Investment advisor • usa
Investment Advisor (Wealth Management).Central Palm Beach County, FL (Flexible branch rotation / Hybrid).In coordination with Cetera Financial Group & BAR Financial.Commission-Based with Salary Bas... Show more
Investment Advisor Representative.At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategie... Show more
RubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients.The RubinBro... Show more
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty:.We are a fee-only financial advisory and portfolio management firm headquartered in A... Show more
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products.We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings b... Show more
Investment Advisor (Wealth Management).Location: Central Palm Beach County, FL (Flexible branch rotation / Hybrid).Partnership: In coordination with Cetera Financial Group & BAR Financial.Compensat... Show more
Investment Advisor Representative (IAR).Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you... Show more
Join a high-performing, expanding $1.B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact.At State Bank, we are building a culture groun... Show more
Investment Advisor Representative.Please note: This is an in-office position that is located in Miami, Florida.At INB, a career is more than just a job; it's a chance to make a meaningful impact in... Show more
Investment Advisor Opportunity.Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take y... Show more
The Investment Advisor Role has a high earning potential.Built in member leads and referrals.Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus unca... Show more
Merchants Bank, Winona, is seeking an Associate Investment Advisor.This position will contribute to the growth and profitability of the Bank through management of sales, marketing, and continued cu... Show more
Investment Advisor Representative.Columbia CU is a full-service financial institution with $2.Making Life Better" in the communities we serve.Since 1952, our commitment toward "Making Life Better" ... Show more
StaffBuffalo is working with a wealth management company in Buffalo, NY to hire an Investment Advisor Associate, paying $100,000 - $120,000+ depending on experience and background.This is an exciti... Show more
The Quintessential Experience -.Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professi... Show more
Investment Advisor (Wealth Management).Central Palm Beach County, FL (Flexible branch rotation / Hybrid).In coordination with Cetera Financial Group & BAR Financial.High earning potential (6-figure... Show more
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.This is a client-f... Show more
The average salary range is between $ 70,376 and $ 165,000 year , with the average salary hovering around $ 100,000 year .
Location: Central Palm Beach County, FL (Flexible branch rotation / Hybrid)
Partnership: In coordination with Cetera Financial Group & BAR Financial
Compensation: Commission-Based with Salary Base
Months 1–9 (Ramp-up): $1,153.84 weekly base ($60,000 annualized rate) to support you while building your book.
Month 10+: Shifts to $950.76 weekly base ($49,440 annualized) plus monthly uncapped commissions on investment/insurance sales. High earning potential (6-figure target by year two).
Are you a licensed financial professional looking for a massive influx of warm, quality leads? We are seeking a dynamic Investment Advisor to manage and grow our wealth management footprint.
Unlike completely independent advisors who have to hunt from scratch, you will walk into an established ecosystem. You will partner directly with our credit union branches, training staff to refer high-net-worth members to you, while leveraging institutional leads to build a massive book of business. This role is highly flexible, allowing you to move between branches and work a hybrid schedule as you manage your client appointments.
Financial Planning: Conduct face-to-face and virtual member consultations to analyze assets, financial goals, and risk tolerance. Provide custom investment and insurance recommendations.
Internal Networking: Travel between assigned local branches to host educational seminars, run monthly staff training, and build an internal referral pipeline from branch employees and commercial loan officers.
Portfolio Profiling: Dig into existing credit union member databases to identify hidden wealth management opportunities and initiate a regular "drip" marketing campaign.
Compliance & Reporting: Ensure all activities strictly align with FINRA, Broker-Dealer, and Credit Union compliance standards.
Education: Bachelor’s degree in Finance, Business, Economics, or a related field.
Licensing: Active FINRA Series 7 AND Series 66 (or 63/65 combination), along with a State Life & Health Insurance License.
Experience: 2+ years of clean, verifiable financial planning and sales experience.
Background: Must have a clean U4 CRD history (no major regulatory disclosures or bankruptcies) and be bondable.
Compensation / Pay Rate (Up to): $60,000.00 - $100,000.00
