Client Advisor

Our Firm Stonebridge Financial Partners, LLC , a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...

Financial Advisor OpportunityGlobal Recruiters of Mid-Cities (GRN) is partnering with a growing $400M RIA in the Waukesha, WI area to find a skilled Financial Advisor. This is a unique opportunity to join a firm with a refreshing company culture and a strong focus on client relationships.Key Responsibilities:Build and maintain relationships with clients to...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Our Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Our FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...

Client Advocate OpportunityAre you a skilled communicator and problem solver looking to make a meaningful impact in the lives of clients and communities? As an Associate Financial Advisor at Edward Jones, you will have the opportunity to work with a licensed financial advisor to serve clients, grow the branch, and positively impact communities in alignment...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Job OverviewMainstay Capital Management, LLC is seeking a skilled Financial Advisor to join our team in Troy, MI and Grand Blanc, MI offices. As a Financial Advisor, you will be responsible for managing existing client relationships, developing new client relationships, and providing exceptional client service. This is a client relationship-focused role with...

Lead Financial Advisor OpportunityWe are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Drake & Associates, LLC in Grand Rapids, MI. As a key member of our financial services team, you will be responsible for providing exceptional financial planning and advisory services to our clients.Key Responsibilities:Develop and...

Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati. Position Summary: The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families. Duties &...

Job Title: Senior Trust AdvisorWe are seeking a highly skilled Senior Trust Advisor to join our team at Fifth Third Bank. As a Senior Trust Advisor, you will be responsible for providing expert fiduciary services to our clients, including trust administration, estate planning, and wealth management.Key Responsibilities:Administer fiduciary accounts in...

Job Title: Client Service SpecialistWe are seeking a highly skilled Client Service Specialist to join our Wealth Management team at Old National Bank. As a key member of our team, you will provide exceptional administrative and sales support to our High Net Worth (HNW) Wealth Advisors.Key Responsibilities:Provide high-level organizational and administrative...

Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Cetera Investment Services LLC. As a Financial Advisor, you will be responsible for providing financial planning, investment management, and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

Job Title: Client Service AssociateStifel's PearlStreet Investment Management team is seeking a highly skilled and organized Client Service Associate to support a team of financial advisors focusing on corporate retirement plans.The ideal candidate will provide administrative and clerical support, including managing client service materials, coordinating...

Client Services SpecialistWe are seeking a highly skilled and detail-oriented Client Services Specialist to join our team at 28 Technologies LLC. As a key member of our team, you will be responsible for ensuring seamless communication and data exchange between our firm and clients.Key Responsibilities:Monitor and resolve reporting issues between the Firm and...