Lead Advisor at Wealth Management Firm

DescriptionPlease contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client is a boutique wealth management firm based in the Bay Area that offers investment management, financial planning, and tax services to families and individuals. Enjoy a hybrid work schedule, competitive compensation and benefits, and be...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

Operations Manager position is available for an ambitious, hardworking self-starter interested in becoming a key member of our leadership team while overseeing day-to-day business operations and client service. This opportunity's responsibilities also include process management, HR, compliance and the firm’s computer network.Pacific Wealth Management, LLC...

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

Join Centura Wealth Advisory as a Portfolio Solutions DirectorAbout Us:Centura Wealth Advisory is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team...

The Anderson Search Group has been retained by a Sacramento-based affiliate of an $80 billion financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral...

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

Marketing Administrator (Part Time)Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? Bright Lake Wealth Management in Redding, CA is seeking a strong part-time Marketing Administrator whose job is to support the growth of the marketing pipeline by helping...

Marketing Administrator (Part Time) Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? Bright Lake Wealth Management in Redding, CA is seeking a strong part-time Marketing Administrator whose job is to support the growth of the marketing pipeline by helping...

About the East Bay Community Foundation Founded in 1928, EBCF is one of the nation’s first community foundations. Named the country’s “boldest” community foundation in 2019 by Inside Philanthropy, EBCF is committed to advancing an inclusive, fair, and just East Bay through four core program strategies: Arts and Culture for Social and Racial Justice:...

Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Redding, CA is seeking...

Location: New Jersey, New York City areaAbout Us:We are a dynamic financial services firm looking for a skilled data scientist and web app developer to join our company. The ideal candidate will work closely with our lead analyst to integrate APIs across platforms and build dashboards to inform our investment decision-making. The candidate should have...

Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own...

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

Client Service AssociateStratos Wealth Advisors is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be instrumental in supporting high-net-worth clients with concierge-level service.Key Responsibilities:Serve as a primary point of contact for high-net-worth clients, addressing...

We are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...

About TEC Equipment:TEC Equipment is a leading provider of heavy-duty trucks, trailers, and equipment solutions. With over 30 locations across the western United States, we serve thousands of customers in the trucking industry.We offer a wide range of products and services, including new and used trucks, trailers, and equipment, as well as parts, service,...