Lead Advisor

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client.Solves complicated financial planning, estate, tax, and retirement issues.Monitor...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities: Provide tailored and...

SAIC is seeking a highly skilled Strategic Advisor to join our Mission Advisory (MA) practice in Reston, Virginia.The ideal candidate will have a strong background in strategic planning and implementation, with experience in providing practical support to government civilian agency clients.As a Strategic Advisor, you will work closely with our Civilian...

Punch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to steward resources with clarity and purpose.Our team of seasoned professional advisors enables our clients to...

Job Title: Software Developer AdvisorJob Summary:General Dynamics Information Technology (GDIT) is seeking a highly skilled Software Developer Advisor to join our team. As a Software Developer Advisor, you will be responsible for designing, developing, and deploying enterprise-wide systems and applications software.Key Responsibilities:Researches, designs,...

Job Description:As a Systems Specialist Advisor with General Dynamics Information Technology, you will play a critical role in supporting the functionality and efficiency of a group of computers running on one or more operating systems. This position requires a strong understanding of computer software, systems, and emerging technologies.Key...

Job Title: Price to Win, AdvisorJob Summary:Peraton is seeking a Price to Win, Advisor who will serve as an integral member of the Competitive Assessment team within Peraton's Growth organization. In this role, you will provide leadership and key support on price-to-win (PTW) development activities to support strategic growth initiatives and targeted...

About the Role:The Academic Advisor position at George Mason University is a critical role in supporting the success of undergraduate students in the College of Engineering and Computing. As an Academic Advisor, you will work closely with students to develop academic plans, provide guidance on course selection and registration, and facilitate communication...

The Aerospace Corporation is a trusted partner to the nation's space programs, delivering innovative solutions that span satellite, launch, ground, and cyber systems for defense, civil, and commercial customers. As a Senior Space Threat Assessment Advisor, you will be part of a special collection of problem solvers, thought leaders, and innovators who are...

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their...

Eccalon, LLC is seeking a highly skilled Cyber Security Advisor to lead and manage the client organization's efforts to achieve and maintain CMMC certification. This role requires an in-depth understanding of the CMMC framework, including its requirements, processes, and implementation strategies.The ideal candidate will have a strong technical background in...

Overview*** This position is contingent upon contract award *** SOSi is currently seeking a Senior Security Management Advisor to serve as an OCONUS SSO Support Team Lead. The Senior Security Management Advisor will mentor and provide guidance to a team of Contract Special Security Officers (CSSO) and CSSRs. Essential Job DutiesAttend coordination meetings...

Arxada is a global specialty chemicals business that's committed to solving the world's toughest preservation challenges through better science. With a proud history of innovation dating back more than a century, we aim to help our customers develop more sustainable solutions that protect and maintain the health and wellbeing of people and extend the life of...

Job Summary: We are seeking a highly experienced Wireless Network Engineer to join our team at Professional Management Advisors Associates, Inc. (PMAA, Inc.). The ideal candidate will have a strong background in designing and implementing wireless networks from the ground up, with a focus on Aruba and Cisco technologies.Key Responsibilities:Design and...

TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers....

Company Description At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to use tech to tackle housing’s biggest challenges and impact the future of the industry. You’ll be a part of an expert team thriving in an energizing,...

Senior Software Engineer Opportunity:We are seeking a highly skilled Senior Software Engineer to drive innovation in the Green Tech space at Integra Advisors, Inc. This company utilizes cutting-edge AI research to streamline regulatory hurdles for large-scale energy development projects.As a Senior Software Engineer, you will play a crucial role in turning...

About UsSpire Investment Partners, LLC. is a dynamic financial services firm dedicated to delivering exceptional advice and personalized solutions to our clients.Job DescriptionWe are seeking an experienced, client-focused Financial Advisor to serve our existing financial planning clientele. This role offers an ideal opportunity to apply your advisor...

At Croak Capital, we're seeking a seasoned Financial Portfolio Manager to join our team. As a key member of our investment management team, you'll work closely with our lead advisor to develop and manage personalized financial plans, focusing on investment strategy and portfolio management.Key Responsibilities:Develop and manage investment portfolios for...

Key Responsibilities:The Talent Acquisition Specialist role is responsible for driving talent acquisition efforts for Orange County. This individual is responsible for sourcing, recruiting, and selecting financial advisors through a continuous improvement process. The Talent Acquisition Specialist builds quality relationships to promote the Northwestern...