wealth management

Sarasota, FL (On-site, with travel to Venice and The Villages) Compensation: $85,000–$100,000 base + performance bonus Our client — a growing, award-winning independent financial services firm based in South Florida — is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team. This firm has been named a Best Financial Advisory Firm...

Flagstar Bank in La Porte, IN is seeking a Part-Time Branch Banking Client Consultant I to deliver front-line client service, perform teller functions, and support branch goals with education and referrals. You will help clients achieve their financial goals while adhering to risk and regulatory standards, participating in a team-oriented environment and...

Entry Level - Wealth Manager - KS, WichitaEquitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide....

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

About Confluence Financial PartnersAt Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage...

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses. We leverage our resources to make an impact in the communities we serve via...

Job SummarySeeking a Wealth Planner to support financial advisors in servicing high-net-worth clients and managing comprehensive financial planning. This client-facing role focuses on maintaining existing client relationships, preparing financial plans, and delivering personalized wealth management solutions.Key ResponsibilitiesServe as the day-to-day...

Principal Senior Wealth ManagerPalm Beach County, Florida, United States (On-site)JRG Partners has been retained to source a Principal - Senior Wealth Manager. The Principal (Senior Wealth Manager) provides comprehensive wealth management advice. Responsible for managing, retaining and growing existing client relationships, and for self-sourcing new client...

Benefits Uncapped Income Paid Training Employee discounts Bonus based on performance Company parties Competitive salary Free food & snacks Opportunity for advancement Training & development Prime Parnter Capital provides high-quality, pre-qualified inbound leads and offers some of the highest earning potential in the industry. We are seeking experienced...

We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint. Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client...

We are looking for Experienced Advisors to join our Pru Advisors Team based here in Somerset County. We cover a multi county area here in North and Central New Jersey. You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you...

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

Under the general supervision of the Managing Director(s), the Wealth Manager provides personalized financial advice, investment recommendations, and comprehensive planning solutions to help clients achieve their financial goals. Leveraging expertise across tax and investment strategies, insurance, retirement planning, and alternative investment vehicles,...

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

Flagstar Bank in Yonkers, NY is seeking a Branch Banking Client Consultant II – Licensed who delivers best-in-class service by resolving client questions, presenting product details, and guiding referrals to Mortgage and Business Banking partners to meet financial goals. The role emphasizes relationship building, compliant transactions, and participation...

Wealth Manager / Service AdvisorSarasota, FL (On-site, with travel to Venice and The Villages)Compensation: $85,000–$100,000 base + performance bonusOur client — a growing, award-winning independent financial services firm based in South Florida — is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.This firm has been named a...

About Confluence Financial PartnersAt Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage...

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

We're hiring a Wealth Manager for a thriving RIA in Ft Lauderdale, FL. Compensation: Base pay of $85k - $125k plus bonus As Wealth Manager, you will manage and nurture an assigned book of client accounts. The role is critical to maintaining strong client relationships, delivering exceptional service, identifying opportunities to grow client assets, and...

About Confluence Financial Partners At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We...