Senior Wealth Advisor

Company OverviewVestia Personal Wealth Advisors oversees the financial well-being for nearly 500 of the nation's highest caliber professionals. We manage nearly $800 million in investment assets and have offices in multiple locations across the country.We are looking for a Investment Portfolio Coordinator to join our team and help us achieve our mission of...

About the RoleVestia Personal Wealth Advisors is seeking a Wealth Management Assistant to support our team in managing investment portfolios and implementing strategic plans for clients.This role requires strong analytical skills, excellent communication, and the ability to work effectively in a fast-paced environment.Main Responsibilities:Assist in...

Job OverviewVestia Personal Wealth Advisors is seeking an experienced Investment Specialist to join their team. This role plays a critical part in the firm's service delivery, working closely with financial advisors to manage investment accounts and develop portfolio strategies.The ideal candidate will have 1-5 years of experience in the financial planning...

Job DescriptionVestia Personal Wealth Advisors is a leading provider of financial services, managing nearly $800 million in investment assets. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Our mission is to help high-caliber physicians achieve wealth that matters.We are seeking an experienced...

About Medical Talent:Medical Talent is a distinguished company that prides itself on being Women-owned and Joint Commission certified. With over 30 years of experience in the healthcare staffing industry, the senior leadership team boasts a wealth of knowledge.As a reputable source in the industry, Medical Talent is highly regarded by traveling healthcare...

Client Acquisition and Growth SpecialistThis role offers a unique opportunity to develop new business relationships and expand existing ones in the Fort Wayne market.You will sell our staffing and recruiting services to accounting and finance decision makers, managing all facets of the sales process from initial prospecting to account management. You will...

Job Overview:MEDICAL TALENT is seeking a talented Electrophysiology Registered Nurse to join our team in Fort Wayne, IN. As a key member of our staff, you will provide excellent patient care and support our organization's mission to Strengthen the Future of Healthcare.About the CompanyWe are a respected company that has established itself as a leader in the...

Senior Tax Advisor OpportunityWe are seeking a highly skilled and experienced Senior Tax Advisor to join our team at Hamil, Lehman & England, P.C. This is an exceptional opportunity for a professional with a strong background in tax management to lead and manage multiple operations of the tax practice area.Responsibilities:Deliver a full range of tax...

Wealth Management Associate sought for Wedbush Securities' Radnor office. This role provides an opportunity to work in a collaborative environment, supporting financial advisors and senior-level management. Key responsibilities include:Providing sales and administrative support to customers and financial advisorsMaintaining accurate and up-to-date client...

About the RoleWe are looking for an organized and detail-oriented individual to fill the role of Financial Advisor Assistant at GCE Insurance & Wealth Management.The successful candidate will be responsible for frequent client contact, creating financial plans, and processing paperwork accurately. This position requires excellent communication skills, both...

About Lumida WealthLumida Wealth is a pioneering investment advisor specializing in alternative investments. Our mission is to redefine wealth management by combining exceptional investment expertise with cutting-edge technology.As a Business Operations Leader, you will be part of our dynamic team that values continuous learning and intellectual development....

GCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is...

As a Top Financial Advisor Recruiter, you will play a critical role in expanding our team with top talent and shaping the future of our firm.ResponsibilitiesDevelop and Implement Strategy: Partner with EVP of Business Development to create and execute innovative recruiting strategies targeting inexperienced advisor candidates.Generate Leads: Source top...

Entrust Financial LLC® is an independent, fee-only wealth management firm, one of the few woman-founded, women-led firms in the region. We have a strong commitment to getting to the heart of what matters most to clients and to providing objective, customized investment management and wealth planning advice. We adhere to the fiduciary standard of always...

About the RoleWe are seeking a Senior Financial Planner to join our team at Coastal Wealth, a premier financial solutions firm. As an experienced professional, you will work directly with individuals, business people, and families to help them navigate their financial future.As a Senior Financial Planner, you will be provided with current leads to build your...

Role OverviewWe are seeking a dynamic Financial Advisor to join our team at Coastal Wealth. This is an exciting opportunity for individuals who are passionate about delivering personalized financial solutions and building long-term relationships with clients.Compensation PackageThe successful candidate can expect a competitive salary of $85,000 - $120,000...

We are seeking an experienced recruiter to join our team at Coastal Wealth, a premier financial solutions firm anchored in integrity, transparency, and ethical conduct.Job OverviewThis is an exciting opportunity for a seasoned hiring expert to expand our team with top talent and shape the future of our firm by identifying and attracting up-and-coming...

Job OverviewWe are seeking a seasoned hiring expert to join our team at Coastal Wealth, a premier financial solutions firm. The ideal candidate will be responsible for identifying and attracting top talent in the industry.Compensation PackageThe salary for this position is estimated to be between $45,000 - $50,000 per annum, reflecting the company's...

Job DescriptionJob DescriptionPosition Summary: The Private Wealth Advisor manages and administers the Bank’s more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform...

Location: Wayne, NJAbout Lumida:We are a digitally native, independent investment advisor specializing in alternative investments.At Lumida Wealth, we want to redefine wealth management. Lumida is recognized in industry media and trusted for our non-consensus insights. We seek to combine investment excellent with the best of trust,and estate in a digtially...

About the Role: As a Private Wealth Advisor at Finemark National Bank & Trust, you will play a crucial role in managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.Key Responsibilities:Portfolio Management: Analyze clients' financial situations, develop tailored...

**Job Summary**We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.Key Responsibilities:Administer trust...

Unparalleled Career OpportunityIn an industry where financial security is paramount, we invite ambitious individuals to join our esteemed team as a Financial Planning Expert. As a Wealth Management Advisor at NW Mutual - Ft. Worth - Agency - Self Opportunity, you will be instrumental in crafting bespoke financial plans that empower clients to achieve their...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Job Summary: We are seeking a seasoned Private Wealth Advisor to join our team at Finemark National Bank. This role involves managing complex trust relationships, administering trust accounts, and ensuring compliance with regulatory requirements. As a trusted advisor, you will work closely with high-net-worth clients to understand their financial goals and...

Job OverviewGCE Insurance & Wealth Management, a reputable investment services firm in Florida, is seeking a skilled professional to join the team as a Financial Advisor Assistant.This full-time position requires exceptional customer service and problem-solving skills to effectively support advisors and clients. The ideal candidate should have experience in...

Job OverviewWe are seeking a skilled Trust Wealth Manager to join our team at Finemark National Bank. This is a senior-level position that requires extensive experience in managing complex trust accounts and providing exceptional client service.About the RoleThe Trust Wealth Manager will be responsible for administering trust accounts, reviewing account...

Are you a detail-oriented professional with a passion for analyzing investments and helping clients achieve their financial goals?We are seeking a talented Portfolio Analyst to join our team at Coastal Wealth in Fort Lauderdale. This role offers a competitive salary of $70,000 - $90,000 yearly, along with opportunities for professional growth and...