Financial Planner Salary at Delta Capital Advisors BETA

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! •Uncapped commissions! •Loan products for all borrower types! •Add additional LO's to your team OR act as an individual LO! •Licensed in 28 states and growing! •Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month. Loan Officer Requirements: •An active NMLS/MLO license (required). •Strong knowledge of lending regulations and industry best practices. •Exceptional interpersonal and comm

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Recruiting for this role ends on June 1, 2025 What You'll Do Tax Seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax Seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to

Merrill Financial Solutions Advisor - Minnesota Market Wayzata, Minnesota;Saint Paul, Minnesota; Eau Claire, Wisconsin; Fargo, North Dakota; Sioux Falls, South Dakota; Bloomington, Minnesota; Minneapolis, Minnesota; Stillwater, Minnesota; Duluth, Minnesota; Edina, Minnesota; Rochester, Minnesota **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equ

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, an

ABOUT BERNSTEIN Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com OUR BUSINESS - BERNSTEIN PRIVATE WEALT

Job Description Job Description Career changers are encouraged to apply! This is a full time commission based role with uncapped earning potential. A career in Financial Advising is ideal for people who are natural connectors with entrepreneurial mindsets that are looking to make a lasting difference in their communities. Read below to learn how a role with Northwestern Mutual could transform your career! Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage o

Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services. If you have a passion for sustainability or environmental, social & governance ("ESG") and have relevant experience in C&I or environmental sciences, Deloitte Tax LLP's ("Deloitte Tax") Gi3 service line may be the place for you! With the focus on climate change and societal impacts, companies are increasingly focusing on decarbonization and reducing the environmental impact of their products, processes, and services. A career in the Gi3 practice will provide you with the opportunity to provide high-value sustainability and ESG C&I services to some of the world's largest companies in a variety of industries. Be on the cutting edge of a rapidly grow

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. •We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment •Our Diversity, Equity, and Inclusi