for moving ahead with your career. Want to learn more? Leave us your contact information and we'll be back in touch quickly to discuss this great opportunity.