Financial Advisors Salary at Wells Fargo Clearing Services Llc BETA

We are looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Dallas, TX JOB FUNCTION / SUMMARY: Financial Advisors are primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client. Recommends product(s) and/or services based on the information provided by the client t

Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor, you’ll: Meet with clients virtually to provide personal, actionable and achievable advice Have access to a large existing client base, and have the ability to help your friends, family and natural market Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so Flexibility to work from home What You Bring Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual

Financial Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Advisor to our dynamic team! At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Key Responsibilities Your day-to-day work will focus on: Meeting with clients to understand their financial goals, risk tolerance, and unique challenges. Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization. Regularly reviewing and adjusting financial plans to reflect clients' evolving needs

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 Inclu

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations. How You Will Contribute: Oversight of monthly financial reports Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts. Participate in prospective client finalist

This Is the Financial Advisor Role You’ve Been Waiting For (Yes—Really) You didn’t work this hard to still be hunting for leads, drowning in admin, or getting ghosted by “maybes.” You became a Financial Advisor to change lives—so why settle for a job that keeps you from doing exactly that? This is your opportunity to finally focus on what you do best: advising, connecting, and closing—without the grind of cold calls or the burden of prospecting. At Retire Simply, everything is already in motion: A steady pipeline of qualified prospects Proven marketing systems that work while you sleep A support team that handles the paperwork and busywork A client base of mass affluent retirees hungry for expert guidance You’ll walk into appointments with people who want to hear what you have to say—and are ready to act. This role is for you if you’re… A confident closer who knows how to earn trust and ask for the business Ready to deliver real value through smart, retirement-focused strategies Tired

Job Description Job Description Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Strong Sales Background Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills