Senior Financial Advisor

At Edward Jones, we're dedicated to providing exceptional client service by partnering with clients and branch teams to deliver tailored financial solutions. Our Senior Financial Advisors play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our business.About the RoleWe're seeking...

We are seeking a highly skilled Client Service Associate to join our team at Stifel Financial. This role offers a salary of approximately $65,000 to $85,000 per year and provides the opportunity to work in a collaborative and dynamic environment.As a key member of our support staff, you will be responsible for assisting financial advisors with client...

Key ResponsibilitiesAs a Senior Financial Advisor at Vantage Point Financial, your primary responsibilities will include conducting thorough analyses of clients' financial situations, providing tailored recommendations, and staying informed about the latest financial products and industry trends.

Unlock Your Potential as a Senior Financial Strategist at Edward JonesAs a Senior Financial Strategist with Edward Jones, you will have the opportunity to leverage your expertise in complex tax planning strategies to support high net worth clients. With a strong background in financial planning and experience working with High Net Worth client-facing...

About the TeamWe are a collaborative and innovative team that is dedicated to providing exceptional service to our high net worth clients. Our team is comprised of experienced professionals who are passionate about delivering comprehensive financial planning solutions.Responsibilities:Provide expert tax planning advice to high net worth clientsCollaborate...

About the RoleWe are seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and tailored solutions to meet the needs of our clients. This includes acting as a financial advisor for smaller clients, including SEP/Simple IRA participants, while...

Company Overview:At Edward Jones, we strive to create a workplace where everyone feels valued and respected. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately-owned, focusing on our clients' needs rather than shareholder returns.We aim to improve the lives of our clients and colleagues, and...

Job OverviewThe Client Relations Financial Representative is a critical role in supporting the firm's unique business model. As a Senior Financial Relationship Manager, you will be responsible for serving as the first point of contact for clients when their Financial Advisor is unavailable.You will play a significant role in providing advice, service, and...

OverviewEdward Jones is a leading financial services firm that provides comprehensive wealth management solutions to high net worth individuals. Our team of experienced financial advisors works closely with clients to understand their unique needs and goals, and develops tailored strategies to help them achieve financial success.Job DescriptionThe Director...

At Edward Jones, we believe that everyone deserves access to high-quality financial advice and services. As a Senior Trust and Estate Advisor, you will play a critical role in helping us achieve this goal by providing expert advice on complex estate planning strategies and implementing wealth management advice and solutions.The ideal candidate will have a...

Key ResponsibilitiesThe successful candidate will have a deep understanding of financial planning concepts and estate planning strategies. They will be responsible for:* Developing customized solutions to help clients achieve their financial goals* Working closely with Financial Advisors and branch teams to deliver high-quality APPSThis is an exciting...

Wealth Management at Edward Jones\- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. As a Senior Estate Strategist, you will be part of a team that provides innovative solutions by challenging status quo and generating exceptional...

Job ResponsibilitiesFirst Point of Contact: Determine if prospects would be a good fit for the firm and schedule meetings with advisors.Pipeline Growth: Grow sales pipeline through comprehensive marketing strategies.Lead Nurturing: Engage prospects who have dropped off and add first appointments to advisor calendars.

Larson Financial Group, LLC is a leading provider of financial planning and wealth management services. We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in the St. Louis, MO area.The ideal candidate will have at least 8 years of experience in the financial planning industry and hold licenses such as Series 7 & 66...

As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...

We are excited to announce an opportunity for a Senior Nurse Advisor - Skilled Care to join our team at Luxor Healthcare. This full-time role comes with a competitive salary and a range of benefits, including medical, dental, and vision coverage.The successful candidate will have at least three years of experience in skilled (SNF) nursing care and a strong...

Job SummaryOur client, a leading Enterprise Healthcare provider, is seeking a highly motivated Senior Quality Assurance Advisor to join their dynamic team. The ideal candidate will possess excellent communication skills and the ability to work effectively with cross-functional teams.About the RoleThis is a contract position offering $49.76 - $59.76 per hour....

ResponsibilitiesDevelop comprehensive financial plans for high net worth clients with complex needs.Collaborate with financial advisors to gain a deep understanding of client goals and objectives.Articulate investment and financial planning strategies and recommendations to clients and financial advisors.Serve as a subject matter expert on tax planning and...

About the PositionWe are seeking a highly skilled Transition Specialist to join our team as a Financial Services Liaison. This role offers an excellent opportunity for career growth and development, with the potential to advance to more senior positions within the company.As a key member of our Securities Operations department, you will be responsible for...

Job Title: Senior Investment AssistantWe are seeking a highly skilled and experienced Senior Investment Assistant to join our team at Central Bancompany. In this role, you will provide expert support to our Financial Advisors, helping them to deliver exceptional investment solutions to our clients.Responsibilities:Support Financial Advisors in aspects of...