Broker Consultant Salary at New Age Inc BETA

MarshBerry is growing! We are seeking a Compliance Coordinator to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Compliance Coordinator for our Beachwood, OH office. The Compliance Coordinator supports the Compliance team in the execution of the MarshBerry compliance program. This position assists in maintaining books & records, onboarding broker-dealer clients and general administrative responsibilities. Responsib

MarshBerry is growing! We are seeking a Data Analyst Intern to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Data Analyst Intern on the Intellectual Capital Team in our Beachwood, OH office. The primary responsibilities will include updating Intellectual Capital core data and assisting with carrier mapping audits. The position will be involved with the testing and implementation of our upgraded performance benchmarking data

Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives. Why Vantage? With Vantage Financial Group and Cetera Advisor Networks, you can be fiercely independent, but never alone! We offer local support backed by one of the largest broker-dealers in the country. What you need FINRA Series 7 and Series 66 or Series 65 and 63 State Life and Health Insurance license Self-Sourced Book of business 3+ years of financial services experience, self-sourced book of business Exceptional interpersonal and relationship building skills What you will do Recommend solutions to your clients for their investment needs Collaborate with others in developing presentations delivered in group settings or one-on-one Keep in touch with

Job Description Job Description Do you have a desire to help & serve people? Are you good in working with People? Do you desire a true work from home position? Do you desire to have a great balance with your family and friends? Desire to be part of a team and organization with an awesome culture, working with leaders that care about team members and helping them be successful? If any of these apply to you, we need to talk! We essentially respond to individuals, families, and business owners asking for help with their life insurance needs (final expense & mortgage protection) as well as for supplemental health; Medicare; Estate Planning Services; Retirement Savings; and Wealth Management needs. Our proven process allows you to work virtually from home to help these individuals, families, and business owners. We call & text people to set up appointments to meet with them in their home or virtually from our homes. There is NO COLD CALLING – just book appointments with those asking for hel

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financi

The Investment 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 Investment 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 Investment 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 identi

Financial Advisor Dollar Investment Services located at Dollar Bank Job Description Job Overview: The Financial Advisor is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others. The Financial Advisor’s role is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the Financial Advisor is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life. Qualifications: • Bachelor’s degree or commensurate experience is required. •

The Cleveland Orchestra is seeking a Vice President, Human Resources, a member of the Executive Team, responsible for overall strategic Human Resources (HR) leadership for the Musical Arts Association/The Cleveland Orchestra, which includes a full-function HR operation for non-artistic staff and a partial-function HR operation for artistic staff. The incumbent leads HR strategic planning and is responsible for daily oversight of all HR operations. The VP oversees development and implementation of human resources policies, programs, and services, including recruitment/retention, compensation, benefits, compliance, employee/labor relations, performance management, wellness, engagement, and general employment practices and procedures, ensuring alignment with strategic goals and creating a 'world-class' place of employment. Position responsibilities include the following: HUMAN RESOURCES MANAGEMENT Identify and develop internal policies, organizational structures, work processes and manage