- Access to existing clients and prospective clients
- Top-notch administrative support
- Marketing support
- Name and brand recognition of firm due to length of time & presence in the community
- The equipment and software you need for illustrations and reports
- Bonus opportunities based on company profitability and growth
- Access to shadow a successful financial advisor to help train you
- 401(k)
- 401(k)
- Health care reimbursement ($4,000/year)
- Professional development
- Bonus opportunities based on company profitability and growth
- Prior Experience Working in Financial Advisory Industry as an IAR
- Active North Carolina and South Carolina Life Insurance License
- Series 65/66 or equivalent
- High School Diploma
- Bachelor's or associate degree in finance or similar field
- Function as a trust advisor to the firm's clients
- Ensure retention of the firm's clients as well as generating referrals
- Support the team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning
- Provide cutting edge financial planning, tax, estate, and investment advice to the firm's clients
- Analyze, draft, edit and deliver comprehensive financial plans to clients
- Analyze prospective clients' investment portfolios and financial planning
- Manage client communications and follow-up with clients
- Ensure adherence to company standards of net new asset growth and retention
- Minimum 3 years of client-facing tax, wealth management or financial planning experience
- Humble, entrepreneurial, and hard-working team player with a positive attitude
- Sincere desire to help others
- Highly self-motivated and self-disciplined
- Work effectively and independently
- Excellent communication, presentation, listening and analytical skills
- Proven time management and organizational skills in a high-volume and high energy environment
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
- Must be coachable, possess a desire to evolve and be accountable for results
- Detail oriented with strong follow up processes
-
Financial Advisor
1 week ago
Equitable Advisors LLC Charlotte, United StatesEquitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, 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, an ...
-
Financial Advisor
1 week ago
Northwestern Mutual Charlotte, United StatesFinancial Advisor - Charlotte and Huntersville/Lake Norman · Our group in Charlotte and Huntersville, NC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with ot ...
-
Financial Advisor
6 days ago
Northwestern Mutual Charlotte, United StatesEntrepreneurship while making an impact. · This is a career shift that could change everything. · If you've considered starting a business, this may be what you're looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them p ...
-
Financial Advisor
3 days ago
Northwestern Mutual Charlotte, United StatesEntrepreneurship while making an impact. · This is a career shift that could change everything. · If youve considered starting a business, this may be what youre looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them ...
-
Financial Advisor
1 week ago
Northwestern Mutual Charlotte, United StatesFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...
-
Financial Advisor
22 hours ago
Northwestern Mutual Charlotte, United StatesGET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone else's life for the better is also life-changing for you – personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...
-
Financial Advisor
1 week ago
Northwestern Mutual Charlotte, United StatesFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...
-
Financial Advisor
23 hours ago
Northwestern Mutual Charlotte, United StatesGET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone elses life for the better is also life-changing for you personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...
-
Financial Advisor
1 week ago
NebulaWorks Lesslie, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for over 100 year ...
-
Financial Advisor
1 week ago
New York Life Charlotte, United States· Partner With Us And See Your Career Grow With New York Life · Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise ca ...
-
Financial Advisor
1 week ago
KiddFinancing Charlotte, United States*Must Be Authorized to Work In US* · We work in partnership with one of the largest non-captive broker dealers, meaning were partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more. · JOB SUMMARY: · Do you have ...
-
Senior Financial Advisor
1 week ago
RogueSearch Charlotte, United StatesSenior Financial Advisor · Charlotte, NC · Mooresville, NC · Shelby, NC · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network fo ...
-
Financial Professional Advisor
2 weeks ago
New York Life Charlotte Charlotte, United States· Are you a hard worker with these leadership qualities?Relatable · Ambitious · Coachable · Clear communicator · Self-disciplined · Entrepreneurial · If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of familie ...
-
Junior Financial Advisor
1 day ago
A4 Wealth Advisors LLC Charlotte, United StatesJob Description · Job Description · Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and ...
-
Experienced Financial Advisor
4 days ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job Description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial ...
-
Junior Financial Advisor
1 week ago
A4 Wealth Advisors, LLC Charlotte, United StatesJob Description · Job DescriptionAre you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and this ...
-
Experienced Financial Advisor
1 week ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job DescriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial stra ...
-
Financial Advisor Remote
2 days ago
Paramount leadership development Charlotte, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Experienced Financial Advisor
2 days ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job DescriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial stra ...
-
Senior Financial Advisor
2 weeks ago
Ascendo Resources Charlotte, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...
Junior Financial Advisor - Charlotte, United States - A4 Wealth Advisors LLC
Description
Job DescriptionJob Description
Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC.
When you join our team, you are given a lot more than a desk and a phone
You will get:
If you join our team, we provide:
Want some more specifics? If you join the A4 Wealth Advisors team, here is what you will be doing:
Now that you know a little more about us and what we are looking for, it is time for you to tell us about you.
Company Description We are a group of passionate and experienced financial service professionals committed to maintaining our focus on the development and preservation of all four asset classes; Financial, Intellectual, Social and Human, we can help so our clients and their families achieve more clarity, balance and confidence in their lives
Company Description
We are a group of passionate and experienced financial service professionals committed to maintaining our focus on the development and preservation of all four asset classes; Financial, Intellectual, Social and Human, we can help so our clients and their families achieve more clarity, balance and confidence in their lives
#J-18808-Ljbffr