- Focus on growing clientele and generating new business
- Increase assets under management from new sources
- Develop new revenue opportunities to service new clients more effectively
- Connect with and develop relationships with client's next generation
- Build COIs (Center of Influences) and produce new clients through those relationships
- Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
- 2-5 years of experience in Financial Services
- Series 7 License
- Life & Health License
- 2+ years of experience in sales and/or business development
- Understanding and ability to articulate Financial Planning
- $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
- Hybrid role: 2.5 days a week in your local office
-
Remote Customer Service Sales Advisor
3 weeks ago
Conduent Remote, United States Paid WorkRemote Customer Service Sales Advisor · Starting Pay Rate is $17.31/Hour · Full time schedules between the hours of 10am – 11pm CST. · Plenty of growth opportunities within the team · Health benefits for you and your family including medical, dental, and vision, starting on day ...
-
Clinical OR Counseling Psychology
1 day ago
California Southern University Remote, United States Full timeClinical OR Counseling Psychology - Full-Time Faculty Mentor - California Southern University (TERMINAL DEGREE IN FIELD & LICENSURE REQUIRED)( Job Number: · Primary Location · United States-Remote Description Faculty Mentors have an academic responsibility to aid Learners in ...
-
Accounts Receivable Associate
3 weeks ago
Sevita Remote, United States Full timeD&S Community Services , a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You'll join a miss ...
-
Senior Director, Management Engineering
4 days ago
Ascension Remote, United States Full timeDetails · Department: Labor Management · Schedule: Full-time, Monday-Friday · Location: Remote · Benefits · Paid time off (PTO) · Various health insurance options & wellness plans · Retirement benefits including employer match plans · Long-term & short-term disability · ...
-
Ascension Remote, United States Full timeDetails · Department: External Communications · Schedule: Full Time Monday - Friday 8am-5pm CT · Location: Remote · Benefits · Paid time off (PTO) · Various health insurance options & wellness plans · Retirement benefits including employer match plans · Long-term & short-t ...
-
Project Manager
5 hours ago
Sargent & Lundy Remote, United States Full time - RegularDescription · Sargent & Lundy is one of the largest and most experienced power industry engineering and consulting firms. We have a unique and exciting opportunity to join our Consulting group in the role of a Project Manager. This position will require you to lead and execute ...
-
Sales Representative
1 day ago
Achieve Test Prep Remote, United States Full timeJob Description · About Achieve Test Prep · Most working adults find it challenging to overcome the many obstacles associated with obtaining their college degree. We serve as advisors, teachers, tutors, and mentors, helping our customers, primarily healthcare workers, be more suc ...
-
Medical Case Manager I
1 day ago
CorVel Corporation Remote, United States Full timeCorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Bilingual Medical Case Manager position. · Work from home, and on the road. Monday – Friday, regular business hours. · As a Medical Case Manager you will make a meaningful ...
-
Sr. Nuclear Emergency Response Specialist
3 weeks ago
Honeywell Remote, United States Full timeSummary · Functions as an operational subject matter expert for NNSA Emergency Response Programs, assisting or directing program planning, implementation, and coordination of operations, training material, training aids and deployment readiness for nuclear counterterrorism, count ...
-
CDI Regional DEI Strategy Leader Europe H/F
5 days ago
Security Cleared Jobs Remote, United StatesJob Description Summary · Job Description · PLEASE NOTE: Location: Remote/Flexible. Global applicants encouraged to apply. · Role Summary: · At GE Vernova, we aspire to create an inclusive environment where we can be our authentic selves, respecting, promoting, and valuing our ...
-
California Southern University Remote, United States Part timeAnthropology - Adjunct Faculty - California Southern University (Masters in Related Field Required)( Job Number: · Primary Location · United States-Remote Description SUMMARY · Faculty Mentors have an academic responsibility to aid Learners in achieving their educational o ...
-
California Southern University Remote, United States Part timeNursing - Adjunct Faculty - California Southern University (TERMINAL DEGREE & ACTIVE RN LICENSE REQUIRED)( Job Number: · Primary Location · United States-Remote Description SUMMARY · Faculty Mentors have an academic responsibility to aid Learners in achieving their education ...
-
Director, HR Business Partner
2 weeks ago
Otis College of Art and Design Remote, United States Full timeDate Posted: · Country: · United States of America Location: · OTMAH: Massachusetts Home Office Remote Location, Remote City, MA, 06032 USA Director, HR Business Partner (HRBP) · Role Overview: · We are looking for a highly motivated HR leader to provide business partner s ...
-
AWS Cloud Engineer
2 weeks ago
H2 Performance Consulting Corporation Remote, United States Full timeH2 Performance Consulting is subject to the Vietnam Era Veteran's Readjustment Assistance Act as a Federal Contractor and is an Equal Opportunity/Affirmative Action Employer and strives to build a diverse workforce. All qualified applicants will receive consideration for employme ...
-
Director of Luxury Sales
2 weeks ago
Classic Vacations, LLC Remote, United StatesJob Description · Job DescriptionJob Description · Director of Luxury Sales · Position: Director of Luxury Sales · Area: Sales · Reports to: Vice President, Sales · Location: Remote, USA · Target Start: ASAP · Who are we: · Classic Vacations, which celebrates 45 years in busi ...
-
Conduent Commercial Solutions, LLC Remote US, United States OTHER· Billing & Technical Customer Service Advisor (Work From Home) · Starting pay rate is $17.31 an hour. · Full time schedules between the hours of 7am – 10:30pm CST. · Plenty of growth opportunities within the team · Health benefits for you and your family including medical, dent ...
-
Materials Engineering M
2 weeks ago
National Radio Astronomy Observatory Remote, United StatesNational Radio Astronomy Observatory · At AUI, we collaborate with the scientific community to plan, build, and operate cutting-edge facilities. Our expertise focuses on continually improving research and development, user facilities, management and operations, technology incuba ...
-
Sales Manager
4 weeks ago
Cox Communications Remote, United States Full timeThe Cox Business Sales Manager leads assigned outside sales team to achieve Cox Business sales goals. Hires, trains, and coaches outside sales and/or retention representatives in assigned market to ensure that corporate sales and retention strategies are followed and goals are ac ...
-
Technical Customer Service Advisor, Remote
1 week ago
Conduent Commercial Solutions, LLC Remote US, United States OTHERThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
-
Yorkville University Remote, United StatesJob Description · Job DescriptionAbout UsThe same philosophy of personal attention that distinguishes Yorkville Education Company as a leading provider of post-secondary education makes us an exceptional place to work. We are a progressive and modern institution, responding to th ...
Investment Relations Advisor - Remote, United States - Claire Myers Consulting
Description
Hybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
Qualifications
Compensation
