Senior Financial Advisor Acquisitions Manager

Job Title:Senior Wealth Management Consultant for Regional AdvisorsAbout the Role:We are seeking a highly experienced Senior Wealth Management Consultant to join our team as a Regional Advisor. As a key member of our advisory team, you will be responsible for providing expert wealth management advice and strategic insights to advisors within a designated...

Home Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...

Talent Software Services is a renowned technology firm in San Diego, CA, specializing in AI and HPC projects. We are seeking an experienced Senior IP Acquisition Manager to join our team.About the Role:We are looking for a highly skilled Senior IP Acquisition Manager to lead our third-party IP and EDA sourcing efforts. The ideal candidate will possess deep...

Job OverviewCentura Wealth Advisory is seeking a highly skilled Wealth Advisor Recruiter to join our People & Culture team. As a key member of our recruitment team, you will be responsible for identifying, attracting, and recruiting top talent in the wealth management industry. Your primary focus will be on sourcing and acquiring high-quality financial...

Job OverviewFidelity TalentSource LLC seeks an experienced Wealth Management Advisor to drive deeper relationships with clients by developing comprehensive financial plans and wealth strategies.About the RoleThis senior level position is responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a...

The role of a Senior Wealth Management Advisor at Disability Solutions involves collaborating with clients to plan their short- and long-term financial objectives, building a financial plan with brokerage products, and recommending banking and investments strategies aligned with client financial goals and needs. The key responsibilities include triaging...

About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and...

As a Disability Solutions Financial Solutions Advisor, you will play a critical role in helping individuals and families achieve their financial goals. With a strong focus on customer service and a passion for financial education, you will work with clients to understand their unique needs and develop tailored solutions to meet those needs.The estimated...

We are seeking a skilled Financial Planning Strategist to join our team at LPL Financial. This is an exciting opportunity for someone who thrives in a fast-paced environment and has experience building financial models.Job Overview:The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point...

LPL Financial, a leading independent broker-dealer, is seeking an exceptional Strategic Business Development Manager to join our innovative Supported Models team. As a key member of this high-performing team, you will play a pivotal role in driving the evolution of our go-to-market strategy with new business lines and advisor affiliation models.The ideal...

Delivering exceptional financial management services to support the community's objectives is a top priority in this role. As the Senior Financial Manager, you will work effectively with various stakeholders, including residents, families, staff, and owners.The ideal candidate will have a strong background in financial management, including budget...

Senior Financial Operations SpecialistIndependent Financial Group, LLC is a leading independent broker-dealer headquartered in San Diego, California. Founded in 2003, the company provides comprehensive business solutions to support its network of over 532 independent financial professionals across 377 offices nationwide.As a respected industry leader,...

Senior Business Development Manager (Retirement Plans)We are seeking an experienced Senior Business Development Manager to lead our retirement plans business in Northern California, San Francisco, or Sacramento metro areas. As a key member of our regional team, you will be responsible for achieving retirement plan retention and growth in revenue and assets...

Wealth Management Expertise:Fidelity Investments is seeking a highly experienced Wealth Management Advisor to join our team. In this senior-level position, you will be responsible for implementing comprehensive wealth management strategies, trust and estate planning, and delivering exceptional service to drive client loyalty.About the Role:This role requires...

OBXtek is a leading provider of innovative technology solutions, and we are currently seeking a highly skilled Senior Acquisition Expert to join our team.We are looking for an experienced professional to support the Secretary of the Air Force for Acquisition (SAF/AQ) on our STAQSS II contract. As a Senior Acquisition Expert, you will provide specialized...

The Port of San Diego is seeking a Senior Personnel Advisor to serve on the Personnel Advisory Board. This esteemed volunteer position offers an exceptional opportunity for those interested in public service to provide advisory support to the Board of Port Commissioners on key personnel matters.About the PositionAs a Senior Personnel Advisor, you will be...

Innovations PSI is seeking a Senior Investment Advisor to serve as the primary point of contact for high-net-worth clients.The ideal candidate will have experience in managing multi-asset class portfolios and creating detailed financial plans.This role involves serving as the primary contact for ~100 clients, handling client communications and relationship...

We are seeking a highly experienced Senior Program Manager to join our team at Orbis Inc. in the United States.About the RoleThis is a dynamic opportunity for a skilled professional with extensive experience in program/project management, engineering, financial management, risk management, scheduling, planning, and oversight of task...

We are seeking a highly skilled Senior Tax Manager to join our team at Creative Financial Staffing. As a Senior Tax Manager, you will be responsible for managing outside service providers and coordinating activities such as drafting documents for personal estate and entities, loan documents with lenders, and payroll for clients' employees.You will meet or...

Job DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at Creative Financial Staffing. In this role, you will be responsible for the financial management of our organization.About the RoleThe Financial Management Specialist will be responsible for ensuring all invoices are timely and accurate, promoting timely payment...