Investment Advisor Salary at Atlas Realty Group BETA

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

Job Description: Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required! The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Bellevue/Bothell, WA office location. Responsibilities • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints) • Assist clients with annuities, life insurance, long-term care & managed portfolios • Provide financial planning advice to include investment, insurance & retirement • Develop, manage, and retain strong client relationships • Meet individual and team goals through following

Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Plus your success can seed future growth – like bringing on staff and supporting your community. As an IAR with Farm Bureau, you never need to go at it alone. We’re proud to offer access to a vast array of resources to help build your business, such as: Technical tools to help support your client/members as they make financial decisions RBC Black for serving an extensive array of your client/members’ needs Riskalyze for helping assess your client/members’ risk tolerance Moneyguide Pro for state-of-the-art financial planning Support teams and coaches to answer questions and ensure you’re up-to-date Access to advanced RBC Clearing & Custody services Credit access lines available to client/members with taxable accounts Regularly released h

Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Plus your success can seed future growth – like bringing on staff and supporting your community. As an IAR with Farm Bureau, you never need to go at it alone. We’re proud to offer access to a vast array of resources to help build your business, such as: Technical tools to help support your client/members as they make financial decisions RBC Black for serving an extensive array of your client/members’ needs Riskalyze for helping assess your client/members’ risk tolerance Moneyguide Pro for state-of-the-art financial planning Support teams and coaches to answer questions and ensure you’re up-to-date Access to advanced RBC Clearing & Custody services Credit access lines available to client/members with taxable accounts Regularly released h

Investment Advisor Representative Our client is currently hiring Advisors for their Bellevue and Bothell, Washington offices They provide a base-salary DOE + generous commissions and all client leads. Top advisors with firm earn $700K+ About the Role Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. Responsibilities Help families by preparing, presenting, and implementing customized retirement plans Assist clients with annuities, life insurance, long-term care & managed portfolios Provide financial planning advice to include investment, insurance & retirement Develop, manag

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

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