Wealth Financial Advisor
$90k - $100kCAPTRUST
Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients toward their short and long‑term financial aspirations. Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios. Educate Participants: Provide financial planning and education to retirement plan participants. Build Networks: Develop relationships with referral sources, centers of influence, and external partners. Travel: Be prepared to travel as needed. Qualifications Education: 4‑year college degree preferred but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience: At least 4 years of sales and related industry experience in wealth management, financial planning, and investment vehicles. Skills: Strong communication skills, public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem‑solving abilities are essential. Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation. What to Expect from Your Career at CAPTRUST CAPTRUST offers a supportive culture with opportunities for personal growth. Benefits include a fully stocked break room, employee events, and a collaborative team environment. Benefits Employee ownership opportunities. Health, dental, and vision coverage; employer 401(k) plan with company match; health savings accounts; flexible spending accounts; and voluntary supplemental plans subject to plan terms. Company‑paid benefits such as life insurance, short‑term disability, and long‑term disability, subject to applicable waiting periods. Paid time off (PTO) or paid sick leave (PSL). Compensation Long‑term and unlimited based on production! Starting salary range is $90,000 to $100,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years before transitioning to a production‑based payout in year three, ultimately allowing for equity ownership opportunities. Additional Information We prioritize commitment to service, a genuine interest in people, and a passion for continuous improvement. If you are ready to make your mark, we want to talk to you. Characteristics We Seek Ability to build successful, collaborative, and trusting relationships. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand verbal and written communications conveying complex information. A strong sense of urgency about getting work done and solving problems to achieve results that benefit clients and colleagues, even when faced with challenges. Inherent desire to give back to communities and enrich the lives of those around us. An other‑centered mindset. Integrity through maintaining objectivity. EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported. We strive to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race, religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #J-18808-Ljbffr CAPTRUST
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth... ...& Track Record Minimum 5+ years of experience as a financial advisor at an RIA, independent broker-dealer, or wirehouse, with...SuggestedRelocation package
$159.97k - $188.2k
...U.S. Bank Wealth Management At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...SuggestedTemporary workWork experience placement3 days per week$169.38k - $207.02k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...SuggestedTemporary workWork experience placementLocal area3 days per week- ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting... ..., ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive...SuggestedWork experience placementLocal area
$131.68k - $223.91k
...Northern Trust in Los Angeles is seeking a professional responsible for developing and managing complex client relationships within wealth management. The role involves cold calling prospects, structuring loan agreements, and advising on investment strategies. With a...- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment...Work at office
$118 - $170 per hour
...sFinancial District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you... ...: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing... ...Requirements 1–3 years of experience in financial services, sales, or a client‑facing role...Afternoon shift$125k - $150k
...Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service... ...customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. ~ Serve...Local areaFlexible hours- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively... ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning...Work at officeLocal areaNight shift
- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated... ...community and make a real impact. Job Overview The Financial Advisor is a strategic professional who stays abreast of...
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base...Full time$100k - $150k
...Position Title: Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice... ...warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth...Private practice- ...Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate...
- ...Private Wealth Advisor - Beverly Hills, California The Anderson Search Group has been retained by a California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been...Local area
$125.4k - $181.88k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...
$120k - $300k
...Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent... ...and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax...Full timeLocal areaRemote work- ...Overview The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/Medicare and other sources available...Full time
$60k - $80k
...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...Temporary workLocal area$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...Contract workPart timeLocal area- ...Job Summary: Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. Identifies potential third party liability, Workers Compensation...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office$70.3k - $115k
...SUMMARY: Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial...Remote work$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...to community. The Opportunity: We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your...
- ...We're seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. About Navalign Wealth Partners Founded in 2002, Navalign Wealth Partners is a...Work at officeWork from home2 days per week1 day per week
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...
- ...guided by a common purpose to help make financial lives better through the power of every... ...primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire... ...and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge...Temporary workWork at officeShift workDay shift
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