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$300k
...Senior Financial Advisor Masterworks Advisers is a Registered Investment Adviser... ...we achieved unicorn status with a $110M Series A at a... ...skills with the ability to establish trust and credibility with sophisticated... ...cultural markets ~ CFP, CFA, or similar credentials...SeniorAfternoon shift$136.8k - $198.38k
...that transforming financial lives starts by... ...excited to meet with clients in... ...standing. The Senior Private Wealth Advisor, Practice Lead (... ...with a dedicated book of high net worth... ...fingerprinting required ~ CFP strongly... ...and skilled at establishing trust and...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...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
$350k
...Senior Advisor/Banker Our client is a growing super regional full... ...Senior Advisor/Banker who leads with investments.... ...have strong COI's and or an established book of clients within the NY or... ...opportunities. Provide integrated financial services advice to these clients...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
- ...guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their... ...the opportunity to work with existing First Command clients... ...Health license Preferred: CFP®, ChFC®, or RICP® designations...SeniorFor contractorsLocal areaShift work
$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 objectives... ...Securities licensing, CFP, CTFA, CPA designation...SeniorTemporary workWork experience placement- ...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
$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$170k - $210k
...Why Work at Mercer Advisors? For more than... ...simplify their financial lives by integrating... ...clients we serve. With a flexible, national... ...Summary: The Senior Wealth Advisor... ...relationships with an established base of ulta- high... ...Planner (CFP) designation required...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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
- YourStake is looking for a Senior Financial Planner in New York to support financial advisors by producing high-quality planning output... ...qualifications include CFP® certification, at least 3 years... ...financial services, and proficiency with financial planning software. #J...SeniorRemote job
- 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
- Stake Australia seeks a Senior Financial Planner to join its financial planning team, preferably... ...financial plans on behalf of independent advisors across retirement, tax, and estate considerations... ...will have 3-5 years of experience, be CFP certified, and possess strong knowledge...Senior
- Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law... ...proven track record of establishing and servicing... ...to grow his/her own book of business with Cetera... ...Health Insurance License CFP a plus Website and Social...
$21.23 - $26.51 per hour
...the most highly regarded financial institutions in New Jersey with deep roots in the community... ...At Provident Bank, the Senior Personal Banker plays a key... ...will focus on managing a book-of-business that is... ...controlling and mitigating risk Establishes customer identity...SeniorFull timeWork at officeLocal areaFlexible hours$100 per hour
...ranked investment advisory firm with over 4.7B in AUM is growing!... ...in providing sophisticated financial planning and investment advice... ...looking for a WEALTH ADVISOR (BOOK OF BUSINESS) to join their dynamic... ...own business development. A CFP is preferred, but if the candidate...Day shift$170k - $210k
...Why Work at Mercer Advisors? For more than 4... ...simplify their financial lives by integrating... ...clients we serve. With a flexible, national... ...Summary: The Senior Wealth Advisor focuses... ...with an established base of ulta- high... ...Financial Planner (CFP) designation required...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$80k - $110k
...Senior Financial Planner, Advisor Services Formative (formerly First Affirmative) Location: Remote... ...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$35 - $40 per hour
Overview Are you an experienced senior accounting professional... ...the impact your prowess with numbers can make on a... ...accounting entries, closing the books monthly, and preparing financial reporting and analysis.... ...while performing within established processes and budget...SeniorRemote workWork from home- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for... ...portfolio oversight. Coordinate with third party specialists across tax... ...experience. ~ A portable book of business ($25M in AUM) that you...SeniorRemote work
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...plans that include a coordinated financial strategy that aligns with each client's goals and values.... ...relevant experience ~ Series 65, CFP or CFA required Skills And Knowledge...Senior
- ...Tired of traditional financial planning? Range is the fast... ...for an experienced Senior Financial Planner to join... ...industry leading wealth advisors, reporting directly to... ...this person will partner with our product team to... ...Certified Financial Planner (CFP), Certified Public...SeniorWork at officeRelocationMonday to FridayFlexible hours
- Lenox Advisors, a leading wealth management firm in New York, is seeking experienced Financial Advisors to elevate their practice. This role involves transitioning from transactional sales to comprehensive financial planning, leveraging internal resources to enhance client...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that... ...as an active wealth manager with clients where you will be... ...understanding and defining their financial planning and investment... ...experience ~ An existing client book of business that you...SeniorWork at officeImmediate start- ...centered organizations. We work with government, education, and... ...apply.* Partnering with the senior/executive leaders of customer... ...fiscal practice transformation, financial quality improvement, and... ...teams or business units toward established goals and targets.- Knowledge...SeniorWork experience placement
- A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...have a four-year degree, CFP designation, and over 7 years... ...offers competitive salary options with unlimited income potential and...Senior
- A leading financial services firm is seeking an experienced financial professional in New York. The role offers access to an existing client book, multiple lead programs, and competitive compensation without 1099 constraints. Ideal candidates must have necessary licenses...Senior
$77k - $202k
...consulting services related to financial management and strategy.... ...driven technologies. As a Senior Associate, you will analyze complex... .... You will collaborate with cross-functional stakeholders... ...these factors thoughtfully to establish a secure and trusted workplace...SeniorFull timeH1b
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