Current jobs related to Senior Financial Advisor - Milton - Rhotopia Financial

  • Student Financial Services Advisor

    3 weeks ago

    Milton, Massachusetts, United States Curry College Full time

    Student Financial Services Advisor The Student Financial Services Advisor (SFSA) plays a crucial role within the Financial Aid Department at Curry College, providing exceptional support regarding all facets of student financial issues. This includes guidance on financial aid, payment options, and student account inquiries for both current and prospective...

  • Senior Financial Accountant

    3 weeks ago

    Milton, Massachusetts, United States Staffmark Group Full time

    Position: Senior Financial AccountantIndustry: Healthcare services (Retirement Community with 380 units).Reporting To: Financial ControllerCompensation: $38-42/hr based on experienceWork Arrangement: Initial onsite presence required, potential for hybrid model in the futureContract Length: Starting with a one-month assignment, likely extending to three...

  • Financial Analysis Manager

    3 weeks ago

    Milton, Massachusetts, United States Ecolab Full time

    Job Summary:The Financial Analysis Manager will provide value-added financial analysis and decision-making insight for the Healthcare division through direct financial support to the Corporate Accounts/Field sales organization in the financial agreement and administration of the contracted business and leadership on strategy, pricing, and projects.Key...

  • Associate Financial Representative

    4 months ago

    Milton, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Milton office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships...

  • Assistant Store Manager

    2 months ago

    Milton, United States Community Choice Financial Family of Brands Full time

    Overview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...

  • Senior Civil Engineering Project Leader

    3 weeks ago

    Milton, Delaware, United States Goodwin Recruiting Full time

    To Apply for this Job Click Here Goodwin Recruiting is on the lookout for a Senior Civil Engineering Project Leader to enhance our dynamic team. Key Responsibilities of the PE Project Manager Creation of detailed construction drawings, specifications, and contract documents for projects.Oversight of Land Development projects, focusing on both Commercial and...

  • Senior Applied Scientist, Amazon CloudWatch Logs

    3 days ago

    Milton, Washington, United States Amazon Development Center U.S., Inc. Full time

    About the RoleWe are seeking a talented Senior Applied Scientist to join our Amazon CloudWatch Logs team. As a key member of our team, you will be responsible for developing next-generation scientific methods and infrastructure to support our core AWS business.Key ResponsibilitiesResearch and development of algorithms that improve training of foundation...

  • Senior Applied Scientist, Amazon CloudWatch Logs

    3 days ago

    Milton, Washington, United States Amazon Development Center U.S., Inc. Full time

    About the RoleWe are seeking a talented Senior Applied Scientist to join our Amazon CloudWatch Logs team. As a key member of our team, you will be responsible for developing next-generation scientific methods and infrastructure to support our core AWS business.Key ResponsibilitiesResearch and development of algorithms that improve training of foundation...

  • Client Relationship Banker

    3 weeks ago

    West Milton, Pennsylvania, United States Susquehanna Community Bank Full time

    Job TypeFull-timeOverviewAre you enthusiastic about assisting clients with their financial aspirations? At Susquehanna Community Bank, we recognize that community banking thrives on reliable relationships, and our approach is distinctly personalized. Our committed team members provide an enhanced banking experience and outstanding customer service to our...

  • Director of Risk Management

    1 month ago

    Milton, United States The Judge Group Full time

    We are seeking a Director of Risk Management focusing on safeguarding the organization's financial health, operational organization and structure through expertise in risk management, insurance compliance and management of insurance policies. In this critical role, you will be responsible for developing, implementing, and overseeing a comprehensive approach...

  • Senior Solution Architect

    3 weeks ago

    Milton, Massachusetts, United States Amazon Web Services, Inc. Full time

    Are you passionate about empowering customers to enhance their end-user experience across various devices and locations? Do you have expertise in utilizing cutting-edge cloud technologies to achieve this goal? If you possess the ability to guide teams in understanding the architecture and implementation strategies of end-user computing, this role may be for...

  • Vice President of Risk Strategy

    3 weeks ago

    Milton, Pennsylvania, United States Judge Direct Placement Full time

    Position OverviewWe are in search of a Vice President of Risk Strategy dedicated to ensuring the financial stability and operational integrity of the organization through advanced risk management practices.In this pivotal position, you will be tasked with the development, execution, and supervision of a holistic framework aimed at identifying, evaluating,...

  • Director of Risk Management

    2 months ago

    Milton, United States Hiring Now! Full time

    We are seeking a Director of Risk Management focusing on safeguarding the organization's financial health, operational organization and structure through expertise in risk management, insurance compliance and management of insurance policies. In this critical role, you will be responsible for developing, implementing, and overseeing a comprehensive approach...

  • Director of Risk Management

    3 months ago

    Milton, United States Judge Direct Placement Full time

    We are seeking a Director of Risk Management focusing on safeguarding the organization'sfinancial health, operational organization and structure through expertise in risk management,insurance compliance and management of insurance policies. In this critical role, you will beresponsible for developing, implementing, and overseeing a comprehensive approach...

  • Director of Risk Management

    3 months ago

    Milton, United States Judge Direct Placement Full time

    We are seeking a Director of Risk Management focusing on safeguarding the organizations financial health, operational organization and structure through expertise in risk management, insurance compliance and management of insurance policies. In this critical role, you will be responsible for developing, implementing, and overseeing a comprehensive approach...

  • Director of Risk Management

    1 month ago

    Milton, United States Judge Direct Placement Full time

    We are seeking a Director of Risk Management focusing on safeguarding the organization's financial health, operational organization and structure through expertise in risk management, insurance compliance and management of insurance policies. In this critical role, you will be responsible for developing, implementing, and overseeing a comprehensive approach...

  • Corporate Finance Leader

    2 weeks ago

    Milton, Massachusetts, United States Ecolab Full time

    Job SummaryWe are seeking a highly skilled Financial Manager to join our Corporate Accounts Finance team at Ecolab. As a key member of our finance team, you will be responsible for providing financial analysis and decision-making insight to support the growth and profitability of our Healthcare division.Key ResponsibilitiesDrive margin enhancement through...

  • Controller

    4 weeks ago

    Milton, United States Blind Full time

    Job DescriptionJob DescriptionJob Title: Controller – Property Management About Us: Join a dynamic and growing property management company that oversees a diverse portfolio of properties across the Southeast. We are dedicated to providing exceptional management services while fostering a positive work environment where our team members can...

  • Controller

    4 weeks ago

    Milton, United States Blind Full time

    Job DescriptionJob DescriptionJob Title: Controller – Property Management About Us: Join a dynamic and growing property management company that oversees a diverse portfolio of properties across the Southeast. We are dedicated to providing exceptional management services while fostering a positive work environment where our team members can...

  • Head of Risk Management

    3 weeks ago

    Milton, Pennsylvania, United States Judge Direct Placement Full time

    Position OverviewWe are looking for a Head of Risk Management to ensure the financial stability and operational integrity of the organization. This role requires a deep understanding of risk management principles, insurance compliance, and the administration of insurance policies.Key ResponsibilitiesDesign and execute a robust risk management framework that...

Senior Financial Advisor

4 months ago

Milton, United States Rhotopia Financial Full time

Senior Financial Advisor Roles 

The Senior Financial Advisor is the senior most member and leader of their advisory team, comprised of three to six advisors. They are responsible for growing Rhotopia’s client base and building thriving advisory teams. The Senior Financial Advisor is ultimately responsible for the results, advice, and advisory experience provided to their team’s clients.

Senior Financial Advisors hold primary responsibility for leading clients through the stages of our Financial Planning Process. They are called upon to serve clients at key crossroads and during particularly difficult times. The Senior Financial Advisor leads key firm initiatives and is assigned significant, ongoing firm responsibilities.


Specific responsibilities include:

  • Driving firm growth through new client and advisor acquisition
  • Leading an advisory team of three to six advisors
  • Guiding clients through the life planning-focused stages of Rhotopia’s Financial Planning process
  • Overseeing the quality of advice and care provided to assigned clients
  • Contributing to overall firm leadership and advancement

Senior Financial Advisors are responsible for expanding the Rhotopia brand in their communities and spheres of influence.


Qualifications:

  • Driven
  • Coachable
  • Competitive
  • Resilient
  • Strong Work Ethic
  • Track Record of Leadership and Success
  • People Orientated
  • **Background in Finance or Financial Services is REQUIRED


Please Note: Unfortunately, we do not offer sponsorships for international candidates and cannot accept those with an OPT/CPT status.


We are committed to your success and will provide all of the following to help develop you:

  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training


Benefits

  • Flexible schedule
  • Full Benefits (Health, Dental, 401K, Pension, Vision, HSA, Life, DI)
  • Training Allowance
  • Bonuses
  • Company Sponsored Destination Trips World-Wide '
  • We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.


Compensation

Typical starting compensation for this position is $200-250K. 

Successful Senior Financial Advisors are considered for partnership in the firm.


Experience and Licensure

Senior Financial Advisors typically have 10+ years of related experience. Additionally, all Senior Financial Advisors are required to have the following:

  • Series 65
  • Life and Health Insurance License
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation


Job Type: Full-time

Work setting:

  • In-person
  • Office