Advisor Salary at Toltec BETA

We are actively hiring for our new department (Blazer Jobs) within our company that is ramping with growth. We are currently looking to hire individuals for an on-site Recruiter role to help grow schools nationwide and help fill their open roles. Office Location: 501 Brooker Creek Blvd, Oldsmar, FL The ideal candidate: Bachelor's degree required. Sales experience highly encouraged. Ability to work both independently and collaboratively. Ability to bring culture into the company. Strong drive to learn, grow and succeed. Excellent written and verbal communication skills. Ability to effectively organize, prioritize, and multitask. Responsibilities and Commitments: Sourcing candidates by warm leads and cold calling. Post our client's jobs on our platforms. Source through LinkedIn, Career Builder, Indeed, and Zip Recruiter. Recruit education professionals via phone, email, and social media. – similar to the first bullet Assist credentialing and payroll with obtaining secure documents from y

Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial services industry. Position Overview: As a Financial Advisor, you will provide expert advice to clients regarding investments, insurance, retirement, tax strategies, and other financial planning needs. Your role will focus on building long-term relationships with clients, while offering personalized financial solutions to help them achieve their financial goals. We provide all necessary tools, equipment, seminars, and marketing resources to ensure you succeed in this role. Key Responsibilities: Client Consultation & Financial Planning: Conduct thorough financial assessments and identify clients' short-term and long-term goals. Provide tailored financial strategies covering investments, insurance, retirement, and estate planning. Maintain long-term relationships with clients by offering ongoing advice

Craft Wealth Services Hiring: Experienced Investment Advisors Craft Wealth Services, a SEC-registered Investment Advisory firm, is seeking skilled Investment Advisors to join our dynamic team. As a blend of Wall Street acumen and Main Street values, our fully independent firm is committed to providing exceptional financial guidance and personalized wealth management solutions. If you are passionate about helping individuals achieve their financial goals and possess a solid foundation in investment advisory, we encourage you to apply. Key Responsibilities: Develop comprehensive financial strategies for clients, including investments, estate planning, insurance planning, business exit planning, and more. Manage and maintain strong client relationships, providing regular updates and adjustments to their financial plans. Requirements: Minimum of 2 years of experience as an Investment Advisor, or having held a role in Investment Banking, Private Equity, Venture Capital, Insurance, Hedge Fun

Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your calendar is filled with pre-qualified appointments, allowing you to do what you do best: guiding clients toward their retirement dreams. Your Opportunity: Client-Centric Role: Engage with pre-qualified prospects, crafting personalized retirement plans that align with their aspirations. No Prospecting Required: Our proven marketing strategies ensure a steady flow of qualified leads, so you can concentrate on building meaningful client relationships. Competitive Compensation: Enjoy a substantial base salary with unlimited earning potential, reflecting your expertise and success. What You Bring: Experience: At least 3 years in financial planning, with a knack for converting prospects into long-term clients. Licenses: Series 65 and Life & Health Insurance licenses (or willingness to obtain). Expertise: Proficiency in fee-based managed portfolios an

Financial Advisor – Independent Platform Opportunity (High Payouts & Full Support) Are you a successful financial advisor who isn’t actively job hunting but is curious if there’s a more independent and profitable way to run your practice? You might not be looking to make a change, but imagine an opportunity where you keep more of what you earn and gain greater freedom – all while receiving robust support to grow your business. This is that opportunity. Why Consider This Opportunity? We offer an independent advisor platform that lets you operate your own practice with full autonomy and the backing of a strong, experienced firm. It’s like having the best of both worlds: run your business your way while we provide the resources and support to elevate your success. Here’s what sets our platform apart: Higher Payouts: Enjoy a generous payout grid that significantly boosts your take-home revenue. Our advisors keep much more (often 90%+ of GDC) – meaning you’re rewarded for the business you g

Our client, a faith-based Financial Planning/Wealth Management firm, with locations in PA, NY and FL, has an immediate need for a Financial Advisor, that can sit in either Fort Myers or Naples, Florida. The Financial Advisor is responsible for providing expert guidance to meet the financial planning needs of individuals and businesses. Additional responsibilities include: Developing holistic financial solutions by understanding client's goals and visions Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets Offer strategic advice on investments, insurance coverage, and debt management tools Perform market research to stay current with financial trends The qualified candidate will have the following: Associate's degree required (Bachelor's degree preferred) 3-5+ years financial advisor experience (estate planning, retirement, investment, business planning, education funding, etc.) FINRA Series 65 or Series 66 licensure Current certificate of q

Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. 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 diff

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 595 Bay Isles Rd Ste 260, Longboat Key, FL This job posting is anticipated to remain open for 30 days, from 14-Feb-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for