Financial Advisor & Assistant Salary at Kuhn Advisors Inc BETA

Job Overview This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Surety Risk Advisor in Raleigh, North Carolina. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and a proven ability to pursue and close sales developed through leads provided by bank personnel and through one's own relationships. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Develop lead sources with othe

Deloitte, a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known and esteemed Fortune 100 clients, we provide innovative business solutions that are driving the industry forward. Unlocking the Power of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and technology. In this pivotal role, you will take the lead in driving growth, managing delivery teams, and bringing profound subject matter expertise to the forefront. You'll be instrumental in shaping Treasury strategies, optimizing processes, orchestrating organizational transformations, and implementing cutting-edge treasury management systems as a cornerstone of our consulting services. Recruiting for the role ends on 12/31/2024 Your Impact: As an Advisory Manager with a

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key advisory and broker-dealer supervisory processes and procedures required by regulation and to assist in the regulatory risk mitigation. This position requires the individual to be able to work independently, assess information both conceptually and analytically-as well as providing insight and guidance to improve/enhance our regulatory compliance program. Responsibilities: Act as subject matter expert to review and approve marketing materials for institutional and client use in compliance with updated SEC Marketing Rule Lead the Compliance Team effort in testing and monitoring as required under Rule 206(4)-7 of the Investment Advisers Act Coordinate and provide consistency in the preparation and presentation of results to assist with annual compliance program review reports E-communications review and analy

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and

Job Overview This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

Description Envestnet Yodlee is seeking a Financial Planning & Analysis Intern to join our Finance - Yodlee department. This is a hybrid role, with in-office work required at our Raleigh, NC office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: Deliver the industry-leading wealth management platform, powered by advanced data and insights Leverage our sc

Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff