Financial Consultant
Remote – Must be located in Syracuse, NY
SUMMARY
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be located in Michigan.
LOCATION: Remote – Must be located in Syracuse, NY
ESSENTIAL RESPONSIBILITIES:
REQUIRED SKILLS/EXPERIENCE:
PERKS:
...LLC is seekingmotivated and experienced recruitersto join our dynamic team! This is a... ...We specialize in recruiting fortop-tier healthcare facilities, food and beverage companies,... ...firms, and insurance organizations.As a Remote Recruiter with Gen X, youll have the flexibility...
...Truck Driver CDL A - Home Daily Lexington, NC Full Time Transportation Experienced Share ( If you like to be home daily while driving well maintained equipment, this is the opportunity for you! Join a company that values and rewards hardworking employees...
...Join Our Team as a Night Auditor! Position: Night Auditor About Us: At Aimbridge Hospitality we deliver exceptional guest experiences... ...Benefits After an initial waiting period those hired into full time positions are eligible for a competitive benefits package that...
...firm that is focused global shipments! They are seeking an Accounting Manager who will partner with the Senior Accounting Manager on... ...comply with generally accepted accounting principles or international financial reporting standards. 6. Utilizing Microsoft Dynamics...
...Step into our legacy of serving working class families since 1951, providing life, accident... ...where they feel most comfortable: their homes, through the convenience of Zoom Virtual... ...Enjoy the peace of mind that comes with weekly pay, based on a suggested schedule designed...