CBS Brokerage is a leader in the insurance brokerage industry, providing top-tier solutions to financial professionals and advisors. We pride ourselves on delivering innovative products, unparalleled service, and exceptional support to help advisors meet their clients’ diverse needs. We’re seeking a highly skilled and motivated Insurance Specialist to join our dynamic team. In this pivotal role, you will drive growth by managing a designated sale...
ABOUT US. Come join the dynamic team at Kestra Financial. Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized ...
ABOUT US. Come join the dynamic team at Kestra Financial. Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized ...
ABOUT US. Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings co...
About Us. Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview. We are seeking a caree...
An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on b...
Job Description. Send resume and cover letter directly to: ruth@fpa-online.com. If you have any questions please call 508-636-6521. Summary. Summer Office Intern reports directly to the Lead CFP®. The ideal candidate is detail oriented, organized, highly dependable and utilizes excellent problem-solving skills to assist the office with tech integration and software utilization. Essential Duties And Responsibilities. Accurate handling of client pa...
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone wh...
Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retire...
Summary. The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties And Responsibilities. Develop new relationships and sales opportunities. Promote and cultivate firm reputation among referral sources and the community. Consult with clients on investment strategies based on individual financial and investment objectives. deliver advice and...
Kestra Financial seeks a Regulatory Analyst to support the Firm’s efforts to respond to regulatory requests, customer complaints, and external requests. As a member of the Compliance team, the successful candidate will work to support the Firm in meeting regulatory deadlines and serve as a point of contact for the regulatory department to assist with mitigating risk and achieving a high level of compliance with applicable laws, industry regulatio...
SUMMARY: The Concierge Specialist reports to the Supervisor of Concierge Support. The Concierge Team is the voice of. Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors and their support staff. Members of the Concierge Team will. Empower advisor success through reinvention, advocacy, and integrity. Become experts on our operational systems including AdvisorComplete and Streets...
