Advisor Salary at Fara BETA

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

Overview: Salary $45,000 year Do you have a passion for making a difference in someones life? Are you goal driven? Then the Career Advisor position is for you! We are seeking a dynamic and team-oriented individual to join our spirited team. As the Career Advisor, you will assist in career planning and employment referrals. You will provide excellent customer-centered services designed to enhance and re-engage job seekers into the workforce, while working closely with the Business Services Team to ensure that sustainable career opportunities are available for all job seekers. Responsibilities: Provide information about CareerLink services and the services of partner agencies and organizations to jobseekers Maintain a caseload of 50-75 WIOA program participants Administer suitability assessments for individuals pursuing training opportunities Represent EDSI on various committees and workgroups as assigned Additional tasks may be required to ensure excellent service delivery Qualification

Job Description Job Description Recruitment Advisor (Executive TAq Services Specialist, People Services) Location: Wilmington, DE (Hybrid - 2 days a week onsite) Duration: 12 Months Job Description : At Company we believe in the potential of our people and you will develop beyond what you thought possible. We make the most of your skills and passion by actively supporting you to see what you can achieve no matter where you start with us. As Recruitment Advisor in Wilmington, DE, you will become a valued member of Global Business Services Talent Acquisition Services and play a critical role in hiring top industry talent. Accountabilities : As a Recruitment Advisor, you will support all aspects of recruitment coordination and administration for your assigned clients/location, as well as handling telephone and e-mail liaison with Hiring Managers, Administrative Coordinators, Talent Acquisition Partners, candidates and other external stakeholders and suppliers, where appropriate. Because o

Company Overview U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com. We are seeking licensed Financial Advisors to join our partner firm, Kades-Margolis Corporation, with offices located in Wayne, PA. Why join Kades-Margolis? Join a Growing, Client-Focused Financial Services Firm - For over 50 years, Kades-Margolis has provided a unique, consultative sales approach that prioritizes client relationships over high-pressure tactics. We eliminate the challenge – One of the biggest challenges for financial advisors is securing qualified leads wh

Job Description Job Description We are a boutique financial advisory firm committed to delivering comprehensive financial planning and exceptional client service. We are seeking a Financial Advisor with an existing client base who is passionate about wealth management and creating personalized, full-service strategies for their clients. If you excel at serving clients and providing comprehensive planning but find sales and marketing to be a challenge, we offer the perfect solution. Our CEO takes an active role in business development, driving client acquisition through our proven marketing program. Advisors are empowered to focus on building strong relationships and delivering tailored financial solutions while benefiting from the steady flow of new clients generated by our firm. With our modern, family office-style approach, we provide the resources and support you need, including investments, tax, risk, and estate planning, so you can confidently deliver holistic, high-quality servic

Advisor Services and Supervisory Support Horsham, PA At MassMutual Eastern PA, we believe our success is rooted in the development of ethical and committed support staff. Our Horsham, PA location is seeking an experienced professional in Broker-Dealer and RIA advisor services and operations to join our dynamic team. The position is multifaceted which includes supporting the supervisory team and collaborating with our registered representatives, advisors, agents, and their staff to help ensure business is conducted correctly and in compliance with the regulations that apply to our business. Key Responsibilities: Manage inquiries from advisors and staff regarding new account openings, subsequent business, servicing of existing accounts, and related requests. Assist producers and/or assistants in promptly resolving “Not in Good Order” submissions. Becoming a subject matter expert in investment business processing. Assign, track, and follow up on required training courses to agents, regist

Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients. What we Value At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values—Our Partners, Our People, Our Bank, and Our Communities—guide eve

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides them with a rewarding career, not just a job. Our Financial Advisors help their clients with everything from paying for education to saving for retirement, assisting them in planning for their financial futures. As an Equitable Advisors’ Wealth Management Associate, you’ll be part of a recognized, respected company that offers: Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Plann