Wealth Management Advisor

2 weeks ago


Juneau, Alaska, United States Upskilled Evolution Full time

Welcome to Upskilled Evolution's financial services division. We are currently seeking a committed professional to excel in the field of Financial Planning.

If you possess a genuine passion for helping individuals achieve their financial goals and are dedicated to providing exceptional client service, we encourage you to consider this opportunity.


Key Responsibilities:
  • Formulate and execute detailed financial plans for clients and their families
  • Manage the processing of new account applications in compliance with industry regulations
  • Organize and facilitate planning discussions for senior financial advisors
  • Perform regular assessments and modifications of client portfolios
  • Ensure ongoing communication with clients to address their needs
  • Facilitate annual Required Minimum Distributions (RMD)
  • Evaluate and identify investment opportunities for clients
  • Stay informed about changes in regulations and tax laws
  • Provide education to clients regarding financial principles and strategies
  • Build and maintain strong relationships with both prospective and existing clients
Qualifications:
  • Bachelor's degree in finance, business administration, accounting, or a related discipline
  • Openness to relocation for the position
  • Required securities and insurance licenses, or the ability to obtain them within six months
  • Strong analytical and organizational skills
  • Excellent communication and interpersonal abilities
  • Ability to work independently as well as collaboratively within a team
  • Familiarity with financial products and services
  • Professional designations (CFP, ChFC, CPA, etc.) are advantageous, or the willingness to pursue them
Compensation and Benefits:
  • Competitive salary based on experience
  • Relocation signing bonus
  • Comprehensive support for approved professional development and continuing education
  • Employer contributions to SEP IRA, typically at 20% of compensation
  • Coverage for Disability Insurance
  • Generous paid time off policy


  • Juneau, Alaska, United States Upskilled Evolution Full time

    Welcome to Upskilled Evolution, where we prioritize financial excellence. We are in search of a committed professional to enhance our Financial Planning division. If you possess a genuine passion for guiding individuals towards their financial goals and are dedicated to providing exceptional client service, we encourage you to consider this opportunity. Key...


  • Juneau, Alaska, United States Upskilled Evolution Full time

    Welcome to Upskilled Evolution's financial services division. We are currently seeking a committed professional to excel in the field of Financial Planning. If you possess a strong passion for helping individuals achieve their financial goals and are dedicated to providing exceptional client service, we encourage you to consider this opportunity. Key...


  • Juneau, Alaska, United States Udelhoven Companies Full time

    HSE Compliance AdvisorLocation: Anchorage, AK – North Slope (Travel Required)Reports to: Corporate HSE ManagerSalary Range: $36 - $43 HourlySchedule: M-S, 6am – 6pm, 4 x 1 (4 weeks on / 1 week off)Benefits Package: Medical/Dental/Vision, 401k, Company-wide Performance Based Bonus Program.About Us: Udelhoven Companies has been a trusted partner in the...


  • Juneau, Alaska, United States State of Alaska Full time

    Job SummaryWe are seeking a highly skilled Policy Advisor to the Chief Medical Officer to join our team at the State of Alaska. As a key member of our organization, you will play a critical role in shaping and implementing policies that promote the health and well-being of Alaskans.Key ResponsibilitiesFunction as an aide and advisor to the Chief Medical...


  • Juneau, Alaska, United States State of Alaska Full time

    Job SummaryThe State of Alaska is seeking a highly skilled Policy Advisor to the Chief Medical Officer to join our team. As a key member of our department, you will play a critical role in promoting public health and well-being in Alaska.Key ResponsibilitiesFunction as an aide and advisor to the Chief Medical Officer, providing expert guidance on public...


  • Juneau, Alaska, United States State of Alaska Full time

    **About the Role**The State of Alaska is seeking a highly skilled Accounting Expert Advisor to join our Division of Finance team. As a key member of our team, you will play a critical role in providing financial guidance and support to state agencies.Key Responsibilities:Provide expert financial advice and guidance to state agencies on accounting and...


  • Juneau, Alaska, United States City & Borough of Juneau Full time

    Join Our Dynamic Team!Are you passionate about fostering a workplace built on trust, communication, and respect? Do you possess a robust foundation in Human Resources, whether in the public or private sector? If you value ongoing professional growth and are seeking a position with excellent benefits, we invite you to explore this opportunity.About UsAt the...


  • Juneau, Alaska, United States Federal Highway Administration Full time

    Overview As an Environmental Compliance Advisor, you will play a crucial role in ensuring that environmental initiatives, assessments, and documentation adhere to relevant environmental statutes, regulations, and policies. Your expertise will be vital in offering guidance and technical support to various stakeholders, including State Departments of...


  • Juneau, Alaska, United States Airswift Full time

    Industry: Oil & Gas - Onshore OperationsFunction: Health, Safety & Environmental ManagementJob Type: Contract PositionRole Overview: The HSE Advisor will provide essential safety guidance to both management and staff, ensuring adherence to OSHA regulations and compliance strategies, as well as DOT requirements and company policies. This role encompasses a...


  • Juneau, Alaska, United States Oracle Full time

    Position Overview:As a vital member of the Benefits team, your primary responsibility is to assist U.S. employees and their families by addressing inquiries related to benefits.This role involves responding to questions and escalations through the Oracle Benefits Portal via email and telephone regarding a wide range of benefit plans, eligibility criteria,...


  • Juneau, Alaska, United States Upskilled Evolution Full time

    Job Summary: Upskilled Evolution is seeking a highly skilled Financial Planning Specialist to join our team in Juneau, Alaska. As a key member of our financial services team, you will be responsible for developing and executing comprehensive financial plans for individuals and families.Key Responsibilities:Develop and execute comprehensive financial plans...


  • Juneau, Alaska, United States Humana Full time

    Position Overview:As a key member of our team, the Healthcare Cost Management Strategy Consultant will spearhead the development and implementation of strategic initiatives aimed at enhancing the efficiency and effectiveness of healthcare cost management.Key Responsibilities:- Lead the formulation and execution of the Operating Model for long-term strategic...

  • Financial Advisor

    1 week ago


    Juneau, Alaska, United States South East Alaska Regional Health Consortium Full time

    Compensation: $33.71 per hour South East Alaska Regional Health Consortium (SEARHC) is a dedicated non-profit health organization committed to serving the healthcare needs of the Southeast Alaska community. We recognize that our employees are our greatest asset, and we prioritize their growth and development alongside the advancement of our organization....

  • Financial Advisor

    2 weeks ago


    Juneau, Alaska, United States South East Alaska Regional Health Consortium Full time

    Compensation: $33.71 per hour South East Alaska Regional Health Consortium (SEARHC) is a non-profit health organization dedicated to enhancing the health and well-being of the residents of Southeast Alaska. We consider our workforce to be our most valuable asset, and we prioritize their growth and the advancement of our organization through professional...

  • Financial Advisor

    1 week ago


    Juneau, Alaska, United States South East Alaska Regional Health Consortium Full time

    Compensation: $33.71 per hour South East Alaska Regional Health Consortium (SEARHC) is a dedicated non-profit health organization committed to enhancing the health and well-being of the residents in Southeast Alaska. We value our employees as our greatest resource and prioritize their growth and professional development. Being part of SEARHC is not just a...

  • Financial Advisor

    2 weeks ago


    Juneau, Alaska, United States South East Alaska Regional Health Consortium Full time

    Position Title: Financial CounselorLocation: SEARHC Corporate OfficeEmployment Type: Part-timeOverview: The South East Alaska Regional Health Consortium (SEARHC) is a prominent non-profit health organization dedicated to enhancing the health and well-being of the Southeast Alaska community. Our workforce is our most valuable asset, and we are committed to...


  • Juneau, Alaska, United States Humana Full time

    Position Overview:As a key member of the Humana team, the Medical Cost Management Strategy Advancement Advisor will play a pivotal role in shaping the Operating Model for strategic initiatives aimed at enhancing long-term value and optimizing healthcare costs.Key Responsibilities:Lead the development and oversight of strategic programs, collaborating with...


  • Juneau, Alaska, United States Gastineau Human Services Corporation Full time

    Position OverviewNote to Applicants: This position is integral to the operations of Gastineau Human Services Corporation. The selected candidate will be responsible for various human resources functions, ensuring a seamless experience for new hires and current employees.Role Responsibilities:Human Resources Functions:Manage compliance tracking for funding...


  • Juneau, Alaska, United States Matrix Fitness Full time

    Position Overview:This is a remote opportunity.Role: Senior Sales Manager - Work from HomeEmployment Type: Full-timeCompensation: $104K - $114K per annumExperience Required: 3-5+ YearsCompany Overview:Matrix Fitness is dedicated to a distinctive approach to health and wellness, emphasizing the principle of bio-individuality. We recognize that each individual...


  • Juneau, Alaska, United States Cardinal Health Full time

    Cardinal Health - Financial Planning and Analysis ConsultantThe Financial Planning & Analysis (FP&A) team at Cardinal Health plays a critical role in shaping the financial strategy of the organization. This department is responsible for overseeing financial operations, including accounting, taxation, and the establishment of fiscal controls, while also...