Advisor Salary at Wellth Inc BETA

Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of e

Job Description Job Description The Bergin Agency, based in Cranford, NJ, is looking for three qualified Financial Advisors (FA). A locally owned, independent, full-service client centric financial and retirement planning firm, we have been providing services to clients since 1990. Financial Advisors with the firm provide professional guidance and innovative solutions for the investment and retirement planning needs of employees of non-profit employers through a holistic and integrated approach. The firm is affiliated with Lincoln Investment, a privately held broker-dealer/register investment adviser with over $45 billion in total assets. Highlights: Existing qualified territories in North Jersey Area NO COLD Calling required. VERY competitive product offering Pick your own method of compensation. Renewal income stream on almost every product Both in-person and digital marketing platforms available This is a potential succession plan opportunity. Qualified candidates will: Display the

Job Title: Energy Efficiency Adviser Location: New Brunswick, NJ (Onsite – Hybrid) Position Type: Fulltime position Responsibilities: Job Description: The Energy Efficiency Adviser is responsible for outreach and education activities to promote the energy efficiency program directed at end customers, contractors, manufacturers, distributors, engineers, architects, and others who provide energy efficiency equipment or services. Responsibilities: Foster relationships with trade allies to maximize the number and size of their submitted projects. Develop projects directly with our client’s customers. Field industry events on behalf of client. Learn and utilize CRM database for project and lead management. Cultivate, track and manage program leads diligently. Oversee projects submitted by customers/trade allies. Work with an assigned Project Coordinator to help gather required information/documentation to approve/close out a project. Validate and review project workbooks to ensure technical

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing cust

Job Title: Financial Advisor Location: New York City (Hybrid) Salary Range: $150,000 - $220,000 Base + Discretionary Bonus Job Summary: We are currently representing a dynamic wealth management firm that is seeking a highly skilled and experienced Financial Advisor to join their team. The ideal candidate will have a minimum of 4 years of experience in financial planning and hold a CFP designation. This role offers a hybrid work environment and will have an existing book of clients for the Financial Advisor to manage. Key Responsibilities: Develop comprehensive financial plans tailored to clients' individual needs and goals. Provide expert advice on investments, insurance, tax strategies, retirement planning, and estate planning. Conduct regular reviews of clients' financial plans to ensure they remain aligned with their objectives. Stay up-to-date with market trends, financial regulations, and industry best practices. Build and maintain strong relationships with clients, providing exce

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client’s visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excel

Sales Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with new clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Ronald Gelok & Associates in (Parsippany, NJ) is seeking to add a Sales Advisor to our Team! This Sales Advisor will have the opportunity to meet one-on-one with company leads from seminars and the opportunity to stir up referral business. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, making active outbound calls to set appointments with prospects and, client relationship buil