Financial Advisor

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our...

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our...

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our...

Licensed Planning/Service AdvisorAre you looking to expand your career in the wealth management industry and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise,...

Licensed Planning/Service AdvisorAre you looking to expand your career in the wealth management industry and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise,...

Licensed Planning/Service AdvisorAre you looking to expand your career in the wealth management industry and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise,...

Key RequirementsTo be successful in this role, you will need:Bachelor's degree in Finance, Business, or related fieldMinimum 1-4 years of customer service experienceIntermediate computer and phone skillsExcellent time management and problem-solving skillsStrong listening, verbal, and written communication skillsSalary: $65,000 - $100,000 per year

Company OverviewMayTech Global Investments, LLC is a 100% independent, employee-owned premium investment management firm which focuses on managing global growth equity portfolios. MayTech has a deep research culture, with portfolio managers investing in global innovative companies for more than 20 years on average.Based in NYC, the firm is rapidly growing...

Company OverviewMayTech Global Investments, LLC is a 100% independent, employee-owned premium investment management firm which focuses on managing global growth equity portfolios. MayTech has a deep research culture, with portfolio managers investing in global innovative companies for more than 20 years on average.Based in NYC, the firm is rapidly growing...

Job SummaryWe are seeking a skilled Tax Manager to join our team at Crete Professionals Alliance.The successful candidate will have 5+ years of progressive experience in a CPA firm, with a strong background in tax planning and consulting. They will be responsible for managing engagements, providing tax research and consulting services, and identifying...

About the RoleThe Loan Advisor will assist both LendingOne and potential borrowers in assessing business ventures, analyzing income potential, credit worthiness, and advising on the use of our financial products. This position requires a strong understanding of real estate ventures and business operations, as well as excellent communication skills to work...

We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that's important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do...

The Sudhoff Agency is seeking licensed life insurance professionals to join our team as remote agents. This exciting opportunity offers a competitive 75K salary and the chance to work from home.Job OverviewIn this role, you'll be responsible for establishing connections with clients, explaining carrier products, providing quotes, and aiding them in managing...

At The Sudhoff Agency, we're seeking highly motivated individuals to join our team as licensed life insurance professionals. As a remote agent, you'll have the opportunity to work from home and enjoy a 75K salary.Job DescriptionWe're looking for individuals who are passionate about helping families secure their financial future through life insurance. In...

About UsAt Forvis Mazars, our Transaction Service Advisory team is a talented group of experienced transaction advisors who understand the importance of people and their unique motivations. We focus on training and developing our teams to help them reach their full potential.Job DescriptionWe are seeking an experienced diligence professional who thrives in a...

Are you a highly motivated and detail-oriented professional seeking a challenging role in business operations? We are looking for an experienced Senior Business Operations Manager to join our team at Business Exit Advisors.About the RoleThis is a unique opportunity to leverage your skills in process improvement, project management, and team leadership to...

Compliance Ops Associate - FINRA Series 24 If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. Overview Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal...

Job DescriptionWe are seeking a skilled Business Operations Manager to join our team at Business Exit Advisors. As a key member of our organization, you will be responsible for coordinating meetings, developing operational systems, and providing exceptional client satisfaction.Key Responsibilities:Coordinate Meetings: Schedule, prepare, and follow-up on...

Distinct, a full-service financial services firm, is seeking an experienced Tax Manager to lead and grow its tax team in Boca Raton, FL. This is a fantastic opportunity for a motivated professional with strong leadership ambitions.About the RoleThis position offers a unique blend of challenge and reward, allowing you to leverage your skills and experience to...

Job DescriptionJob DescriptionCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200...