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

  • Associate Wealth Advisor

    2 months ago

    Oklahoma City, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLC A great place to work. Careers At Lake Street Advisors Group LLC Share with friends or Subscribe! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Lake Street Advisors Portsmouth, NH or Boston,...

  • Financial Wealth Consultant

    6 hours ago

    Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time

    Position OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with a sense of urgency. This role involves a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique circumstances and goals, the Wealth Advisor will lead a...

  • Financial Wealth Consultant

    8 hours ago

    Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time

    Position OverviewThe Wealth Advisor is dedicated to providing exceptional service and prioritizing the needs of clients with a strong sense of urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. Wealth Advisors begin by actively listening to and understanding the distinct complexities and goals...

  • Financial Wealth Consultant

    5 days ago

    Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time

    Position OverviewThe Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with urgency. This role emphasizes a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique situation, the Wealth Advisor will guide a team to exemplify...

  • Investment Consultant at Atria Wealth Solutions

    6 days ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is currently seeking a Licensed Financial Advisor to deliver comprehensive retirement and investment services. This role is crucial as we expand our investment program to meet the growing financial planning demands of our clientele. As a part of our team, you will benefit from numerous advantages: Established Leads: Collaborate with...

  • Investment Consultant at Atria Wealth Solutions

    6 days ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is actively seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is pivotal in addressing the financial planning requirements of our clientele. As a member of our team, you will benefit from:Quality Leads: Collaborate with branch personnel to receive quality leads, referrals,...

  • Associate Wealth Advisor

    2 months ago

    Johnson City, United States Carson Group Holdings, LLC Full time

    Job DescriptionJob DescriptionWho we areAt Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future… and it doesn’t have to be complicated. We are a specialized Wealth Management Firm serving entrepreneurs, business owners, executives, and their families. For over 20 years our...

  • Private Wealth Advisor

    1 week ago

    Kansas City, United States Bank of Montreal Full time

    Application Deadline:09/19/2024 Address:1201 Walnut Street. Job Family Group:Wealth Sales & Service. Senior Level Business Development Role. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect Wealth Advisor, Director, Wealth, Business Development, Financial Planning, Advisor, Banking, Business...

  • Wealth Advisor

    1 month ago

    Panama City, United States Cetera Investment Services LLC Full time

    We are looking for a motivated individual to fill the role of a Wealth Advisor for Regions Wealth Management located at Regions Panama City, FL.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased,...

  • Wealth Advisor

    2 months ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Wealth Management Advisor

    6 days ago

    Jersey City, New Jersey, United States Citizens Financial Group, Inc. Full time

    Become a Part of Citizens Financial Group, Inc.Position Overview:At Citizens Financial Group, we prioritize delivering customized financial guidance, unique client experiences, and creative solutions to assist individuals in navigating their financial journeys. As a Wealth Management Advisor, you will work alongside colleagues in banking, lending, and...

  • Investment Consultant at Atria Wealth Solutions

    2 hours ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is crucial in addressing the growing financial planning demands of our clientele. As a member of our team, you will benefit from:Established Leads: Collaborate with branch personnel to access warm leads and leverage the...

  • Lead Financial Advisor

    4 days ago

    Redwood City, United States Stratos Wealth Partners Full time

    Lead Financial Advisor Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of...

  • Wealth Advisor

    1 month ago

    Peachtree City, Georgia, United States LPL Financial Full time

    Wealth Advisor - Delta Community Credit UnionUnlock Your Potential with a Rewarding CareerLPL Financial collaborates with credit unions to provide a comprehensive range of financial services to clients. This exciting opportunity at Delta Community Credit Union in Peachtree City, GA offers you the chance to join the Investment Program as a Financial Advisor...

  • Wealth Management Advisor

    5 days ago

    Oklahoma City, Oklahoma, United States TD Bank Full time

    Position Overview:The role of the Transitional Financial Advisor (TFA) is designed for financial professionals who are committed to delivering investment management solutions and financial planning expertise.Work Location: United States of AmericaHours: 40Compensation: $100,000 - $100,000 USDBusiness Line: TD WealthKey Responsibilities:Engage with clients in...

  • Wealth Management Consultant

    2 months ago

    Oklahoma City, United States AmeriLife Full time

    Wealth Management Consultant page is loaded Wealth Management Consultant Apply locations Remote, TX time type Full time posted on Posted 12 Days Ago job requisition id R2786 Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to...

  • Wealth Advisor

    2 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...

  • Wealth Advisor

    2 weeks ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...

  • Wealth Management

    2 months ago

    Jefferson City, United States First Mid Bank & Trust Full time

    Position: Wealth Management & Investment Advisor Location: Jefferson City, MO Job Id: 3684 # of Openings: 0 At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through...

  • Lead Financial Advisor

    5 days ago

    Redwood City, United States Stratos Wealth Partners Full time

    Lead Financial Advisor Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients' team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of...

Wealth Advisor

2 months ago

Oklahoma City, United States The Judson Group Full time

Judson Group has been retained by a prominent financial advisory firm in their search for a

Wealth Advisor . This individual will work closely with the founder of the firm and senior advisors to manage client relationships with the goal of taking over/leading relationships to create capacity for the senior members of the team. Day-to-day, this person will be working to provide comprehensive financial planning, investment management advice, and relationship management for both existing and new client relationships. The ideal candidate has 3+ years of client facing wealth management experience with a background in financial planning and an interest in growing down the lead advisor path long-term. This is a fantastic opportunity for someone looking to join a firm committed to the growth of their employees and their growth as a firm. The firm’s founder is excited to mentor this individual and help them as they grow as an advisor over time. Responsibilities: Coordinate client presentations and assist with client meetings. Lead client relationships, financial planning needs, and day-to-day client communication needs. Handle client-related requests and account service inquiries, including onboarding. Organize and analyze financial data received from new and existing clients. Monitor client portfolios and communicate updates and recommendations. Serve in a support role for complex relationships. Assist clients with implementation of recommended and agreed-upon strategies. Assist the Founder, CIO and other advisors as needed. Requirements: Bachelor’s Degree required; CFP or CFP track highly preferred. Series 7, 63, 65 or equivalent. 3-5 years of client facing experience. Ability to take initiative and prioritize tasks. Ability to work independently and collaborate/communicate well in a team environment. Strong presentation, communication, and technology skills. Compensation:

Highly competitive compensation package with base salary, bonus, and strong benefits.

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