Assistant to Financial Advisor Job at Solomon Page (Delray Beach)

Internal Wholesaler

Responsible for supporting, developing and implementing Sales and Marketing stra...

Location

United States , West Des Moines

Salary:

54000.00 - 59000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
Financial services sales experience Required
Excellent presentation skills and public speaking skills
Strong interpersonal and relationship building skills
Demonstrated success in developing and executing sales plans
Knowledge of the retail retirement products
Ability to interact with all levels of internal and external resources
Strong problem solving abilities
Professional maturity to effectively interface with financial advisors
Strong organizational skills with ability to manage territory

Job Responsibility

Partner with the External Wholesaler to identify and develop relationships with targeted Broker Dealer partners and Registered Representatives
In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans
Conduct proactive telephone sales presentations to financial advisors
Effectively probe to uncover the business goals financial advisors have
Execute consistent follow up with financial advisors
Navigate the organization to provide problem resolution assistance to financial advisors
Generate ideas and help create content of emails and messaging to financial advisors
Actively stay current on investment strategies and trends in the financial industry
Maintain a positive image of the company
Commitment to embrace Sammons Financial Group Companies shared values

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP)
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals

Fulltime

New

Registered Client Associate

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...

Location

United States , Port Huron

Salary:

Not provided

Wells Fargo

Expiration Date

March 01, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

Fulltime

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

New

Registered Client Associate

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...

Location

United States , Danbury

Salary:

30.77 - 45.67 USD / Hour

Wells Fargo

Expiration Date

March 10, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
When applicable, act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Registered Client Associate

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...

Location

United States , Frontenac

Salary:

Not provided

Wells Fargo

Expiration Date

February 17, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
When applicable, act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

Fulltime

New

Registered Client Associate

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...

Location

United States , Philadelphia

Salary:

Not provided

Wells Fargo

Expiration Date

February 20, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
When applicable, act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

Fulltime

!

New

Associate Financial Advisor

Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wea...

Location

United States , Mission Viejo

Salary:

60000.00 - 120000.00 USD / Year

Wells Fargo

Expiration Date

February 18, 2026

Requirements

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Job Responsibility

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service
Provide financial information, investment profiles, and client financial needs to more experienced financial advisors
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Senior Client Experience Executive

To help to deliver Foster Denovo’s Client Services Proposition by providing a hi...

Location

United Kingdom , Weybridge; London; Glasgow; North Shields

Salary:

Not provided

Foster Denovo

Expiration Date

Until further notice

Requirements

Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
Following Secondsight processes to deliver a personalised and high quality service
Proficient in the upload of client contribution and assessment files
Managing and producing client governance reports
Familiarising yourself with each client’s circumstances, objectives and timescales
Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
Organising and attending client meetings
Sending regular communications and updates to corporate clients
Managing client feedback, supporting with the annual DCJ with your clients
Supporting where required with advisor prep and advisor meeting days

Job Responsibility

Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
Provide a consistent first class service to meet and where possible exceed a clients’ expectations
Be the main point of contact for a number of clients, (usually HR teams)
Manage own administrative tasks in addition to supporting more junior members of the team
Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
Communication is a key part of this role to keep clients and Consulting Partner’s updated
Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

What we offer

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Assistant to Financial Advisor

Solomon Page

Location:
United States , Delray Beach

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 17, 2026

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