Wealth Management Professional

Equitable Holdings is a leading wealth management firm dedicated to helping clients achieve their financial goals. Our team of experienced professionals is driven by a passion for delivering exceptional service and building long-term relationships.Our MissionWe strive to make a positive impact on the lives of our clients and the communities we serve. Our...

We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives.We focus on delivering financial services and products that address our clients' evolving financial needs throughout their lifetime. Our...

Job DescriptionSenior Financial AdvisorAt AFIN Family Wealth Management, we're dedicated to making financial planning accessible and understandable for individuals and businesses. Our goal is to provide personalized, hands-on service that educates clients about financial concepts and products, taking the mystery out of investing, insurance, estate...

About the RoleSoltis Investment Advisors is seeking a skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of clients and providing ongoing service to ensure high levels of client retention.Key ResponsibilitiesManage a portfolio of over 100 clients.Provide...

About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Inspira Financial. As a key member of our Retirement Services team, you will be responsible for managing client relationships and working closely with record keepers, plan sponsors, and other channel partners to deliver exceptional service and drive...

About the RoleWe are seeking a highly skilled Senior Product Manager to lead the development of our Health & Benefits platform. As a key member of our product team, you will be responsible for defining and delivering a state-of-the-art solution that meets the evolving needs of our customers.Key ResponsibilitiesDevelop and execute a product vision that aligns...

Role OverviewThe Sr. Relationship Manager is a key member of our Retirement Services team, responsible for managing client relationships and working closely with record keepers, plan sponsors, third-party administrators, and other channel partners.The ideal candidate will possess strong communication skills, be able to establish a good rapport with clients,...

About the RoleAt Inspira Financial, we're seeking a seasoned Senior Product Manager to lead our Data Insights vision and delivery. This role will be part of an innovative build team designing a state-of-the-art platform for our Health & Benefits customers.Key Responsibilities:Envision and create compelling data analytics solutions for Partners and...

Job OverviewAt Inspira Financial, we're committed to strengthening and simplifying the health and wealth journey for our clients. As a Senior Product Manager - Accountholder Experience, you'll play a crucial role in designing and delivering innovative solutions that meet the evolving needs of our accountholders.Key Responsibilities:Develop and execute a...

Role OverviewEquitable Services is seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group. As a key member of our team, you will be responsible for providing financial products and services to individuals working in public schools, colleges, universities, hospitals, nonprofit organizations, and municipal...

Accountholder Experience StrategistInspira Financial is seeking a highly skilled Accountholder Experience Strategist to join our team. As a key member of our product development team, you will be responsible for designing and delivering exceptional accountholder experiences that meet the evolving needs of our customers.Key Responsibilities:Develop and...

Job SummaryAs a Senior Product Manager at Inspira Financial, you will lead the product vision and delivery for our Health & Benefits customers. This role is responsible for generating actionable content, orchestrating teams, managing ambiguity, and driving outcomes. You will be a trusted peer of a team of engineers, designers, architects, and business...

Job OverviewBrilliant Management Resources - IL is seeking a highly skilled Senior Accountant to join their accounting team. The ideal candidate will have a strong background in accounting and finance, with experience in month-end close and analytical support.Key Responsibilities:Support the Assistant Controller in providing month-end close and analytical...

About Inspira FinancialInspira Financial is a leading provider of health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With over 7 million clients and $62 billion in assets, we work with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help individuals...

Job Title: Account Management SpecialistAt Hub Group, we are seeking a highly skilled Account Management Specialist to join our team. As a key member of our customer-facing team, you will be responsible for building and maintaining strong relationships with our customers, ensuring their needs are met, and providing exceptional service.Key...

Job DescriptionAt Inspira Financial, we're seeking a talented Sr. MuleSoft Developer to join our team. As a key member of our software development team, you will play a crucial role in designing, developing, and implementing scalable user experiences and API/service-based solutions.Key Responsibilities:Collaborate with cross-functional teams to foster...

Job SummaryAs a Senior Sales Executive at Inspira Financial, you will play a key role in building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance, and specialty products areas. This role requires a strong understanding of alternative assets, including hedge funds, fund of funds, private...

About the RoleWe are seeking a highly skilled Client Communications Specialist to join our team at Inspira Financial. This role will play a critical part in coordinating and executing communication and client success strategies and campaigns.Key ResponsibilitiesAssist the team in coordinating and executing communication and client success strategies and...

About the Role:The Support Specialist is a key role in supporting customer requests and answering inquiries. This position is challenging, fast-paced, but rewarding while delivering one superior quality experience at a time.This position requires partnering closely with the customer to provide valuable insights, education, and direction for on-line support...

Job Title: General ConsiderationWe are seeking a highly skilled and customer-focused individual to join our team as a Support Specialist. As a key member of our customer support team, you will be responsible for providing exceptional support to our customers through verbal and written communications regarding PFX products and healthcare.Key...