-
Lampe Company Frisco, United StatesJob Description · Job DescriptionAre you passionate about shaping financial futures? Our team is growing, and we're looking for a Registered Investment Advisor who is ready to take their career to the next level. Dive into a role where you will craft personalized investment strat ...
-
Senior Investment Advisor
3 weeks ago
Hancock Whitney Plano, United StatesSenior Investment Consultant page is loaded · Senior Investment Consultant · Apply · locations · Granite Park - Plano, TX · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · R012840 · Thank you for your interest in our company To apply, click ...
-
Bank of America McKinney, United StatesFinancial Solutions Advisor-Consumer Investments -Central South Region · Saint Louis, Missouri;Lees Summit, Missouri; Irving, Texas; Bentonville, Arkansas; Dallas, Texas; Kansas City, Missouri; Dallas, Texas; Richardson, Texas; Saint Louis, Missouri; Andover, Kansas; Manchester, ...
-
The Bank of America Corporation Dallas, United StatesIf you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day Solutions Advisor, Financial, I ...
-
Bank of America Dallas, United StatesFinancial Solutions Advisor Registration Candidate Consumer Investments-Greenville/Lovers, Texas · Dallas, Texas · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect w ...
-
Bank of America Dallas, United StatesFinancial Solutions Advisor Registration Candidate Consumer Investments-Greenville Ave, Texas · Dallas, Texas · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with ...
-
Private Wealth Advisor
1 week ago
BOK Financial Plano, United StatesReq ID: 74506 · Location: Plano -PLAN · Areas of Interest: Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a ...
-
Trust Advisor Iii
1 week ago
Comerica Dallas, United States**Special Needs Trust Advisor III** · **Position Competencies** · Successful incumbents possess ethics and values, listening and presentation skills, problem solving, priority setting and negotiating skills are politically savvy and have a drive for results. · **Position Responsi ...
-
Experienced Financial Services
1 week ago
New York Life Dallas, United StatesWe're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance ...
-
Account Manager
1 week ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals wh ...
-
Wealth Management Advisor
3 weeks ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
-
Registered Client Service Associate-Frisco, TX
2 weeks ago
Raymond James Frisco, United StatesJob Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to jo ...
-
Wealth Management Advisor
1 week ago
Claire Myers Consulting Frisco, United StatesOur client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their m ...
-
Merrill Financial Solutions Advisor
6 days ago
Bank of America Frisco, United StatesMerrill Financial Solutions Advisor - Greater Dallas Market · Frisco, Texas;Dallas, Texas · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ...
-
Registered Client Service Associate-Frisco, TX
2 weeks ago
Raymond James Financial, Inc. Frisco, United States**Description** · **Job Summary** · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creativ ...
-
Account Manager
2 weeks ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals wh ...
-
Wealth Management Advisor
2 weeks ago
Claire Myers Consulting Frisco, United StatesOur client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their m ...
-
Automotive Tire and Service Advisor
2 days ago
The Goodyear Tire & Rubber Company Frisco, United StatesAutomotive Tire and Service Advisor - Frisco, TX · Date: May 11, 2024 · Location: · Frisco, TX, US, · Company: Goodyear · Job Req ID: JR · Goodyear. More Driven. · IMMEDIATELY HIRING - APPLY TODAY · Just Tires is an automotive service provider that has a high focus on customer ...
-
Wealth Management Advisor
2 weeks ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
-
Wealth Management Advisor
2 weeks ago
Claire Myers Consulting Frisco, United StatesOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while n ...
Join Our Dynamic Team as a Registered Investment Advisor - Frisco, United States - Lampe USA Inc
Description
Job DescriptionJob Description
Are you passionate about shaping financial futures? Our team is growing, and we're looking for a Registered Investment Advisor who is ready to take their career to the next level.
Dive into a role where you will craft personalized investment strategies that help our clients achieve their long-term financial ambitions.
What You'll Do:
Craft Tailored Financial Strategies:
Guide clients through investment decisions and financial planning.
Evaluate Financial Health:
Analyze clients' financial status, assets, liabilities, and overall economic conditions to recommend optimal financial products.
Drive Client Success:
Deliver engaging presentations and continuously monitor and report on portfolio performances, ensuring clients are well-informed and their investments are performing.
Expand Your Network:
Leverage your expertise to grow a robust client base while strengthening relationships with existing clients.
What We're Looking For:
Experienced Professionals:
Background in banking, finance, or a related field.
Knowledge Experts:
Well-versed in investment products and services.
Relationship Builders:
Exceptional skills in client communication and relationship management.
Analytical Thinkers:
Strong analytical, critical thinking, and problem-solving abilities.
Communicative Individuals:
Superior written and verbal communication skills.
Why Join Us?
Impact:
Make a real difference in the financial well-being of individuals and families.
Growth:
Opportunities for professional development and career advancement.
Culture:
Join a team that values transparency, innovation, and collaboration.
Rewards:
Competitive compensation structure and a supportive work environment.
Ready to redefine financial futures?
Apply today and embark on a fulfilling career path where you not only meet but exceed client expectations. We can't wait to see the energy and fresh ideas you bring to our team
Company Description At The Lampe Company, we are dedicated to empowering families to take control of their financial future.
Our innovative solutions and expert team are designed to provide a winning combination of financial services and support, helping families protect their assets and secure their long-term prosperity.
Founded in 2006, The Lampe Company was created with a mission to help families across America with clear programs and products that meet their unique needs, goals, and budget.
From the moment the company was established, our key words have been "we make a difference" and this is a principle that we live by every day.
Our vision is to be the leading provider of financial services and support for families across America.At The Lampe Company, we believe in servant leadership and helping others become the best version of themselves.
Our team of partners is dedicated to educating and caring for our clients, and we are always looking for individuals with similar values to join us in making a difference.
Company DescriptionAt The Lampe Company, we are dedicated to empowering families to take control of their financial future.
Our innovative solutions and expert team are designed to provide a winning combination of financial services and support, helping families protect their assets and secure their long-term prosperity.
\r\rFounded in 2006, The Lampe Company was created with a mission to help families across America with clear programs and products that meet their unique needs, goals, and budget.From the moment the company was established, our key words have been "we make a difference" and this is a principle that we live by every day.
Our vision is to be the leading provider of financial services and support for families across America.\r\rAt The Lampe Company, we believe in servant leadership and helping others become the best version of themselves.
Our team of partners is dedicated to educating and caring for our clients, and we are always looking for individuals with similar values to join us in making a difference.
#J-18808-Ljbffr
