Investment Consultant Salary at Fortress Nutrition Llc BETA

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Work with Regional VP, Regional Directors, and internal management regarding financial outlook of Network/District Offices. Identify financial issues, and research and recommend options for resolution. Conduct financial analysis to support decisions related to overall Network Office financial health, and investments for future growth. Consult directly with field business partners, primarily Chief Financial Officers and Managing Office Partners, and may lead cross-departmental initiatives related to financial consulting, reviewing to assess current financial state/trends, including in-depth research/analysis of revenue sources, expense management, profitability, cash flow and debt structure/leverage. Further, conduct Where to Invest consulting, prepare financial scenarios using financial modeling tools, and provide ad hoc analysis to define/propose inve

Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts, court supervised trusts, Directed Trusts, Simple Trusts, Complex Trusts, Unitrusts, and ILITs ensuring compliance with applicable laws, regulations, policies and procedures. May manage associates at the discretion of Executive Management and/or Senior Management. Role Responsibilities Trust Administration Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities. Act as lead communicator with clients regarding strategic financial planning. Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests. Understand the needs of and duties to the principals, income beneficiaries and remaindermen. Profess

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success – Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining wh

**Your opportunity** _At Schwab,_ _youre_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together._ ? As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Youll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further

Experienced Financial Professional At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions d

*** Permanent Role *** *** Hybrid – 2 days onsite per week *** *** W-2 ONLY No C2C *** Role Overview: This high-level treasury position focuses on two primary functions: Cash Management – Managing daily capital market activities, including the commercial paper program. Long-Term Capital Formation – Overseeing financial planning, capital market activities, and debt/equity transactions. Key Responsibilities: Capital Market Activities: Manage debt transactions, senior debt, and private placements. Equity Issuance: Oversee public and private equity issuances, including at-the-market programs. Financial Compliance: Ensure compliance with long-term debt portfolio and equity issuances. Coordinate financing agreements, bank conference calls, due diligence meetings, board resolutions, and regulatory filings (PSCW, SEC). Reporting & Accounting: Prepare debt-related reports for SEC filings, regulatory bodies, and internal management. Oversee daily cash reconciliation and ensure proper accounting