-
Financial advisor for life insurance review
6 days ago
beBee Handyman Shasta Lake, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Shasta Lake, CA:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Executive · What is your annual in ...
-
Financial Advisor
1 week ago
Apex Dynamics Southwood Acres, United StatesWith nearly 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 100 ye ...
-
beBee Handyman Millerton, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Millerton, CA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What type of finan ...
-
beBee Handyman Los Alamitos, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Los Alamitos, CA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your a ...
-
beBee Handyman Dorris, CA, United States Freelance"Hi, I am a computer programmer with five years of experience in the market. I am currently earning around 50k and my intention is to increase my salary in the next few years. I do not own a home yet, but I would like to have one soon, pay it off, and then generate income to be a ...
-
beBee Handyman Satsuma, AL, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Satsuma, AL:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Executive · What is your annual ...
-
beBee Handyman Winterhaven, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Winterhaven, CA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Beginner / junior · What is ...
-
Financial Planner
1 week ago
JS Benefits Group Newtown, United StatesCompany Description · JS Benefits Group is an Employee Benefit and HR consultancy located in Newtown, PA and working with more than 30 of the nation's top carriers. JS Benefits Group works with employers in the Mid-Atlantic region of the US, offering Group Health, Life, Dental, V ...
-
Financial Advisor
1 day ago
M Financial Group West Hartford, United StatesExperienced Financial Advisor · Position Summary: · M Financial Group is partnering with Lindberg & Ripple ) to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth clients. ...
-
beBee Handyman Di Giorgio, CA, United States FreelanceI have a mortgage and I need to sell a plot of land, so I am unable to work. What can I do?How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them. · What stage are you at in your professional career? · Retirement is approaching. ...
-
Financial Advisor
1 week ago
M Financial Group West Hartford, United StatesExperienced Financial Advisor · Position Summary: · M Financial Group is partnering with Lindberg & Ripple ) to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth client ...
-
Financial Advisor
1 week ago
M Financial Group West Hartford, United StatesExperienced Financial Advisor · Position Summary: · M Financial Group is partnering with Lindberg & Ripple () to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth clients ...
-
beBee Handyman Sunny Slopes, CA, United States FreelanceHello: · How are you? I hope you are doing well. My name is Luis Carlos, and I am writing to you as an individual, with the following need, to see if you offer this service: occasional advice on how to invest my savings. I do not need an ongoing service, but rather a "report" wit ...
-
Financial Planner
1 week ago
Lifetime Recruiting Strategies Hartford, United StatesDescription · We represent a global brand seeking proven sales professionals to join our team. Now is your chance to start a new sales related career in the financial services industry Training is provided If you want to take control of your career and financial future then we wa ...
-
beBee Handyman Benicia, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Benicia, CA:How do you feel about managing and organizing your finances? · Young individual looking to secure a comfortable financial future in the next thirty years. · What stage are you at in your profess ...
-
Financial Planner
1 week ago
New York Life Windsor, United States· Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...
-
Financial Planner
3 hours ago
New York Life Windsor, United StatesOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
-
Financial advisor for tax declaration
6 days ago
beBee Handyman Hidden Valley Lake, CA, United States FreelanceGood evening, · I would like to hire your services for my 2022 tax declaration. Last year, I had a contract in Spain from 10/2022 to 12/2022, but I was not living in Alzira during these 3 months. I was working for another factory of our company in Vienna and then in the United Ki ...
-
Financial advisor for tax planning
6 days ago
beBee Handyman Maplesville, AL, United States FreelanceMaplesville, AL Financial Management and Planning ServicesHow do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Beginner / junior · What is your annual income? · Less than ...
-
Financial Analysis Advisor
1 week ago
Cigna Health And Life Insurance Company Bloomfield, United StatesFinancial Analysis Advisor page is loaded · Financial Analysis Advisor · Apply · remote type · Hybrid · locations · Bloomfield, CT · St. Louis, MO · Philadelphia, PA · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · Role Summary · Financ ...
Senior Financial Advisor/Planner - Avon, United States - Kestra Financial Independent Advisor
Description
Job Description
Job DescriptionWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum.
-ability to lead certain firm client relationships
-no production requirements or expectations
-strong work ethic required and the ability to multi-task
-high level of organization
-basic understanding of insurance (life, disability, and long-term care) preferable
-join the firm recently awarded Kestra's Top Firm for Growth in the country (2023)
Requirements
4 year degree and 3 years of industry experience (preferred)
-preferably a degree in finance or accounting
-desire to seek the CFP designation in 2-3 years
Benefits
Base salary ($80K-100K) with targeted 5-10% bonus as a percentage of salary
401(k) with a 3% match and potential for profit-sharing (currently a safe harbor plan subject to change)
PTO
Educational allowance for pursuing the CFP or other approved designations
Ancillary benefits available at a cost share
Stipend for health insurance benefits
