Financial Consultant Salary at Financial Institute Inc BETA

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify

Job Description Job Description The Lead Lead Financial Advisor Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor w

Overview: The Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role. The Associate Financial Consultant is responsible for development of new business in the investment advisory and brokerage product areas. The Associate Financial Consultant may also be responsible for management of existing business in the local markets. Under the mentorship of a Financial Advisor the AFC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned Financial Advisor Mentor to develop and implement sales techniques resulting in growth in assets under management a

**Your opportunity** _At Schwab,_ _youre_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together._ ? As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Youll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success – Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining wh

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Pers

Company Description Global View Capital Advisors is a diversified financial services firm dedicated to providing personalized financial solutions. Our advisors are committed to the fiduciary principle and focus on designing, growing, and protecting our clients' personal economies. Headquartered in Waukesha, WI and Toronto, Canada, we have over 150 associates and employees who partner with the best advisors and money managers worldwide. Our services encompass investment advisory, insurance, business development, and global asset management. Role Description This is a full-time remote role for a Financial Advisor with Global View Capital Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing financial advisory services. The role entails conducting thorough reviews of clients' financial situations and making practical recommendations to help them achieve their financial goals. Qualifications Financial Planning

Are you interested in joining a collaborative wealth management advisory firm which genuinely believes in the concept of work-life balance? We are seeking a fully licensed, and experienced, Financial Advisor in Milwaukee who is deeply committed to white-glove customer service. We offer a highly competitive transition package, open architecture, committed weekly new assets and clients to you -- exclusive to you every week -- as an advisor. Deliver personalized investment solutions to help clients work toward their financial goals. Freely exchange ideas and opinions, address concerns, and provide comprehensive financial advising to clients. Bring your existing book of clients with you and continue to serve them as you already have -- and better! Provide holistic financial planning and educational support to clients Prepare financial plans and check their accuracy This position provides: Partnership with internal business partners who are incentivized to provide you with leads from existi