Job Description. Position. Commercial Insurance Producer. Reports To. Agency Principal. I. Role Summary. Responsible for generating new business revenue through prospecting, relationship development, and closing middle market commercial accounts within target verticals (e.g. manufacturers, contractors, and other industries with higher-risk operations). Producer is accountable for full sales cycle from prospecting through client onboarding. II. Pe...
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston. Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country. In the this role you will have direct client contact, playing a critical role impacting the f...
Lead Advisor is a wealth management consulting and search firm. This role is for one of our clients. Job description. An established financial planning team is seeking an. Associate Wealth Management Advisor (AWMA). in the preparation and implementation of financial planning (50% investment and 50% risk management focused). Insurance background preferred although not requisite for this opportunity as comprehensive training/support provided. This ...
Lead Advisor is a recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com. Our client helps organizations build the most cost-effective health plan. Since 2001, they have provided their clients with an average net savings of over 18%. The product utilizes proprietary medical reimbursement systems, risk transfer solutions and wellness strategies. In doing so, the firm has delivered...
Lead Advisor is a recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com. Our client helps organizations build the most cost-effective health plan. Since 2001, they have provided their clients with an average net savings of over 18%. The product utilizes proprietary medical reimbursement systems, risk transfer solutions and wellness strategies. In doing so, the firm has delivered...
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Scottsdale. Client Service Associate. Our client, a growing wealth management practice based in Scottsdale, is hiring a Client Service Associate. The right candidate should have high attention to detail, exceptional communication skills and be a proactive problem solver. Key Responsibilities (but not limited to). Coordinating and scheduling ...
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Stamford. To view other open roles, visit jobs.lead-advisor.com. Job Description. The responsibility of the Director of Development is to manage the process of developing new financial representatives. This involves working with office leadership to implement training and development strategies and programs. Primary Responsibilities. Pre-Pl...
Job description. Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. This is a...
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. Our client, a wealth management firm in Indianapolis, is looking for a Recruiter to join their growing team. Responsibilities. Participate in company and industry training programs and work to improve the recruiting and. selection skills of the entire leadership team. Direct and supervise the recruiting activities of the Campus Recruiter and t...
Lead Advisor is a wealth management recruiting and consulting firm. We have multiple clients in the Greater NYC area that are hiring research analysts for their wealth management practices. The right candidate should have expertise with PYTHON and have a passion for wealth management (or willingness to learn). Key responsibilities (but not limited to). Use and debug models for analysis. Place Trades and excuting the buy/hold/sell strategy set for...
