Wealth Management Advisor

About Us: Strategic Wealth Partners is a distinguished independent financial advisory firm located in Dallas, Texas, boasting over 25 years of expertise in guiding clients through their financial journeys. Our focus is on achieving financial independence and retirement planning, utilizing a comprehensive approach that encompasses estate planning, financial...

About Our Firm: Strategic Wealth Partners is a distinguished independent financial advisory firm with a robust history of over 25 years in assisting clients on their financial paths. Our expertise lies in fostering financial independence and crafting retirement strategies, utilizing a comprehensive approach that encompasses estate planning, financial...

Position Title: Investment Counselor Work Location: Remote Full Time with Benefits Job Overview: Introduction: Join NR Consulting as an Investment Counselor, where you will manage a dedicated portfolio of affluent clients. Our firm has been committed to a client-centric approach since its inception, focusing on delivering exceptional service without the...

Job OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...

Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors in Plano, TX.Key Responsibilities:Act as the primary point of contact for high-net worth clients, investment professionals, and other team members to provide exceptional service.Research and respond to client inquiries in a timely and professional...

Exciting Opportunity for a Client Relations Coordinator at Lincoln WealthAre you prepared to become a vital part of a dynamic financial services firm? We are seeking an energetic Client Relations Coordinator who excels in client interaction and is committed to delivering exceptional service.Key Responsibilities:Oversee Front Desk Operations, Manage Incoming...

Position Overview:We are seeking experienced financial professionals with a CFA Level 1 certification or higher for a role focused on client engagement. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our investment services. This position offers a structured path for advancement, with...

Position Overview:We are seeking dedicated financial professionals with a CFA Level 1 certification or higher for a role focused on sales. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our services. This role provides a structured path for advancement, with qualified leads supplied and...

About the Role:We are seeking experienced financial professionals with a CFA Level 1 or higher who are interested in a sales-oriented position. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our services. This role offers a structured path for advancement, with qualified leads provided...

We are seeking dedicated financial professionals for a role centered entirely on sales. As a Wealth Management Consultant, you will connect via phone with affluent individuals across Canada who have shown interest in our investment services. Benefit from clearly defined advancement opportunities where you will receive qualified leads without the need for...

Job SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.Key...

Career OpportunityWe are looking for an HR Strategy Advisor (part-time) to become a vital part of our team at HumCap, Inc.About HumCap, Inc.HumCap, Inc. is a specialized consulting firm focused on Recruitment and Human Resources, committed to providing top-tier human capital solutions to a diverse range of clients. Our team boasts over 250 years of...

Job DescriptionTransform Your Career with Integrity 1st AutomotiveAre you tired of working in a toxic environment where you're undervalued and overworked?Do you want to be part of a team that genuinely cares about its employees and customers?At Integrity 1st Automotive, we're on a mission to revolutionize the automotive repair industry by providing...

Bank of America is committed to promoting financial well-being by creating connections that empower individuals to achieve better financial outcomes. Our focus on Responsible Growth influences our operational strategies and enhances value for our clients, employees, communities, and stakeholders. We are in search of a driven professional to become part of...

About the RoleFisher Investments is seeking a highly skilled Investment Counselor to join our team. As an Investment Counselor, you will be the primary point of contact for our high-net-worth clients in the United States, providing exceptional service and support to help them achieve their long-term financial goals.Key ResponsibilitiesClient Relationship...

Job DescriptionWe are seeking a highly skilled Software Engineering Advisor to join our team at The Cigna Group.The successful candidate will be responsible for designing, developing, and supporting Cloudera Hadoop systems, as well as implementing recovery plans and procedures for HDP and CDP Hadoop systems.Key Responsibilities:Design and develop complex big...

Join Our Team as a Financial Accounting and Tax AdvisorAre you passionate about delivering more than just basic bookkeeping services? Do you possess strong problem-solving skills and excel in communication? At SMD Consulting and Accounting, we are looking for a dedicated Financial Accounting and Tax Advisor to make a significant difference in our clients'...

Job DescriptionJob SummaryThis document outlines the key responsibilities and requirements for the Business Systems Analyst Advisor role at HumCap, Inc.Key ResponsibilitiesDrive the development of technology and automation strategies to improve business processesGuide the assessment of clients' business processes to identify areas for improvementCreate...

Overview Fisher Investments is a prominent global asset management firm. We are on the lookout for a commercially savvy attorney who is eager to play a vital role in the firm's expansion. This position will provide legal guidance across various functions within the organization, offering a chance to significantly influence the ongoing growth of the...

Overview Fisher Investments is a prominent global asset management firm seeking a commercially savvy attorney to play a vital role in our ongoing success. This position will provide comprehensive legal support across various functions within the organization, allowing you to significantly influence the firm's development. Become a part of our in-house...