Financial Advisor Salary at Stryde Solutions Llc BETA

Job Description Job Description JOB DESCRIPTION Commission only 75-100% payout on fees and annuities. $1 million book of business minimum required! Develop and manage relationships with high-net-worth individuals, their families, and foundations. Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. This job allows you to work remotely in the comfort of your own home or office. SKILLS AND ABILITIES REQUIRED Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Proven ability to quickly build trust and credibility Proven ability to assess needs of clients and recommend appropriate solutions/interventions Proven ability to listen and probe for clarity and understanding Goal and results oriented Ability to source clients through p

POSITION SUMMARY: Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. We are seeking both Registered and Non-Registered Client Services Associates for our branches. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Onl

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word proc Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word proc Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail

Job Description Job Description Rev. 12/09/2024 Full or Part Time - Administrative Assistant to Financial Advisor An established financial advisor is looking for a smart, dedicated team player to assist his team in a fast-paced environment. This person will work with the team to deliver financial security to clients through a comprehensive financial planning process that integrates both risk and investment solutions. This person will help the financial advisor grow his business by providing planning, processing and operations support that allows the financial advisor to focus his energy on building client relationships. Responsibilities include, but are not limited to: · Assist in preparation of personal financial plans · Prepare all materials for client meetings · Collect and input client meeting notes and document all activity in CRM · Maintain compliant paper and electronic client files · Create and maintain status logs, spreadsheets, and internal reports · Track sales opportunities

Job Description Job Description Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with $4.0 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 15 years and is also a Forbes fee-only "Top 100 Wealth Advisor". Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $60,000 to $120,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $130,000. We also provide a generous signing bonus. We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care

Job Description Job Description Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with $4.0 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 15 years and is also a Forbes fee-only "Top 100 Wealth Advisor". Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $60,000 to $120,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $130,000. We also provide a generous signing bonus. We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care

Job Description Job Description Mainstay Capital Management can offer an exciting, fast-paced work environment as well as the opportunity to play a vital role in the firm’s growth. We are looking for a dynamic, motivated individual to be a part of our administrative/operations team. $5,000 Signing Bonus Skills/Experience · Strong phone skills · Excellent communication, and relationship building skills · Ability to perform efficiently in a fast-paced and demanding environment · Ability to multi-task · Excellent organizational skills · Proactive with ability to work individually or with a team · Business degree preferred · Experience in financial services industry preferred · Proficiency in Microsoft Office Applications preferred · Candidates with an operational background as well as demonstrated history of improving processes will be given strong consideration. · Bonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others). Position Descript