Financial Advisor
JobScore
Summitry, a Bay Area wealth management firm, seeks a Senior or Financial Advisor to own relationships with high-net-worth clients and deliver integrated financial planning and investment guidance. The role leads client meetings, coordinates with tax, estate planning, and portfolio teams, and supports growth through referrals and COIs. Hybrid work involves in-office and remote collaboration with a focus on exceptional client service. #J-18808-Ljbffr JobScore
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Eastern, KY vacancy
$110k - $200k
...country. Recently recognized as one of the 2025 Best RIAs to Work For , we are continuing to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team. About the Role This is an opportunity for an experienced Financial Advisor to...SuggestedFlexible hoursGrimes & Company
Eastern, KY3 days ago- CFP Board of Standards Inc. seeks a Lead Financial Planner for a fully remote, full-time role. You will manage 70+ high-net-worth relationships, drive planning and investment strategies, and mentor teammates while contributing to firm growth. The ideal candidate holds a...SuggestedFull timeRemote work
$75k - $110k
...Mutual empowers individuals and families by providing personalized financial plans that uncover opportunities and address potential risks.... ...5 million clients and a diverse, nationwide team of financial advisors, we strive to secure financial futures and ensure holistic...SuggestedFull timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours$175k - $225k
...Overview WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm...SuggestedTemporary workFlexible hoursCAPTRUST
Eastern, KY1 day ago- ...individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love... ...getting started. We are looking for an experienced financial advisor who has built a book of business, values the fiduciary standard...SuggestedPermanent employmentFull timeWork at office
- ...Mutual in Poughkeepsie, NY is expanding and seeking energetic Financial Representatives to continue our growing team. You will build long... ...offers some of the top training in the industry. 98% of our advisors come to us without industry experience; we build our advisors...
$190k - $220k
Job Title Exec Financial Mgmt Associate Functional Title Contract position State Location Education Bachelor's Level Degree Job Type Full-time Job Description Duties: Provide financial management services for the client: Budget Integration - Planning, Programming, Budget...Full timeContract workFor contractorsWork at office$78.5k - $163k
...Restructuring segment we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial... ...'s senior management, legal counsel, and/or other financial advisors to evaluate potential restructuring transactions or...Work experience placementFlexible hoursAndersch Ag
Eastern, KY19 hours ago$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...your network with clients to become a trusted and reputable advisor**Qualifications:*** Bachelors degree or degree equivalent in...Work experience placementThinkbrg
Eastern, KY2 days ago- ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the...
Threadline Wealth
Eastern, KY3 days ago $193k - $280k
...work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche...Full timeWork at officeStoel Rives
Eastern, KY1 day ago- Greenberg Traurig (GT), a global law firm, currently has an exciting full‑time employment opportunity for a 2nd – 4th year associate in the Corporate Finance group of our Dallas, TX office. The ideal candidate should have experience representing administrative agents...Full timeWork at office
Greenberg Traurig
Eastern, KY2 days ago $140k - $160k
...Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs... ...communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a...Temporary workLocal areaFlexible hoursCerity Partners
Eastern, KY2 days ago$108k - $159.5k
...Manager I is responsible for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and financial objectives of Bangor Savings Bank. These plans and objectives are generally established on an annual basis. The Commercial Banking...Bank staffInternshipWork at officeLocal areaBangor Savings Bank
Eastern, KY1 day ago- ...+ secondary transactions.VCOP focuses on credit secondaries and portfolio finance transactions. Associates conduct commercial and financial due diligence across credit deal types: credit continuation vehicles (company-level due diligence, valuation, structuring), LP secondary...
$175k - $225k
...USA CIB Structured Finance AssociateCountry: Vereinigte Staaten**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of...Hourly payContract workWork experience placementWork at officeShift work- Northern Trust seeks a Wealth Strategist/Client Development Sales Executive in Boston to build and manage relationships with UHNW individuals and families. You will drive new business development, present comprehensive wealth management capabilities, and coordinate across...
- Goldman Sachs Wealth Management invites applications for a Private Wealth Advisor role. The position focuses on building and growing relationships with ultra-high net worth clients, delivering holistic wealth management strategies, and leveraging Goldman Sachs global capabilities...
- H. T. PROF Group in Washington, DC seeks an Associate Attorney to join its Restructuring & Special Situations Finance Practice Group. This direct hire, hybrid role offers exposure to complex domestic and cross-border matters within a leading AmLaw environment. Ideal candidates...
- Greenberg Traurig, LLP is seeking a 2nd-4th year associate for its Dallas, TX Corporate Finance group. The attorney will represent administrative agents, lenders and borrowers in credit facilities, and draft and negotiate credit agreements, term sheets and closing deliverables...
- ...to work directly with a leading AI lab's research and program management teams, improving how frontier AI models reason about real financial work. Your finance expertise is the substance of this role. You will review the quality of finance knowledge work tasks, write the...Full timeContract workPart timeFreelanceLive inRelocationRelocation package
- Truxton Trust Company is seeking a Senior Vice President, Wealth Advisor. This role guides sophisticated wealth planning for clients and collaborates with Wealth Management peers to handle complex family, trust, estate, tax, and philanthropic matters. The SVP will cultivate...
- First Horizon Corp. is seeking an experienced Private Banking professional to guide clients through comprehensive financial planning and drive new business growth. You will oversee portfolio management, including loan and depository assets, while collaborating with a team...
$225k
2027 Charlotte Asset and Corporate Finance First Year Associate At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important...Full timeTemporary workWork at officeLocal areaRelocationFlexible hours$230k - $265k
...influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner...Remote workFlexible hours$122k - $204k
## Financial Services-Managing ConsultantApply: US - NY, New York: US - AZ, Phoenix: Full time: Posted Today: 39512**Job Family:**Management Consulting**Travel Required:**Up to 25%**Clearance Required:**None**What You Will Do:**As a Managing Consultant in Guidehouse's Commercial...Full timeTemporary workWork at officeLocal areaFlexible hours3 days per week- ...and more than 600,000 members nationwide. As a not-for-profit financial institution, we are deeply committed to improving the financial... ...the communities we serve.We are seeking an experienced Wealth Advisor to join our growing team in Southern California. In this role,...
- ...for generations since 1915. As Rochester’s oldest locally owned financial services firm, our success is driven by our people, our values,... ...a Financial Services Associate to support an established advisor practice. This role is ideal for someone who is highly organized...
$135k - $147.5k
REPORTS TO: Managing Director, Financial Consulting STATUS: Full-Time (40 hours/week), Exempt STARTING SALARY: FC $135,000 - $147,500... ...join our Financial Consulting team. Unlike typical financial advisors, the Partnership’s Financial Consulting staff do not see themselves...Permanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week- Northern Trust in Los Angeles seeks a Sr. Relationship Advisor to manage a sophisticated client base within wealth management and fiduciary services. You will collaborate with clients, family offices and external advisors to deliver holistic advice, drawing on NT resources...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- senior wealth advisor Eastern, KY
- financial advisor training program Eastern, KY
- project finance associate Eastern, KY
- financial consultant Eastern, KY
- financial associate Eastern, KY
- jde finance consultant Eastern, KY
- financial planner Eastern, KY
- wealth advisor Eastern, KY
- financial planning administrator Eastern, KY
- financial planning assistant Eastern, KY