Vice President of Wealth Management

1 month ago


Wayne, United States Leah Yosef International Full time

Overview


10B+ AUM Wealth Advisory Firm seeks a Senior Wealth Advisor to inherit a book of 100m+ AUM and 30+ households from the Managing Director.


Highlights


  • Advise high net worth and ultra high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Opportunity to make an impact of the Firm through retention and growth of client base with a strong culture of collaboration and entrepreneurship
  • Partner with the Managing Director or source new clientele and grow the client base
  • Retain and grow assets with significant next-generation wealth
  • Collegial and inclusive office environment
  • Competitive compensation package including base salary, discretionary bonuses and significant business development incentives


Requirements


  • 10+ years of experience wealth management experience
  • CFA, CFP, CIMA or CWPA or other advanced industry related designation
  • Ability to advise clients with regards to constructing portfolios from individual securities and fixed-income positions


  • Fort Wayne, United States Thorn Network Inc Full time

    Vice President/ Head of Human Resources - 60% Travel Profile insights Find out how your skills align with the job description Skills Do you have experience in Workday ? Education Do you have a Master's degree ? Job details Job details Here’s how the job details align with yourprofile . Job type Shift and schedule Monday to Friday Location United States...


  • Fort Wayne, United States Circle Logistics Full time

    Benefits: Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance Overview:Circle Logistics is seeking an experienced and dynamic Enterprise Vice President of Sales to lead our enterprise sales efforts within the freight brokerage industry. This senior leadership role is...


  • Wayne, United States JLL Full time

    JLL supports the Whole You, personally and professionally. VP Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. About JLL - We’re JLL—a...


  • Wayne, United States Affiliated Distributors Full time

    Description Position Summary: The SVP, Marketing will lead efforts around the marketing of AD to existing and prospective members and suppliers. They are responsible for corporate communications, advertising, brand management and public relations. Additionally, they will oversee AD group meeting and events operations support while enhancing meeting formats...


  • Fort Wayne, United States HGI-HW PAH Management Full time

    **Hilton Garden Inn/Homewood Suites is seeking a Dual Assistant General Manager to join their team.** **Assistant General Manager Job Description** **FSLA - Exempt - Full Time** **Reports to: General Manager** **Job Expectation**: **At PAH Management, an Assistant General Manager is responsible to maintain the Rooms, Food & Beverage and Engineering...


  • Wayne, United States Affiliated Distributors (AD) Full time

    Description: **Position Summary**: As the Business Systems Manager, your focus will be on leveraging technology to meet strategic business objectives. Your main responsibility will be to lead the selection, development, configuration, and integration of business systems. Reporting to the Vice-President of IT, you'll have the opportunity to lead and manage a...


  • Wayne, United States Affiliated Distributors Full time

    Description Position Summary: As the Business Systems Manager, your focus will be on leveraging technology to meet strategic business objectives. Your main responsibility will be to lead the selection, development, configuration, and integration of business systems. Reporting to the Vice-President of IT, you'll have the opportunity to lead and manage a team...


  • Fort Wayne, United States University of Saint Francis Full time

    POSITION TITLE: Director of Enrollment Systems and CRM Specialist DEPARTMENT: Enrollment Management POSITION STATUS: FT (12-Month) POSITION REPORTS TO: Associate Vice President for Enrollment Management JOB SUMMARY: Under the direction of the Associate VP for Enrollment Management, the Director of Enrollment Systems and CRM Specialist will supervise the USF...


  • Wayne, United States Affiliated Independent Distributors, Inc. Full time

    Job Type Full-time Description Position Summary: As the Business Systems Manager, your focus will be on leveraging technology to meet strategic business objectives. Your main responsibility will be to lead the selection, development, configuration, and integration of business systems. Reporting to the Vice-President of IT, you'll have the opportunity to lead...


  • Wayne, United States Tekni-Plex Full time

    Summary The Financial Analyst II, Financial Planning & Analysis (FP&A) reports to the Vice President, Global FP&A and creates accurate and timely financial and management reporting for our Board of Directors, executive leadership team, and management teams across the global organization. Reporting generally includes PowerPoint decks, Excel models, and Word...


  • Fort Wayne, United States Ash Brokerage Full time

    Our team of almost 400 is the same service-centered culture as we were in 1971.&Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead...


  • Fort Wayne, United States WAYNE STEEL SUPPLY INC Full time

    Job DescriptionJob DescriptionBenefits/PerksCompetitive CompensationPaid Time OffCareer Growth Opportunities Office Manager/Bookkeeper/Generalist(reports to the President)Monday-Thursday  8:00am – 4:30pmFriday 8:00am – 2:00pm  This position is for a small business/office, covering three separate businesses, all commonly owned, which would require a...


  • Fort Wayne, United States WAYNE STEEL SUPPLY INC Full time

    Job DescriptionJob DescriptionBenefits:Opportunity for advancementPaid time offTraining & developmentBenefits/PerksCompetitive CompensationPaid Time OffCareer Growth OpportunitiesOffice Manager/Bookkeeper/Generalist(reports to the President)Monday-Thursday 8:00am 4:30pmFriday 8:00am 2:00pmThis position is for a small business/office, covering three separate...


  • Wayne, United States Penn Foster Inc Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Wayne, United States Penn Foster Inc Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Sales Manager

    1 week ago


    Fort Wayne, United States Sentech Full time

    Job DescriptionJob DescriptionSentech Services is looking for a strong Sales and Business Manager for our Steel Manufacturing Company in Bluffton IN.We offer salary, outstanding bonus structure and excellent benefits.You will work one on one with the president and be their "go to" person - not just a number in the crowd! EXCELLENT COMPANY AND EXCELLENT...


  • Wayne, United States Archdiocese of Philadelphia - Office of Catholic Education Full time

    **Assistant Director of Advancement** Archbishop John Carroll High School 211 Matson Ford Road Radnor, PA **Overview of Archbishop Carroll**: Founded in 1967, Archbishop Carroll was built as a twin facility, housing boys in the east wing and girls in the west wing. Today, Archbishop John Carroll is a Catholic, coeducational, college preparatory high...


  • Wayne, United States Affiliated Distributors Full time

    Description The Senior Manager, Venue Sourcing, is responsible for initiating and overseeing the sourcing and contracting of all meetings and events with AD’s portfolio. Working collaboratively with divisional and business unit presidents, the senior analyst, and the meeting lead, this person will identify and recommend appropriate venues based on...

  • Client Associate

    2 weeks ago


    Wayne, United States GYL Financial Synergies Full time

    **Summary/Objective** The Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Client Associate assists with private client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining...


  • Fort Wayne, United States Brown & Brown, INC. Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. American Specialty Insurance & Risk services, Inc. ("American Specialty") is a nationally- recognized Managing General Underwriter serving the nation's Sports, Leisure and Entertainment industries. New teammates at...