Financial advisor jobs in United States

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

Job Title: Content Marketing Professional – Financial Insurance Products Company: Isaac Gancfried & Associates Location:Remote Employment Type: Full Time About Us: Isaac Gancfried & Associates is a respected leader in financial insurance services, providing individuals and businesses with customized insurance and financial planning solutions. Our mission is to educate and empower our clients to make informed decisions about their financial future through trusted, reliable products and guidance. Job Summary: We are seeking a creative, strategic, and driven Content Marketing Professional to develop and manage engaging content that supports the marketing and sales of our financial insurance products. This individual will be responsible for crafting compelling digital and print content that educates, informs, and drives client interest and engagement. Key Responsibilities: Plan, create, and manage content across multiple platforms including blogs, websites, email campaigns, social media, and marketing materials. Develop content strategies tailored to financial insurance products, targeting both B2C and B2B audiences. Collaborate with financial advisors, underwriters, and marketing teams to produce accurate, informative, and compliant content. Write articles, newsletters, brochures, video scripts, and product descriptions explaining complex financial insurance concepts in clear, client-friendly language. Create and manage editorial calendars to support campaign and business objectives. Optimize content for SEO and digital engagement to increase online visibility and lead generation. Track content performance metrics and adjust strategies for maximum impact. Stay up to date with industry trends, regulatory changes, and competitor marketing efforts. Qualifications: Proven experience in content marketing, copywriting, or communications, preferably within the financial services or insurance industry. Strong writing, editing, and storytelling skills with the ability to simplify complex financial concepts. Solid understanding of life, health, and financial insurance products (or willingness to learn quickly). Familiarity with SEO best practices, email marketing platforms, and social media management tools. Ability to work independently and manage multiple projects and deadlines. Bachelor’s degree in Marketing, Communications, Journalism, Finance, or a related field preferred. What We Offer: Competitive compensation package with performance incentives. Flexible work environment (remote options available). Access to a respected portfolio of financial insurance products. Opportunities for professional growth and ongoing training. Supportive, collaborative team culture.

Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: 1 year outside sales experience 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : - The maximum profitability bonus is $3,000 in commission per merchant location. - 10 month payout and includes a $1,500 up-front payment. - This depends on the accounts profitability. Benefits: - Profit Sharing - Travel reimbursement Schedule: Monday-Friday Supplemental pay types: - Bonus opportunities - Commission pay - Signing bonus

Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. What You’ll Be Doing As you Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. ** Mortgages** Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.

~~~THIS JOB IS COMMISSION + RESIDUAL (PASSIVE INCOME) IT IS NOT SALARIED~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Compensation: You are compensated 3 ways - This is unprecedented in the Industry. Large Upfront Commissions Bonus Structure Profit Sharing (Residual 35% split) This compensation will be in the $1,000s and can be in the $10,000s per month. ***Residual income has no cap. Sky is the limit. Commission : The maximum profitability bonus is $3,000 in commission per merchant location. 10 month payout and includes a $1,500 up-front payment. This depends on the accounts profitability.

Location: Remote (US-Based Preferred) Company: IgnitionSystems.io Duration: Summer 2025 (Flexible start/end dates) Compensation: Unpaid with performance-based bonuses + potential for full-time role 🚀 About IgnitionSystems.io IgnitionSystems.io builds AI-powered lead conversion systems for professional service firms. Our platform—IgnitionAI—automates the way companies qualify, sort, and follow up with inbound leads via SMS, web chat, and CRM. We help businesses drastically reduce overhead and convert more inquiries into paying clients without needing a large sales team. Some of our clients include: LawSB – A leading New York law firm handling over 5,000 inbound inquiries per month. They doubled paid consultations after implementing our AI system while cutting their call center team and saving big on overheads. We’re on a mission to bring this scalable system to more high-inquiry firms in industries like law, accounting, health & wellness, and financial services. 💼 What You’ll Be Doing As a Growth Consultant Intern, your role is to start more conversations with decision-makers at firms that look like our best clients. You’ll learn modern sales techniques, prospecting tools, and how to position a bleeding-edge AI product to real business owners. Your responsibilities: Identify and research target companies (law firms, accounting firms, B2C services) Personalize cold outreach messages using AI tools we’ll train you on Run outbound campaigns via LinkedIn, email, and phone Book intro calls for our founder or senior consultants Track and report on outreach performance Learn from our internal sales playbooks and client case studies 🧠 What You’ll Learn How to position and sell B2B AI solutions Real-world lead generation and outbound prospecting Sales psychology and conversational frameworks Tools like LinkedIn Sales Navigator, Smartlead, Apollo How 6- and 7-figure professional service firms buy technology 🙋‍♀️ Who You Are A self-starter who wants real startup experience Interested in sales, tech, AI, or business development A strong communicator (written + verbal) Comfortable working independently and hitting outreach goals Looking to build a portfolio of results that actually matter Sales or business coursework is a bonus, but not required. Hustle > Resume. 🏁 Why This Internship Matters You won’t be fetching coffee. You’ll be helping us get our AI system into the hands of companies that need it. If you perform well, you may be offered a full-time role or paid contract work. This is a hands-on opportunity to learn B2B sales, outbound marketing, and SaaS growth tactics from a founder who has scaled multiple companies. ✅ To Apply: Subject: Summer Growth Intern – [Your Name] A few sentences on why you want this role

About Us: Attix Inc. is a dynamic group of businesses that focuses on delivering innovative technology solutions across different industries. We create advanced software and proprietary tools designed to improve efficiency and drive growth. With a strong presence in financial technology and automotive solutions, as well as communication systems, we are committed to helping individuals and businesses succeed in a fast-paced world. About the Role: As our Capital Raise Specialist, you will be instrumental in building relationships and securing the investment necessary to propel Vittori's ambitious goals forward. You will be responsible for identifying, engaging, and cultivating relationships with potential investors who share our vision for the future of automotive luxury. Join Vittori Inc. at the inception of an extraordinary journey. Be a key player in securing the resources that will bring this AI hypercar masterpiece to life. Apply now to become our Capital Raise Specialist and help shape the future of automotive excellence. Please note that this is a 3 month contract to hire role, with the possibility of full-time employment after a successful probationary period of 3 months. What You'll Do: - Make high-volume outbound calls (300+) to prospective investors potential investors, including high-net-worth individuals, venture capital firms, family offices, and other relevant financial partners. - Initiate and develop relationships with prospective investors through targeted outreach and networking. - Articulate Vittori's compelling story, technological advancements, and market opportunity in a clear and persuasive manner. - Support the preparation of investor materials, presentations, and proposals in collaboration with the executive team. - Schedule and participate in introductory meetings and follow-up communications with potential investors. - Maintain accurate records of investor interactions and progress within our CRM system. - Stay informed about industry trends, competitor activities, and the overall investment landscape. - Collaborate with the executive team and advisors on the development and execution of the capital raise strategy. What You have: - Proven experience in business development, sales, or a client-facing role, ideally within the financial services, technology, or luxury goods sectors. Experience in fundraising is a significant plus. - Strong networking and relationship-building skills with the ability to connect with individuals at all levels. - Excellent communication, presentation, and interpersonal skills. - A proactive and results-oriented mindset with a strong drive to achieve targets. - An understanding of basic financial concepts and investment principles. - A passion for innovation, technology, and the future of automotive luxury. - Ability to thrive in a fast-paced, dynamic, and ambitious environment. - Fluency in English is essential; knowledge of Italian is a plus. - Bachelor's degree in a relevant field (e.g., Business Administration, Finance, Marketing). Our Interview Process: - A call with our recruiter to gain more insight to your experience - Video interview w/ a member of our team - On site w/ our CEO or CoS Compensation: $75,000 plus uncapped commission Location: 241 W 30th St, New York, NY 10001 In office (M-F) 9:00am-6:00pm, Saturday 10:00am-3:00pm