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
- 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
$300k
...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...SeniorFull timeAfternoon shift- ...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...SeniorFull timeRemote work
$145k
Are you looking for a financial advisory role where... ...Do you want to work with sophisticated clients... ...seeking an experienced Senior Financial Advisor to join our growing team... ...preferred CFP® designation strongly... ...and resources of an established national firm with the...SeniorWork at officeRemote workFlexible hours$170k - $210k
Why Work at Mercer Advisors?For more than 40... ...and simplify their financial lives by integrating... ...clients we serve. With a flexible,... ...management.Job 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- ...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
- ...Financial Advisor This Fortune 500 financial institution is built on the... ...and those relationships start with financial advisors. That's why... ...~ Proven, transferable book of business with high-net-worth... ...space in branch location CFP certification support JOB...SeniorWork at office
- ...Job Description Job Description Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of... ...comprehensive advice to clients. Responsibilities: Must have an established portfolio of 100M AUM and above Provide financial...SeniorFull time
$350k
...New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop... ...Must have strong COI’s and or an established book of clients within the NY or NJ metro... ...opportunities. Provide integrated financial services advice to these clients...Senior- Larson Maddox is partnering with a highly respected global wealth management... ...firm to hire a Wealth Advisor for the Greater Pittsburgh market... .... You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment...Senior
- ...Personal Lines Manager in Essex County, NJ to lead and own an established personal lines book. This highly hands-on role emphasizes client service,... ...leadership, and maintaining sophisticated client relationships with high-net-worth clients. The role focuses on leadership,...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
- ...New York is seeking an editor or senior editor for the BFYR imprint, focusing on picture books. You will acquire and develop... ...distribution, and build a strong list with an eye toward franchising... ...commercial picture book track, established relationships, and a retail-...Senior
- 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
$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,... ...relationships with our established member base. You will be matched...Senior$110k - $130k
As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them... ...a planner at Facet is the best CFP role in the industry. What makes this... ...Will not need to build your own book of business Will be providing Facet...SeniorTemporary workRemote workFlexible hoursNight shift- ...represents a growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships... ...area. The role requires strong COIs or an established book, self-sourcing capabilities, and a proven track record...Senior
$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...- ...model and would benefit by joining forces with us. We will provide the RIA registration... ...and lots of support. Must be a CFP or pursuing the CFP designation. Must be... ...Series 65 Securities Examination. About WJL Financial Advisors, LLC WJL Financial Advisors has developed...
- A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The... ...experience in financial planning with a strong understanding of budgeting and retirement planning. CFP certification is preferred, ensuring...Remote jobPart time
- ...legal professional to join our growing team as a Senior Attorney, Partner, or Managing Partner. This... ...opportunity for a highly accomplished attorney with a strong reputation in the legal community and an established book of business to take on a leadership role within...SeniorContract work
- ...functions to provide you with the opportunity to... ...support to a Senior Banker in all facets... ...of managing their books of business. You will... ...trust services and financial planning. Your... ...MBA, JD, CFA, or CFP preferred Excellent... ...provides individuals, advisors and institutions with...Senior
$77k - $202k
...consulting services related to financial management and strategy.... ...AI-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$80k - $110k
Senior Financial Planner, Advisor Services Formative (formerly First Affinity) Location: Remote or in person... ...values-aligned investing since 1988 with over $1B in AUM. Through our national... ...leadership opportunity. Who You Are Required CFP certification (active and in good...SeniorFull timeRemote work$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$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
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