-
Financial Advisor
4 weeks 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 ...
-
Financial Advisor
2 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job Description · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create p ...
-
Financial Advisor
1 week ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesFinancial Planning Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include wor ...
-
Financial Advisor
3 weeks ago
Blue Signal Search Connecticut, United StatesFinancial Advisor · Our client is a company committed to delivering personalized administrative and benefits services that empower clients to achieve their long-term financial goals. With a strong presence in the industry and a team of experienced professionals, they offer exper ...
-
Financial Advisor
2 weeks ago
Ameriprise Financial New Haven, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Financial ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Alera Group, Inc. Wethersfield, United StatesOverview: · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-te ...
-
Financial Advisor
2 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job DescriptionFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passiv ...
-
Financial Advisor
3 days ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Shelton, United StatesJob Description · Job DescriptionPeninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shelton WA area. · Peninsula Credit Union ...
-
Financial Advisor
4 days ago
RK Partners New Hartford, United StatesJob Description · Job DescriptionFinancial Advisor · You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it ...
-
Financial Advisor
3 weeks ago
Guilford Savings Bank Guilford, United StatesJob Description · Job DescriptionAbout Grey Ledge Advisors: · Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-ye ...
-
Financial Aid Advisor
1 week ago
Post University Waterbury, United StatesJob Description · Job DescriptionJOB SUMMARY: Within the Division of the Office of Student Finance, the ADP Financial Aid Advisor (FAA) is responsible for working with all online and satellite students related to the tuition process for the university. This position coordinates t ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Associate Financial Advisor
1 week ago
Edward Jones Front Royal, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the cl ...
-
Advisor, Financial Operations
2 weeks ago
Northwell Health Lake Success, United States Full timeProvides strategic direction and oversight of financial operations processes and outcomes. Oversees revenue policies and procedures, including billing for revenue generation. Identifies and provides solutions for areas of high risk in the revenue cycle, documentation or billing p ...
-
Associate Financial Advisor
6 days ago
Edward Jones Front Royal, United StatesJob Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Associate Financial Advisor
2 weeks ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and · customer-focused? Would you love to be helping clients as they prepare for retirement without · the responsibility for lead generation? If you enjoy working closely with clients, deve ...
Independent Financial Advisor - Cheshire, United States - Bryn McMillan Consulting
4 weeks ago
Description
Basic to £50,000 dependent upon experience, OTE £70,000 – £80,000Overview:
A fantastic opportunity for an experienced Independent Financial Adviser (IFA) to join our client who is an established financial planning firm, offering advice on pensions, investments, and protection including business assurance, where all the leads are provided via a team of the whole of market mortgage and protection brokers.
Main Duties:
Our client who is an established financial planning firm, requires an additional experienced Independent Financial Adviser (IFA) to work with the current team, offering advice on pensions, investments, and protection including keyman and shareholder insurance, where you will receive new leads on a day-to-day basis from the team of the whole of market mortgage and protection brokers
The new pension and investment leads are currently being generated via a national network of over 300 – 400 whole market mortgage and protection brokers.
The clients have expressed an interest in obtaining a mortgage, and during the fact-finding, the mortgage broker will highlight areas of financial planning that also requires reviewing.
These leads have been vetted via the fully qualified and whole market mortgage brokers, therefore the majority of the clients have completed a fact find with regards to their circumstances.
Talking with the clients over the telephone, via video links or face to face, you will be required to carry out a detailed and in-depth fact find/meeting, offering advice on their Pensions and Investment requirements.
You will ensure that the client receives a full review of their circumstances, and the client is treated in a professional and compliant way.
As well as all the leads are provided, administrative support will be offered, to submit any pension and investments business as well as chase up any outstanding information.
Key Skills:
The level 4 diploma along with previous experience in offering advice on pensions, investments and business protection is essential for this role.
Summary:
Outstanding opportunity for an experienced financial adviser or Independent Financial Adviser (IFA) to join an established firm, with a good basic salary, plus all leads and administrative support provided in the Macclesfield area.
Tags:
Advisor, Broker, Bryn McMillan, Bryn McMillan Consulting, Cheshire, Equity jobs in Cheshire, Equity Release jobs in Cheshire, Financial, Financial Recruitment, IFA Jobs, IFA jobs in Cheshire, IFA jobs in Macclesfield, IFA Recruitment, IFA Vacancy, Job, Jobs in Cheshire, Mortgage, Mortgage Advisor, Mortgage Broker, Recruitment, vacancy
We are here to help. Email us or give us a call
#J-18808-Ljbffr