Financial Advisor

Financial Lead Advisor (Florida or Georgia)

Industry: Financial Planning

Location: Hybrid within north Florida or south Georgia; onsite work in Tallahassee, FL required monthly

Summary of Qualifications:

• Bachelor's degree from an accredited institution
• Five (5)+ years of experience as a Financial Advisor or similar role
• Established book of business or existing relationships within your area (preferred)
• Ability to pass a rigorous criminal background check

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About Us: For two decades Southern Wealth has been inspiring clients to purposefully live fulfilling lives through insight and guidance as it pertains to their financial goals. We aim to serve our clients at every stage of life by providing investment solutions, business consulting, retirement planning, and estate planning. Our firm provides extensive centralized support to allow our...

Rea & Associates is a growing Top 100 Accounting Firm. As a regional accounting and business consulting firm with offices throughout Ohio, North Carolina and Florida, companies of all size and individuals with varying needs consider us their trusted advisors. Our clients rely on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Wealth Management through Investment Partners, LTD, a segment of Rea & Associates.

Our growing Wealth Management team is looking for a Financial Advisor to join our team at our Dublin, Ohio office. The Financial Advisor is responsible for identifying client needs and managing the delivery of services to meet those needs, coordinating the client services team to ensure client services are delivered effectively and meet the quality & compliance standards of the...

Financial Advisor

Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.

Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.

We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.

This position reports to the Partners of Wayfinding Financial and responsibilities include:

• Serve as the...

Are you ready to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one qualified opportunity after another!

We are looking for a highly qualified Insurance Agent or Financial Advisor to work our existing client base selling annuities. While we do offer a host of senior market insurance products, the primary focus of this position is on the sale of financial products for estate and income planning purposes.

We will provide you with the tools needed to succeed. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you. All at no cost to you!

Because our reputation with our clients is valuable, we are not looking to hire...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

Associate Financial Advisor at Kiker Wealth, Jasper, GA

At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Jasper, GA reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

Who We Are

As a full-service, independent advisory firm, Kiker Wealth is dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.

The Role

As an Associate Financial Advisor, you will play a pivotal role in supporting our financial advisors and clients. Your responsibilities will include:

• Client financial analysis
• Account rebalancing and trading
• Investment model...

About Us:

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com.

Role Overview:

We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership.

Key Responsibilities:

·         Develop comprehensive financial...

Company: Algo Trader World
Location: Remote
Job Type: Full-Time

About Us:

Algo Trader World is an innovative startup at the forefront of the real estate and investment space. We are revolutionizing how real estate equity is traded by offering fractional ownership through tokenization. As we expand, we are seeking dynamic and entrepreneurial individuals to join our team.

Job Description:

We are looking for highly motivated Series 3 Licensed Financial Advisors to oversee investment accounts and present our unique investment products to other financial advisors. This is an extraordinary opportunity for professionals who are passionate about financial innovation and driven to achieve a high income.

Key Responsibilities:

• Manage and oversee investment accounts for clients.
• Present and introduce our cutting-edge investment...

About Us:

CURO Wealth Management is a leader in providing comprehensive financial services, specializing in unique executive benefits, career transitions, divorce negotiations, and family wealth management. We understand that some things are too important to DIY. Our mission is to guide busy women and their partners through financially and emotionally complicated hurdles, creating space for more amazing life experiences on the other side. We live by our name and "take care" of our clients' financial needs at every stage of life, ensuring they feel empowered and in control of their future.

Job Description:

We are seeking a highly skilled and experienced Financial Advisor to join our team. The successful candidate will provide expert financial guidance and personalized solutions to our clients, helping them navigate complex financial situations and achieve their financial goals. The Financial Advisor will play a crucial role in...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

JOB SUMMARY

The Financial Controller will play a critical role in managing all facets of the monthly close cycle, financial reporting, internal controls, and investment cycle. The position will report directly to the CFO and will partner with them to position the team for significant growth that will occur organically and through acquisition.  

ESSENTIAL QUALIFICATIONS 

• Minimum 5 years Finance leadership experience 
• CPA 
• Bachelor’s degree in accounting, economics or related field 
• Excellent verbal and written communication.   
• Ability to effectively manage internal and external clients, utilizing high levels of professionalism, tact, and diplomacy. 

WORK ENVIRONMENT

Remote work is available dependent upon the location of the Financial Controller and the needs of Crystal Creek Capital a private equity...

Are you ready to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one opportunity after another!

We are looking for a highly qualified Insurance Agent or Financial Advisor to work our existing client base selling annuities. While we do offer a host of senior market insurance products, the primary focus of this position is on the sale of financial products for estate and income planning purposes.

We will provide you with the tools needed to succeed. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you. All at no cost to you!

Because our reputation with our clients is valuable, we are not looking to hire just anyone with a license. We are searching for...

Are you ready to work with a company that understands YOUR TALENTS as a financial professional and is willing to put you in front of one opportunity after another!

We are looking for a highly qualified Insurance Agent or Financial Advisor to work our existing client base selling annuities. While we do offer a host of senior market insurance products, the primary focus of this position is on the sale of financial products for estate and income planning purposes.

We will provide you with the tools needed to succeed. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you. All at no cost to you!

Because our reputation with our clients is valuable, we are not looking to hire just anyone with a license. We are searching for...

ATS Institute Of Technology has been successfully helping students achieve their educational goals since 1998. Accredited nationally by the Accrediting Bureau of Health Education Schools (ABHES). We are currently seeking a full-time Financial Aid Advisor to join our team of exceptionally motivated and passionate professionals. This is an opportunity for a determined individual to help prospective students understand their financial options to further their educational and career goals. As part of our professional staff, you will receive competitive compensation, opportunities for professional growth and a strong benefits package.

SUMMARY:

Takes responsibility for high quality customer service specific to student accounts by implementing the college financial aid procedures, policies, and guidelines. Person interacts with students, parent, and the public community on a daily basis. Must be able to communicate financial information in a...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...