financial advisor

PROSPERO INVESTMENT GROUP

About UsProspero Investment Group is a growing asset and portfolio management firm dedicated to helping clients build, protect, and grow their wealth through strategic financial solutions. We specialize in tailored investment strategies, portfolio advisory, and long-term wealth management.We are expanding our dynamic sales team and looking for ambitious Financial Advisors who are passionate about finance, client relationships, and high earnings potential.Role OverviewAs a Financial Advisor (Sales), you will be responsible for acquiring new clients, advising them on investment opportunities, and helping them achieve their financial goals through our portfolio management services.This is a performance-driven role with attractive commission structures and career growth opportunities.Key Responsibilities<ul><li>Identify and acquire new clients through calls, networking, and referrals</li><li>Promote investment and portfolio management solutions</li><li>Understand client financial goals and provide suitable advisory solutions</li><li>Maintain strong client relationships and follow-ups</li><li>Stay updated on market trends and financial products</li></ul>What We Offer<ul><li>Attractive commission structure (high earning potential)</li><li>Career growth opportunities in wealth management</li><li>Professional training and mentorship</li><li>Supportive and performance-driven environment</li><li>Opportunity to work with a reputed investment firm</li></ul>Apply directly on Indeed or drop your CV to: anargha@prospero.aeJob Types: Full-time, Permanent, FresherPay: AED2,500.00 - AED4,000.00 per monthApplication Deadline: 10/03/2026

Financial Advisor

Northwestern Mutual

A Career with a Purpose: The Financial Advisor/Financial Representative OpportunityYou&rsquo;ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a path to meet them. You will:<ul><li>Decide how to build your business by choosing your clients and the markets you want to pursue</li><li>Build your business to the level of success to which you aspire</li><li>Have an opportunity to achieve financial independence with a rewarding career that can offer flexibility for family, friends and leisure-time activities</li></ul>Northwestern Mutual will provide consulting resources to help you discover and build your markets to develop a successful practice as a financial representative including:<ul><li>Developing your business and marketing plans</li><li>Extensive training and coaching from certified trainers</li><li>Access to knowledgeable groups of financial advisors and specialists to assist you</li></ul>At Northwestern Mutual, we&rsquo;re committed to mutual success. You&rsquo;ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration. For us, diversity means valuing and respecting differences so that we bring out the best in each other. You can be yourself while building your career here.We are looking for individuals within different backgrounds and work experience, including but not limited to, financial services, sales, military veterans and community influencers.Preferred Qualifications<ul><li>Bachelor degree from a four-year college or university</li><li>Strong interpersonal skills</li><li>Self-starter and highly motivated</li><li>History of personal success</li></ul>Benefits Program:While you help provide financial security to your clients, Northwestern Mutual is committed to offering a comprehensive benefit program; benefits include:<ul><li>Comprehensive Medical Coverage</li><li>Retirement</li><li>Flex Programs</li><li>Maternity Leave</li><li>Group Life and Accidental Death Benefit</li><li>Disability Income Insurance</li></ul>Want to work in a fast-paced, highly productive, value-driven environment? If so, Northwestern Mutual is the place for you! Learn more about the career and start the process .About Northwestern MutualThe Northwestern Mutual has helped clients achieve financial security for more than 160 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including life insurance, long-term care insurance, disability insurance, annuities, investment products, wealth management, retirement income planning and advisory products and services.Job Types: Full-time, PermanentPay: $75,000.00 - $250,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have a strong desire to work with clients? </li><li>Were you a student athlete in college? </li></ul>Experience:<ul><li>Business development: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Life Insurance License (Preferred)</li></ul>Ability to Relocate:<ul><li>Columbia, SC 29201: Relocate before starting work (Required)</li></ul>Work Location: In person

Baird

<div><div><div><div><div><div>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.
<ul><div>Cedar Rapids, IA
</div><div></div><div>Private Wealth Management
</div><div></div><div>R2026115
</div><div></div><div>On-Site</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You&rsquo;ll Make:
<ul><li>Review, research and analyze data to create customized, annual financial plans for clients.</li><li>
Deliver the financial plan to clients in partnership with the Financial Advisor/Team.</li><li>
Connect with next generation clients through planning.</li><li>
Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.</li><li>
Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
</li><li>Research relevant news articles related to the topic&rsquo;s covered in a client&rsquo;s plan to share with them as an added touch point.</li><li>
Document, follow up, and support the closing of opportunities identified from the financial planning process.</li><li>
Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.</li><li>
Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.</li><li>
Operate within the team&rsquo;s client service and wealth management strategy to ensure high quality client service.</li><li>
Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.</li><li>
Performs other duties and special projects as necessary.</li></ul>
What You&rsquo;ll Bring to Baird:
<ul><li>Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
</li><li>Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
</li><li>Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
</li><li>Minimum of three years of investment experience in a client facing role.
</li><li>Excellent presentation skills, very strong interpersonal and written communication skills.
</li><li>Proven self-starter, highly motivated, with the ability to work independently.</li></ul><div><div>
#LI-PWM5</div></div></div></div></div></div></div></div>

Associate Financial Advisor

Fletcher Wealth Advisors

<div>We're looking for driven professionals who want to build a career helping individuals and families with their financial planning, retirement strategies, and wealth protection. 
ROLE DESCRIPTION 
As a Financial Planner, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security. 
Your responsibilities include: 
<ul>
<li>Conducting financial needs assessments with prospective clients</li>
<li>Developing customized financial strategies based on client goals and risk tolerance</li>
<li>Presenting insurance products, investment solutions, and retirement planning options</li>
<li>Building and maintaining long-term client relationships</li>
<li>Attending industry training and professional development to stay current on products and regulations</li>
<li>Utilizing CRM systems to manage client data, appointments, and follow-ups</li>
<li>Participating in weekly team meetings and training sessions</li></ul> 
HOW TO KNOW IF YOU'RE THE RIGHT FIT 
If you've been feeling like something is missing in your career and you're looking for greater impact, this could be the right move. 
Whether you start part-time or full-time, we provide hands-on training and an office environment that puts your personal life ahead of your business life. We believe people thrive when their priorities are in the right order. 
We believe in the power of culture, and being surrounded by excellent performers who are also excellent people. We want to see you succeed, and our leadership team goes out of their way to invest in your success. 
WHO THRIVES HERE 
Our top advisors have come from diverse backgrounds including past sales experience (car sales, roofing, solar, pest control, merchant services, home security, insurance), retail management or customer service leadership, insurance/banking/mortgage professionals, real estate, hospitality management, former coaches or athletes, personal trainers, military, public service (police, fire, EMTs), teachers, ministry or church leadership, and former small business owners. 
QUALITIES WE'RE LOOKING FOR IN OUR IDEAL CANDIDATE 
<ul>
<li>Confident but humble</li>
<li>Past track record of success</li>
<li>Mental toughness</li>
<li>Commitment to personal growth</li>
<li>Servant leadership mindset</li>
<li>Driven and self-motivated</li>
<li>Coachable and eager to be part of a team</li></ul> 
WHAT WE OFFER 
<ul>
<li>We cover the cost for all required licenses, if necessary. We welcome applicants who are not yet licensed.</li>
<li>First year compensation ranges from $68,000 - $112,000.</li>
<li>Incentive Trips: Recent destinations include Hawaii, the Bahamas, San Diego, Punta Cana, Whistler, Marco Island, and more.</li>
<li>Mentorship: Learn directly from proven leaders who will lead by example and work by your side.</li>
<li>Long-term Client Relationships: Building strong, long-term client relationships contributes to career stability and income growth over time.</li></ul></div>

Prestige IFA Jobs

For over thirty years, our client has been helping clients achieve the financial performance and peace of mind to fulfil their life’s objectives. Whether clients have a straightforward investment ambition or a complex family estate, their goal is the same: to grow and protect clients’ wealth, for this generation and the next.  You’ll be providing professional financial planning and advice to clients across Africa and South America, helping them achieve their financial goals while building meaningful, long-term relationships. Established in 1995, our client is a private wealth management firm, headquartered in Mauritius with expert financial advisers based in key global markets. Through their head office in Mauritius and a network of international advisers, they provide carefully tailored financial solutions alongside access to high-quality investment portfolios. Our client is set up to support a wide range of clients — from high-net-worth expatriates with complex global estates to young professionals and families looking to grow their financial horizons. What they offer:<ul><li>Remote work from anywhere in the world</li><li>Flexible working hours</li><li>A respected, award winning company with a strong reputation as oldest IFA in Africa</li><li>No micromanagement – full professional autonomy</li><li>Commission-based earnings with initial lead generation costs covered by us to help you grow your client base quickly</li></ul> If you’re client-focused, self-motivated, and ready to take your advisory career global, we’d love to hear from you. Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

Remote International Financial Advisor

Professions Inc

<div>Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: 
 
The average investment revenue of our placed candidates over the past 8 years is greater than $450K. 
Our 3 year retention of placed candidates with our client is 95%+. 
 
GENERAL FUNCTION: 
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the company's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>
Achieving sales goals while serving the clients' best interests.</li><li>
Plan and conduct individual and group coaching sessions with retail bank employees.</li><li>
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.</li><li>
Handle daily client needs and problems and prioritize and delegate tasks to resolve.</li><li>
Post-appointment follow-up to maintain relationships and develop referrals from existing client base.</li><li>
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.</li><li>
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.</li><li>
Ability to delegate tasks and follow-through.</li><li>
Prepare necessary internal reports for sales tracking.</li><li>
Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.</li><li>
Conduct internal and external seminars to focus on business development and growth.</li><li>
Serves as a coach and mentor.</li><li>
Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.</li><li>
Guide and promote progress toward established goals for team.</li><li>
Recognize and reward achievement of goals.</li></ul>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:<ul><li>
Prior Brokerage Industry Experience.</li><li>
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.</li><li>
Motivated by commission sales, recognition programs, and internal sales competition among co-workers.</li><li>
Ability to motivate others in a team environment.</li><li>
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.</li><li>
Demonstrated ability to simplify and communicate complex financial concepts.</li><li>
Proven experience in building strong internal and external client relationships.</li><li>
Highly developed knowledge of the securities business, investment products and financial solutions.</li><li>
Highly developed sales and presentation skills.</li></ul></div>

Financial Advisor/Wealth Manager

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