Senior Wealth Management Advisor

About CogentBlue WealthWe're a financial services company built on trust, experience, and meaningful relationships. Our approach is centered around getting to know our clients personally to guide them through their financial journey with care and understanding.With over $600M in assets for 125 clients worldwide, we act as their Private CFO, providing...

Punch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to steward resources with clarity and purpose.Our team of seasoned professional advisors enables our clients to...

About the RoleSoltis Investment Advisors is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and collaborating with the team to build customized investment portfolios.Your Key...

Operations Manager Job SummaryWe are looking for a skilled Operations Manager to join our team at Denver Wealth Management, Inc. As an Operations Manager, you will be responsible for managing our operational team, developing and enhancing operational processes and procedures, and providing exceptional service to our advisors and clients.Key...

Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Atria Wealth Solutions. As a Financial Advisor, you will be responsible for providing expert financial consulting services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAdminister and document basic account activity and execution...

The Wealth Manager role at LourdMurray is a collaborative position within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the successful candidate will be tasked with creating tailored financial solutions for high-net-worth clients. This involves identifying planning issues and opportunities and channeling them...

Senior Wealth Management ExecutiveAbout the RoleSUPERB CONSULTING GROUP is seeking a seasoned Senior Wealth Management Executive to lead our wealth management business in the US. As a key member of our team, you will be responsible for setting up and managing our local marketing team, establishing customer development and customer service systems, and...

Are you a detail-oriented professional with experience in the financial services industry? We are seeking an Operations Manager to join our team at Denver Wealth Management, Inc. in Greenwood Village, CO.About the RoleThis is a 'working manager' position that requires strong organizational and critical thinking skills. As an Operations Manager, you will be...

Key Responsibilities:As a Senior Investment Manager at Heritage Wealth Management, Inc., you will be responsible for allocating to private markets, managing public market models, and individual securities portfolios. Your duties will include:Managing private equity funds of funds and SPVs, both operational and investment managementSourcing, evaluating,...

Empower Your Career with CorientWe are a dynamic team at Corient, dedicated to helping high-net-worth individuals and families achieve their financial goals. As a key member of our team, you will play a vital role in supporting our Wealth Advisors in delivering exceptional client service.Key Responsibilities:Provide administrative support to Wealth Advisors,...

Job SummaryAt CreativeLINK Recruiting, we are seeking a skilled Strategic Wealth Advisor to join our team. As a key member of our financial services group, you will work closely with clients to develop personalized investment strategies that align with their long-term financial goals.Job DescriptionWe are looking for a highly motivated and experienced...

Job DescriptionAre you a skilled Financial Advisor seeking a challenging role? We are a growing company seeking a driven professional to join our team as a Senior Financial Consultant.About the Role:Meet with clients in their homes to provide expert financial advice and retirement planning.Help clients achieve their retirement goals through effective...

Unlock Your Potential as a Holistic Wealth Management AssociateAt Equitable Advisors, we're committed to helping individuals and families achieve their financial goals and live a fulfilled life. As a Holistic Wealth Management Associate, you'll have the opportunity to work with clients to create personalized financial strategies that align with their values...

About the RoleAMG Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Fund Operations Specialist. In this role, you will assist with accounting and fund oversight, custody, treasury, and financial reporting activities.Key ResponsibilitiesReview monthly accounting report packages and NAVs for our closed-end private equity...

About the RoleSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, is seeking a skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and delivering regular...

We are seeking a highly skilled Senior Client Services Specialist to join our team at International Search Consultants. This role will provide exceptional support to Senior Client Advisors in delivering personalized wealth advisory services to Ultra High Net Worth Clients.The ideal candidate will have a strong background in client management, investment...

About the RoleWe are seeking a highly skilled Wealth Planning Expert to join our team in Albany, NY. This is a fantastic opportunity for an experienced wealth management professional to deliver financial planning expertise to high-net-worth clients and prospects.Key ResponsibilitiesActively participate in Private Bank prospect, client, and centers of...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities: Provide tailored and...

Key Responsibilities:The Financial Advisor will be responsible for providing financial planning, investment advice, and wealth management services to clients. This includes assessing clients' financial objectives, risk tolerance, and investment portfolios to provide tailored guidance and recommendations.Job Requirements:To be successful in this role, the...

Unlock Your Potential and Transform Your CareerAre you ready to take your career to the next level? At Guide Wealth Partners, we're looking for ambitious and driven individuals to excel in leadership and help others achieve financial success.Why Guide Wealth Partners?Elite Success with Unmatched Support: Gain the perfect blend of autonomy and support to...