Lead Advisor’s Post

One of the BEST parts of my job is the direct visibility to the C-Suite executives at Encore Search Partners, LLC and the freedom they provide to let me do my job at a high level. If you’re a CFP, or Financial Advisor working at a large wirehouse, would the President or CEO know your name if they walked into your branch? Or are you just another employee within the large entity that are wirehouses? My job is to provide insight to opportunities that most wouldn’t typically see in a general job description. If you’re a Financial Advisor, and would like a confidential conversation regarding opportunities to enhance your career in the long run, let’s chat.

HOT JOBS FEBUARY 2024 KNOW ANYONE PLEASE SHARE IN YOUR NETWORK 1 LISCENSED VP RETAIL WEALTH CANADA ,multiple hire BC, Alberta, and Ontario HNW & UHNW immediate hires top comp in the industry no AUM required 2 Senior HNW Portfolio Managers North America USA multiple hire DUE TO GROWTH 3 Consult Partner – Oil & Gas MUST HAVE BIG 4 EXPEREIENCE Texas 4 Wealth Managers, Portfolio Managers, Financial Advisors, Associate Advisors, Financial planners all over North America top ten global banks. 5 Manager Futures, Derivatives Operations large institution immediate downtown Toronto 6 Assistant Manager Futures, Derivatives Operations large institution immediate downtown Toronto 7 Hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners. 8 Join Our Clients downtown Toronto team growth as Vice President Director, Sales Investments great comp salary and bonus ( external wholesaling experience a plus dealing with advisors) 9 Top tier global Bank client hiring wealth teams and individuals in NYC, Chicago, Indianapolis Palm Beach, Minneapolis to name a few, different platforms front end bonuses, in branch or hybrid or remote know anyone 10 Wealth Teams and individuals with AUM unhappy due to inadequate support or culture change wanting to explore opportunities and improve payout and or flexibility anywhere in North America Email brett.evans@capital-markets-advisors.com  

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/gxtBpwbd

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/ePk4qJ4h

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/gdAjrVWs

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

Opportunity in Finance!

𝗟𝗢𝗢𝗞𝗜𝗡𝗚 𝗙𝗢𝗥 𝗘𝗫𝗧𝗥𝗔 𝗜𝗡𝗖𝗢𝗠𝗘 𝗬𝗢𝗨 𝗖𝗔𝗡 𝗗𝗢 𝗔𝗧 𝗛𝗢𝗠𝗘? We're looking for part-time and full-time financial advisors! 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 of a Pru Life UK Financial Advisor: 📌 Earn Anywhere 📌 Unlimited Income Potential 📌 Personal and Professional Growth 📌 Travel Incentives 📌 Monthly and Quarterly Performance Bonuses We have a career preview tonight! Just send me a message if you want to join us! ☺️ #hiringnow

#hiring Inheritor Services Analyst, Plano, United States, fulltime #jobs #jobseekers #careers #Planojobs #Texasjobs Apply: https://lnkd.in/gQNY5X8Z Inheritor Services is a dynamic team that oversees the transition of assets after a client's passing. Each situation is unique with different account types, family dynamics, and estate plans. The IS team reviews each situation individually to determine the information needed to distribute a client's assets to their final destination, and coordinates between departments to ensure the best possible experience for the family. We have a unique impact on our client's families' peace of mind during a time that is often very difficult for them, and aim to set ourselves apart from competitors in supporting them through the experience of managing their loved one's estate. The Opportunity: As an Inheritor Services Analyst, you will be assigned to clients with medium to highly complex estate plans and working with the family directly to ensure they are informed, educated, and updated. In addition to direct beneficiaries, you'll often work with CPAs, estate planning attorneys, corporate trustees, power of attorneys, and other parties who may need to be involved. The team will grow and evolve significantly in 2024, and all team members will have the opportunity to help find new ways to improve service to our internal and external clients while revamping processes to be more efficient and intuitive. You will report to the Inheritor Services Team Leader onsite in Camas, who will support your skill and career development. The Day-to-Day: Quarterback the death re-registration process for your assigned clients from start to finish by analyzing each situation, formulating a plan to produce the best beneficiary experience possible given the pertinent legal and bureaucratic restrictions, and orchestrating the activities of all involved parties both internal and external Communicate both verbally and in writing with all involved parties Identity and mitigate for potential business and reputational risks Provide recommendations to resolve complex issues with management Provide coaching for relationship managers and clients who are unfamiliar with the inheritance process Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Experience with customer/client service Project management experience and capacity to prioritize based on priority Relevant background in one or more of the following areas: financial operations, the inheritance process, elder care, or case coordination Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offeri

Lead others to live…. Apply today, don’t be afraid, it’s just a conversation! And I’m not (that) scary! Capstone Partners Financial and Insurance Services Wanting to be a: Non-captive Financial Advisor - take a call with me and change your legacy. #ask #learn #educate #makeabetterinformedDECISION