Personal Financial Advisor Jobs

Job Title: FInancial Advisor, Private Wealth Management Company: Location: Tampa, FL Description: Obtaining new clients and advising existing clients.¾ Will build extensive, trustworthy¾relationships with clients.¾ Also will obtain relationships with third parties for referrals sources.¾ Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities.¾ There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER.¾ Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans.10 years of sales experience with stable, successful track record.¾ Can come out of any industry except¾ Industrial.¾ Has to be able to show excellent sales record.¾ Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Commercial Real Estate.¾ Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $200K presently.

Job Title: FInancial Advisor, Private Wealth Management Company: Top Echelon Network Location: Palm Beach Gardens, FL Description: Obtaining new clients and advising existing clients. Will build extensive, trustworthyrelationships with clients. Also will obtain relationships with third parties for referrals sources. Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities. There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER. Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans.10 years of sales experience with stable, successful track record. Can come out of any industry except Industrial. Has to be able to show excellent sales record. Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Commercial Real Estate. Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $200K presently.

Job Title: FInancial Advisor, Private Wealth Management Company: Location: New York, NY Description: Client is at the pinnacle of the Private Wealth Management space with an impeccable reputation.Obtaining new clients and advising existing clients.Build extensive, trustworthy relationships with clients.Also will obtain relationships with third parties for referrals sources.Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities.  There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER.  Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans. 10 years of sales experience with stable, successful track record.  Can come out of any industry except¾ Industrial.Has to be able to show excellent sales record.Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Leasing Execs.Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $180K presently.

Job Title: FInancial Advisor, Private Wealth Management Company: Top Echelon Network Location: Santa Monica, CA Description: Obtaining new clients and advising existing clients. Will build extensive, trustworthyrelationships with clients. Also will obtain relationships with third parties for referrals sources. Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities. There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER. Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans.10 years of sales experience with stable, successful track record. Can come out of any industry except Industrial. Has to be able to show excellent sales record. Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Commercial Real Estate. Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $200K presently.   See all jobs in Santa Monica CA

Job Title: FInancial Advisor, Private Wealth Management Company: Top Echelon Network Location: Hartford, CT Description: Obtaining new clients and advising existing clients. Will build extensive, trustworthyrelationships with clients. Also will obtain relationships with third parties for referrals sources. Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities. There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER. Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans.10 years of sales experience with stable, successful track record. Can come out of any industry except Industrial. Has to be able to show excellent sales record. Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Commercial Real Estate. Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $200K presently.   See all jobs in Hartford CT

Job Title: FInancial Advisor, Private Wealth Management Company: Location: Boston, MA Description: Client is at the pinnacle of the Private Wealth Management space with an impeccable reputation.Obtaining new clients and advising existing clients.Build extensive, trustworthy relationships with clients.Also will obtain relationships with third parties for referrals sources.Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities.  There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER.  Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans. 10 years of sales experience with stable, successful track record.  Can come out of any industry except¾ Industrial.Has to be able to show excellent sales record.Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Leasing Execs.Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $180K presently.

Job Title: Financial Advisor, Private Wealth Management Company: Location: Dallas, TX Description: We have an immediate opening for a Financial Advisor, Private Wealth ManagemenThe Base Salary is $150K.The At Plan Comp is $300K.Our client is a leader with an impeccable reputation in a very exclusive club. They have $50+ billion under management for a private clientele including some of the nation�s most prominent families and individuals.Top performers are making $500K+ with $1mm earners in every office.The clients #1 producer has been there for 4 years.Requirements:15 to 25 years professional experience. 5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.Driven to win, ambitious, self-motivated, and highly entrepreneurial. Likeable, gregarious, charismatic and good at relating to different types of people. Must haves:New Business development experience.Highly ethical, engendering trust and confidence.On the upswing of their career.A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.Excels in both business development with a high level of activity and relationship management.Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.College degree.Plusses:MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement. Extensive training and coaching provided.No Relocation.

Job Title: Financial Advisor, Private Wealth Management Company: KVR Location: Seattle, WA Description: ________________________________________Location: Seattle - NO RELO, WA Job Type: Full Time Suggested Degree Level: Bachelor General Comments: Client is at the pinnacle of the Private Wealth Management space with an impeccable reputation. Obtaining new clients and advising existing clients. Build extensive, trustworthy relationships with clients. Also will obtain relationships with third parties for referrals sources. Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities. There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER. Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans. 10 years of sales experience with stable, successful track record. Can come out of any industry except¾ Industrial. Has to be able to show excellent sales record. Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Leasing Execs. Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $180K presently. • Location: Seattle, WA • Compensation: $150000 - $275000

Job Title: FInancial Advisor, Private Wealth Management Company: Location: Cleveland, OH Description: Client is at the pinnacle of the Private Wealth Management space with an impeccable reputation.Obtaining new clients and advising existing clients.Build extensive, trustworthy relationships with clients.Also will obtain relationships with third parties for referrals sources.Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities.  There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER.  Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans. 10 years of sales experience with stable, successful track record.  Can come out of any industry except¾ Industrial.Has to be able to show excellent sales record.Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Leasing Execs.Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $180K presently.

Job Title: Worksite Personal Financial Advisor Company: Exeter Advisors Location: Buffalo, NY Description: Buffalo & Southern Tier Personal Financial Advisor Seeking experienced candidates to provide full suite of investment advisory, insurance & financial planning services to take advantage of innovative lead generation program. Must have current book demonstrating success developing & delivering in $50-500K market. Professional designations required: finra securities Series 66 & 7 registrations, life/accident/health insurance licenses. Email resumes to Register to View manning-napier.com