Financial Advisor/Investment Advisor recruitment
deVere Group, the World’s Largest Independent International Financial Consultancy are continuing their expansion into the US and looking for series 65/66 qualified, Investment Adviser’s to work in our Miami office. This exciting opportunity is ideal for a proactive, sales driven adviser who is keen to progress their career with the fastest growing Independent International Financial Consultancy in the world. This target driven role will involve assisting both local and expatriate, high net worth clients on their medium to long term investment plans for the future. You will have access to unique, Read more […]
Financial Advisor / Wealth Manager – Bermuda and Bahamas recruitment
BERMUDAOur Bermuda Headquarters is seeking experienced and professional international investment advisors that can develop new business. In exchange for experience, hard work and a portable business we offer a competitive package which includes relocation assistance.Successful advisors / IFA’s joining LOM will be part of an established team responsible for building new business and should have the ability to hunt out, build and develop new profitable relationships across many regions. You should have the ability to work well independently and in a team environment. Experience in, and knowledge Read more […]
Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]
Financial Advisor – Stockbroking recruitment
CBD LocationSalary $80,000 to $90,000 basePrevious Planning experience neededMy client is recognisable and very well established brand name in the stockbroking and financial planning sector. They have over 50 offices nationwide and offer a complete range of financial services including stockbroking, margin lending, fixed interest and wealth management strategies such as superannuation, insurance, ‘Self Managed Super Funds’, and retirement planning. Based in their Sydney office they are hiring for a Financial Planner to work across their broking clients and to offer financial planning services Read more […]
Financial Advisor – Insurance & Finance/ Banking Sales Consultant
Financial Advisor – Insurance Finance/ Banking Sales Consultant – Madison, MSBuild an elite team! At Modern Woodmen of America our leaders touch lives, secure futures and help others reach their full potential. A leadership position with Modern Woodmen enables you to multiply your ability to help families and impact communities by developing other financial services representatives. As a Modern Woodmen leader your role is to: -ï? Build a team of successful financial services representatives who make a positive impact in their clients lives and their communities. -ï? Attract, select, train and Read more […]
Financial Advisor – Veritat recruitment
Company BackgroundVeritat is emerging as a leader in the growing fee-only financial advisory movement. As a Registered Investment Adviser firm and member of NAPFA, Veritat embraces a fiduciary standard, putting the best interests of clients first.Working at VeritatBy taking advantage of Veritat’s advanced technology platform, our Financial Advisors also enjoy greater autonomy, flexibility, and scalability in building their practices and revenue potential. As a key contributor to delivering on our mission and growth, each Financial Advisor at Veritat receives a significant share of the revenue Read more […]
Financial Advisor / Financial Planner – Islamic Fund recruitment
Islamic Private Equity BankingGeneral Summary:The core function of the successful candidate will be to build and execute sales budgets and plans to achieve sales targets by designing and implementing strategy and plans to increase sales and build the client base.Qualification Experience:Degree/Diploma in Financial Planning (Should be a certified Financial Advisor, recognised by the FSA)Experience of sales in selling Financial ProductsShould be familiar with the broad range of investment and retirement savings options including the UK Financial Services Regulations, Personal Taxation Ethical Investment Read more […]
Financial Advisor – Veritat (Nationwide Positions Available) recruitment
The Financial Advisor will provide comprehensive, personalized financial planning and execution, portfolio management, and ongoing feedback to help clients set goals and plan for the future.Company Background:Veritat is emerging as a leader in the growing fee-only financial advisory movement. As a Registered Investment Adviser firm and member of NAPFA, Veritat embraces a fiduciary standard, putting the best interests of clients first.By taking advantage of Veritat’s advanced technology platform, our Financial Advisors also enjoy greater autonomy, flexibility, and scalability in building their Read more […]
Financial Advisor
Financial Advisor – Associate§ Assist Investment Advisor in the communications and follow up with select clients. Develop relationships with clients that will increase the number of referrals and assets under management. While this position has client contact, it does not act as primary relationship manager. Duties Responsibilities:§ Meet with clients separately from and in conjunction with Investment Advisor.§ Gather client data and financial goals; update financial plans.§ Research investment products for Investment Advisor.§ Read more […]
Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]