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Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
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We specialize in debt relief, empowering clients to break free from high-interest loans and credit card debt, transforming their financial futures. As an Account Executive, you'll be the trusted advisor for clients seeking debt relief solutions.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
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This employment opportunity at Webster Bank in Brooklyn, NY would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial.
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Minimum of 3-5 years of experience as a Financial Advisor- Proven track record of success in building and managing client relationships, achieving sales targets, and delivering exceptional service.
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Financial Sponsor Solutions: Fund recapitalizations, fund restructurings, tender offers, management team spinouts and portfolio asset sales; PJT Park Hill ("Park Hill") is our industry-leading advisor and intermediary business focused on alternative investment vehicles in the private equity, real estate, hedge fund and secondary advisory asset classes.
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As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to support the Beauty needs of our customers to drive sales. Employee Assistance Program (mental health counseling and legal/financial advice.
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Monitoring project milestones, financial delivery, resource availability, issue management process and resolution Serves as a strategic advisor for US GTB leadership team on competitive intelligence, operating model design, best practices, setting of objectives and key results (OKRs), and end-to-end coordination of strategic initiatives across the business (Product, Operations, Sales, Technology, etc.
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Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes.
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The Senior Manager will report to the Vice President of Global Head of FP&A at Legends, and play a key role as a financial advisor working across Legends’ various business verticals, create monthly financial reporting for the Board of Directors and senior management, coordinate annual budget and monthly forecast process for the entire company, and work closely with the regional and business finance leads.
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Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
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Must have demonstrated expertise in all aspects of the RIA industry including technology, sales, operations, practice management, compliance, competition, and fee structures. Must have a minimum of 5-7 years of financial services industry and or RIA industry.
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The Regional Director should be able to provide added value support through a consultative sales approach tailored to the individual advisor needs within the respective territory. Intermediary Sales Channel covering financial advisors within wirehouses, regional and independent broker/dealers - Great Lakes Region based in either Minneapolis MN area or Milwaukee WI area - covering MN and WI.
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PCA partners and collaborates with both the Eaton primary fundraising professionals as well as the Stifel industry and financial sponsors’ coverage teams to provide superior outcomes to our clients.
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Discover Our Culture Related Job Openings Inbound Sales Representative - Remote Various Locations | 503430 Financial Representative Trainee (Sales) - Houston, TX Texas | 503429 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167.
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financial sales advisor jobs in New York, NY
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