Client Advisor Salary at Teeling & Co BETA

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built

Firm Overview Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM. The Firm’s track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. The Firm has over $4 billion in assets under management (committed capital including debt facilities as of 7/31/24) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global insti

About Us We pride ourselves on being empathetic and seasoned guides in the multifaceted world of wealth management. With over $2 billion in assets under advisement, our core business is built on trust, expertise, and innovation. Our mission is to serve clients with a holistic approach that prioritizes their peace of mind, happiness, and financial success. We are looking for a dedicated compliance leader who shares our commitment to integrity and client-focused service. Position Summary The Chief Compliance Officer will oversee all compliance activities to ensure the firm operates within the regulatory frameworks of the SEC, FINRA, and other applicable agencies. You will serve as a key member of our executive team, ensuring compliance remains an integral part of our operations, helping us protect our clients, advisors, and reputation. Key Responsibilities Develop, implement, and maintain compliance programs for the firm’s RIA and Broker-Dealer operations. Monitor and ensure adherence to

Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authority-both in person and digitally. This job is onsite at the specified location and will report to the Sales Manager. What You'll Do Maintain a customer-centric mentality. Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing. Understand how to

JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions Build rapport Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank products and services Confidently and proficiently explain Seacoast Bank products and services to customers Proven ability to close sales based

JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building * Exhibit consistent relationship building including, but not limited to: * Prepare for various customer interactions * Build rapport * Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers * Match customer needs to Seacoast Bank products and services * Confidently and proficiently explain Seacoast Bank products and services to customers * Proven ability to clo

This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services Client Advisor, Universal Banker, Advisor, Banker, Operations, Business Partner

Who We Are: We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house marketing team that is generating exclusive client requests for our advisors. We are the only organization in the industry that owns both the technology platform and the distribution channels. We will gross more than $250 million in premiums this year and we are valued at more than $3 billion. Our Vision: We are transforming the life insurance industry with technology and business systems that create a frictionless experience for clients and provide cutting edge tools to our advisors. Client Acquisition: We have our own in-house marketing team that generates approximately 20,000 new client requests per week, exclusively for our advisors. We use a data driven app