Advisor Salary at Sayge BETA

Job Title: Energy Efficiency Adviser Location: New Brunswick, NJ (Onsite – Hybrid) Position Type: Fulltime position Responsibilities: Job Description: The Energy Efficiency Adviser is responsible for outreach and education activities to promote the energy efficiency program directed at end customers, contractors, manufacturers, distributors, engineers, architects, and others who provide energy efficiency equipment or services. Responsibilities: Foster relationships with trade allies to maximize the number and size of their submitted projects. Develop projects directly with our client’s customers. Field industry events on behalf of client. Learn and utilize CRM database for project and lead management. Cultivate, track and manage program leads diligently. Oversee projects submitted by customers/trade allies. Work with an assigned Project Coordinator to help gather required information/documentation to approve/close out a project. Validate and review project workbooks to ensure technical

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services

Job Title: Financial Advisor Location: New York City (Hybrid) Salary Range: $150,000 - $220,000 Base + Discretionary Bonus Job Summary: We are currently representing a dynamic wealth management firm that is seeking a highly skilled and experienced Financial Advisor to join their team. The ideal candidate will have a minimum of 4 years of experience in financial planning and hold a CFP designation. This role offers a hybrid work environment and will have an existing book of clients for the Financial Advisor to manage. Key Responsibilities: Develop comprehensive financial plans tailored to clients' individual needs and goals. Provide expert advice on investments, insurance, tax strategies, retirement planning, and estate planning. Conduct regular reviews of clients' financial plans to ensure they remain aligned with their objectives. Stay up-to-date with market trends, financial regulations, and industry best practices. Build and maintain strong relationships with clients, providing exce

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client’s visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion

Job Title: Financial Advisor Location (Hybrid): New York, NY Job Type: Full-time Compensation: $150,000 - $200,000 base salary About Our Client: Join a distinguished wealth management firm focusing on HNWI and institutions. Our client offers a range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Business Development: Continuously engage in business development, including following up on various leads. Client Engagement: Engage in prospect calls to secure new clients. Information Gathering: Manage client bank account records, tax returns, insurance records, pension information, and wills. Financial Documentation: Oversee the maintenance of client information such as performance reports, financial document analysis, and income projections. Strategy Recommendations: Provide re

Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of e

Work Locations acceptable: New York City Financial Advisor--Partner with Raymond James Position Summary: Are you frustrated with your financial advisory firm? Do you feel you are not fairly compensated for all your hard work? Does your firm have your clients’ interest first and foremost? Perhaps it’s time for a change. Raymond James seeks to partner with experienced financial advisors like you. Bring your book of business to this top-rated New York-based branch office and reap the rewards of partnering with a growing multi-million-dollar branch. Keep up to 60% of your production and retain ownership of the clients you bring with you, even if you move on to another firm later. But, more than likely, you will stick with this firm for the long term because they are growing and need more advisors to handle the referral load that is coming in the door. Concerned about your clients’ transfer fees? No problem; Raymond James can cover them. Worried about transition cost? There is assistance th