Join DePaul's mission-driven team! Now hiring a full-time Financial Case Manager at our Representative Payee Program in Rochester. To learn more and to apply, please visit https://ow.ly/XFv350SbfhW
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Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/gg5fP9bh
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Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/gN6JEv72
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Financial Advisor for Business Owners - Helping them take care of their personal and work family. | Exit Strategy | Tax Efficiency | Retaining Top Talent
The next member of Team Lambie we want to introduce is our Associate Financial Representative, Sean Gannon. Sean is new to our team and will be handling a lot of our client outreach. Name – Sean Gannon Title – Associate Financial Representative Qualifications – 3 years experience in customer service and marketing, MBA from UW-Whitewater What excites you about being in finance? – getting to work on part of a team that cares about clients and is knowledgeable about how to improve the financial prospects of those they work with. What are your personal values? – honesty, persistency What are your hobbies outside of the office? – sports, playing guitar, working out, church outings If there’s one thing you wish clients knew that they don’t know now, what is it? - In order to find financial success, a comprehensive plan is needed. Having a more encompassing plan can help provide a buffer if a particular part of the market sees downturn.
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Testimonials & feedback is something I haven't ever posted or shared on my LinkedIn page historically, which is probably one of the most valuable things to share, showing your network real honest feedback on the work and service you provide. Thank you for sharing Morgan King Accountancy & Finance & thank you to all of my clients, candidates & colleagues who have ever taken the time to provide feedback, it means a lot. 😊 Happy Tuesday everyone! ☀🌻 Megan 💁♀️ #testimonialtuesday #clientfeedback #reviews #financialcontroller
Another great example of how we service our candidates! This Financial Controller got exactly the service he deserved, plus more. Our Lead Consultant Megan works with the highest level candidates in our market, so you can imagine the patience and commitment that needs to go into this workload. Well done Megan, smashing it as always! 💪 #feedbackweek #highlevelservice #recruitmentfeedback #financerecruitment #accountancyroles
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Join the conversation!
We are #hiring! We are looking for Experienced Financial Advisors to join our Essex, Connecticut team! Apply today & share to your network! #hiring #jobs #financialadvisor #alchemiwealth
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Here's another career corner "Financial Managers are pivotal in steering the financial health and strategy of organizations. Their expertise ensures that the company meets its financial goals, remains compliant with regulations, and stays competitive in the market."
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This is a career where the more you help people, the more you succeed. It’s empathy in action. Discover more about the financial advisor career: https://lnkd.in/gKwNsYQ5
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I LOVE being a financial advisor, but there are four parts of the job that are brutally awful: Part One - Suffering through a seemingly endless stream of rejection and failure while trying to build your practice. There are ways to somewhat shorten this phase, as well as mind games to take out some of the sting, but I've yet to meet anyone who got to the top without years of grinding it out. Part Two - Beating back headtrash and the comfort zone. In this phase you are making a comfortable living and delivering decent value, but to create real wealth by delivering massive value you have to push past your own head trash to streamline operations, implement surge, stop interruptions and charge a premium fee for premium value. It's all 'simple', but not easy. Part Three - Watching clients grow old, become disabled and die. I'm in my 21st year and I've watched and helped a lot of clients navigate the end of their life with as much dignity and independence as possible. While I take professional pride in the assistance we provide, it takes a toll being that close to the decline of aging Part Four - Knowing when to hand over the reigns. This can be hiring a 2nd chair advisor (aka Jr) and handing off clients to free up capacity to go up market (something I've done extensively), or knowing when it's time to retire (something I've only seen), giving up your identify can be brutal. So how about you? What's the hardest part for you of this otherwise amazing career?
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Financial professional with Thrivent | Intentional conversation to help you achieve financial clarity.
This is a career where the more you help people, the more you succeed. It’s empathy in action. Discover more about the financial advisor career: https://lnkd.in/gXB2xiYe
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Christ Follower | Girl Dad | Wealth Management Advisor | Managing Director | Coach | Thought Leader |
Let's be honest, most advisors start out w/ a losing strategy: - Cold call, dial for dollar$ - Only sell to family and friends - Pester everyone for referrals - Force people into a product for a profit We're changing the game in Financial Planning: + Providing value through education and sharing resources + Going above and beyond for the people we love + Attracting new clients by building a brand + Aligning our values to our practice and to those of our clients We are changing the narrative and bettering the lives of those we serve You can do this too! The industry needs more trustworthy and values-driven people. Come help us change the game! 📲 if you or anyone you know is interested in a career in finance
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