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...
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...
Our client an advisor of 20 years and Certified Financial Planner is looking for candidates who have an interest in launching a financial planning practice. Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship. The Role of a Financial Advisor. Build your own Financial Planning Practice. Client Acquisition...
Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be. Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship. The Role of a Financial Adviso...
Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be. Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship. The Role of a Financial Adviso...
Financial Consultant. Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs. Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients. Utilize financial planning software to deliver comprehensive financial plans to clie...
Our Client is in search for a recruiter/talent acquisition professional to help grow an industry leading financial planning company's local firm. The candidate should be up for a challenge and want to be part of building a culture. Recruiting, sales or financial services experience is preferred. The candidate should also have close ties and involvement with the area. The role comes with a base salary plus bonus structure based on performance. Res...
Our client, a wealth management firm in Midtown 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 an entre...
Job description. Our client an advisor of 20 years and Certified Financial Planner is looking for candidates who have an interest in launching a financial planning practice. Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship. The Role of a Financial Advisor. Build your own Financial Planning Practice. C...
