Private Wealth Advisor Salary at Ellevest Inc BETA

Streamline is a nationally recognized retirement firm with over 8 million views on YouTube, 30+ monthly inbound leads, and a strong faith-based culture. We are looking for a Wealth Advisor who would like to help Streamline grow by having an impact on the clients they serve, both through our organic growth funnel and our current clients (our #1 priority). Streamline has been operating for 26 years and currently stewards over $450MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself. Our mission is to remove financial burdens and anxiety from our client's shoulders so they can dream about what's possible for the next chapter of their lives. We do this by meeting them at the intersection of finances and emotions. We believe that true wealth is beyond riches. You will work closely with the advisors and client service team. If you think that you'd like to be a part of a close

Job Description Job Description Purpose: As part of the Wealth Management Team, the Wealth Advisor leads and drives business development growth, client experience and retention. This role is responsible for obtaining new HH’s through management of a lead pipeline by means of company funded education events, dinner events, advisor networking, social events, and firm generated client introductions. The Wealth Advisor leads prospects through the New Client Core Process of qualifying, discovery, proposal, closing and implementation. The Wealth Advisor leads the Wealth Management Core Process to ensure adherence by all and delivery at a consistently high level. This role is responsible for instilling hope and confidence in the eyes of clients and prospects so that Credent builds long lasting, trusting relationships resulting in client retention and client introductions to others. As a fiduciary, the Wealth Advisor delivers financial advice based on the clients’ best interests. The Wealth Ad

A reputable publicly traded financial services organization is looking for a Client Services Associate to support their Financial Advisors and Private Wealth Advisor Teams. Responsibilities: Support Financial Advisors and Private Wealth Advisors in cultivating and enhancing new and existing client relationships. Assist with money movement transactions. Answer client inquiries regarding noninvestment related activities. Provide clients with details regarding account information. Assist in onboarding new clients and maintaining existing clients. Manage calendars and travel itineraries as needed. Support the Financial Advisors marketing strategies. Support firm's overall initiatives and special projects. Requirements: Bachelor degree preferred. Prior client service experience within Financial Services. Active Series 7 (GS) required. Active Series 66 (AG/RA) required. Active Series 63 (AG) required. Active Series 65 (RA) required. Compensation: $70K - $75K + Bonus.

This job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: Bachelors Degree or equivalent education and experience Minimum 3 years investment and insurance sales experience required Skills and Abilities: Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations Strong communication and PC skills No significant compliance issues Has developed a process for client segmentation Demonstrated team player and high quality service provider Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the clients specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the business development strategy, sales targets and the sales results for the assigned region. + Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creatio

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to college graduates, to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead farther. We are built to help you build a ca

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the clients specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the business development strategy, sales targets and the sales results for the assigned region. + Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creatio

Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow. This is a unique opportunity to join a boutique firm with tenured employees that has been growing and is well-positioned for more growth. With a strong support staff and a steady pipeline of new business coming in, this is a great place to continue your career! The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. They serve as a trusted advisor, providing actionable advice, guidance, and reporting on investment results and financial goals. Duties and Responsibilities Ensures accounts are managed in accordance with investment objectives that have been developed with the client, supported by the Investment Committee and the Chief Investment Officer. Communicates and supports implementation of the company’s investing philosophy and portfolio management strat