Wealth Advisor II
1 week ago
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written If you are interested and qualified for this role, we invite you to apply.The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.Essential Functions/Responsibilities:·Serves as client’s primary point of contact.Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition·Generates sales leads through cross-function collaboration, centers of influence and personal contacts·Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk·Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts·Coordinates unique portfolio requirements or client situations with FFB Investment Committee·Delivers annual investment reviews to clients.Communicates updates to FFB portfolio strategies to clients and prospects·Utilization of financial planning to drive client retention and acquisition·Serves on the FFB Investment Committee as client advocate and strategy consultant·Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelinesMinimum Knowledge, Skills,and Abilities Needed to Perform Essential Functions of the Job:·Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs·Relationship management experience with clients is required·Knowledge of investment solutions, risk management, asset allocation and program design·Demonstrated knowledge and use of financial planning softwarePreferred Knowledge and Skills:·Business development experience is a plus·Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients·Experience in banking or financial services is preferred·Bachelor’s degree in Business or other related field of study·CFA/CFP is preferred·Demonstrated commitment to professional development·Demonstrated knowledge of industry practices and regulationsLevel of Complexity and Scope:· Degree of Independence and Decision-Making:· Required Supervisory Responsibilities:·N/APhysical Requirements:·Occasionally lifts and carries up to 20 lbs·Frequently lifts and carries up to 10 lbs·Frequently sits, stands and drivesBenefitsWe have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our . Incentive EligibilityAll roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.
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Financial Advisor
3 weeks ago
Delaware County, United States Vista Wealth Solutions Full timeOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for...
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Premier Client Banker
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Butler, United States PNC Financial Services Group Full timeJob Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to...
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Financial Advisor
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Sugarcreek, Greene County, OH, United States Edward Jones Full timeJob Overview Ready to make your application Please do read through the description at least once before clicking on Apply. This job posting is anticipated to remain open for 30 days, from 04-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the...
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Retirement Plans Specialist
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Butler, United States Baird Full timeAbout the Role:As a Retirement Plan Specialist, you will play an integral role in the Private Wealth Management Retirement Plan Solutions Department. You will be responsible for supporting Retirement Plan Consultants in serving corporate 401(k) plans. This position provides technical expertise to support financial advisors, plan sponsor clients, and plan...
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Financial Advisor
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Live Oak County, TX, United States Edward Jones Full timeJob Overview This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial...
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Bucks County, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate- Bensalem Plaza Bensalem, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make...
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Assistant Manager II
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Butler, United States Family Dollar Full timeAssistant Store ManagerWe're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:Assist with store functions and day-to-day store activitiesHelp customers in a positive, approachable manner and address any questions or concerns they may...
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Retirement Plan Advisor
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Wilson County, United States Empower Retirement Full timeGrow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...
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Assistant Manager II
4 weeks ago
Butler, United States Pennsylvania Staffing Full timeAssistant Store ManagerWe're seeking an Assistant Store Manager to join our team to help with store operations, customer service, and team development. Duties include, but are not limited to, the following:Assist with store functions and day-to-day store activitiesHelp customers in a positive, approachable manner and address any questions or concerns they...
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Port Jervis, Orange County, NY, United States Edward Jones Full timeFinancial Advisor at Edward Jones summary: Financial Advisors partner with clients to create and manage personalized financial plans to achieve long-term goals such as retirement, wealth building, and estate planning. This role involves building and growing a client base through relationship management, overseeing branch operations, and maintaining...
