Financial Advisor Salary at M&C Associates Llc BETA

Career Description: Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development: New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .

Job Description Job Description About Us – Strategies for Wealth Management At Strategies for Wealth Management, we help clients Protect, Preserve, and Grow their wealth so they can enjoy a Rock Solid Retirement. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients toward financial security. At Strategies for Wealth Management, we believe that retirement should be stress-free, simple, and secure—and we’re committed to helping our clients achieve that every step of the way. What You’ll Do As a Financial Advisor – Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include: E

Job Description Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website www.allianceg.com As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services; Constructing and ultimately overseeing all aspects of managing multiple client relationships, including: Research related to financial, estate, and investment planning; Presenting, meeting, and developing recommendation

Job Description Job Description he role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial representatives to ensure their focus remains on client building. Ongoing support for financial representatives and advisors beyond their first year is also provided. Your responsibilities, as a SET Associate, include the following: · Conduct weekly one-on-one meetings with all Financial Representatives supported. · Manage underwriting process: o Prepare and submit insurance applications o Schedule medical exams and additional requirements, as needed o Manage underwriting process by actively following up on outstanding items on the Daily Status Report (DSR) · Process policy maintenance and other risk product service requests. · Monitor all requests for completion and follow-up on any action items. · Prepare and manage client communications. · Create feed lists, research contact information for prospecting lists, and generate cross-sell re

Job Description About Us: Are you ready to take the next step in one of the most rewarding and financially lucrative career paths? At the Center for Wealth Preservation (CWP), we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to client success. What Sets Us Apart: Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own. Accelerated Growth Program: Our Planning Associate Program equips you with the skills to become a sought-after Financial Services professional in just months. Unparalleled Benefits: Unlimited earning potential, flexible work schedules, Fortune 100 benefits, exclusive travel incentives, and more. World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients. Career Development: Choose to build your financial planning practice or

Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

Job Overview This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff