Advisor Salary at The Pde BETA

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Overview The Wealth Advisor will deal with the complex business of managing money for high net worth individuals or estates, taking into account the income needs of clients, taxes, estate preservation and asset protection. The Wealth Manager will be required to manage over $100 million in assets of which half (minimum $50 million) will be in recurring revenue products such as managed accounts, separately managed accounts or wrap (fee) accounts offered on the Citadel/CUSO Financial Services platform. The Wealth Manager is expected to leverage the relationship they have built with their existing clients to gather additional assets or to gain client referrals. Duties and Responsibilities Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial li

Overview: Salary $45,000 year Do you have a passion for making a difference in someones life? Are you goal driven? Then the Career Advisor position is for you! We are seeking a dynamic and team-oriented individual to join our spirited team. As the Career Advisor, you will assist in career planning and employment referrals. You will provide excellent customer-centered services designed to enhance and re-engage job seekers into the workforce, while working closely with the Business Services Team to ensure that sustainable career opportunities are available for all job seekers. Responsibilities: Provide information about CareerLink services and the services of partner agencies and organizations to jobseekers Maintain a caseload of 50-75 WIOA program participants Administer suitability assessments for individuals pursuing training opportunities Represent EDSI on various committees and workgroups as assigned Additional tasks may be required to ensure excellent service delivery Qualification

Job Description Job Description Why do advisors join? It is the structure! “It’s very simple. It’s the structure of the firm. All of the client services. Having investment, tax and planning specialists in house to meet your client’s needs. And then the collaborative approach, working with your clients to help them achieve their financial objectives.” - Members' Wealth Advisor We believe we have built an environment that advisors love; and when they get here, they realize they have been missing it. Advisors do not join an organization because of restrictive covenants, such as non-solicits, non-competes, non-accepts, etc, to name a few. So why would they stay because of them? At Members’ Wealth we have taken a much different approach: No restrictions on leaving but lots of reasons to stay. 1. You have a say at the table. 2. You are treated with respect. 3. You become an owner. 4. You are provided with the service professionals your clients require. 5. Members’ Wealth works hard to servic

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

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

Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients. What we Value At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values—Our Partners, Our People, Our Bank, and Our Communities—guide eve

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides them with a rewarding career, not just a job. Our Financial Advisors help their clients with everything from paying for education to saving for retirement, assisting them in planning for their financial futures. As an Equitable Advisors’ Wealth Management Associate, you’ll be part of a recognized, respected company that offers: Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Plann

Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development