Financial Advisor

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...

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...

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. !

Also strong experience in Fixed Annuities 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...

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 60 days to be considered.

Along with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

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 with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Are you tired of prospecting and paper chasing? Let us tell you about our unique, proven program that consistently puts you in front of qualified interested clients!

Why Us?

We are providing 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 Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting! 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 Advisors per area. This exclusivity guarantees that you have the opportunity to achieve financial success.

The Opportunity

As a Financial Advisor specializing in...

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Are you tired of prospecting and paper chasing? Let us tell you about our unique, proven program that consistently puts you in front of qualified interested clients!

Why Us?

We are providing 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 Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting! 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 Advisors per area. This exclusivity guarantees that you have the opportunity to achieve financial success.

The Opportunity

As a Financial Advisor specializing in...

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Are you tired of prospecting and paper chasing? Let us tell you about our unique, proven program that consistently puts you in front of qualified interested clients!

Why Us?

We are providing 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 Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting! 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 Advisors per area. This exclusivity guarantees that you have the opportunity to achieve financial success.

The Opportunity

As a Financial Advisor specializing 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 with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

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 with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

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 with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

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 with a minimum 2 years in Fixed Annuities Experience. Assets under Management experience preferred !

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...

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...

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!

Responsibilities:

• Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four...

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about.

If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you!

Responsibilities:...