- Miami, FL (from $ 85,000 to $ 215,000 year)
- Indianapolis, IN (from $ 55,000 to $ 200,000 year)
- Boston, MA (from $ 91,500 to $ 180,350 year)
- New York, NY (from $ 81,100 to $ 178,375 year)
- Atlanta, GA (from $ 92,783 to $ 171,813 year)
- Charlotte, NC (from $ 116,700 to $ 170,000 year)
- San Bernardino, CA (from $ 85,000 to $ 165,000 year)
- San Francisco, CA (from $ 79,488 to $ 165,000 year)
- San Jose, CA (from $ 85,000 to $ 165,000 year)
- San Diego, CA (from $ 85,000 to $ 165,000 year)
Investment advisor Jobs in USA
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Investment advisor • usa
Last updated: 9 hours ago
Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on on...Show moreLast updated: 24 days ago
This role is with a large Portfolio Management firm with over $200 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...Show moreLast updated: 10 days ago
Investment Advisor (Outbound) (Phoenix, AZ or Remote).At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!.
We know that assets have the power to fund goa...Show moreLast updated: 23 days ago
Are you passionate about retirement planning, investment advisory, and tax planning, excellent with details, and comfortable building strong client relationships? Stratton & Company is growing, and...Show moreLast updated: 24 days ago
CURRENTLY SERIES 7 REGISTERED REPS ONLY • • •.SALARY & BONUS and Full benefits • • • •.LLC is a full-service broker-dealer founded in 1997 dedicated to assisting investors in achieving their financial goa...Show moreLast updated: 24 days ago
Get AI-powered advice on this job and more exclusive features.This is a rare opportunity to join Invest Alberta and represent Alberta’s investment interests in the Eastern U.This includes planning,...Show moreLast updated: 30+ days ago
Chicago, IL is with an established, independent wealth management firm that manages over $9B in client assets.You would be working within a collaborative, client-first environment, advising high-ne...Show moreLast updated: 22 days ago
The Investment Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers.The Investment Ad...Show moreLast updated: 24 days ago
Becoming an Investment Advisor Representative (IAR) with Farm.Bureau Financial Services opens the door to opportunities.You’ll have the flexibility and earning potential of being a business owner w...Show moreLast updated: 24 days ago
Principal | Investment Advisor.Be among the first 25 applicants.Principal | Investment Advisor.Get AI-powered advice on this job and more exclusive features.
The Principal Wealth Advisor serves as a...Show moreLast updated: 30+ days ago
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....Show moreLast updated: 9 hours ago
Be among the first 25 applicants.Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, ...Show moreLast updated: 10 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Kirkland and Lynnwood, WA Offices.
On-site, NO REMOTE OPPORTUNITIES).Base Salary (DOE) + Commissions +....Show moreLast updated: 30+ days ago
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients.
This exciting position will allow yo...Show moreLast updated: 9 days ago
Portsmouth, New Hampshire office.This team member will contribute to advising new and existing client relationships.The successful candidate will demonstrate a passion for investment guidance and a...Show moreLast updated: 9 hours ago
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and ...Show moreLast updated: 17 days ago
- Promoted
Investment Advisor
B.O.S.S. Retirement SolutionsKirkland, WA, United StatesFull-time
- Promoted
INVESTMENT ADVISOR
Staffing in MotionTampa, FL, United StatesFull-time
- Promoted
Outbound Investment Advisor
Edelman Financial EnginesPhoenix, AZ, USFull-time
- Promoted
Associate Investment Advisor
Stratton & CompanyJacksonville, FL, United StatesFull-time
- Promoted
Registered Investment Advisor
Joseph Gunnar & Co., LLCGarden City, NY, United StatesFull-time
- Promoted
INVESTMENT ATTRACTION ADVISOR
Invest AlbertaBoston, MA, United StatesFull-time
- Promoted
Investment Advisor
Windward RecruitingChicago, IL, USFull-time
- Promoted
Investment Advisor
Cetera Investment Services LLCCleveland, OH, United StatesFull-time
- Promoted
Registered Investment Advisor
Farm Bureau Financial ServicesSunland Park, NM, United StatesFull-time
- Promoted
PRINCIPAL | INVESTMENT ADVISOR
Cerity PartnersChicago, IL, United StatesFull-time
- Promoted
- New!
INVESTMENT ADVISOR
MassMutual PacificPasadena, CA, United StatesFull-time
- Promoted
SENIOR INVESTMENT ADVISOR
Bryn Mawr TrustBerwyn, PA, United StatesFull-time
- Promoted
INVESTMENT ADVISOR
The Well Recruiting SolutionsWashington, DC, United StatesFull-time
- Promoted
Senior Investment Advisor
Prudential FinancialWilliamsport, PA, United StatesFull-time
- Promoted
- New!
INVESTMENT ADVISOR
FL Putnam Investment ManagementPortsmouth, NH, United StatesFull-time
- Promoted
Senior Investment Advisor
Wilmington Savings Fund SocietyBerwyn, PA, USFull-time
The average salary range is between $ 70,376 and $ 165,000 year , with the average salary hovering around $ 100,000 year .
Investment Advisor
B.O.S.S. Retirement SolutionsKirkland, WA, United States24 days ago
Job type
- Full-time
Job description100% Accountability – Always takes 100% ownership for results and outcomes Strong initiative / Proactive – Act without being told what to do. Generate innovative approaches to Abundant growth mindset – Possesses determination and commitment to improving self in all areas of Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative Tracking individual progress and performance to meet and surpass minimum expectations Persistence – Demonstrates tenacity and willingness to go the distance to get something done An entrepreneurial perspective to help families Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling Strong organizational, prioritization, interpersonal & management skills Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships Strong mathematical and analytical skills Excellent communications skills; both verbal and written Bachelor’s Degree required 5+ years of financial services experience Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS. Industry knowledge State Insurance License - Required Series 65 License – Required (or 7 / 66 combo)
Job Description :
Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required! The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Kirkland and Bothell, WA office locations.
Responsibilities
- Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
- Assist clients with annuities, life insurance, long-term care & managed portfolios
- Provide financial planning advice to include investment, insurance & retirement
- Develop, manage, and retain strong client relationships
- Meet individual and team goals through following set processes and procedures
- Participate in public seminars to present financial information and / or to introduce the presenter
- Attend weekly meetings via zoom
Critical Competencies :
problems
life from personal to professional
feedback
Minimum Qualifications :