Financial Advisor Salary at Northbridge Financial Group BETA

Virtual Advisor (MSVA) is Morgan Stanley’s wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA’s premier destination advice role! This role is located in our Tampa, FL office location. Job Responsibilities Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals Robust lead flow via existing relationships with our ETrade and stock plan clients Inbound hand off calls and appointments with pre-qualified clients Combination of inbound and outbound client engag

Financial Advisor Apollo Beach, FL If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a growth initiative in that market and have a multiple-branch referral network. Utilize the many resources at this top-ten bank to be a cornerstone of your business for future growth. Highlights: Step into an existing book of business and referral network Complete open architecture with an Advisor driven platform Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves What you’ll do: Maintain presence within the bank to develop strong relationships and credibility with internal and external clients Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers Responsibilities: Serves as a coach and mentor for licensed bank employees Achieving sales goals

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Tampa, FL. For more information, and to apply online, please scroll down. JOB FUNCTION / SUMMARY: Financial Advisors are primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client. R

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. Makes full d

Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial services industry. Position Overview: As a Financial Advisor, you will provide expert advice to clients regarding investments, insurance, retirement, tax strategies, and other financial planning needs. Your role will focus on building long-term relationships with clients, while offering personalized financial solutions to help them achieve their financial goals. We provide all necessary tools, equipment, seminars, and marketing resources to ensure you succeed in this role. Key Responsibilities: Client Consultation & Financial Planning: Conduct thorough financial assessments and identify clients' short-term and long-term goals. Provide tailored financial strategies covering investments, insurance, retirement, and estate planning. Maintain long-term relationships with clients by offering ongoing advice

No Prospecting, No Cold-Calls, Book of Business Is Provided Stop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of the company to clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing the compensation structure aligns with the clients' best interests without relying on commissions. Through their

Description If you're money-motivated, sales-driven, and highly competitive, join our talented sales team as a field sales representative. Your skills and drive will be put to use in this rewarding role as the owner and producer of new business in your sales territory. As our salesperson, you'll develop and implement your own initiatives to meet and exceed sales goals. Our ideal candidate will have a proven track record of success in achieving sales targets, is goal-driven, and has strong negotiation, communication, and interpersonal skills. We provide our sales team with a competitive salary and commission structure. Would you like to have a fulfilling career with the opportunity for advancement? We're looking for driven sales professionals who want more than just an average job. Apply today! Responsibilities •Implement and carry out strategies to acquire new clients in your sales territory •Help company stay on top of all developments related to new business opportunities, sales acti

Elevate Your Financial Advisory Career in Tampa, FL Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your calendar is filled with pre-qualified appointments, allowing you to dedicate your expertise to guiding clients toward a secure retirement. Your Opportunity At Walser Wealth, a rapidly growing independent financial advisory firm, you'll engage directly with pre-retirees and retirees, crafting personalized financial plans that align with their retirement aspirations. Your primary responsibilities will include: Conducting scheduled meetings with pre-qualified prospects. Developing tailored financial strategies focusing on fee-based managed portfolios and fixed-indexed annuities. Converting prospects into long-term clients through exceptional planning and relationship-building. Why Choose This Role? No Prospecting Required: Concentrate on what you do best—advising clients. Competitive Compensation