Investment Advisor & Representative Salary at Alpha Cubed Investments Llc BETA

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience. + Leads and executes business development plans to that business goals are achieved or exceeded. + Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales. + Provides deal structuring expertise and additional expertise as knowledge base and needs dictate. + Identifies issues, gaps and process improvements through open communication both internally

Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain expo

Posting Description: The Human Capital Client Leader is a senior level role that serves as the primary business liaison for HR Solutions between Aon and its clients. This role develops an in-depth understanding of the clients business and the strategies that senior management will deploy to drive desired business outcomes. That understanding is typically derived from meaningful discussions with C-suite contacts and their direct reports. Armed with the strategic business intent, the Human Capital Client Leader partners with the client and other Aon subject matter experts to explore and deliver the best of Aons thought leadership, innovation, and services to optimize the clients human capital strategy in support of its overall business strategy. At a functional level, the Human Capital Client Leader serves as an integrator ensuring that the various Aon team members are client focused, providing consulting and operational insights based on the client situation and delivering a high-qualit

Salary Range: $41.2200 - $63.3700 /hour. Actual compensation may vary based on geographic location, work experience, skill level, and education. The Financial Analyst III participates in the development and implementation of the Organization's strategic and financial planning for operating and capital, while ensuring timely and accurate financial information that is useful to management. Projects an image of professionalism in communication, appearance and conduct. Supports the department and organization mission. Maintains a working knowledge of departmental standard operating procedures. This knowledge requires the use of specialized systems and computer software. Other duties as assigned. Assist in the creation and reconciliation of the operating budget. This includes working to ensure the directives of the financial leadership team are understood and implemented by the organization's direct operational managers. Support institutional and medical management with ad hoc financial ana

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the clients specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the business development strategy, sales targets and the sales results for the assigned region. + Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creatio

We are excited to share that we are expanding our Intuitional Market West TPS team and have a fantastic new opening for a Treasury Consultant based in our Newport office. This role presents an incredible opportunity to collaborate with some of our largest government entities in Southern California and the southwest partnering states. Government banking experience preferred and travel required (30%). Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience. + Leads and executes business deve

Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwest

Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build—Work to build a clien