Financial Consultant Salary at Corsicana Mattress Co BETA

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and

Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 1,400+ passionate team members across 40+ locations and growing! Atwell, LLC is a proud recipient of the following 2023 awards: 8 consecutive years in a row as a "Best Places to Work", "Hot Firm Nationally" by Zweig group Recognized as #7 in the "Top 100" firms in the US by Zweig Group Recognized by ENR #74 in the ENR Top 500 and ranked in every region; Recognized in Crain Magazine's "Fast 50" for the fastest growing firms Named in the "Top 50 Coolest Places to Work" by Crain Magazine Are you a seasoned leader with a passion for surveying excellence? We're searching for a Director of Survey to join our dynamic team. As the guiding force behind our surve

Job Description Job Description Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Pr

Job Description Job Description CornerStone Professional Placement is currently seeking a diligent and detail-oriented Bookkeeper to join a financial consultant client based in Dallas, Texas. The person in this role will play a crucial role in managing the full bookkeeping process for the company, ensuring accuracy and efficiency in financial operations. The ideal candidate will have 2+ years of proven experience as a bookkeeper and proficiency with QuickBooks Desktop software. APPLY NOW! Location: Onsite - Dallas, TX 75201 Employment Type: Full-time and Direct Hire Pay Rate: $50-60K/YR on W2 Schedule: M-F during core business hours Key Responsibilities: Assist in managing the full bookkeeping for the company, including accounts payable and accounts receivable. Prepare and issue invoices for clients in a timely manner. Process accounts receivable payments and reconcile bank accounts and other accounts. Handle employees' travel expense reports and maintain AR aging reports. Support acco

Job Description Job Description We’re hiring! Managing Principal – Texas Launch - Development Finance Advisors is growing and is looking for a hard-working, enthusiastic, entrepreneurial real estate finance professional to lead our Dallas/Fort Worth and Austin offices. Each Managing Principal is responsible for growing the area office’s operations by providing the firm’s clients with solid, realistic, fact-based special district (e.g., Public Improvement Districts, Municipal Utility Districts, Tax Increment Reinvestment Zones, etc., collectively “Financing Vehicles”) financing recommendations related to their development projects. As a successful leader of the area office, you as the Managing Principal will partner with regional and national Launch professionals as well as our parent company, Land Advisors Organization, brokers, construction managers, and capital providers to create, build and operate a seamless workplace community to provide end-to-end development and disposition stra

**Description** **Job Summary** : Under limited supervision, manages the overall growth of the Branch or Financial Advisor's practice. Uses extensive knowledge and skills obtained through education and experience to provide guidance to associates to resolve moderately complex issues, provide client service and manage projects. Directs the practice's day-to-day operational functions, ensuring compliance with firm and regulatory policies and procedures. Assists with sourcing new Advisors from initial contact through transition to the branch. Acts in a professional sales and marketing capacity to help new and existing Financial Advisors meet sales goals. Maintains extensive contact with internal and external customers to establish and maintain networking relationships that lead to creating new business. This role is approved for teams with production of at least $3,000,000. **Essential Duties and Responsibilities** : * Develop and execute a strategic plan to monitor and control expenses i

Job Description Job Description Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and

Job Description Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce unlimited appointments. Our job is to meet, discover and close clients to assist them from their current disasters to our proven financial and retirement success strategies. Proven closing results is also a must. We can teach you the rest. We cannot teach the born ready to succeed needed to be a top producer. Company Description Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients. HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington. Company Description Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our