Senior Wealth Advisor | $50M+ AUM, Open Platform
AFIN Family Wealth Management Inc.
AFIN Family Wealth Management Inc. seeks a seasoned Senior Financial Advisor to develop and implement customized financial plans for individuals and businesses. You will work with clients to monitor progress and provide ongoing guidance, collaborating with a team of professionals to empower informed financial decisions. You will leverage an active, portable book of business, maintain strong client relationships, and stay ahead of regulatory changes while delivering superior client service in a #J-18808-Ljbffr AFIN Family Wealth Management Inc.
- ...AFIN Family Wealth Management Inc. is a premier firm specializing... ...skilled and experienced Senior Financial Advisor to join our dynamic team.... ...of $50 Million in AUM and/or $500,000 in gross... ...your growth capacity. Open Architecture Platform: Unbiased investment options...PlatformSeniorWork at office
$50k - $90k
Future Openings - Senior Loan Advisor (Fall 2026) Chicago, IL | Denver, CO | Phoenix, AZ | Remote, US About Caribou At Caribou, we care about giving... ...to learn new technology and use a variety of software platforms Bilingual in Spanish/English is a plus. How we will take...PlatformSeniorBase plus commissionRemote workMonday to FridayFlexible hoursShift workWeekend work- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...PlatformSenior
- Goldman Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth management plans for ultra high net worth... ...interpersonal skills. Join Goldman Sachs for a chance to leverage a vast investment platform and network. #J-18808-Ljbffr Goldman SachsPlatformSenior
$169.6k - $254.4k
...Consumer Products & Retail - Senior Vice PresidentAs a Mid-Corp Relationship... ...point of contact and trusted advisor across the full suite of Citi... ...professionals are given the platform, global reach, and resources... ...with a specific job opening. Additionally, if you so choose...PlatformSeniorFull timeShift work- Robot Field Application Engineer - Open to Entry-, Mid-, and Senior-Level Candidates Posted on 06/23/2026 Location Arlington Heights , IL... ...RB Series collaborative robots and RBY dual-arm research platform, to RBM autonomous mobile robots and RBQ quadrupeds. We are...PlatformSenior
$90k - $110k
...earning desk recruiting financial advisors that wealth firms compete for. A senior, full-desk role for experienced agency... ...into leading RIAs, independent platforms, family offices, and private... ...identify advisors managing portable AUM, understand their platform economics...PlatformSenior$124k - $280k
...stakeholders.Growing as a strategic advisor, you leverage your influence,... ...on staying relevant.Initiate open and honest coaching... ...and external reporting. As a Senior Associate, you will mentor and... ...reduction Experience with ERP platforms such as Hyperion, PeopleSoft,...PlatformSeniorFull timeH1b$110.5k - $202.7k
...build a better working world. Senior Consultant - Financial... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...prominent actuarial modeling software platforms, including but not limited to:... ...trade-offs Experience with open-source coding paradigms such as...PlatformSeniorSummer holidayWorldwideFlexible hoursShift work- .... When you contribute, you'll open doors for yourself that simply... ...organization, anywhere. Join us. As a Senior Director, Pharmacy STARS for... ...or other Virtual Training Platform experienceKnowledge of STARS,... ...customers. You'll find a wealth of dynamic opportunities to grow...PlatformSeniorWork at officeLocal area
$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...their financial and operational systems on a unified cloud platform. We work alongside clients to streamline processes, improve reporting...PlatformSeniorLocal areaVisa sponsorship$140.3k - $210.5k
...the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future... ...application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to...PlatformSeniorFull timeRemote workHome officeFlexible hours$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other... ...are seeking a motivated and analytical Senior Consultant to join our Operational... ...with finance operations technologies or platforms, such as artificial intelligence use cases...PlatformSeniorLocal area$77k - $202k
...of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... ...deployment and optimization of finance technologies, planning platforms, analytics solutions, and AI-enabled capabilities Help clients...PlatformSeniorFull timeH1b- Bank of America is seeking an experienced Financial Advisor with at least five years in practice to build a portable client base and... ..., goals-based financial planning using the firm's wealth platforms. You will source prospects, manage portfolios, and grow the practice...PlatformSenior
$260k - $365k
...law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance... ...and in Latin America, Europe and Asia. Our department’s global platform distinctively positions us to address the needs of both domestic...PlatformSeniorFull timeTemporary workWork at officeFlexible hours$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance... ...enterprise resource planning (ERP) finance and reporting platforms, including SAP, Oracle, Workday, or JD EdwardsExperience with process...PlatformSeniorLocal areaVisa sponsorship$105.4k - $207.8k
...and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team, you will protect and advance the critical delivery infrastructure...PlatformSeniorLocal areaVisa sponsorship$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which... ...formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform...PlatformSeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$89k
Overview The Senior Finance Transformation Analyst is responsible for driving finance process... ...release testing across finance-related platforms, Coordinate with external vendors,... ...implementation partners to manage deliverables, open items, timelines, testing, issue...PlatformSeniorContract work$110k - $120k
...Fund Finance Senior Associate LaSalle Network is partnering with a leading real estate investment company to hire a highly analytical... ...globally recognized real estate and infrastructure investment platform. The ideal Fund Finance Senior Associate will thrive in a fast-...PlatformSenior$120k - $180k
...founded in 1998. Tower has built its business on a high-performance platform and independent trading teams. We have a 25+ year track record... ...where smart, driven people thrive - without the egos. Our open concept workplace, casual dress code, and well-stocked kitchens...PlatformSeniorTemporary workCasual workWork at office- MBC Talent Connections is seeking a Senior Financial Advisor to operate in a remote/hybrid capacity from Chicago, with an established book of business and support platform to grow. You will manage relationships with high-net-worth clients, develop personalized financial...PlatformSeniorRemote jobFlexible hours
$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...resource planning, enterprise performance management, cloud platforms, and artificial intelligence-enabled tools.Analyze finance...PlatformSeniorLocal area$124k - $280k
...deployment and optimization of finance technologies, analytics platforms, and AI-enabled capabilitiesHelp clients identify opportunities... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...PlatformSeniorFull timeH1b- ...Description The Senior Legal Counsel Government Affairs & Regulatory... ...organization's primary legal advisor on state and federal legislative... ...in 13 countries and digital platform, RB Global serves customers in... ...applicable laws. This position is open to all qualified applicants...PlatformSeniorFull timeWork at officeWorldwide3 days per week
$140k - $180k
...enterprise. We move fast, think big, and deliver production-grade platforms that transform how JLL operates — combining deep technical... ...workshops, design sprints, or architecture reviews• Contributions to open-source agentic or data projects, or a portfolio demonstrating...PlatformSeniorFull timeLocal areaShift work$77k - $202k
...implementation of transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior... ...in Accounting, Finance- At least 4 years of relevant OneStream platform experienceWhat Sets You Apart- Master's Degree in Accounting,...PlatformSeniorFull timeH1b$116.2k - $229.1k
...ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...capabilities. By combining next-generation processes, scalable data platforms, and AI, we deliver insights that are accurate, timely, and...PlatformSeniorLocal areaVisa sponsorship- ...universe includes the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities,... ...with Integrated Team Members and Senior ManagementPerform sales management... ...Management provides individuals, advisors and institutions with strategies...PlatformSeniorWork at office
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