Senior Financial Advisor: Inherit $100M Book
Rogue Search
RogueSearch seeks an experienced Financial Advisor to assume leadership of a substantial existing book of business in a structured succession plan. The role offers a clear, multi-year transition tied to a retirement event in April 2027, with a path to ownership and client-centric continuity. The opportunity emphasizes portability of client relationships, steady growth, and a partnership structure that rewards long-term performance and client focus. #J-18808-Ljbffr Rogue Search
- Description Summary The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate... ...service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours
$90k - $110k
CAPTRUST is seeking a dynamic Financial Advisor Relationship Manager to provide high-level service to institutional investors and clients. The... ...reviews, presenting to clients, and collaborating with the Senior Financial Advisor across departments to ensure proactive service...Senior- ...Senior Associate, Portfolio Management & Corporate Finance (Renewable Energy) Company Overview: Soltage is a leader in the development... ...facilities, holdco debt, or equity financings). Advanced financial modeling skills, including extensive experience working in...SeniorFull time
- ...clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...set an operating cadence for a book of business—prioritizing high-... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorFull timeWork at office
$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship- ...Job Title: Senior Loan Servicing Associate – Structured & Syndicated Finance Location: Jersey City, NJ (Hybrid) Employment Type... ...borrowings, rollovers, pay-downs, and maturity extensions. Financial Reconciliation: Perform rigorous analysis and reconciliation of...SeniorFull time
- Crux is financing the future of energy. We seek a Senior Principal, Debt to lead a book of debt mandates, including IOI through close, across construction, term, tax equity, and credit facilities. You will drive diligence, pricing, and documentation while mentoring teams...SeniorRemote job
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings...Full timeContract workFor contractorsWork at office$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth... ...as a Financial Advisor or similar role Existing client book of business Strong knowledge of investment strategies,...Work at officeRemote work$75k - $150k
...Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and... ...an independent or mid-size RIA Advisors with a portable book of business or a strong client network built organically Self...Local areaRemote workRelocation$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...SeniorVisa sponsorship$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 Fortune 100... ...service and support. Build and manage a personal book of business. Stay current on financial products, industry...Work experience placement- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and... ...across tax, legal, and investment teams to deliver a holistic financial plan. You will mentor colleagues, source new client revenue,...Senior
- KPMG AG sucht engagierte Talente in Ohio für eine Rolle in der strategischen Beratung im Bereich Identity Security. Die Position erfordert ein abgeschlossenes Studium und drei bis vier Jahre Berufserfahrung. Hauptaufgaben sind die Entwicklung passgenauer Identity-Strategien...Senior
$45k - $88k
...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...Kearny Bank The VP, Financial Advisor ("FA") will provide sound financial advice... ...expected to make outbound calls, work their books of business and attend networking events....Temporary workBank staffAfternoon shift$120k - $150k
...Senior Finance & Accounting Associate – Healthcare Investment Platform Brooklyn, NY Visa sponsorship available (including H-1B)... ...visible role reporting directly to the CFO, with exposure across financial reporting, accounting, acquisitions, integration, and strategic...SeniorFull timeH1bVisa sponsorship$23 - $31.25 per hour
...Senior Personal Banker Job Locations US-NY-(Greenpoint) Brooklyn Job ID 2026-3237 # of Openings 1... ...relationships by understanding client needs and introducing relevant financial solutions. Actively participate in ongoing training and...SeniorFull timeWork at officeAfternoon shift- Northern Trust Corp. seeks a Sr Personal Banker in the Bloomfield Hills, MI area to deliver exceptional client service and manage a full range of banking products. You will open, maintain and service client accounts, process wires and funds movements, and provide holistic...Senior
- NiCE is seeking an Actimise Business Development Consultant to drive end-to-end business development for NiCE Actimise solutions in the Global X-ccelerate Practice. The role focuses on promoting consultative services to NiCE Actimise customers and prospects, delivering ...Senior
- Simmons Bank in Wynnewood, OK seeks a Senior Relationship Banker to grow and retain client relationships, advising on financial solutions and guiding customers through banking products with a focus on service excellence. The role involves opening and closing accounts, handling...Senior
$88k - $132k
Position Title: Senior Analyst Financial Planning and Analysis - CommercialPosition Summary:The Senior Analyst, Financial Planning & Analysis - Commercial supports JetBlue's Commercial organization by building and maintaining the segment P&L used to measure route profitability...SeniorTemporary workWork at officeImmediate startFlexible hoursNight shift- ...days ago Requisition ID: 3401 A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Full Time Senior Financial Center Associate (Senior Teller) to join our team in Malvern, PA . We believe that our ongoing success depends upon a skilled,...SeniorExtra incomeFull timeWork experience placementCurrently hiringWork at officeWork visaFlexible hours
- Kearny Bank in Kentucky seeks a Senior Personal Banker to deliver exceptional service to existing and prospective clients, managing the full client experience and executing transactions with accuracy. The role emphasizes retention and growth through needs-based conversations...Senior
- Huntington is seeking a Preferred Banker to manage an assigned portfolio across multiple branches, driving growth through deposit, lending, investments and credit products. You will build relationships by proactively identifying client goals, educating on online/mobile ...SeniorWork at office
- TD Bank is seeking a Relationship Manager III in Parsippany, NJ to service large and complex commercial portfolios with tailored financial solutions. You will develop and manage commercial banking relationships, delivering cash management, financing and advisory services...Senior
$88k - $132k
Position Title: Senior Analyst Financial Planning and AnalysisPosition Summary:The Senior Analyst Financial Planning and Analysis (FP&A) identifies, models and recommends ideas pertaining to financial risks and opportunities within the business, leveraging the Finance...SeniorTemporary workWork at officeImmediate startFlexible hoursNight shift- SEI Corporation in Oaks, PA is seeking a Municipal Bond Credit Analyst to join the Fixed Income Team. You will conduct independent fundamental credit research on investment‑grade municipal credits and selective high‑yield opportunities, translating issuer analysis into ...Senior
$113.1k - $186.7k
...Parthenon - Corporate Finance - Quantitative Finance and Economics - Senior Associate The opportunity EY-Parthenon’s unique combination of... ...in economics, finance, statistics, econometrics, mathematics, financial engineering, or a related quantitative discipline. Experience...SeniorWork experience placementSummer holidayWork at officeFlexible hours- # Senior Advisor - Financial Services Business DevelopmentUnited States · Remote## About Voyage AdvisoryVoyage Advisory is a boutique management consulting firm that helps organizations elevate service, drive performance, and power transformation. We partner with clients...SeniorHourly payPart timeRemote workFlexible hours
$90k - $100k
...Senior Sales Executive, Employer Sales Location: South Florida Preferred | Miami... .... This isn't a role where you'll inherit an established book of business or simply manage existing... ...opportunities with brokers, benefits advisors, and other professional partners....SeniorRemote workWork from homeFlexible hours
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