We have other current jobs related to this field that you can find below

  • Investment Strategy Advisor

    6 days ago

    Bloomington, United States The Ladders Full time

    Are you driven by a desire to assist clients in achieving their financial aspirations? Do you thrive on cultivating meaningful connections? If you are eager to support families as they navigate various life transitions, the role of a Financial Advisor at The Ladders could be an excellent fit for you. Role Overview:The Financial Advisor is dedicated to...

  • Investment Advisor

    5 days ago

    Bloomington, Indiana, United States The Ladders Full time

    The Ladders is a premier wealth management firm dedicated to addressing the financial needs of our clients. We are committed to delivering a holistic approach to financial management, ensuring that families from all backgrounds receive tailored guidance. Our firm prides itself on being a trusted partner, managing substantial assets while prioritizing our...

  • Wealth Management Consultant

    4 days ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Wealth Management Consultant, you will be at the center of our operations, serving as a trusted...

  • Wealth Management Consultant

    5 days ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to redefine the finance sector collaboratively.As a Wealth Management Consultant, you will be at the forefront of our operations, serving as a reliable partner to our...

  • Wealth Management Consultant

    4 days ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Wealth Management Consultant, you will be at the forefront of our operations, serving...

  • Wealth Management Consultant

    5 hours ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career path. Here, innovative thinking merges with creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance sector collaboratively. As a Financial Consultant Partner (FCP), you will be at the center of our operations, serving as a...

  • Operations and Service Leadership Manager

    1 hour ago

    Bloomington, United States Simplicity Group Holdings Full time

    Job OverviewPosition Title: Operations and Service Leadership ManagerReports to: Executive Vice President, Simplicity WealthDepartment: Simplicity Wealth OperationsClassification: Full-time / ExemptRole Summary:The Operations and Service Leadership Manager will take on a pivotal leadership role within the Simplicity Wealth Operations Team, ensuring the...

  • Billing Specialist

    1 month ago

    Bloomington, United States Elevation Point Full time

    Billing SpecialistAre you ready to grow with a leading wealth management firm that partners with RIAs and independence-seeking advisors? Join our dynamic team and be a part of a value-driven organization committed to excellence and growth.Elevation Point is a growth-oriented wealth management firm serving as a value-aligned partner for RIAs and...

  • Service and Operations Manager

    3 months ago

    Bloomington, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionPosition Title: Service and Operations ManagerReports to: EVP, Simplicity WealthDepartment: Simplicity Wealth Operations Location: Bloomington, MN, In-officeClassification: Full-time / ExemptSummary / Job Objective:The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth...

  • Service and Operations Manager

    4 weeks ago

    Bloomington, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionPosition Title: Service and Operations ManagerReports to: EVP, Simplicity WealthDepartment: Simplicity Wealth Operations Location: Bloomington, MN, In-officeClassification: Full-time / ExemptSummary / Job Objective:The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth...

  • Financial Planning Associate

    5 days ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewJTB INTERNATIONAL INC is a prominent provider of financial advisory and wealth management solutions, catering to a diverse clientele across various regions. Our professionals leverage their extensive expertise in client relations and investment strategies to address the intricate financial planning requirements of expatriates and international...

  • Financial Services Division Coordinator

    3 weeks ago

    Bloomington, Illinois, United States Octagon Full time

    Division CoordinatorAre you a proactive, hard-working individual who adapts to change quickly and thrives in a fast paced environment? Are you interested in the world of financial services? If you're eager to learn more about wealth management, we'd love to talk with you OFS Wealth, a leading wealth management firm in the United States, provides...

  • Financial Planning Associate

    5 days ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive SalaryComplimentary Snacks & BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients across various regions. Our...

  • Financial Planning Associate

    5 days ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive CompensationComplimentary Snacks and BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients worldwide. Our...

  • Operations / Onboarding Specialist

    4 weeks ago

    Bloomington, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionDepartment: OperationsPosition Title: Operations / Onboarding AssociateReports to: Director, Client ServicesEssential Job Function: The Operations/Onboarding Associate builds deep relationships with and provides operational support to an assigned group of Financial Advisors or Firms. This position is responsible for driving...

  • Operations / Onboarding Specialist

    3 months ago

    Bloomington, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionDepartment: OperationsPosition Title: Operations / Onboarding AssociateReports to: Director, Client ServicesEssential Job Function: The Operations/Onboarding Associate builds deep relationships with and provides operational support to an assigned group of Financial Advisors or Firms. This position is responsible for driving...

  • Operations / Onboarding Specialist

    2 weeks ago

    Bloomington, United States Simplicity Group Holdings Full time $55,000 - $60,000

    Job DescriptionJob DescriptionDepartment: OperationsPosition Title: Operations / Onboarding AssociateReports to: Director, Client ServicesEssential Job Function: The Operations/Onboarding Associate builds deep relationships with and provides operational support to an assigned group of Financial Advisors or Firms. This position is responsible for driving...

  • Operations and Service Excellence Manager

    5 days ago

    Bloomington, United States Simplicity Group Holdings Full time

    Operations and Service Excellence Manager Position at Simplicity Financial Marketing Group HoldingsPosition Title: Operations and Service Excellence ManagerReports to: EVP, Simplicity WealthDepartment: Simplicity Wealth OperationsClassification: Full-time / ExemptOverview: The Operations and Service Excellence Manager will play a pivotal role in steering the...

  • Vice President of Business Growth

    5 days ago

    Bloomington, Illinois, United States Claire Myers Consulting Full time

    Claire Myers Consulting is seeking a seasoned professional to lead business growth initiatives within a prestigious Wealth Management firm. The successful candidate will collaborate across various departments to achieve impactful outcomes that enhance the firm's success. The ideal individual will implement a robust sales strategy aimed at broadening our...

  • Head of Business Growth

    5 days ago

    Bloomington, Illinois, United States Claire Myers Consulting Full time

    OverviewClaire Myers Consulting is seeking a seasoned professional to lead our Business Development efforts. The ideal candidate will collaborate across various departments to drive significant outcomes that enhance our organization. This role requires a strategic thinker who can implement a robust sales strategy aimed at broadening our market presence,...

Wealth Advisor

2 months ago

Bloomington, United States Mercer Global Advisors Inc Full time

Job Summary: The Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: Functioning as the primary trusted advisor to the firm's mass affluent clients Ensuring retention of the firm’s clients as well as generating referrals Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients Managing client communications and follow-up with clients’ other advisors Ensuring adherence to company standards of client care, meetings, referrals and retention Attending company workshops or lectures and speak to groups of potential clients when called upon Implementing company policies and procedures Other duties as needed Required Knowledge, Skills and Abilities: Education: · Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus Experience: · Five (5) to ten (10) years of job-related experience Certifications: · Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered Job Skills: · Knowledge of and the ability to present investment, finance, insurance, and tax planning concepts · Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning · Client Focus and client-oriented position, but sales aptitude and experience is also highly desired · Continually seeks to enhance job knowledge, learn quickly and efficiently · Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude · Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred · Technical and analytical training and experience in financial planning · Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment · Ability to work without close supervision managing and prioritizing deliverables · Must be highly flexible and confidential with all matters · Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

#J-18808-Ljbffr