Wealth Accumulation and Transfer Strategist

We are seeking a skilled Personal Wealth Strategist to join our team at Disability Solutions. As a key member of our advisory team, you will play a critical role in helping clients navigate the complexities of personal finance and achieve their long-term wealth goals.The ideal candidate will possess a deep understanding of investment products and services,...

Job Overview:Citi is seeking a seasoned professional to join our team as a Wealth Relationship Manager. This role requires a strong analytical and financial skillset, with a focus on building and deepening relationships with affluent clients. The ideal candidate will have a proven track record of identifying and acquiring high-value customer...

About UsAt Farther, we're revolutionizing the wealth management industry by combining expert advisors with cutting-edge technology. Our innovative platform and proprietary data-driven prospecting tools empower financial advisors like you to deliver exceptional client experiences.We're looking for a seasoned financial advisor to join our team, someone who...

**Job Summary**We are seeking a senior estate planner to join our team and contribute to our mission of delivering exceptional wealth planning services to our clients. As a senior estate planner, you will be responsible for developing and implementing comprehensive wealth plans that address the complex needs of high net-worth and ultra-high net-worth...

Job Opportunity at BBR PartnersWe are seeking a skilled Portfolio & Wealth Advisory Associate to join our boutique team tailored to client accounts. As an integral part of our organization, the successful candidate will play a key role in providing unparalleled hospitality and advice.The desired candidate is passionate about alternative investments,...

Company OverviewEisnerAmper is a renowned accounting, tax, and business advisory firm with a global presence. Our team of nearly 4,000 employees and over 350 partners work together to provide unparalleled support to our clients.We cater to a diverse range of enterprises, including sophisticated financial institutions, start-ups, public firms, and...

About Our MissionWe're on a mission to harness the power of supply chain data and documentation to transform transportation spend visibility. Our cutting-edge audit and pay platform leverages domain-driven AI to simplify complexities and drive business success.Backed by esteemed investors like J.P. Morgan, Index Ventures, Founders Fund, 8VC, Susa Ventures,...

Talent Focus Executive Search and Consulting is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice.This salaried position offers commission-based opportunities on new revenue generation, empowering the successful candidate to thrive in...

Job OverviewHireio, Inc. is a leading provider of cloud-based solutions. We are currently seeking a highly skilled Cloud Transformation Strategist to join our team.About the RoleWe are looking for a seasoned professional with a strong technical background in cloud computing, architecture, and strategy. The successful candidate will be responsible for...

We are seeking a highly skilled Senior Sustainability Strategist to join our Facilities team. As a key member of our organization, you will play a crucial role in driving energy efficiency, water conservation, and zero waste initiatives across our facilities portfolio.

About the PositionThe San Francisco Foundation, a leading community foundation in the country with over $1.5 billion in assets, seeks a Financial Analysis Strategist to join its Financial Planning & Analysis team.This key role will play a critical part in the foundation's financial planning process, working closely with the Accounting and Investments teams...

**About the Role:**We are seeking an Insurance Solutions Strategist to join our team at Burnham. As a key member of our organization, you will be responsible for crafting custom solutions to address clients' needs in the areas of employee benefits, risk mitigation, and wealth management.Key Responsibilities:Develop and implement strategies to manage client...

We are seeking a skilled Community Engagement Strategist to join our team at Wefunder.As a key member of our community, you will play a vital role in helping us achieve our mission to revitalize capitalism and keep the American dream alive.The ideal candidate will have experience working with founders and small businesses, be highly empathetic and able to...

Software Guidance and Assistance, Inc. is a leading provider of technology and resource solutions, driven by a mission to solve big IT problems with a more personal, boutique approach. We are seeking an experienced Enterprise Customer Success Strategist to join our team and help us deliver exceptional customer experiences.The successful candidate will have a...

We are seeking a seasoned Change Management Strategist to join our team at Sequoia Biotech Consulting. As a Change Management Strategist, you will play a critical role in empowering organizations to overcome complex challenges and accelerate the speed to market, scale, and quality of life-saving innovations.About UsSequoia Biotech Consulting is a leading...

Overview">The City and County of San Francisco is seeking a skilled Principal AI Strategist to join its Emerging Technologies team at the Department of Technology. This position offers an exciting opportunity to contribute to the public sector by leveraging artificial intelligence technologies to solve real-world problems and improve the lives of San...

Operations Manager Opportunity at Pacific Wealth ManagementAbout UsPacific Wealth Management, LLC is a growing RIA firm serving affluent investors with intelligent wealth management strategies.Salary and CompensationThis full-time position comes with a competitive salary range of $140,000 - $200,000 annually, plus a benefits packageJob SummaryThe successful...

Job OverviewWe are seeking ambitious individuals to join our team at Symmetry Financial Group - Gary Uyemura. As a Life Insurance Sales Agent, you will play a crucial role in protecting American families with life insurance, mortgage protection, burial policies, wealth accumulation, and retirement solutions. Your dedication to providing excellent customer...

Job OverviewRoland Stephens Wealth Management, LLC seeks an experienced Financial Service Associate Specialist to provide top-notch client service management support to our esteemed clients and operational assistance to our advisor teams. The ideal candidate will be able to work collaboratively with financial advisors and custodians to implement new client...

Job DescriptionWe are seeking a highly skilled Chief AI Strategist to join our team at Ernst and Young. As a key member of our Technology division, you will be responsible for leading the development and implementation of innovative AI solutions that drive business outcomes for our clients.About the RoleDesign and implement complex AI systems that meet the...