Advisor Salary at Taskray BETA

Job Description Job Description Company Overview: 14er Exteriors is a leading provider in Roofing Solutions, committed to delivering exceptional service and quality to our clients. We foster a collaborative environment where innovation and teamwork are valued, and our employees are encouraged to grow and thrive. Position Overview: We are looking for a motivated and results-driven Construction Advisor to join our dynamic team, someone who thrives on challenges and enjoys shaking things up a bit. This position will be responsible for actively generating new leads, and surpassing performance goals. You will engage with clients in a thoughtful, strategic way, challenging the status quo when necessary while ensuring we always deliver outstanding service. Your ability to engage with clients, foster new relationships, and expand our network of professional partners will be critical. In this role, you'll also need to exhibit strong communication skills, an unwavering self-driven work ethic, an

Job Description Job Description Company Overview: 14er Exteriors is a leading provider in Roofing Solutions, committed to delivering exceptional service and quality to our clients. We foster a collaborative environment where innovation and teamwork are valued, and our employees are encouraged to grow and thrive. Position Overview: We are looking for a motivated and results-driven Construction Advisor to join our dynamic team, someone who thrives on challenges and enjoys shaking things up a bit. This position will be responsible for actively generating new leads, and surpassing performance goals. You will engage with clients in a thoughtful, strategic way, challenging the status quo when necessary while ensuring we always deliver outstanding service. Your ability to engage with clients, foster new relationships, and expand our network of professional partners will be critical. In this role, you'll also need to exhibit strong communication skills, an unwavering self-driven work ethic, an

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th

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

Job Description Job Description Job Posting: Service Advisor for Busy Automotive Repair Shop Location: Wheat Ridge, Colorado Pay Range: Competitive Hourly + commission (based on experience) About Us Family- and veteran-owned in Wheat Ridge, Colorado, since 1985, we’ve built a reputation for quality automotive care and exceptional customer service. We’re looking for a dedicated Service Advisor to join our team and continue our tradition of excellence! What You’ll Do Greet customers and handle inquiries in a professional and courteous manner. Accurately document vehicle issues and communicate repair needs to the customers. Prepare detailed estimates and explain services to clients. Schedule repair appointments and coordinate with technicians for efficient workflow. Build relationships with customers and ensure their complete satisfaction. Handle invoicing, payments, and follow-ups as needed. What We’re Looking For Previous experience as a Service Advisor or in the automotive industry pre

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

Company Description: The Stellarix Group is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life. Role Description This is a full-time hybrid role for a Financial Advisor with expertise in Wealth Management and Risk Mitigation at The Stellarix Group. As an advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely

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