Patient Financial Advisor Salary at Xtend Healthcare Llc BETA

Job description Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with 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 is expanding and seeking to add an Advisor to our already successful organization. This Advisor will have the opportunity to help existing clients with ongoing financial plans and to grow our offices by meeting one on one with potential clients who’ve learned about us through a variety of sources including workshops, referrals, radio and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Minimum Requirements: • College degree preferred • 4 + years of

Excellent Financial Advisor opportunity with Partner Track Potential This is the opportunity you’re seeking if you have solid financial planning skills, love building client relationships, and want to join a successful, established team. You’ll be rewarded with an attractive starting salary, excellent income growth opportunities based upon your contribution, and partner track for the right individual. Qualifications – Financial Advisor 2+ years’ experience in wealth management, preferably as a Financial Advisor. Fully licensed (Series 7/66) with preference for CFP or in progress. Strong understanding of financial principles with excellent research and comprehensive financial planning recommendations. Skilled at building client relationships and team culture with a team player mindset. Very organized, tech-savvy with financial planning and tax planning software experience. Mandatory FINRA background check and verification process. Key Functions – Financial Advisor Participate in client

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

Job Description Job Description We are seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives. This is an excellent opportunity for individuals who are passionate about finance and enjoy building strong relationships with clients. Duties: - Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning - Conduct thorough financial assessments to understand clients' current financial situations and future goals - Develop customized financial plans based on clients' needs and risk tolerance - Monitor clients' investment portfolios and make recommendations for adjustments as needed - Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice - Build and maintain strong relat

Company Description independent RIA/IAR in business for 35 years Role Description This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc in Brentwood, TN. The Financial Advisor will be responsible for providing financial guidance, investment recommendations, and retirement planning services to clients. Qualifications Strong knowledge of financial instruments, markets, and investment strategies Excellent communication and interpersonal skills Ability to analyze complex financial information and provide recommendations Experience in financial planning, wealth management, or related field Relevant certifications such as ChFC or CFP and securities and insurance licenses We provide comprehensive financial planning, with a specialty in Retirement Planning.

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training through Apprenticeship and Residency programs Competitive compensation package Incentive Based Recognition trips with travel opportunities Performance incentive programs Extensive support resources Job Requirements As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect. Additional requirements of the Financial Advisor include: Bachelor’s Degree Proven ability to accomplish sales goals Excellent written and verbal communication skills Strong interpersonal skills Ability to

We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial Professionals Prudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension Plan Medical, Dental, and Vision benefits Robust compensation packages Transition support Practice Build

Financial Advisor Coach Position Overview Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to spearhead our commitment to excellence and innovation. As a key player on our team, you will be instrumental in sculpting success stories and propelling our clients toward becoming elite financial advisors. Key Outcomes The Financial Advisor Coach is responsible for providing support, guidance, and training to financial advisors. This role involves helping advisors enhance their skills, improve client interactions, and grow their business. The coach will work closely with advisors to identify challenges and develop coaching plans. Your function will own the following outcomes: Training and Development: Conduct training sessions for financial advisors on various topics such as investment strategies, client communicati