A Buck Financial Services in Greenwood , CO is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
Buck
29 Buck Financial Advisor Jobs Hiring Near You
A Buck Financial Services in Greenwood , CO is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
A Buck Financial Services in Bellevue, WA is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
A Buck Financial Services in Bellevue, WA is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
$100K/yr
A Buck Financial Services in Aina Haina, HI is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
$100K/yr
A Buck Financial Services in Aina Haina, HI is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust ...
E.A Buck Financial Services in Pleasanton , CA is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our ...
E.A Buck Financial Services in Pleasanton , CA is seeking to add a Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our ...
$70K - $80K/yr
EA Buck Financial Services in Kapolei , HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our ...
$70K - $80K/yr
EA Buck Financial Services in Kapolei , HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive ...
Certified Financial Planner (CFP)
Shelton, CT · On-site
We champion the entrepreneurial spirit within our advisors, offering a framework where you can run ... The buck stops with you. Business decisions, market fluctuations, and client outcomes are your ...
Certified Financial Planner (CFP)
Shelton, CT · On-site
We champion the entrepreneurial spirit within our advisors, offering a framework where you can run ... The buck stops with you. Business decisions, market fluctuations, and client outcomes are your ...
HR Associate - Denver, CO
$55K - $70K/yr
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and ... Join our mission-driven company and partake in 401k with generous matching Presented by Advisor ...
HR Associate - Denver, CO
$55K - $70K/yr
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and ... Join our mission-driven company and partake in 401k with generous matching Presented by Advisor ...
You'll quarterback the work, set the standards, and be the buck-stops-here technical authority in ... Partner with tax advisors on international transfer pricing and intercompany accounting. * Lay the ...
You'll quarterback the work, set the standards, and be the buck-stops-here technical authority in ... Partner with tax advisors on international transfer pricing and intercompany accounting. * Lay the ...
Director, Technical Accounting & Financial Reporting
$170K - $220K/yr
You'll quarterback the work, set the standards, and be the buck-stops-here technical authority in ... Partner with tax advisors on international transfer pricing and intercompany accounting. * Lay the ...
Director, Technical Accounting & Financial Reporting
$170K - $220K/yr
You'll quarterback the work, set the standards, and be the buck-stops-here technical authority in ... Partner with tax advisors on international transfer pricing and intercompany accounting. * Lay the ...
Legal Counsel
Jefferson City, MO · On-site
$70K - $90K/yr
... BUCK$. Through these efforts, the Treasurer's Office helps improve the financial well-being of ... Opportunities include: * Advising the Treasurer's Office leadership on legal, policy, and ...
Legal Counsel
Jefferson City, MO · On-site
$70K - $90K/yr
... BUCK$. Through these efforts, the Treasurer's Office helps improve the financial well-being of ... Opportunities include: * Advising the Treasurer's Office leadership on legal, policy, and ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns * Participate ... Work/Life balance resources: financial advisory services, LifeMatters&174; (concierge work-life ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns * Participate ... Work/Life balance resources: financial advisory services, LifeMatters&174; (concierge work-life ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns Participate in ... Situated on the Mad River, Buck Creek, and Beaver Creek, Springfield is home to the 80-mile long ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns Participate in ... Situated on the Mad River, Buck Creek, and Beaver Creek, Springfield is home to the 80-mile long ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns Participate in ... Situated on the Mad River, Buck Creek, and Beaver Creek, Springfield is home to the 80-mile long ...
Coordinate patient care, assessments, counsel and advise patients regarding concerns Participate in ... Situated on the Mad River, Buck Creek, and Beaver Creek, Springfield is home to the 80-mile long ...
Roseville Buck GMC Journey Person Technician
Roseville, MN · On-site
$40.49/hr
Communicate with service advisor immediately if additional work is needed, if work outlined is not ... Receive up to $10,000 in financial assistance for fertility treatments and adoption expenses.
Roseville Buck GMC Journey Person Technician
Roseville, MN · On-site
$40.49/hr
Communicate with service advisor immediately if additional work is needed, if work outlined is not ... Receive up to $10,000 in financial assistance for fertility treatments and adoption expenses.
Senior Associate
Floral Park, NY · On-site
$16 - $19.25/hr
... O to maintain the clients' accounting systems and processes Prepare business, fiduciary and ... Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors ...
Senior Associate
Floral Park, NY · On-site
$16 - $19.25/hr
... O to maintain the clients' accounting systems and processes Prepare business, fiduciary and ... Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors ...
Senior Associate
Floral Park, NY · On-site
$16 - $19.25/hr
Work with clients' controller/CFO to maintain the clients' accounting systems and processes ... Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors ...
Senior Associate
Floral Park, NY · On-site
$16 - $19.25/hr
Work with clients' controller/CFO to maintain the clients' accounting systems and processes ... Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors ...
Guide, direct, advise, & counsel staff on administrative policies and procedures, methods ... Finance, Accounting Technology) * Experience working in professional services environments
Guide, direct, advise, & counsel staff on administrative policies and procedures, methods ... Finance, Accounting Technology) * Experience working in professional services environments
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$100K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 15 days ago
Job description
Lead Financial Advisor
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Greenwood, CO is seeking to add a Lead Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise! If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 66 or 65 and Life and Health required
- Experience selling AUM and Annuities required
- Ability to bring a small book of business
- Strong organizational, prioritization, interpersonal and management skills
- Excellent communication skills; both verbal and written
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Meet individual and team goals
Salary:
- Annually Forgivable Base Draw starting at $100K
- Variable Compensation Overrides for performance
Benefits:
- 401k with generous matching
- 100% employer paid insurance (health, vision, dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO
Hours:
- Monday-Thursday: 8am-5pm, Friday: 8am-3pm
- In office
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com