JOB DESCRIPTION
One of our top financial clients is seeking to hire a Financial Consultant for one of their bay area branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
REQUIRED SKILLS AND EXPERIENCE
Requirements:
• Must obtain a series 7 license
• Must have a series 63 license minimum (preferred 66 OR 63/65)
• 3-5 years of comprehensive financial planning experience
• Must have experience managing their own book of business.
• Experience working with at least 250+ high net worth clients or more and $100 million in AUM or more (400-450 households)
• Experience with a variety of investment products and investment solutions (3 or more)
• Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions
• Experience with being client focused and seeing themselves progressing in this specific role for more than 2-3+years
...Job Description Job Description We are seeking an Entry Level Recruiter to join our team. This role offers a great opportunity for individuals interested in starting a career in recruitment. As an Entry Level Recruiter, you will be responsible for supporting the recruitment...
...RN Registered Nurse Hospice - Float at BJC summary: The RN Registered Nurse Hospice - Float provides compassionate end-of-life care to patients in their homes or skilled nursing facilities, focusing on pain management, symptom control, and emotional support. This position...
...A BRAND-NEW TOWNHOME COMMUNITY! *Position is part-time but during the lease up process will have up to 40 hours per week during the lease up process. * Are you a natural... ...new neighborhood! ACC offers competitive pay, benefits (medical, dental, vision, STD/LTD/...
...test results or other information relative to their treatment... ...consists of several levels based on education and... ...Clinical Support Services Manager. Key... ...reports data on ancillary health programs as needed to required... ...creating spreadsheets, data entry and retrieval; orders,...
...considered.Key Responsibilities Create detailed and visually striking character concept art, including clothing, accessories, and other character elements.Collaborate closely with art leads, 3D artists, and game designers to ensure character designs align with the projects...