Advisor Salary at The Ce Group Inc BETA

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sal

Judson Group has been retained by a growing, top-rated RIA with over $19B in AUM in the search for a Wealth Advisor – CFP. As a client-facing role, this position will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results. The ideal candidate will have experience in preparing sophisticated wealth management and investment strategies. Responsibilities: Develop and manage existing client relationships, including ongoing regular client contact and Manage the day-to-day aspects of client engagements as a member of a team. Introduce and implement financial plans, estate, tax, and retirement plans to clients. Prepare for and lead meetings with clients and prospects. Work with clients to ensure action items are thoroughly executed and documented. Gather client data including financial constraints and goals. Manage account administration, ca

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in San Antonio, TX. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsib

Responsibilities Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing Developing new client relationships through contacts and networking Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade Servicing and advising clients relative to their wealth management, investment, and financial planning needs Representing the firm in a positive and professional manner Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications Four-year college degree (Bachelor's Degree in Finance, Business or Economics is preferred) Professional Financial Designation (CFP® or CFA designations preferred) Financial Planning Experience At least seven years of industry experience Must have $10 million in transferrable managed accounts Strong communication and

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. Overview The Wealth Management Advisor career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of fi

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Job Description Summary We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity. Responsibilities Coordinate and drive the delivery of Corient’s broad investment, planning and wealth management services and

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? Our fast-paced Financial Firm, Seasons Wealth in San Antonio TX 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! Minimum Requirements: Previous experience in processing confidential, detailed paperwork Previous client interaction in an office environment Intermediate to advanced computer skills CRM experience preferred (Redtail or Salesforce) This position requires you to possess the following skills: Strong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Excellent communication; both verbal and written Self-directed ini

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Tea