Financial Consultant Salary at Bta Advisory Group BETA

Job Description Job Description This role has a base salary plus a forgivable draw. As a Financial Consultant at our credit union, you will play a pivotal role in empowering our members to achieve their financial aspirations. You will provide personalized financial advice and solutions that align with their unique financial situations and long-term goals. Key Responsibilities: Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals and circumstances. Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly. Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referra

Job Description Job Description Our growing office is located: 3633 Inland Empire Blvd, Ontario, CA 91764 Why Choose The Inland Empire Office of Northwestern Mutual: A Winning Culture: Our office is a tight-knit community with values aligned to deliver the best for our clients and team members. We celebrate collective victories and support each other's growth and success. Quality Training and Development: With Amber and the team's support there to train and mentor you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your client’s lives & achievements soar. Strong Earning Potential: Our team members have seen remarkable success. With significant guidance, you'll have the chance to excel and secure a bright financial future. Leadership and Growth: You'll have the potential to develop into a better human, with opportunities to earn prestigious credentials while embrac

Job Description Job Description Financial Advisor Associate Full-time, In person position, Woodland Hills, CA We are: A family-owned financial services firm that deeply cares about our clients. We understand that the details make a difference. It is the small things we do that drive the success of our practice. We stick to our core values, and we always do what is best for our clients even when it costs us money. You are someone who: -Is a licensed financial advisor who loves to close · Values education and learning · Is friendly and outgoing both in person and on the phone · Can describe yourself as ambitious, confident, and self-driven · Is looking for security and a long-term relationship with their employer · Wants to contribute to and be a part of a close team experience at work What we’ll do for you: · After 23 years of successful business in the financial services industry, we have our processes and systems nailed down. We will provide you with hands on training so you can be as

Job Description Job Description Job Qualifications The treatment coordinator position requires the following skills: • Excellent verbal and written communication skills • Superior interpersonal and customer service skills • Excellent listening skills • Time management skills • Self-motivation • Empathy for the needs of others • A professional demeanor • An enthusiasm for helping people through dentistry • A good general understanding of dental procedures • Self-confidence • Good organizational skills Required skills: Current basic life support (CPR) certification. Proficient in open dental or practice works computer software system (preferred). Excellent communication skills. Exceptional organizational skills. Basic accounting understanding with regard to interpreting the practice’s aging reports. Ability to multitask and work with interruptions. Ability to develop and maintain strong relationships with patients and demonstrate a friendly attitude, even while under pressure or when pat

Job Description Job Description Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU? · Do you enjoy helping people? · Are you goal oriented and independent? · Are you competitive and leadership driven? · Would your peers say you are coachable? · Can you build trusting relationships with clients? · Are you tired of Corporate America? If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you. As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownershi

Job Description Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for ad

Adalta Global are proud to be supporting our client in their search for a Workday Financials Consultant to assist in the implementation of Workday Financials within their organization. This is a Hybrid position and will require you to be on site 3 days per week. The role: You will play a Key role in the end to end implementation of Workday Financials platform including the design, processes, integrations and configurations. You will be the SME for the Workday Financials module working closely with internal and external stakeholders. Responsibilities Participate in meetings to gather requirements from Workday end-user groups. Collaborate with the end-users to gather requirements around the functionality of the program You'll assist in the design and configuration of the AP, AR and GL You'll partner with members of the 3rd party vendor team, working closely external consultants to relay business requirements around the platform You'll provide SME-level knowledge of the WD Financials prod

Job Description Job Description We are searching for detail-oriented and success-driven Tax Accountant / Preparer to become an integral part of our team. A successful candidate will utilize his or her educational background, work experience, communication, and organizational skills in analyzing clients' books, preparing tax returns, and conducting research. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization. Critical Success Personal Attributes and Strengths Excellent organizational skills with a bias towards efficiency Excellent judgment, poise, and professionalism Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming Practices superior time management. Able to re-prioritize tasks and support teams based on frequently changing needs Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resol