Lead Financial Advisor

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their Life Plan. Leverages internal and external resources to achieve client objectives in such areas as Investment...

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.Leverages internal and external resources to achieve client objectives in such areas as Investment...

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.Leverages internal and external resources to achieve client objectives in such areas as Investment...

North Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...

An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned teams. Primary responsibilities include each of the following: Meetings:...

Job DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....

**Overview** We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. At Ashton Thomas Private Wealth, we care about our people. We are a Registered Investment Advisor...

CVS Health has an exciting opportunity to join our PBM Finance team as Director, Financial Performance Reporting. This is a newly created role that will lead and continue to build a best-in-class reporting team. CVS Health strives to continuously inn Director, Financial, Performance, Reporting, Business Operations, Business Partner, Retail, Business Services

**External Wholesaler, Asset Management Services**-**2401634** **Description** **Job Summary** Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional financial advisors, branches and agents to generate required...

The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –...

**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...

The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –...

Job Description Job Description Job Description: A health plan is looking for a team of Licensed Medicare Benefit Advisors to support through their annual enrollment period. This opportunity is a direct hire position and is work-from-home. Requirements: Medicare sales experience Must be licensed or willing to obtain the resident state license required by...

Job DescriptionJob DescriptionJob Description:A health plan is looking for a team of Licensed Medicare Benefit Advisors to support through their annual enrollment period. This opportunity is a direct hire position and is work-from-home.Requirements:Medicare sales experienceMust be licensed or willing to obtain the resident state license required by your...

Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prt--porter in a 1966 collection called 'Rive Gauche', synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio- cultural landscape. In 1999, the...

Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prêt-à-porter in a 1966 collection called 'Rive Gauche', synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio- cultural landscape. In 1999, the...

The position directly reports to the CEO of the US operating company. - Lead annual budgeting and quarterly forecasting processes. - Develop reporting for forecasting and monthly financial analysis. - Own performance management benchmarking platform and reporting KPIs. - Lead regular ownership calls, reporting KPIs monthly, quarterly, and annually. - Design...

THE COMPANY Join our dynamic team at COGIR Management USA, a subsidiary of Canada's COGIR Real Estate. Specializing in modern aging management, we operate 66 senior living communities across 10 states, encompassing over 7,500 units. Since our inception in 2018, we have seen robust growth through strategic acquisitions, including the notable Cadence Senior...

Job DescriptionJob DescriptionResponsibilities include opening accounts, facilitating money transfers, executing trades in stocks, bonds, and mutual funds. Interacting directly with clients, providing exceptional customer service, and addressing inquiries and concerns promptly are integral aspects of the role. Strong communication skills and a keen attention...

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 rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking