Financial Advisor: Investments, Trust & Estate Planning
State Employees' Credit Union
State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investment, trust, and estate planning. The role delivers advisory solutions through branch, phone, and digital channels, building ongoing member relationships and guiding holistic financial plans. You will work with life insurance, investments, trust services, and retirement planning, using SECU systems and technology to meet member goals while ensuring regulatory compliance and strong member service. #J-18808-Ljbffr State Employees' Credit Union
- ...are motivated and believe in the credit union philosophy of \"People Helping People\", join our team! The Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in...SuggestedWork at officeImmediate start
$77.39k - $127.14k
Job Description Bryn Mawr Trust, a WSFS Company, provides locally... ..., including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and... ...integrated businesses. The Associate Financial Advisor partners with Advisors and...SuggestedWork at officeFlexible hours- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage... ...regulations. Responsibilities include coordinating investments, estate planning support, and staff education to maximize referrals and client...Suggested
- ...Senior Vice President, Wealth Advisor The Senior Vice President... ...sophisticated wealth planning guidance to clients and serving... ...clients navigate complex financial, family, trust, estate, tax, and philanthropic... ...legal, financial planning, investment trends, and general market...SuggestedWork at officeLocal area
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage... ...Bank of America Corporation. Trust, fiduciary and investment management...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...their goals through financial planning. On your path to becoming a financial... ...Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...Canada than any other investment firm, serving over... ...concerns to accelerate trust and create... ...adjust the branch business plan to increase branch effectiveness...Work at officeWork from homeHome officeFlexible hours$64.49k - $105.95k
...Description Bryn Mawr Trust, a WSFS Company,... ...including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage... ...Partner with Investment Advisors to facilitate model... ...lies ahead. WSFS Financial Corporation (WSFS) is...Flexible hoursShift work- ...towards a world where anyone can live the financial life they imagine for themselves. If... ...AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient...Work at officeRelocationMonday to Friday
$75k - $110k
...providing personalized financial plans that uncover... ...insurance, as well as investment and advisory services.... ...nationwide team of financial advisors, we strive to secure financial... ...& Advisory Services - Trust Services - Retirement... ..., coaching, real estate, communication, marketing...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours$150k - $170k
...clients through comprehensive financial planning and intelligent investment management. Modera is... ...committed to being an advisor firm, and not a firm of advisors... ..., retirement planning, estate planning, executive... ...excellence and inspires others Trusted Relationships -...Work at officeLocal area$88k - $150k
...creators with complex financial lives, delivering... ...integrated advice across investments, planning, and legacy... ...an experienced Family Advisor to join our advisory... ...who can operate as a trusted partner to clients, supporting... ...knowledge of fundamental estate planning and asset...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$61.88k - $105k
Financial Advisor, Newton, MA Country: United States of America It Starts... ...financial needs, understanding investment objectives, and delivering... ...disciplined, needs‑based financial planning approach, the Financial... ...requirements. Serve as a trusted investment resource for internal...Hourly payFull timeContract workWork experience placementWork at officeShift work$175k - $225k
...an experienced Senior Financial Advisor to join our growing team... ..., within a firm that invests deeply in its people... ...the lead advisor and trusted partner for high-net-worth... ...Financial Planning Develop and oversee comprehensive... ...Tax planning Estate and legacy planning Risk...Temporary workFlexible hours- ...alternative application process. Investment Analyst Full Time... ...investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family... ...facilities. As an investment advisor, employees of Pitcairn may...Full timeWork at officeLocal area
$80k - $90k
...Merrill Wealth Management Financial Advisor Merrill Wealth Management... ...comprehensive wealth management and investment products and services for... ...management, including planning for retirement, education, legacy... ...to their needs. We believe trust comes from transparency. Our...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...in Los Angeles, CA seeks a VP Financial Advisor to guide clients toward financial goals through planning-based services and proactive... ...role emphasizes establishing trusted relationships, driving planning... ...teams to deliver tailored investment plans. Extensive experience and...
$91.1k - $179.5k
...Transformation team serves as a trusted advisor and thought partner to CFOs... ..., with the goal to enhance financial and operational performance... ...enterprise resource planning (ERP), workflow, automation... ...as well as through our own investments, commitments, and actions across...Local area$600 per month
Capital Planning & Investment Control (CPIC) Analyst - w/ Public Trust Clearance About Swingtech Swingtech delivers innovative Information Technology and Professional Support services to a diverse range of clients across the federal and intelligence communities. With...Temporary workWork at office- ...leaders to make smart investment decisions, improve operational... ...invests, how it plans, and how it delivers—... ...capacity. You’ll lead financial planning and... ...leaders. You’ll build trusted relationships across technology... ...provides individuals, advisors and institutions with...Shift work
$66k - $99k
...Environmental Conditions Office Financial Analyst, FP&A - Biologics, STL Site... ...our position as a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial... ..., project prioritization, and investment decisions. Analyze profitability...Temporary workWork at office$130k
...reporting: you'll build unit-level financial models, partner closely with... ..., outings, and retreats. INVESTMENTS - 401(k) with a 3% Match.... ...Responsibilities: Financial Planning & Forecasting Support the... ...Business Partnership Serve as a trusted finance partner to cross-...Work at officeLocal areaWork from homeFlexible hours$80k - $110k
...team, providing analytical and financial support to drive smarter... ...and contribute to promotional planning and retail expansion efforts.... ...distribution expansion, and promotional investment optimization. Partner with... ...skills; able to earn trust quickly with business partners...Full timeContract workWork at officeWork from homeFlexible hours- ...forecasting, management reporting, financial modeling, and business... ...strengthen controls, and make planning and reporting more scalable.... ...impacts on earnings, cash flow, investment returns, and growth.... ...investment opportunities. Build trusted cross-functional relationships...
$78.5k - $111.5k
LiveRamp# Financial Analyst, Cloud Infrastructure FP&A## Job DescriptionLensa... ...precious brand and consumer trust. LiveRamp offers complete... ...-based forecasting and planning Experience in a SaaS-based company... ...in FP&A, Consulting, and/or investment banking a plusThe approximate...Work experience placementWork at officeWork from homeFlexible hoursNight shift$95k - $110k
...role will serve as a dedicated financial business partner to the... ...insights that drive smarter investment decisions. This role provides... ...directly with R&D teams—building trusted relationships with engineering... ...analyst will support headcount planning and project-level financial...Full timeLocal areaNight shift- ...critical role in driving enterprise-wide financial planning, strategic decision-making, and... ...management. This position serves as a trusted finance partner to the Director of FP&... ...initiatives including M&A evaluations, investment analyses, pricing assessments, and capital...Temporary workLive outWork at officeRemote workFlexible hours
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeMonday to FridayFlexible hoursDay shift
$22.05 per hour
...partnering with New York Life to find qualified candidates for a Financial Advisor position in Staten Island, NY. New York Life is a... ...company has provided insurance protection, retirement planning, and investment solutions to individuals, families, and businesses. New...- ...formation and development of Advisors. You don’t need to do... ...by more and more financial advisors. Whether you... ...listen, focus on a planning approach, embrace our... .... A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth...Local area
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