Investment Advisor Salary at Alphastar BETA

Craft Wealth Services Hiring: Experienced Investment Advisors Craft Wealth Services, a SEC-registered Investment Advisory firm, is seeking skilled Investment Advisors to join our dynamic team. As a blend of Wall Street acumen and Main Street values, our fully independent firm is committed to providing exceptional financial guidance and personalized wealth management solutions. If you are passionate about helping individuals achieve their financial goals and possess a solid foundation in investment advisory, we encourage you to apply. Key Responsibilities: Develop comprehensive financial strategies for clients, including investments, estate planning, insurance planning, business exit planning, and more. Manage and maintain strong client relationships, providing regular updates and adjustments to their financial plans. Requirements: Minimum of 2 years of experience as an Investment Advisor, or having held a role in Investment Banking, Private Equity, Venture Capital, Insurance, Hedge Fun

Location: Morgan County, IL Type: Full-Time About the Role: A well-established community bank in Morgan County, IL, is seeking an Investment Advisor to join its growing team. This role is ideal for a motivated professional who is passionate about helping clients achieve their financial goals. The Investment Advisor will work closely with individual and business clients, providing tailored investment strategies, wealth management solutions, and financial planning services. Key Responsibilities: Develop and maintain strong relationships with bank customers, identifying opportunities to provide investment and wealth management solutions. Provide financial planning and investment advisory services, including retirement planning, portfolio management, and risk assessment. Educate clients on investment options such as stocks, bonds, mutual funds, and annuities. Collaborate with the bank’s retail, commercial, and trust teams to generate referrals and expand the bank’s investment services. Sta

We are seeking an Investment Advisor (IA) to join our soon to be opened Portsmouth, New Hampshire office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for investment guidance and asset allocation while providing sound financial support to clients. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Investment Advisor Duties: Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns Develops & maintains role as trusted advisor for clients with specified investment objectives & policies Invests accordingly to asset allocation committee recommendations where appropriate for clients Actively participates in the asset allocation commit

Job Description Job Description We are seeking a Investment Advisor to join our firm in Herndon, VA. This role is ideal for an experienced and highly skilled financial professional who excels in investment strategies, client portfolio management, and market trading. The right candidate will have a deep understanding of financial markets, demonstrate meticulous attention to detail, and thrive in high-pressure situations. Compensation: Base $110,000k + DOE Schedule: Mon – Fri, Standard Hours - hybrid flexible Location: Herndon, VA INVESTMENT ADVISOR RESPONSIBILITIES: Provide strategic financial planning and investment advice to clients. Execute stock market trades with precision and efficiency. Conduct in-depth financial analysis and market research to guide investment decisions. Ensure compliance with all regulatory requirements and internal policies. Develop and maintain strong relationships with clients, providing regular updates. Work collaboratively with internal teams to enhance fi

The Investment 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 Investment Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Investment 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 identi

T. Anton Investment House, Inc. is growing! If you desire to work in a team environment in a friendly boutique firm that’s completely independent, we would love to talk with you! T. Anton Investment House, Inc. is a fee only registered investment management and financial planning company. This is a unique opportunity under the company’s Owner/Principal and related senior staff to developmentally grow your career and serve our growing client list with other Investment Advisors at T. Anton Investment House, Inc. in a team approach. Qualifications: *Bachelor’s degree in Finance (Required) * Series 65 (Required) * FINRA License (Required) * Certified Financial Planner designation or in progress (Required) * Minimum of four years of financial planning experience with two+ years in a direct client- facing advisory role. * Authorized to work in the United States (Required) * Proficient in Microsoft Word, Excel, Outlook, CRM and financial planning software. * Strong communication skills – writ

We are looking for a motivated individual to fill the role of an Investment Advisor for Centier Investment Services located at Centier Bank in Merrillville, IN. Job Description: SUMMARY: The Investment Executive will provide exceptional service and investment product knowledge to new and existing customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Deliver the highest caliber services to clients by answering general inquiries Provide investment sales and recommendations based on client objectives and suitability Conduct sales practices in compliance with all securities, insurance, and banking laws, rules, and regulations Prepare an annual business plan including sales goals and marketing Coach, mentor, and help train retail associates for referrals Use Connections for tracking referrals and prospects Fulfill all continuing education requirements to keep all required licenses current Provide reports to branch for referral follow-up and actual sales vs model goals Prepare sale

Job Description Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work wi