Financial Advisor Salary at Se Uplift BETA

Job Description This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws th

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Portland area to work plan sponsor relationships, including government, retail and private. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations - Series 7, 6

Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, we’re helping people navigate life and guide them to their goals both now and in the future. We leverage the expertise of our financial professionals and leading-edge technology to deliver an unparalleled level of customer service to our clients. As a company, we’re committed to diversity and growth, so we invite you to join our team and apply for one of our open positions. Role Description This is a full-time role for a Financial Advisor working in Salem, OR. This is an entrepreneurial role where you are building and owning your own business. We have a financial support program to get launched and unlimited income potential but there is no base salary. The Financial Advisor will be responsible for providing clients with financial planning, finance, retirement planning, investments, and finan

About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in busine

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including: * Life insurance. * Annuities (fixed, indexed, variable). * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory platform * Buffered and traditional UIT's As with any 1099 insurance sales position, this is paid via commission and bonuses on

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success – Welcome to Cetera! The Financial Professional 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 wh

Job Description WedbushSecurities is a leading securities firm and investment bank, known fordelivering innovative financial solutions across our Wealth Management, CapitalMarkets, Futures, and Advanced Clearing & Prime Services divisions.Headquartered in Los Angeles, California, with over 100 offices and more than80 correspondent locations nationwide, our focus on providing exceptional,personalized service has been key to our continued growth. OurLake Oswego office is currently seeking a Registered Client ServiceAssociate to provide comprehensive support to Financial Advisors and seniormanagement. Responsibilities: Provide sales and administrative support to clients and Financial Advisors Maintain and update client account information, assisting Financial Advisors with specialized projects Coordinate, prepare, and assist with client review meetings and new account setups Organize and manage calendars, appointments, and meetings efficiently Process invoices, check requests, and expense

Company Description: Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture. Job Description: We are seeking a driven Financial Advisor to join our growing team. This is a W-2 commission-based role, ideal for a professional who thrives in a client-centric environment and is passionate about delivering holistic financial planning solutions. The ideal candidate will have a strong background in financial planning, business development, and relationship management. A CFP® designation is highly desired and will be a significant factor in candidate selection. As a Financial Advisor at Infinite Heights Wealth Management, you will have t