Wealth Manager

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

Career Opportunities with Oppenheimer & Co. Inc.A great place to work.Current job opportunities are posted here as they become available.Subscribe to our RSS feeds to receive instant updates as new positions become available.Registered Client Service AssociateOppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment...

Relationship ManagerRemote Virginia Beach, VAAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial,...

Relationship ManagerRemote Virginia Beach, VAAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial,...

Job Title: Estate Planning AttorneyAbout Jobot:At Jobot, we prioritize kindness, transparency, and collaboration. Our mission is to enhance global employment opportunities through our innovative programs.Why Work with Us?We are excited to announce an opening for a full-time Estate Planning Attorney to become part of our dedicated team. This position offers a...

Wealth Management ConsultantNew York Life & NYLIFE Securities is seeking a dedicated professional to join our team at a prestigious Fortune 100 organization as a Wealth Management Consultant.Advantages of the Wealth Management Consultant RoleW2 Employment & Allowance.401(k) PlanDefined Pension SchemeHealth CoverageLife AssuranceVision & Dental...

Job SummaryWe are seeking a highly skilled Wealth Strategist III to join our team at Truist. As a key member of our Wealth Management and Estate Planning team, you will be responsible for delivering advanced estate and financial planning advice to high net worth clients.Key ResponsibilitiesUtilize complex financial planning techniques to deliver advanced...

About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...

Job OverviewLeading Southern California law firm specializing in comprehensive legal services for both transactional and litigation matters across various practice areas. This position requires onsite presence.Salary Range: $125,000 - $175,000 annuallyAbout the Firm:We are a prominent law firm in Southern California dedicated to addressing both transactional...

Wealth Management Consultant Company OverviewBlankinship & Foster, LLC is a fee-only, independent wealth management firm that specializes in providing comprehensive financial planning and investment management services to individuals and families, particularly focusing on medical professionals and retirees. Our firm is built on a foundation of integrity,...

Overview:Become part of a prestigious organization within the financial services sector. We are in search of motivated individuals to fill the role of Wealth Management Consultants. Successful candidates may advance to Senior Wealth Management roles or Executive Management positions within a couple of years.Our firm offers comprehensive training,...

About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...

Mariner Independent is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.The Associate Wealth Advisor will work directly with wealth management teams to support them in the...

Mariner Independent is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.The Associate Wealth Advisor will work directly with wealth management teams to support them in the...

About the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management services to our clients.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and implement...

Job OverviewPosition: Financial Services AdvisorAbout RK Partners:RK Partners is a leading financial services organization dedicated to empowering our clients in their pursuit of lasting financial stability. Our tailored strategies are crafted to enhance, safeguard, and preserve our clients' assets through exceptional personalized service and professional...

Job OverviewFinancial Advisor Role - About RK Partners:RK Partners is a leading financial services organization dedicated to guiding our clients towards achieving their aspirations for lasting financial stability. Our tailored strategies are crafted to enhance, safeguard, and preserve our clients' assets through exceptional personalized service and profound...

This position is a hybrid opportunity, requiring 3 days in-office and 2 days working remotely. Our organization, Simplex, is a reputable and expanding investment and wealth management firm dedicated to serving ultra-high-net-worth individuals, family offices, and institutional clients. With a workforce of approximately 140 professionals, we manage over $30...

About Sapphire SolutionsSapphire Solutions is a leading provider of innovative financial solutions, and we are seeking a talented individual to join our team as an intern in Fixed Income, Wealth and Asset Management.Key ResponsibilitiesSupport our team in Hamburg or Frankfurt am MainDevelop your skills and expertise in Fixed Income, Wealth and Asset...

Job DescriptionWe are a leading wealth management firm, Transcend Practice Management, seeking a highly skilled Financial Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key Responsibilities:Provide technical support to our advisors, including gathering and...