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Drafting, negotiating, and closing a high volume and a wide variety of networking agreements (agreements where LPL will be the broker-dealer and investment advisor), ensuring that all contracting processes are adhered to and the firm’s contracting standards are maintained, including but not limiting to those relating to risk allocation.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual commissions every year.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Create and maintain financial advisor data base and recruiting pipeline. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products.
$185,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor. Financial Services Representative/Financial Advisor.
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It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy.
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Represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Advisor Group (AAG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. AAG Ameriprise Advisor Group.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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The most important ingredients for success: If you are "humble and hungry" and enjoy the thrill of the hunt, then you will love this opportunity building and growing a new market for a stable, secure, profitable broker with amazing leadership.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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As part of the largest financial services distribution broker, you'll have access to a platform with security and support, offering a diverse portfolio of over 200 products. Join our team as an Independent Financial Services Agent and take control of your career.
Work from homeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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2+ years of financial planning or closely related experience in the financial services industry, preferably with a broker-dealer or other large financial advisory firm. In your new role, you will understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional client experience, and along with the Financial Advisor, provide comprehensive wealth management advice to your team’s existing client base while attracting new clients.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Acts as a business development consultant; sources, establishes and develops new Financial Advisor affiliations with the region. May provide support and direction to the selection, training, and development of Financial Advisor Trainees.
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Research and follow up on any issues with the Broker/Dealer, Operations, and vendors. Top Wealth Management Firm here in the Financial District of Boston is adding a Client Service Manager to their team.
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Support month end closure financial processes. Agile delivery experience using methodologies like Scrum or SAFe, and tools like ServiceNow, Jira and Azure DevOps. We are seeking a proficient Salesforce Admin and Certinia Finance & Accounting specialist to join our OWG Tech department.
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Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired. You will partner with an Internal Sales Team to effectively deliver SPDR ETF and State Street Global Advisor resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
$185,000 a yearExpandApply NowActive JobUpdated 2 days ago
financial advisor broker jobs in Quincy, MA
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