Home | Links | Contact Us | Press | Post a job | Bookmark | EFBFWEB.ORG | EHRCWEB.ORG | EIPAWEB.ORG | SAB06.ORG | MyLinkedinProfileWriter.com

Search jobs:
Home Accounting Financial-Planner-Total-Wealth-Management

 Office manager / Book keeper
NOGA Property Management is looking for a new office administrator/ book keeper. If you are ...


 Receptionist/Switchboard Operator
Headquartered in San Jose, California, Sanmina-SCI is a leading EMS provider focused on delivering ...


 Retail Payroll Coordinator
Giant Industries Inc., currently has an outstanding opportunity for a Retail Payroll Coordinator in ...


 Office Assistant
Office Assistant </> Office Assistant Big D Floor Covering Supplies is in need of an ...


 Flourishing CPA firm seeking tax accountant in beautiful Tucson
Mid sized CPA firm seeking a tax accountant. 3-7 years current CPA firm experience in partnership, ...


 Sr. Accountant - Revenue Accounting
Honeywell is a diversified technology and manufacturing leader of aerospace products and services; ...


 Sr Project Accountant - Revenue Management
Honeywell is a diversified technology and manufacturing leader of aerospace products and services; ...


 Immediate need for Experienced Cost Accountant
Classification: Temporary to Full Time Exciting opportunity with a major manufacturing company for ...


 Collections Specialist
Classification: Temporary Compensation: $15.00 to $18.00 per hour A West Valley Manufacturer is is ...


 HR ASSISTANT
Well established Mexican Food Product Manufacturer has an excellent career opportunity for a ...


 Financial Planner, Total Wealth Management

Details
Country: USA
Location: Phoenix AZ
Total applied: 40
Location:US-AZ-Phoenix

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services Sales - Marketing Consulting

Manages Others:no
Financial Planner, Total Wealth Management

FINANCIAL CONSULTANT / SALES / FINANCIAL PLANNER / FINANCE

We are currently looking for experienced finance & financial services professionals & financial sales planners who are interested in expanding their opportunities and taking their businesses to the next level. As a premier full-service financial planning and finance advisory firm, we are committed to a “Serve First” philosophy that provides you the resources and support that allows you to focus on helping high net worth individuals and families understand, grow, preserve and enjoy their wealth through a finance planning-based approach.

JOIN THE LINCOLN FINANCIAL ADVISORS / SAGEMARK CONSULTING TEAM

Lincoln Financial Advisors (LFA) and Sagemark Consulting (a division of Lincoln Financial Advisors Corp.) are premier fee-based financial planning / finance firms that bring together professionals in a variety of disciplines, using sophisticated support systems, to help clients determine the right financial strategy for their needs. Supported by a network of more than 2,000 financial planners and financial services experts nationwide, advisors with Lincoln Financial focus on helping clients build, implement and periodically update comprehensive financial plans throughout their lifetime and across generations. We specialize in retirement planning, estate planning, business owner planning, product sales and investment management.

RESPONSIBILITIES:

•Maintain independence yet have the backing of a solid national firm with abundant intellectual capital that is deployed locally.

•Develop, manage, and retain client relationships with the support of our finance practice management team, strategic alliances and technical resources.

•Partner with our wealth management & finance team to build clear and comprehensive financial plans for new and existing clients.

•Implement financial plans through selling and servicing financial products from a number of top-tier financial services companies.

•Work with clients to help ensure that their financial goals are met by providing customized, comprehensive financial planning advice.

•Work in a challenging environment with upside potential.


COMPENSATION & BENEFITS PACKAGE – Competitive Payouts with Great in-house support

•New sales planners at LFA/Sagemark can expect to receive a base subsidy, with limited duration, to cushion the transition plus a percentage of fees and commissions.
•Medical, dental, 401(k), deferred compensation
•Use of in-house attorneys, administrative support
•Year-round training and betterment programs
REQUIREMENTS
JOB REQUIREMENTS:

•A college degree.
•At least three years of experience in financial planning or a financial advisory role.
•An ability and willingness to take responsibility for prospecting and selling to your own client base.
•The drive to seek out and utilize sales & finance training and coaching opportunities to build success.

JOB PREFERENCES:
•Advanced degree or professional designation such as a CPA, CFP, CLU, ChFC, JD or MBA.
•Industry registrations and licenses such as NASD Series 7 and Series 66 or Series 7, Series 63 and Series 65

CareerBuilder Related Terms: Series 7, CFP, CPA, Series 6, accounting, financial, accountant, finance, securities, financial products, financial services, portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, investment, financial analyst, portfolio analyst, sales, finance, management

- Apply for Financial Planner, Total Wealth Management


Your email:
Friend email:

Related jobs
  PATIENT ACCOUNT REPRESENTATIVE
The mission of the Arizona Heart Institute (AZHI) is to be the the premier cardiovascular center in the region, distinguished by quality-driven, cost effective health ...
  Manager, Credit and Collections
Provides for credit/collections for CEM businesses including International - portfolio averages M$70+, 56 DSO, 800 active accounts. Managerial responsibility for 2-3 ...
  Insurance and Financial Services Representatives - Arizona
Offering a unique opportunity for both experienced, licensed insurance and financial services representatives, as well as those are interested in pursuing a career ...
  Senior Workforce Management Analyst
Job Summary: Under general supervision, Senior Workforce Management Analyst conducts a variety of analytical studies to facilitate the continuous improvement of TriWest H...
  Auditor
Seeking a Qualified, Professional Auditor! Are you an Auditor that is looking for a great, new position? Look no further! Our company is looking for another audit ...
  Administrative Assistant
Executive Assistant will support 6-8 individuals. Responsibilities include coordinating travel arrangements, entering and submitting expense reports, entering time ...
  Contract Driver Service Representative
The Contract Driver Service Representative is responsible for the recruitment and assessment of all independent contract driver candidates and independent contract ...
  Are you a Full Charge Bookkeeper through Financials?
Classification: Temporary to Full Time Compensation: $15 to $17 per hour Are you a Full Charge Bookkeeper through Financials?9/8/2006...
  GOVERNMENT ACCOUNTANT - CHANDLER
Our client located in Chandler is looking for a strong Government Accountant!Duties Include: * Ensuring that a variety of accounting transactions are recored properly, ...
  Assistant Controller
Seeking a Qualified Assistant Controller Are you an Assistant Controller looking for a great, new opportunity? Well, look no further! We have a well-developed, ...

Related press releases
0.034

Archive: All jobs - Links - Job Search Engines

Copyright (c)2006 http://www.efipweb.org/ - All rights reserved