Company Description. United Capital Financial Advisors, LLC, is a registered investment advisor dedicated to providing comprehensive financial planning and investment strategies. The firm empowers clients to confidently manage their finances to achieve both current life goals and long-term aspirations. With a focus on personalized solutions, United Capital ensures a seamless planning process tailored to meet individual needs. Our mission is to he...
Company. WCA Advisors, LLC, a Florida-based investment advisory firm, offers research-driven portfolio management and personalized investment guidance to individuals and institutions. The firm prioritizes transparency, fiduciary responsibility, and disciplined risk management. WCA Advisors provides customized strategies across various asset classes to help clients navigate markets, safeguard their capital, and attain long-term financial objective...
The Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Investmen...
The Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Investmen...
As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. You will be appointed as a wealth management advisor to an existing book of individual clients and manage their ongoing needs. You will be responsible for conducting annual ...
. The Investment Advisor position has a high earning potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration. . Flagler Credit Union, a division of Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities. to help achieve our vision: To be the leader in our industry by provid...
The Investment Advisor position has a high earning potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration. Flagler Credit Union, a division of Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities. to help achieve our vision: To be the leader in our industry by providing ...
Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success...
We are seeking driven and client-focused individuals to join our team as. Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-...
We are seeking driven and client-focused individuals to join our team as. Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-...
Endowment Partners, LLC is an institutional investment advisory firm dedicated to supporting clients in the endowment and foundation space. The Firm is seeking to fill the role of Investment Advisor. The chosen individual will work closely with the CEO - representing the Firm publicly - and will play a critical role in enhancing client relationships, and developing relationships with prospective clients. This position is ideal for an individual w...
Company Description. Registered Investment Advisor and Insurance Consultancy. Role Description. This is a full-time on-site role for a Registered Investment Advisor and Insurance Advisor at a rapidly growing RIA and insurance firm in San Jose, CA. All leads and marketing are provided. Base salary could lead to first year compensation of $300K, second year comp of $400K to $600K and total comp of up to $1 million/ year in succeeding years. Qualifi...
