Senior Financial Advisor - CFP with Established Book
Ritholtz Wealth
A leading wealth management firm is looking for an experienced Financial Advisor to join their team. The role involves working directly with clients to craft bespoke financial strategies, managing relationships, and ensuring compliance with industry standards. Ideal candidates will possess a CFP certification and a proven track record in financial services. This position offers competitive compensation based on qualifications and experience. #J-18808-Ljbffr Ritholtz Wealth
$250k
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry...Senior- Stake Australia is looking for a Senior Financial Planner to join their team,... ...plans for affiliated advisors and running detailed analyses... ...candidate will have an active CFP® certification and 3-5 years... ...on values-aligned investing, with competitive compensation and...SeniorRemote job
$150k - $200k
Role Overview As a Senior Financial Advisor for Masterworks Advisers, you will be... ...building trusted relationships with UHNW prospective clients who... ...skills with the ability to establish trust and credibility with... ...contemporary art and cultural markets CFP, CFA, or similar credentials...SeniorAfternoon shift$50k
The Erika Grant Team with Primerica in the United States is looking for an experienced financial advisor dedicated to helping clients achieve... ...will possess a CPA or CFP certification, alongside a Bachelor... ...financial strategies, establishing client relationships, providing...Senior$114k - $165.3k
Senior Private Wealth Advisor - Practice Lead (Personal Strategy) Location... ...achieve long‑term financial success through a... ...lasting relationships with a book of high net‑worth... ...professional, and skilled at establishing trust and long‑term... ...required. CFP strongly preferred....SeniorTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote work$350k
...New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and... ...Must have strong COI’s and or an established book of clients within the NY or NJ metro... ...opportunities. Provide integrated financial services advice to these clients...Senior- ...Financial Advisor This Fortune 500 financial institution is built on the... ...and those relationships start with financial advisors. That's why... ...~ Proven, transferable book of business with high-net-worth... ...space in branch location CFP certification support JOB...SeniorWork at office
- ...Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers... ...to clients. Responsibilities: Must have an established portfolio of 100M AUM and above Provide financial planning...SeniorFull time
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe... ...‑term relationships with clients. The role... ...develop personalized financial strategies and help clients... ...Build and manage a book of business by... ...experience preferred. CFP, CFA, or other professional...Senior
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater... ...to work in a brokerage environment, with the backing of one of the countrys... ...home. Qualifications: - A global book of clients from $100MM - $2BBMM+ in assets...Senior
$170.5k - $284.1k
...retention and expansion of a book of business. Consults... ...the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and... ...Securities licensing, CFP, CTFA, CPA designation...SeniorTemporary workWork experience placement$110k - $130k
...As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them... ...a planner at Facet is the best CFP role in the industry. What makes this... ...… Will not need to build your own book of business Will be providing...SeniorTemporary workRemote workFlexible hoursNight shift$250k
...consuming RWM content. Established advisors looking to accelerate their... ...could be fit. About the Financial Advisor position We are... ...who will work directly with clients to develop and implement... ...needs. We are seeking a CFP professional with an existing book of business that will...$100k - $300k
...and consulting firm with opportunities for... ...Weaver Capital Advisors, LLC is seeking talented... ...delivering personalized financial solutions that... ...wealth planning. The Senior Wealth Advisor... ...maintain and transition a book of business with... ...preferred CFP, CFA, CAIA, and/or...SeniorBase plus commissionFlexible hours- ...including Certified Financial Planners, public accountants... ...seasoned Financial Advisor who shares their... ...you're coming in with a small existing book or none at all, your... ...service across the firm's established client base.... ...degree a plus. ~ CFP, CFA, CPA, or similar...
- ...New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver... ...paths to senior advisory positions, firm-sponsored CFP programs, and uncapped income potential based on performance...Senior
- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and... ...of advisory experience and ideally have or be pursuing a CFP designation. A hybrid work schedule is offered, requiring some...Senior
- ...Wealth Planner to deliver comprehensive financial planning within a thriving practice.... ...offers the opportunity to collaborate with an established advisor and integrate planning with investments... ...worth clients. Applicants must hold a CFP® certification and have a minimum of...SeniorFull timeWork at office
$75k - $80k
...Abrams Inc, headquartered in New York, NY, is seeking a Senior Publicist for Adult Books to develop and execute creative publicity campaigns. The... ...over 5 years of experience in adult book publicity and established media contacts. This hybrid position requires in-office...SeniorWork at office3 days per week$85k - $105k
Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3-5 years of related experience. You will mentor junior planners and help define workflows...Senior- ...investment advisory firm with over $4.7B in AUM... ...sophisticated financial planning and investment... ...a row! They are an advisor-built firm with... ...an entrepreneurial Senior Wealth Advisor to join their established team in the Long Island... ...>$5MM in assets. A CFP is preferred. Job...Senior
- A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The... ...experience in financial planning with a strong understanding of budgeting and retirement planning. CFP certification is preferred, ensuring...Remote jobPart time
$91.5k - $112k
...: the position will interact with various departments: technical... ...the technical landing of the books, including all associated... ...and eager to contribute to the financial operations of the company. They... ..., exchange ideas, and establish stronger working relationships...SeniorTemporary workWork at officeLocal areaRemote workRelocation package2 days per week3 days per week$145k - $160k
CFP Wealth Advisor - Suffolk County, NY | $145K-$160K Base + Incentive +... ...who enjoys working closely with established clients, leading planning conversations... ...discussions Provide financial planning, retirement... ...Opportunity to work closely with senior advisory leadership Strong...Local area- MOHR Talent is looking for a CFP Wealth Advisor in Suffolk County, NY, to... ...management team. You'll step into an established group of client relationships, providing personalized financial planning and advice to high-... ...emphasizes collaboration with advisory teams to deliver an...
$21.23 - $26.51 per hour
Senior Personal Banker - Fredon (Full-Time) Provident... ...billion‑dollar institution with branches in New Jersey,... ...ones, and manage a book‑of‑business. SERVICE... ...Ensure operational and financial safety and soundness in... ...control and mitigate risk. Establish customer identity per...SeniorFull timeWork at officeLocal areaFlexible hours$21.23 - $26.51 per hour
Senior Personal Banker - Shrewsbury (Full-time) How would... ...the most highly regarded financial institutions in New Jersey with deep roots in the community... ...will focus on managing a book‑of ‑business that is... ...controlling and mitigating risk Establishes customer identity...SeniorFull timeWork at officeLocal areaFlexible hours$80k - $110k
Senior Financial Planner, Advisor Services Formative (formerly First Affirmative) Location: Remote or in person... ...values-aligned investing since 1988 with over $1B in AUM. Through our national... ...opportunity. Who You Are Required CFP® certification (active and in good...SeniorFull timeRemote work$77k - $202k
...Finance Management Level Senior Associate Job Description... ...services related to financial management and strategy. These... ...technology. You will collaborate with cross-functional stakeholders... ...these factors thoughtfully to establish a secure and trusted workplace...SeniorH1b$173.52k - $195.21k
...Senior Advisor Financial Compliance and Change Management Title: Senior Advisor Financial Compliance... ...Officer, the Senior Advisor works closely with the President of NYCT and acts as a... ...and organizational governance concerns. Establish consistent financial and compliance...SeniorWork at office
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