Advisor Salary at Alon Brands BETA

Job Description Job Description We are seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives. This is an excellent opportunity for individuals who are passionate about finance and enjoy building strong relationships with clients. Duties: - Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning - Conduct thorough financial assessments to understand clients' current financial situations and future goals - Develop customized financial plans based on clients' needs and risk tolerance - Monitor clients' investment portfolios and make recommendations for adjustments as needed - Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice - Build and maintain strong relat

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financ

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing cust

Job Description Job Summary The Physician Advisor provides clinical expertise and guidance to support case management, utilization review, and quality improvement initiatives across the organization. This role works closely with medical staff, case management, and other healthcare professionals to optimize patient care, ensure adherence to best practices, and support efficient resource utilization. The Physician Advisor also assists in compliance with regulatory standards and internal policies related to patient care and documentation. Essential Functions Reviews patient cases and collaborates with case management and clinical teams to promote efficient, quality patient care aligned with medical necessity and best practices. Provides guidance on regulatory requirements and payer guidelines to ensure accurate documentation and compliance with utilization review and admission criteria. Assists in the development and implementation of strategies to improve clinical outcomes, streamline pa

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training through Apprenticeship and Residency programs Competitive compensation package Incentive Based Recognition trips with travel opportunities Performance incentive programs Extensive support resources Job Requirements As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect. Additional requirements of the Financial Advisor include: Bachelor’s Degree Proven ability to accomplish sales goals Excellent written and verbal communication skills Strong interpersonal skills Ability to

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: a client base and develop knowledge of Bankers Life financial products and market trends yourself with our award-winning training and mentorship network clients with financial solutions and drive them to action ownership of your business and build a team The ideal candidate will have: Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) level of self-motivation; ability to accomplish goals independently of success in sales, competitive roles, client services, or client-facing roles time-management skills for continuous learning What

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We’re glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excel