Virtual Financial Consultant

Position OverviewWe are a flat-fee Registered Investment Advisor (RIA) with a distinct focus, seeking to recruit a Virtual Financial Consultant. Your primary objective will be to manage a designated group of households as their Service Advisor, with no requirement for prospecting or business development.Our mission is to transform client uncertainty into...

Position OverviewWe are a rapidly expanding Registered Investment Advisor (RIA) with a specific focus, seeking to onboard a Virtual Financial Advisor. Having recently surpassed the $100 million in Assets Under Management (AUM), our founder is looking to grow the advisory team to concentrate on enhancing our marketing strategies. With a successful initial...

Position OverviewWe are a rapidly expanding Registered Investment Advisor (RIA) with a specific focus and are in search of a Virtual Financial Advisor. Having recently surpassed the $100 million in Assets Under Management (AUM) milestone, our founder is looking to grow the advisory team to concentrate on enhancing our marketing strategies. Following the...

Position OverviewWe are a fee-only Registered Investment Advisor (RIA) with a distinct focus, seeking to engage a Virtual Financial Advisor. The primary objective is to cultivate your role in managing a dedicated group of households as their Service Advisor, eliminating the need for prospecting or business development.Our mission is to transform client...

Position OverviewTalentLink Solutions is seeking a dedicated Virtual Financial Advisor to join our expanding team. As a rapidly growing Registered Investment Advisor (RIA), we have successfully surpassed the $100M Assets Under Management (AUM) milestone and are eager to enhance our advisory team. Our founder is focused on scaling our marketing efforts, and...

Job OverviewCompany OverviewA leading organization in healthcare financial risk management, dedicated to assisting entities in transitioning to the Value-Based Care model.The CEO has been acknowledged as one of the Top 50 Thought Leaders in Value-Based Care for 2024.As a burgeoning startup, this is an excellent opportunity to establish a significant presence...

Job OverviewCompany HighlightsA leading organization in healthcare financial risk management, dedicated to assisting entities in transitioning to the Value-Based Care model.The CEO has been acknowledged as one of the Top 50 Thinkers in Value-Based Care for 2024.As a burgeoning startup, this is an exceptional opportunity to establish a strong foundation and...

Job OverviewCompany HighlightsA leading organization in healthcare financial risk management, dedicated to assisting entities in adapting to the evolving landscape of Value-Based Care.The CEO has been acknowledged as one of the Top 50 Thought Leaders in Value-Based Care for 2024.As a burgeoning startup, this is an exceptional opportunity to establish a...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...

Join Our Dynamic Team at Fleis & VandenBrinkAt Fleis & VandenBrink (F&V), we take pride in being recognized as a leading growth firm and one of the top employers in the industry. We invite you to become part of our team and discover how we have achieved rapid growth and the best practices that contribute to our success.About Us:F&V is a prominent civil and...

Creative Financial Staffing is collaborating with a dynamic manufacturing organization in West Michigan that is eager to welcome a Financial Operations Manager. Company Benefits:Flexible Work HoursStrong Work-Life BalanceComprehensive Benefits PackageGenerous Bonus StructureThe Financial Operations Manager will report directly to the Chief Financial Officer...

Join Our Esteemed TeamAs a Financial Consultant at Greenleaf Trust, you will be instrumental in fostering robust relationships with our Family Office clientele, guiding them towards their financial aspirations. Your key responsibilities will encompass:Employing cutting-edge methodologies to adeptly manage client assets.Formulating investment plans in...

Position OverviewThe Senior Financial Services Consultant plays a pivotal role in delivering outstanding service to members of Gesa Credit Union. This position requires a high level of expertise in personal finance, enabling the representative to foster strong relationships with new members.Key ResponsibilitiesEstablish and nurture new member...

Job OverviewBridging Technology and Business Position: IT Enterprise Architect/Application ManagerCordova is seeking a skilled Enterprise Architect to significantly influence the technological framework of our organization. The ideal candidate will be tasked with the design, execution, and upkeep of a robust and secure technology architecture that is in...

Job OverviewInnovative Leadership in TechnologyPosition: IT Enterprise Architect/Data ManagementCordova is seeking a skilled Enterprise Architect/Data Management professional who will play a pivotal role in shaping and overseeing the technological framework of the organization. The ideal candidate will be responsible for establishing and sustaining a...

Join Our Team at MarshBerryMarshBerry is expanding, and we are looking for a Senior Vice President to enhance our Financial Advisory Team. Our organization thrives on a collaborative, people-centric culture that fosters growth and development. The trust our clients place in our skilled professionals is pivotal to our success, and every team member plays a...

Position Overview:UHS is a leading provider in the healthcare sector, dedicated to delivering exceptional psychiatric services to a diverse patient population. We are currently seeking a qualified individual for the role of Virtual Care Coordinator, a full-time position that plays a crucial role in facilitating virtual healthcare interactions.Key...

Position OverviewAt New York Life West Michigan, our goal is to deliver financial stability and assurance through our comprehensive range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and each other. With a blend of confidence and humility, we commit to being responsible...

Job OpportunityJob Title: Financial AdvisorCompany: Centennial GroupAbout the Role:We are seeking a highly motivated and achievement-driven Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop a personalized strategy to help them achieve success.Key...

Position OverviewAt New York Life West Michigan, our commitment is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation built on both confidence and humility, we aim to serve...