Senior Financial Advisor - CFP with Established Book
$250kRitholtz Wealth Management LLC
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. The advisor will develop and manage complex financial plans while ensuring compliance with industry regulations. A competitive salary ranging from $250,000 to $800,000 is offered based on qualifications. #J-18808-Ljbffr Ritholtz Wealth Management LLC
$140k - $165k
CFP REQUIRED - APPLICANTS WITHOUT A CFP WILL... ...FIVE YEARS OF LEAD ADVISOR EXPERIENCE,... ...successful families receive financial advice. Wedmont's... ...communicator with significant experience... ...for maintaining a book of business Build... ...and responsibility Seniority Level Mid-Senior level...SeniorFull timeRemote work- ...investment management, financial planning, tax... ...approach. Registered with the SEC under the Investment... ...’d love to connect! Senior Financial Advisor Are you ready for independence... ...stepping into an established, fiduciary-first RIA... ...who has built a book of business, values the...SeniorPermanent employmentWork at office
- ...Company MassMutual NJNYC is a financial planning firm with offices across the Tri... ...-time hybrid role for a Senior Financial Advisor with expertise in Wealth... ...junior advisors build their book of business.... ...6, SIE, Life, Accident, CFP, CFA, or CPA are a plus Bachelor...SeniorFull timeRemote work
- A leading financial services provider in New Jersey seeks experienced financial professionals to join as financial advisors. This role allows you to manage an existing book of clients and offers the independence of an advisor with supportive benefits. Candidates must have...Senior
- ...Street Journal, and the Financial Times, and was... ...achieved unicorn status with a $110M Series A at a... ...Role Overview As a Senior Financial Advisor for Masterworks... ...with the ability to establish trust and credibility... ...cultural markets ~ CFP, CFA, or similar credentials...SeniorAfternoon shift
- ...Full Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will... ...to clients.Responsibilities:Must have an established portfolio of 100M AUM and aboveProvide financial...SeniorFull time
$115k - $130k
...opportunity for a better financial future.We will do this together — with customers, partners and... ...reconciliationsMaintain the books and record for the... ...This person will support senior members of the team to run... ...to work in-house at an established investment firm. #LI-SS1...SeniorFull timePart timeWork experience placementLocal areaFlexible hours- ...Senior Financial AdvisorWe are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity... ...in a brokerage environment, with the backing of one of the... ...new home.Qualifications:A global book of clients from $100MM - $2BBMM+...Senior
$150k - $200k
...Wall Street Journal, and the Financial Times, and was recognized... ...we achieved unicorn status with a $110M Series A at a valuation... ...? Position Overview As a Senior Investment Advisor for Masterworks Advisers,... ...nurturing relationships with our established member base. You will be...Senior$116k - $143k
...dynamic relationships with clients, understand their... ...We are seeking a Senior Wealth Distribution Intelligence... ...prioritize firms and advisors, assess market... ...and analytics and help establish standards and solutions... ..., data science, or financial services. Strong knowledge...SeniorOngoing contractWork at officeLocal area$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...- M&T Bank in New York City seeks an experienced Financial Advisor to grow a book of business by deepening client relationships and delivering sophisticated wealth management solutions. You will lead portfolio reviews and work across Wealth, Retail, and Banking teams to...Senior
- ...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
- ...lead client engagements, win new business, and sign valuation opinions. You'll be supported by an analyst team and established infrastructure to grow your book. This fully remote, US-based role offers a guaranteed base salary plus an uncapped, formula-driven bonus; higher...SeniorRemote job
$190k - $210k
...an overnight stay. We work with more than 2,700 hotel partners... ...demand. Now we are building the booking and distribution platform that... ...agents. We are hiring a Senior Software Engineer to lead the... ...connectors using the patterns you establish. Product, Partnerships, and...SeniorFull timeNight shift$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met... ...retention and expansion of a book of business. Consults... ...the firm. Work closely with Client Managers, Custom... ...client's current financial situation, goals and objectives... ...Securities licensing, CFP, CTFA, CPA designation...SeniorTemporary workWork experience placement$115k - $130k
...opportunity for a better financial future. We will do this together — with customers, partners and... ...reconciliations Maintain the books and record for the... ...This person will support senior members of the team to... ...to work in-house at an established investment firm. Compensation...SeniorPart timeWork experience placementLocal areaFlexible hours$100k - $300k
...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking... ...delivering personalized financial solutions that provide... ...Advisor works directly with clients and will be... ...maintain and transition a book of business with... ...license preferred CFP, CFA, CAIA, and/or CPWA...SeniorBase plus commissionFlexible hours- ...functions to provide you with the opportunity to take... ...providing support to a Senior Banker in all facets of managing their books of business. You will play... ..., trust services and financial planning. Your primary goal... ...MBA, JD, CFA, or CFP preferred Excellent communication...Senior
$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- ...Description Job Description Center Book - Senior Equity Research Analyst Global Multi-... ...AUM, global multi-strategy hedge fund with a long-standing track record across liquid... ...recruitment organization focused on servicing the financial industry. By breaking down financial...SeniorLocal area
$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- ...Publishers in New York invites an Associate Publisher to partner with the SVP, Group Publisher, and cross‑functional teams to steer... ...align Sales, Marketing and Publicity, and coordinate with General Books on cross‑divisional programs and inventory decisions. This role...Senior
- ...high-stakes environment focused on alternative investments. The role demands significant capital markets experience, strong relationship-building skills with institutional investors, and a deep understanding of secondaries and real estate strategies. #J-18808-LjbffrSenior
- ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through... .... This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications. You will...Senior
$10k
...flagging risk, categorizing spend, and closing books.The problems are high-stakes, data-dense, and unforgiving.We hire people with high agency and high urgency. We look for... ...tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive...SeniorFull timeWork at officeHome officeFlexible hours$110.7k - $218.3k
...businesses grow. As a NetSuite Senior Consultant at Deloitte, you... ...NetSuite solutions that align with their business goals and deliver... ...fits professionals across core financial accounting, procure-to-pay, or... .../ ERP Consultant / Multi-Book Consultant / ARM/Revenue Management...SeniorLocal areaVisa sponsorship$77k - $202k
...their business deals.Those in financial due diligence at PwC will... ...private equity fund clients. As a Senior Associate you are expected to... ...for Employment in accordance with these laws. At PwC, we... ...these factors thoughtfully to establish a secure and trusted workplace...SeniorFull timeH1b$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic... ...inform strategic advice- Collaborating with clients to understand their business... ...these factors thoughtfully to establish a secure and trusted workplace for all...SeniorFull timeH1b
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