Financial Planning Service Advisor-Path to Lead Advisor

Kestra Technologies is seeking an Associate Advisor to join our Catalyst Retirement Advisors team in Paris. You will work with an experienced financial advisor, participate in client meetings, and gain hands-on experience creating and implementing financial plans.You will need a finance-related degree, at least 2 years in financial services, and licenses...

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for...

Kestra Technologies is seeking an Associate Financial Advisor to manage client relationships and ensure excellent customer service. The ideal candidate will have at least 2 years of experience in the financial services sector, understanding broker/dealer operations and financial products.Your role will involve developing investment strategies for clients,...

Kestra Technologies is seeking a career-oriented Service Advisor in Paris, France. The role supports lead advisors in managing client portfolios and enhancing relationships. With 3-5 years of experience required, candidates should hold a CFP designation and licenses Series 7, 66 or 65.This position offers a competitive salary between $100,000 and $130,000,...

Independent Financial Advisor — succession opportunityFull-time book of business transition, 4–6 year timelineAbout the opportunity:We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity...

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer...

About Us Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more...

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.This role requires excellent communication skills and the ability to manage multiple tasks...