Advisor Salary at Fa Davis Co BETA

Join a Winning Team! + Are you passionate about helping people prepare financially for their future? + Do you possess a broad knowledge of financial products and services? + Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area. Since opening our doors in 1977 to the employees of SmithKline Corporationnow GlaxoSmithKline (GSK)weve always been focused on our members and our community. Over time, weve shifted and evolved, and even changed our name from Sb1 to Ardent to better represent our outlook and identity as a community-chartered credit union. The Ardent name is reflective of our approach to banking. We believe that by working hard, making friends, and solving problemswere building a reputation of showing up, h

Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview: This is a full-time, commissioned career opportunity based out of our Southampton Financial Center in Bucks County, PA. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Responsibilities: Services an existing group of clients. Providing an understandin

Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you—or your business—to new heights. At BCG Securities, the game plan is simple: we’re here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients’ needs f

Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing suppor

At Tesla, our Parts Advisors play an important role in service operations, offering fundamental support to both Technicians and customers in our mission to accelerate the world's transition to sustainable energy. As a Parts Advisor, you will provide critical parts support to the service center; liaise with other departments, as well as focusing on the continuous development of your skills. We've created one of the most innovative vehicles ever made and you will help ensure an equally innovative service to customers. To succeed at Tesla, you must be energetic, highly organized, and hard working. You should have a passion for the brand and the ability to thrive in a team environment. Responsibilities Source parts from Distribution Centers and other Service Center locations and allocate them to vehicle service appointments Monitor inventory within the parts system, communicate parts updates and availability with relevant team members Review upcoming appointments and ensure they are proper

Lincoln Investment is seeking an experienced Financial Advisor in Marlton, NJ. For over 50 years, Lincoln Investment has been helping investors work toward their financial goals. Lincoln Investment is a full-service Broker-Dealer, Registered Investment Adviser whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The successful candidates will also have the opportunity to acquire new clients in current 403(b) and 457 school district payroll slots and also may earn the opportunity to become a partner and successor of an established Senior Financial Professional. The qualified individuals will: Have a current book of business of at least $10 million of AUM Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor Have the ability to generate leads; s

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Overview The Wealth Advisor will deal with the complex business of managing money for high net worth individuals or estates, taking into account the income needs of clients, taxes, estate preservation and asset protection. The Wealth Manager will be required to manage over $100 million in assets of which half (minimum $50 million) will be in recurring revenue products such as managed accounts, separately managed accounts or wrap (fee) accounts offered on the Citadel/CUSO Financial Services platform. The Wealth Manager is expected to leverage the relationship they have built with their existing clients to gather additional assets or to gain client referrals. Duties and Responsibilities Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial li