Handle both incoming and scheduled calls, as well as in-person meetings, to thoroughly understand the clients’ financial goals, risk tolerance, investable……

Collaborate with other team members to develop and implement comprehensive financial plans that help clients achieve their retirement income goals.…

Knowledge in financial concepts and investment planning industry - 2*+ years*. All advisors are paid via salary & incentive bonus, plus access to health and……

You will join an established Wealth Advisory team and will be responsible for providing exceptional customer service to an existing client base as well as……

Have obtain appropriate state insurance license. Financial concepts: 1 year (Preferred). Advising clients on the many aspects of the financial goals.…

Except they didn't tell you that you might have to make cold calls, go to networking events, and learn direct mail, facebook, and other forms of marketing.…

A tax plan, income plan, medicare plan, estate plan, and social security plan. Reviewing investment plans and assets under management to ensure alignment with……

Supports management, client, and/or other groups outside the organization on technical financial planning and investment planning needs, systems, or process……

Guide clients through retirement planning decisions and questions through phone calls and emails. Bachelor's degree in a related field.…

The compensation range is dependent on experience level and whether or not there is an existing book of business you will bring over (which you will still own).…

Will be trained by the owner (Nolan Venable, EA, NSSA) who has 40 years of experience in this field. Must be Series 6, 7, 65 or 66 licensed.…

Process client inquiries, handling telephone calls and complete assigned CRM tasks. Process trade transactions in accounts in an active management environment.…

Series 7 and 66 or 63/65 licensed and insurance licensed preferred. Our holistic planning incorporates all aspects of financial planning including retirement……

Perform mutual fund research & comparative analysis. At least 2 years of work experience within the financial industry. Administer client reviews & follow-up.…

Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation. Proficient in Microsoft Office suite.…

Concierge servicing focus (calls, meetings, email, etc.) to maintain/expand on stellar firm retention ratio with all dentist/specialist clients.…

FINRA Series 66 license at a minimum. Bachelor’s degree in business, finance, sales, marketing or related field, OR equivalent with 4 years professional……

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable……

Answering phone calls for client services, calling clients, calling prospects. Supporting advisor within client meetings by taking notes, completing paperwork,……

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete……

Ohio CPA license or Enrolled Agent with the IRS (or candidate willing to obtain the certification). CFP certification (or candidate willing to obtain the……

As a financial advisor with Mainsail Financial Group, we provide the tools (including social media presence, marketing support, and investment research) and……

Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.…

Comply with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to……

As they say, all work and no play makes jack a dull boy, so we have fun with breakfasts and lunches (lots of lunches), quarterly office outings when allowed ……

We value independence and maintain the highest professional standards as an independent financial firm. Anticipate advisor’s needs and handle them proactively.…

Bachelor’s degree in business administration, accounting, finance, or similar field of study. _Makes sure you have the necessary tools_.…

Bachelor’s degree in Finance, Business or related field required. Ability to build and develop a robust pipeline. Demonstrated track record of success.…

Bachelor’s degree in related field: Finance, Economics, Business Management. Create risk and return analysis for clients and prospects on our risk management……

Determine audit scope, document processes, identify risks and controls, and design audit testing procedures. 401k plan including matching contributions.…