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Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job DescriptionBenefits: • live transfers, • Daily fresh leads, • agency telemarketer, • 401(k) matching, • Bonus based on performance, • Competitive salary, • Free food & snacks, • Opportunity for advancement, • Paid time off As an Insurance Sales Professional, you will help grow a local Allstate agency by engaging new prospects and building strong relationships in the community. You will apply insurance knowledge and sales skills to increase the customers understanding of the value of insurance and cultivate long-term relationships with trusted advice. Responsibilities • Achieve sales goals through generating new business and cross-selling existing customers, • Identify and qualify sales leads generated from a variety of sources, • Help protect customers by offering Allstate products that will meet their needs, • Serve your local community by helping them prepare for lifes uncertainties, • Educate prospective customers on how to protect their families and assets, • Provide a positive customer experience, • Opportunity to sell in NY, SC, NC and GAJob Qualifications, • Strong interest in a sales career sales experience preferred, • No insurance experience required but strongly preferred, • Willing to obtain necessary Property and Casualty license(s) to sell insurance upon hire (existing license is a plus!), • Confident, motivated individual who works well independently, • Able to multi-task, follow through, and follow-up, • Have excellent verbal and written communication skillsWhat Youll Gain, • Base pay plus commission and performance bonuses unlimited earning potential through High Commissions., • Agency investment in your success: agency supplied leads, exclusive telemarketer, live lead transfers, marketing support, and fresh leads daily., • Agency that is investing $10,000's monthly on marketing/lead generation., • Ongoing training, both online and live and mentorship from a Management Team with over 50 years of sales experience to help you reach your personal and professional goals., • A supportive, family-focused agency that values client relationships and team collaboration.If you want to control your destiny reach out to us today.

Job DescriptionBenefits: • License Reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Ready to make your mark? Apply now and discover why we're a top choice for job seekers like you. ROLE DESCRIPTION: As an Customer Relations Representative - State Farm Agent Team Member for Lynne Barnhardt - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification, • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Experience managing client relationships is preferred, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal, and listening, • Dedicated to customer service, • Able to anticipate customer needs, • Able to effectively relate to a customer

BMW Automotive Sales Professional. Automotive Sales Professional who thrives in a fast-paced, performance-oriented environment. Negotiate sales in a clear, ethical, and customer-focused manner.

Professional Sports Publications is an authorized sales agent for the premier publishers of high quality sports and other publications. No prior sales experience necessary BUT we are looking for someone with a strong and innate desire to work in the sales industry. Our Inside Sales Representatives m

Professional Sports Publications is an authorized sales agent for the premier publishers of high quality sports and other publications. Our Inside Sales Reps sell advertising space within professional team game day programs and yearbooks sold inside the stadiums and appear on the official team websi

Join the Sales Team at South Shore Subaru!. South Shore Subaru, part of the renowned VIP AUTOMOTIVE GROUP OF LONG ISLAND, is growing! We're looking for motivated AUTOMOTIVE SALES REPRESENTATIVES who want to build a career with one of Long Island's most successful auto groups. Guide customers through

Complete daily activities and sales performance using the company sales CRM. Collaborate with our Customer Service Center, Inside Sales department, and Technicians for increased opportunities. Complete Home diagram using Sales CRM and provided to ensure clear understanding of customer home and possi

Ready to take your career to the next level in luxury automotive sales? This is your chance to represent an iconic luxury brand in a state-of-the-art facility and earn big while doing it!. Bright Bay Lincoln is looking for driven, energetic, people-first professionals to join our elite team on Sunri

Eligible for additional sales commission and/or sales incentive bonuses. This role is ideal for a sales professional with a passion for design, relationship-building, and consultative selling to the trade. Prepare sales documentation to initiate and close orders, and collaborate on layouts and insta

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Professionally perform customer service responsibilities to enhance our client experience.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Take your CDL-A career further! Our drivers work hard to move, supply, and provide for America's favorite brands.Being reliable and dedicated to safety has defined our success as an industry leader for 130+ years.Join McLane and discover the driving difference-we provide you with industry-leading

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Knipper Health, you will: Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers (health-care providers, office staff, patients, pharmacists, and pharmaceutical

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen