Consultant Salary at Parker Schwartz Pllc BETA

Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales opportunity and/or external share of wallet propensity. You will drive business growth and add client value by implementing an effective client outreach and book of business strategy. By using your advanced sales skills, you will conduct high touch, targeted prospecting activities, including cold calling and virtual communications. This role collaborates with peers cross-site to help drive individual and team results, experiment with new techniques, and participate in regular group coaching and skill building sessions. Responsibilities: Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales funnel process. Drives results and raises awareness of Vanguards investment products and services by delivering key messages through virtual meetings, phone calls,

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Consultant (Retirement Consultant), you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide assistance on available account options for our customers retirement savings goals, such as 401k and IRA products. At Empower, we believe

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Consultant (Retirement Consultant), you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide assistance on available account options for our customers retirement savings goals, such as 401k and IRA products. At Empower, we believe

Job Description Job Description This is a IN OFFICE Professional Sales position that requires professional attire. Bilingual in English and Spanish is Preferred but looking to fill multiple openings in our Mesa office, Phoenix office and our future West Valley office. Generous salary plus daily, weekly, monthly incentives - $75,000 yearly income minimum, average is $90,000 - $100,000 and our top performers make $125,000 PLUS. In addition to great pay, we offer fully paid medical insurance, paid catered lunch, PTO, 401K, dental & vision. To qualify for this position, you need to be a great salesperson with the ability to close. These are quick sales - usually same day or very short term follow up. We do not sell a "want", we sell a "need", and it has a ticking clock so there is built in urgency. If you want to help people while making great money, then this may be the place you've been searching for. For a confidential interview SUBMIT YOUR RESUME WITH AN EXPALINATION OF WHAT MAKES YOU

Description Davis Family Financial, LLC in Phoenix, AZ, is seeking a Wealth Advisor to join our team. As part of our team, you will have the opportunity to work in a dynamic and supportive environment where your expertise and passion for financial planning will be valued. You will have the chance to grow both personally and professionally while helping our clients achieve their financial goals. Join us at Davis Family Financial, LLC, and be part of a team that is dedicated to providing top-notch financial services to clients in Phoenix and beyond. Responsibilities •Analyze clients' financial needs and goals to develop personalized financial plans. •Implement investment strategies to help clients achieve their financial objectives. •Monitor and review clients' accounts to ensure alignment with their financial goals. •Provide ongoing financial guidance and support to clients, including updates on market trends. •Comply with all regulatory requirements and ethical standards in the financi