Deposit Consultant Salary at American Deposit Management Llc BETA

🌟 Join Our Team as a Financial Advisor 🌟 We’re seeking an experienced Financial Advisor to manage an established book of business while contributing to the success of our practice. This is your opportunity to grow within a dynamic team and make an impact. 💰 Compensation & Benefits: Base Salary: $100,000 annually Team Override: 1% of the practice’s gross revenue (approx. $14,000) Activity Bonus: Up to 1% of practice revenue (approx. $14,000) Personal Book Payout: Based on your AUM/Gross Revenue (if applicable) Comprehensive Benefits Package: Health, dental, vision, retirement, and more Equity Opportunity: Earn equity based on tenure and success Additional perks include a full-time administrative assistant, marketing support, office space, and paid affiliation fees. 💼 What You’ll Do: Manage a personal book of business with 200+ clients across Schwab, AssetMark, and Broker Dealer platforms. Provide comprehensive financial planning, investment management, and personalized advice tailor

Job Description Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solut

Job Description Job Description Payrate: $26.00 to $26.00/hr Summary: This position provides advanced operational support for a business unit in the execution of daily activities in support of the Clients Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work. Job Responsibilities: Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issu

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit from top-tier training and mentorship from industry professional Neal Thompson, equipping you to provide exceptional financial guidance to clients navigating life's complexities. Position Expectations: In this role, you will be responsible for creating and maintaining new client relationships, as well as providing top tier advisory services. You will take initial consultations that we provide for you and use every opportunity to partner with those prospective clients. Responsible for giving them the resources and education they need to build a stronger financial future. Client Transition: Advisors will be transitioned $25M+ in AUM wi

Communications Consultant Consulting at CRA | Admired Leadership At CRA | Admired Leadership, we specialize in Leadership Development and Strategic Communication, advising organizations and senior leaders on their toughest internal communication problems. This can include changes in leadership, policies, or organizational structure, employee engagement efforts, and crisis communication, among many other things. CRA | Admired Leadership seeks top talent looking for a challenging and rewarding career in strategic communication consulting. Consultants participate in an immersive, hands-on apprentice program designed to build the skills and perspective needed to be successful in running their own businesses as CRA Managing Directors. Consultants, under the guidance of a Managing Director, analyze client problems and develop solutions using research based CRA | Admired Leadership methodology. Following orientation, Consultants begin working with colleagues and clients across a diverse set o

Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build cli

The Senior Market Insurance Advisor provides comprehensive insurance solutions and products catered to the senior market which includes Medicare plans, Prescription Drug Plans, Life Insurance, and other ancillary insurance products to meet the needs of clients/prospects. The Senior Market Insurance Advisor consults and identifies solutions that meet the client needs by building strong client relationships, maintaining strong communication, and by expanding the client book of business. What you will do here: Client/Prospect Sales and Service: Consult with clients and prospective clients to provide holistic insurance advice by evaluating individual needs and identifying products and strategies that match client financial and health needs and are in the client's best interest. Maintains existing book of business by providing ongoing client service, building strong client relationships through regular client communication, and by staying current with the industry, market, and products avai

The Service and Parts Technical Advisor acts as a direct liaison between Stellantis, Chrysler, Jeep, Dodge, Ram, Alfa Romeo, and FIAT dealerships within the West Business Center. The Technical Advisor's responsibility is to provide technical assistance and fixed operations consultation to our dealer service personnel, fleet, and commercial customers. The Technical Advisor will motivate and lead dealer service personnel to higher levels of service and parts performance consistent with corporate and industry direction. They will assist with resolutions on current unresolved issues in support of dealer's efforts to maximize their competitiveness in the marketplace while improving customer retention and loyalty. Job responsibilities include but not limited to: Provide phone and in-dealership technical assistance Troubleshoot and solve final repair attempt situations Represent Stellantis as subject matter expert (litigation/buybacks); CAIR updates needed for each involvement Manage dealersh