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WealthManagement.com
Most recent job postings at WealthManagement.com
via Bank Of America Careers
posted_at: 4 days agoschedule_type: Full-time
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through... investment advice and guidance.
Merrill’s Financial
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through... investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
• Work with highly affluent clients
• Lead end-to-end onboarding and maintenance activities for new and existing clients.
• Provide products and services to each client, working with cross line of business partners
• Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
• Act as a key team member leading our clients’ digital experience with the firm
• Create ease of access and interaction, while protecting their privacy and security
• Find opportunities to innovate every day
Key Qualifications for the role:
• 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
• Product Knowledge: Foundational knowledge of investment and banking products
• Energetic individual that is self-motivated, coachable, and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibility
• Detailed oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs delivering complex solutions
• Frequent communication, and an abundance of discretion with sensitive information
• Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5 Show more details...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through... investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
• Work with highly affluent clients
• Lead end-to-end onboarding and maintenance activities for new and existing clients.
• Provide products and services to each client, working with cross line of business partners
• Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
• Act as a key team member leading our clients’ digital experience with the firm
• Create ease of access and interaction, while protecting their privacy and security
• Find opportunities to innovate every day
Key Qualifications for the role:
• 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
• Product Knowledge: Foundational knowledge of investment and banking products
• Energetic individual that is self-motivated, coachable, and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibility
• Detailed oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs delivering complex solutions
• Frequent communication, and an abundance of discretion with sensitive information
• Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5 Show more details...
via US Bank Careers
posted_at: 6 days agoschedule_type: Full-time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to... discover what makes you thrive at every stage of
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to... discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
• Bachelor's degree, or equivalent work experience
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
• Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
• Strong relationship management, sales, and business development skills
• Moderate understanding of Wealth products and offerings
• Strong competency in Financial Planning
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program Show more details...
Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
• Bachelor's degree, or equivalent work experience
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
• Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
• Strong relationship management, sales, and business development skills
• Moderate understanding of Wealth products and offerings
• Strong competency in Financial Planning
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-time
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional.
After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to... becoming a vice president or district manager. Equitable
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional.
After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to... becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:
· Development sessions
· Advanced coaching from peers, managers and executive leadership
· Leadership development school
· Equitable Advisors' virtual university
· Leadership meetings
Responsibilities
· Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
· Ensuring compliance oversight and supervision
· Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
Requirements
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
· A four-year college degree is preferred but not required
· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Benefits
· Compensation you control and a complete benefits package
· Personalized and comprehensive training and support in all areas important to building your business
· Sponsorship as well as coaching to obtain the licensing required for hire
· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
· Ability to work jointly with senior joint-work partners and to be coached by top performers
· Advancement and management opportunities
· A work-life balance and access to a full suite of remote-work technology solutions
If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23 Show more details...
After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to... becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:
· Development sessions
· Advanced coaching from peers, managers and executive leadership
· Leadership development school
· Equitable Advisors' virtual university
· Leadership meetings
Responsibilities
· Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
· Ensuring compliance oversight and supervision
· Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
Requirements
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
· A four-year college degree is preferred but not required
· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Benefits
· Compensation you control and a complete benefits package
· Personalized and comprehensive training and support in all areas important to building your business
· Sponsorship as well as coaching to obtain the licensing required for hire
· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
· Ability to work jointly with senior joint-work partners and to be coached by top performers
· Advancement and management opportunities
· A work-life balance and access to a full suite of remote-work technology solutions
If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23 Show more details...
via LinkedIn
posted_at: 3 days agoschedule_type: Full-timework_from_home: 1
About the role
Wealth Management Group is seeking highly motivated experienced Financial Advisor...
Are you seeking flexibility for you and your clients? Take your career to the next level at Wealth Management Group, change your life by helping others change theirs!
The qualified individuals will:
• Have a current book of business, preferred $10 million of AUM
• Display the ability to be a self-starter/entrepreneur and demonstrate high skill
About the role
Wealth Management Group is seeking highly motivated experienced Financial Advisor...
Are you seeking flexibility for you and your clients? Take your career to the next level at Wealth Management Group, change your life by helping others change theirs!
The qualified individuals will:
• Have a current book of business, preferred $10 million of AUM
• Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor
• Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service
• Understand that our value lies in the depth of client relationships and is exceptional at developing them
• Be an established, consummate professional at all times, both internally with our team and externally with the public
• Provide clients with a full range of investment and insurance solutions, in a fiduciary capacity
Desired skills and experience:
• Bachelor’s degree required
• Ability to build and manage client relationships
• Excellent written and oral communication skills
• 5+ years financial services experience preferred
• Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) designation preferred
• FINRA Series 6, 63, and 65 OR FINRA Series 7 and 66 required
• Ability to work remote and remain motivated
• Must live in United States
Benefits:
· WMG Advisors work fully remote
· Create your own work schedule
· Full autonomy through partnership and self-accountability
About our company
For over 30 years, Wealth Management Group, Inc. (WMG) has been helping investors work toward their financial goals. WMG is a Registered Investment Adviser, located in Dayton, Ohio. WMG’s financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
If you’re looking for the freedom of independence, the resources of a large organization and the flexibility and camaraderie of a small company, you will find it at WMG. As a WMG Independent Advisor and small business owner, you’ll have greater control over your own future. You will work for your client and not the broker dealer. Your success will depend on you own hard work and the quality of service you provide. You are free to choose your business model, decide on spending priorities and recommend appropriate product and investment strategies.
The right combination of autonomy and support:
· High payout
· Low expenses
· Microsoft 365 business tools allow for you to work anywhere
· Branding and marketing support
· Built in succession planning
· Transition assistance
· Hybrid RIA
· Continued education support
Our mission: Helping people create, manage, and preserve wealth.
Our vision: A world where everyone is financially independent.
Core values: We pledge to adhere to the highest of business ethics and to always hold our clients interest first. We operate as a fiduciary because we understand the importance of our clients financial future.
Learn more about this exciting opportunity. Call me at 937-877-1280 or email michael@wealthmanagementgroup-inc.com to schedule an informational interview Show more details...
Wealth Management Group is seeking highly motivated experienced Financial Advisor...
Are you seeking flexibility for you and your clients? Take your career to the next level at Wealth Management Group, change your life by helping others change theirs!
The qualified individuals will:
• Have a current book of business, preferred $10 million of AUM
• Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor
• Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service
• Understand that our value lies in the depth of client relationships and is exceptional at developing them
• Be an established, consummate professional at all times, both internally with our team and externally with the public
• Provide clients with a full range of investment and insurance solutions, in a fiduciary capacity
Desired skills and experience:
• Bachelor’s degree required
• Ability to build and manage client relationships
• Excellent written and oral communication skills
• 5+ years financial services experience preferred
• Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) designation preferred
• FINRA Series 6, 63, and 65 OR FINRA Series 7 and 66 required
• Ability to work remote and remain motivated
• Must live in United States
Benefits:
· WMG Advisors work fully remote
· Create your own work schedule
· Full autonomy through partnership and self-accountability
About our company
For over 30 years, Wealth Management Group, Inc. (WMG) has been helping investors work toward their financial goals. WMG is a Registered Investment Adviser, located in Dayton, Ohio. WMG’s financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
If you’re looking for the freedom of independence, the resources of a large organization and the flexibility and camaraderie of a small company, you will find it at WMG. As a WMG Independent Advisor and small business owner, you’ll have greater control over your own future. You will work for your client and not the broker dealer. Your success will depend on you own hard work and the quality of service you provide. You are free to choose your business model, decide on spending priorities and recommend appropriate product and investment strategies.
The right combination of autonomy and support:
· High payout
· Low expenses
· Microsoft 365 business tools allow for you to work anywhere
· Branding and marketing support
· Built in succession planning
· Transition assistance
· Hybrid RIA
· Continued education support
Our mission: Helping people create, manage, and preserve wealth.
Our vision: A world where everyone is financially independent.
Core values: We pledge to adhere to the highest of business ethics and to always hold our clients interest first. We operate as a fiduciary because we understand the importance of our clients financial future.
Learn more about this exciting opportunity. Call me at 937-877-1280 or email michael@wealthmanagementgroup-inc.com to schedule an informational interview Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-time
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals -providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and... mutual funds as well as fee based managed accounts.
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals -providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and... mutual funds as well as fee based managed accounts. We believe in a holistic approach to financial planning that takes into account every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
Description
We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Provide information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Individuals who excel at Equitable Advisors come from many different professional backgrounds including:
o Law
o Brokerage
o Banking
o Management
o Accounting
Job Requirements
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702679 (08/21) (Exp.08/23 Show more details...
Description
We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Provide information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Individuals who excel at Equitable Advisors come from many different professional backgrounds including:
o Law
o Brokerage
o Banking
o Management
o Accounting
Job Requirements
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702679 (08/21) (Exp.08/23 Show more details...
via Jobs At BOK Financial
posted_at: 13 days agoschedule_type: Full-time
Req ID: 73568
Location: Tulsa -TUL...
Areas of Interest: Bank Operations; Accounting; Wealth Management; Wealth Management Operations
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska
Req ID: 73568
Location: Tulsa -TUL...
Areas of Interest: Bank Operations; Accounting; Wealth Management; Wealth Management Operations
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Discretionary
Summary
We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules.
Job Description
The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules. This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.
Team Culture
We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.
How You'll Spend Your Time
• You will lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management. Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.
• You will identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provides coaching related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level objectives are met.
• You will research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge. May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations
• You will ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments. Establishes and maintains working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met.
• You will participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participates in collaborative study and review of proposals and design of new products. Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance with 8 – 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.
• Adaptability
• Attention to Communication
• Customer Orientation
• Decision Making/Judgment
• Diagnostic Information Gathering
• Influencing Others
• Initiative
• Managing Performance
• Motivational Support
• Oral/Written Communication
• Personal Accountability
• Technical Expertise
• Vision/Values
Working Conditions & Physical Requirements
Office - Occasional Travel
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions Show more details...
Location: Tulsa -TUL...
Areas of Interest: Bank Operations; Accounting; Wealth Management; Wealth Management Operations
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Discretionary
Summary
We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules.
Job Description
The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules. This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.
Team Culture
We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.
How You'll Spend Your Time
• You will lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management. Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.
• You will identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provides coaching related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level objectives are met.
• You will research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge. May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations
• You will ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments. Establishes and maintains working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met.
• You will participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participates in collaborative study and review of proposals and design of new products. Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance with 8 – 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.
• Adaptability
• Attention to Communication
• Customer Orientation
• Decision Making/Judgment
• Diagnostic Information Gathering
• Influencing Others
• Initiative
• Managing Performance
• Motivational Support
• Oral/Written Communication
• Personal Accountability
• Technical Expertise
• Vision/Values
Working Conditions & Physical Requirements
Office - Occasional Travel
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
Market Leader, Managing Director
Multi-Family Office...
Overview
Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts - Immediate Equity opportunity
Highlights
• Multi Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
•
Market Leader, Managing Director
Multi-Family Office...
Overview
Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts - Immediate Equity opportunity
Highlights
• Multi Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
• Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
• Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
• Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
• Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity Show more details...
Multi-Family Office...
Overview
Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts - Immediate Equity opportunity
Highlights
• Multi Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
• Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
• Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
• Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
• Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity Show more details...
via Jobs At BOK Financial
posted_at: 27 days agoschedule_type: Full-time
Req ID: 73439
Location: Tulsa -TUL, Fort Worth -FTWT, Oklahoma City -OKC...
Areas of Interest: Training & Development; Brokerage Services; HRIS; Investment Management; Investment Sales; Private Banking; Relationship Management; Risk Management; Wealth Management
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services
Req ID: 73439
Location: Tulsa -TUL, Fort Worth -FTWT, Oklahoma City -OKC...
Areas of Interest: Training & Development; Brokerage Services; HRIS; Investment Management; Investment Sales; Private Banking; Relationship Management; Risk Management; Wealth Management
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Summary
We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future.
Job Description
The Wealth Management Education & Communication Specialist assists in the planning of employee communications and educational training activities for the Wealth Management division under the strategic direction of the WMEC Manager. The WMEC Specialist supports team strategies and tactics to address the training needs of new and existing employees to include technical skills required to perform their jobs, implementation of new technology and/or upgrades and enhancements as well as new or revised policies and procedures. Supports the implementation of projects that will enhance the employee experience.
Team Culture
You’ll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, BOKF Insurance and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.
How You'll Spend Your Time
• Under the guidance of the WMEC Manager, the Specialist will develop and deliver training in a variety of modalities which may include but not be limited to virtual, e-learning and documented training materials.
• You will support the success of the new hire training based on business line needs and deliverables.
• You will upload and maintain content on internal sites such as the Beacon, Wealth Management Knowledge Bank, or other repositories.
• You will manage the Learning Management System to ensure training content is properly loaded, sequenced, monitored, and reported. You will also track and report on demand training status’s and milestones.
• You will maintain the content, resources, and information needed for audit management and/or regulatory purposes.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 2 years of directly related experience in public relations, marketing or communications & community relations or equivalent combination of education and experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions Show more details...
Location: Tulsa -TUL, Fort Worth -FTWT, Oklahoma City -OKC...
Areas of Interest: Training & Development; Brokerage Services; HRIS; Investment Management; Investment Sales; Private Banking; Relationship Management; Risk Management; Wealth Management
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Summary
We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future.
Job Description
The Wealth Management Education & Communication Specialist assists in the planning of employee communications and educational training activities for the Wealth Management division under the strategic direction of the WMEC Manager. The WMEC Specialist supports team strategies and tactics to address the training needs of new and existing employees to include technical skills required to perform their jobs, implementation of new technology and/or upgrades and enhancements as well as new or revised policies and procedures. Supports the implementation of projects that will enhance the employee experience.
Team Culture
You’ll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, BOKF Insurance and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.
How You'll Spend Your Time
• Under the guidance of the WMEC Manager, the Specialist will develop and deliver training in a variety of modalities which may include but not be limited to virtual, e-learning and documented training materials.
• You will support the success of the new hire training based on business line needs and deliverables.
• You will upload and maintain content on internal sites such as the Beacon, Wealth Management Knowledge Bank, or other repositories.
• You will manage the Learning Management System to ensure training content is properly loaded, sequenced, monitored, and reported. You will also track and report on demand training status’s and milestones.
• You will maintain the content, resources, and information needed for audit management and/or regulatory purposes.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 2 years of directly related experience in public relations, marketing or communications & community relations or equivalent combination of education and experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions Show more details...
via LinkedIn
posted_at: 6 days agoschedule_type: Full-time
• Houston: WE ARE HIRING: Our Client Ranks as one of the Top Wealth Advisory Firms in the US: 4,000 Employees Across 57 US Locations
• Candidates: MUST HAVE at Least 3 years; max 12 years; Private Banking or Wealth Advisory Experience
• 30% of your Private Banking or Wealth Advisor experience must be in developing New Business...
• Must be able to explain how you networked and with whom; ie: CPA's, Attorney's, Non Profits, Political Groups,
• Houston: WE ARE HIRING: Our Client Ranks as one of the Top Wealth Advisory Firms in the US: 4,000 Employees Across 57 US Locations
• Candidates: MUST HAVE at Least 3 years; max 12 years; Private Banking or Wealth Advisory Experience
• 30% of your Private Banking or Wealth Advisor experience must be in developing New Business...
• Must be able to explain how you networked and with whom; ie: CPA's, Attorney's, Non Profits, Political Groups, Volunteerism, The Arts/Entertainment/Pro Athletes, etc...
• 1 *AVERAGE year 1 income: $350,000 *COULD BE HIGHER IF MORE EXPERIENCED.
• Base Salary is $175,000-$200,000
• Year 5=Average income $500,000 Year 8-10 Average Income $1 Million Annually every year+
• THEY TRAIN YOU ON THEIR METHODOLOGY; 12 week TRAINING
• THEY SUPPORT YOU, FINANCE ALL YOUR BUSINESS DEVELOPMENT NEEDS, TRAIN, ASSIST YOU IN BUILDING YOUR REFERRAL NETWORK.
In addition to Experience: Candidates Must have These Inherent Traits
Looking for DRIVE, AMBITION, A WILL TO LEARN, Strong Ethics, Morals, Relationship building skills.
• * Eagerness to Learn, are Striving to be Their Best, and have ethics and morals beyond reproach, Great personalities, easy to get along with, Eager to Learn
• Multitaskers, & those who can work under some pressure. Proficiency in Word and Excel are required.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Bachelor's degree Required, with excellence in academics and strong leadership experience
· Proficiency in Word and Excel are required
APPLY TO:
LINDA BAILEY PRESIDENT
BAILEY SEARCH & ASSOCIATES; MIAMI, FL
HEALTHCARE FUNDING/FINANCE/PRIVATE WEALTH ADVISORS/ULTRA NET WORTH
LINDA@MEDICALRECRUITERS.COM
Industry
• Private Banking/Wealth Advisor/Private Wealth Advisor
Employment Type
Full-time Show more details...
• Candidates: MUST HAVE at Least 3 years; max 12 years; Private Banking or Wealth Advisory Experience
• 30% of your Private Banking or Wealth Advisor experience must be in developing New Business...
• Must be able to explain how you networked and with whom; ie: CPA's, Attorney's, Non Profits, Political Groups, Volunteerism, The Arts/Entertainment/Pro Athletes, etc...
• 1 *AVERAGE year 1 income: $350,000 *COULD BE HIGHER IF MORE EXPERIENCED.
• Base Salary is $175,000-$200,000
• Year 5=Average income $500,000 Year 8-10 Average Income $1 Million Annually every year+
• THEY TRAIN YOU ON THEIR METHODOLOGY; 12 week TRAINING
• THEY SUPPORT YOU, FINANCE ALL YOUR BUSINESS DEVELOPMENT NEEDS, TRAIN, ASSIST YOU IN BUILDING YOUR REFERRAL NETWORK.
In addition to Experience: Candidates Must have These Inherent Traits
Looking for DRIVE, AMBITION, A WILL TO LEARN, Strong Ethics, Morals, Relationship building skills.
• * Eagerness to Learn, are Striving to be Their Best, and have ethics and morals beyond reproach, Great personalities, easy to get along with, Eager to Learn
• Multitaskers, & those who can work under some pressure. Proficiency in Word and Excel are required.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Bachelor's degree Required, with excellence in academics and strong leadership experience
· Proficiency in Word and Excel are required
APPLY TO:
LINDA BAILEY PRESIDENT
BAILEY SEARCH & ASSOCIATES; MIAMI, FL
HEALTHCARE FUNDING/FINANCE/PRIVATE WEALTH ADVISORS/ULTRA NET WORTH
LINDA@MEDICALRECRUITERS.COM
Industry
• Private Banking/Wealth Advisor/Private Wealth Advisor
Employment Type
Full-time Show more details...
via LinkedIn
posted_at: 16 days agoschedule_type: Contractorwork_from_home: 1
Let's build brands and humanize the social selling experience!
Join HaydenWorks! A revolutionary innovator in digital solution strategies for owners and entrepreneurs across the nation...
I'm seeking a CPA to join my team. I was given an LLC under HayLou LLC in January of last year, and due to unforeseen circumstances I've been unable to do anything with it until now.
I launched my own Digital Marketing Agency with a decade of experience and over
Let's build brands and humanize the social selling experience!
Join HaydenWorks! A revolutionary innovator in digital solution strategies for owners and entrepreneurs across the nation...
I'm seeking a CPA to join my team. I was given an LLC under HayLou LLC in January of last year, and due to unforeseen circumstances I've been unable to do anything with it until now.
I launched my own Digital Marketing Agency with a decade of experience and over 20 skills and services to offer. I built it from the ground up with 0 capital and 0 over head. It's the leanest agency in existence. (As far as my knowledge goes.)
We've got no employees and I act as creative director doing all of the work. Heavy lean towards outsourcing any additional responsibilities. Hiring a dedicated remote team is the step after outsourcing. This is all in respect to client intake.
Additional Salary Information: offering partnership, percentage of royalties.
Responsibilities
We've just signed Chumyum.com out of STL and we've got a handful of new clients in the pipeline. I want to be as smart as possible with the finances.
My end goal is to eventually have everything ran under s-corp, ran under a Trust.
I would also like help with my personal income from this agency. I'd like to dive deeper into diversified, short-term and long-term investments for both my agency, and myself. And I want to make sure I'm taking into account every single little deduction and write-off I can. My taxes need to be lean and clean.
Qualifications
We're really going to need someone who is passionate, influential, knowledgeable. I want someone who know when to be safe, and when to take a risk. It's important to me that you've got a proven track record of experience in business and personal finances.
Anyone with legal knowledge and ability is a plus.
Min 3-5 years exp.
Can be fully remote.
NOTES:
Telecommuting is allowed Show more details...
Join HaydenWorks! A revolutionary innovator in digital solution strategies for owners and entrepreneurs across the nation...
I'm seeking a CPA to join my team. I was given an LLC under HayLou LLC in January of last year, and due to unforeseen circumstances I've been unable to do anything with it until now.
I launched my own Digital Marketing Agency with a decade of experience and over 20 skills and services to offer. I built it from the ground up with 0 capital and 0 over head. It's the leanest agency in existence. (As far as my knowledge goes.)
We've got no employees and I act as creative director doing all of the work. Heavy lean towards outsourcing any additional responsibilities. Hiring a dedicated remote team is the step after outsourcing. This is all in respect to client intake.
Additional Salary Information: offering partnership, percentage of royalties.
Responsibilities
We've just signed Chumyum.com out of STL and we've got a handful of new clients in the pipeline. I want to be as smart as possible with the finances.
My end goal is to eventually have everything ran under s-corp, ran under a Trust.
I would also like help with my personal income from this agency. I'd like to dive deeper into diversified, short-term and long-term investments for both my agency, and myself. And I want to make sure I'm taking into account every single little deduction and write-off I can. My taxes need to be lean and clean.
Qualifications
We're really going to need someone who is passionate, influential, knowledgeable. I want someone who know when to be safe, and when to take a risk. It's important to me that you've got a proven track record of experience in business and personal finances.
Anyone with legal knowledge and ability is a plus.
Min 3-5 years exp.
Can be fully remote.
NOTES:
Telecommuting is allowed Show more details...
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