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Financial Planner Recruiting, LLC
Bethesda, MD, United States
Our client is an expanding boutique wealth management firm seeking a Wealth Management Advisor with experience working with clients in the Ultra-High Net Worth Space. Responsibilities Include: -Work directly with the President of the RIA to ensure clients are taken care of. -Provide advice on client portfolios, including those with private investm
Job Source: Financial Planner Recruiting, LLCMAI Wealth Management, Inc.
Bethesda, MD, United States
Job Description Job Description GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advis
Job Source: MAI Wealth Management, Inc.M&T Bank Corporation
Washington, DC, United States
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Lea
Job Source: M&T Bank CorporationM&T Bank
Washington, DC, United States
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilit
Job Source: M&T BankWorld Wide Technology
Washington
**Requirements:** + 7+ years of engineering/technical consulting experience (or equivalent). + Must have prior experience in supporting Federal customers; prior experience in supporting DoD customers strongly preferred + Experience with consultative sales approach and/or disruptive technology is highly desired. + Must have technical expertise in on
Job Source: World Wide TechnologyANDECO Institute
McLean, VA, United States
As a Strategic Data Advisor, you will play a critical role in interfacing with sponsors to gather requirements, recommend solutions, provide strategic guidance, support acquisition planning, and ensure successful project execution. Proficiency in data analysis and the ability to communicate effectively with stakeholders at all levels are critical t
Job Source: ANDECO InstituteCensus
Suitland, MD, United States
This vacancy is for a Strategic Communications Advisor position in the Associate Director for Demographic Programs located at the U.S. Census Bureau HQ in Suitland, MD . The Census Bureau is accessible from the Metro Rail Green Line - Suitland Station. Specialized Experience: For the GS-15 , you must have one year of experience at a level
Job Source: CensusWorld Wide Technology
Reston
**Requirements:** + 7+ years of engineering/technical consulting experience (or equivalent). + Must have prior experience in supporting Federal customers; prior experience in supporting DoD customers strongly preferred + Experience with consultative sales approach and/or disruptive technology is highly desired. + Must have technical expertise in on
Job Source: World Wide TechnologyWashington, DC, United States
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Strategic Wealth Advisor Consultant Location: Remote, WA, US
Company: New York Life Insurance Co
Alternate locations: Seattle, WA (Washington); Boise, ID (Idaho); Denver, CO (Colorado); Eugene, OR (Oregon); Minneapolis, MN (Minnesota); Portland, OR (Oregon); Salem, OR (Oregon); Spokane, WA (Washington); Tacoma, WA (Washington); Yakima, WA (Washington)
When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations.
Role Overview:
The Advisor Consultant/External Wholesaler is responsible for representing New York Life/Mainstay Investment solutions (mutual funds, ETFs, and alternatives) to financial advisors and select New York Life Agents in the Northern Pacific/upper mid-west region.
What You’ll Do:
Develop and strengthen a business plan to maximize market share, sales, and assets across the New York Life Agency channel along with our strategic selection of regional Advisor firms.
Present New York Life/Mainstay products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
Regularly meet in-person with new and existing Advisors to build and cultivate productive business relationships.
Manage travel and entertainment budget to an assigned annual amount.
What You’ll Bring: The Ideal candidate will w ork effectively in cross functional teams and establish strong partnerships with internal and external business partners.
5+ years of relevant experience in and knowledge of the asset management industry.
High energy with strong presentation/public speaking skills.
Strong written and verbal communication skills.
Strong interpersonal relationship skills and leadership ability.
Active FINRA Series 7 & 63 registration.
In-Market remote role requiring the candidate to reside in the Northern Pacific/upper mid-west territory
Preferred Skills:
Experience with NYL Insurance & Annuity business.
Proficient in Microsoft Office, Powerpoint, Zoom/Teams virtual meeting hosting.
#LI-AM1
Salary range: $85,000 (plus target sales incentive)
Discretionary bonus eligible: No
Click here to learn more about our benefits . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Job Requisition ID: 90316
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn , our Newsroom and the Careers page of www.NewYorkLife.com .
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Email Alert for Strategic Wealth Advisor Consultant jobs in Washington, DC, United States
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Please refresh the page and try again.
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