Consultant II Salary at Optiv Security Inc BETA

Colorado Financial Advisors is seeking a dedicated and client-focused Financial Advisor to join our growing team in Greenwood Village, CO. Since 1990, we've been committed to providing exceptional financial guidance and building long-term relationships with our clients. About Colorado Financial Advisors: We are an independent investment firm with a strong vision: To provide clients with outstanding service and comprehensive education on their investments. To offer clients greater access to investment products and help them understand the impact of taxes, fees, and market volatility, especially during their "golden years." We specialize in: Retirement Planning Financial Planning Investment Planning Tax Efficiency Planning Securities are offered through The O.N. Equity Sales Company, and investment advisory services are provided through O.N. Investment Management Company. What You'll Do: As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals

Job Description Job Description JOB TITLE: Associate Advisor- W2 EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team LOCATION: Denver, CO and Chicago, IL REPORTS TO: Lead Advisor EFFECTIVE DATE: 10/1/2024 SUMMARY: This position works directly with Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping Partner/Senior Financial Advisor bringing on new business; assisting with generating new referrals from Fidelity and Schwab; assisting with fielding incoming referrals from Fidelity and Schwab; servicing new and existing clients; conducting client portfolio reviews for existing clients in CO, ID, WY and MT; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Charles Schwab) and their clients; and all practice management and new business initiatives listed below

Company Overview: Paralel Technologies is a growing FinTech firm redefining the relationship between asset managers and their back office. We are the premier trusted partner for asset managers and their funds, innovating with technology and serving with compassion. Role Overview: Paralel’s Fund Distribution team is seeking an experienced investment professional to serve as an Investment Consultant for certain registered investment funds. In this role, you will be responsible for building awareness of certain registered investment fund clients, primarily closed-end funds and ETFs. Primary responsibilities include promoting these products through multiple intermediary channels, helping to generate sales ideas, assist each client with their unique distribution and marketing strategies, and effectively positioning these strategies with financial advisers and wealth managers. Job Responsibilities: (may include and are not limited to) Communicate and meet with intermediaries including wireho

Lead Financial Advisor Are you looking to expand your career and be a 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, then we would like to talk to you! E.A Buck Financial Services in Denver, CO is seeking to add Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors

Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of

Posted Job Description: Associate Advisor needed for Pinnacle Real Estate Advisors, a local, high growth, dynamic, energetic commercial real estate firm. Looking for a strategic and self-motivated candidate with an entrepreneurial spirit and career-driven mindset to join the top team at Pinnacle. Must be a hardworking, trustworthy, and organized person, with a strong ability to multi-task. A can-do attitude is a must, along with the ability to learn quickly and adapt to a demanding and changing work environment. Duties include but not limited to: The Associate Advisor will be responsible for business development and the support of Senior Advisors, allowing them to gain industry knowledge and unlimited growth potential. Required to meet deadlines in a fast-paced environment and develop effective and constructive solutions to challenges and obstacles with the ability to complete projects on time. Generate new business by providing market knowledge and assistance to new and existing clien

Description Position at Windsor Communities Area Leasing Consultant II The Manhattan by Windsor, Centric LoHi by Windsor, Element 47 by Windsor, and The Casey - Denver, CO Are you a sales professional looking for a role where you can maximize your earning potential and build a rewarding career? At Windsor Communities, we don't just lease apartments, we create experiences and turn prospects into residents. If you love sales, thrive in a competitive environment, and enjoy the thrill of closing a deal, we want you on our team! For the fourth year in a row, Windsor Communities is the recipient of the 2024 Kingsley Excellence Award achieving the top award for Overall Customer Service. What You'll Be Doing: Become an expert in our communities and the local market to engage and convert prospects. Conduct personalized tours and use persuasive selling techniques to secure leases. Follow up with leads and build lasting relationships to drive repeat and referral business. Collaborate with teams a

Experienced Financial Advisor – Growth-Focused Wealth Management Firm Locations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico Full-Time | In-Person Are you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current resources? If you're seeking to expand your client reach while gaining access to robust marketing, operations, and support, this opportunity is for you! Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management. They are committed to making a meaningful impact on the financial well-being of working professionals, retirees, and business owners. Through their well-established infrastructure, innovative marketing strategies, and comprehensive back-office support, they provide advisors with everything they need to thrive. Why Join Us? ✔ Qualified, Prescreened Leads – No mo