Senior Financial Advisor: Client-Focused Wealth Strategies
$89k - $122kNYL - Matthews
Join NYL - Matthews in Charlotte, NC as an Experienced Sales Advisor, empowering clients to achieve their financial dreams. Your expertise will be crucial in crafting strategies and building trusting relationships. The position offers a strong compensation package ranging from $89,000 to $122,000 per year. Responsibilities include assisting clients with financial recommendations and monitoring client communications. Qualified candidates should have experience in financial services and a relevant bachelor’s degree. Join a diverse team committed to supporting your growth. #J-18808-Ljbffr
$200k
...Dexian seeks an experienced Senior Certified Financial Planner (CFP) to manage and grow an affluent client portfolio. The role includes comprehensive financial planning, wealth management solutions, and relationship management. The ideal candidate will have strong financial...Senior- ...Senior Wealth Advisor Apply ( locations Charlotte, NC... ...Are you a Certified Financial Planner (CFP®) with a... ...will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique... ...along with an unwavering focus on serving our clients...SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Bank Of America Wealth Planning Specialist At... ...purpose to help make financial lives better through... ...how we deliver for our clients, teammates, communities... ...resource for Advisor teams who are interested... ...developing planning strategies while focusing on the bank's ability...SuggestedWork experience placementLocal areaWork from homeShift workDay shift
- ...CG Financial Services is seeking a Private Wealth Advisor for our Charlotte office. This role involves managing high-net-worth client relationships while developing new opportunities through networking... ...such as CFP. Join a culture focused on learning, collaboration, and...SeniorWork at office
- ...North Carolina, seeks a Sr. Manager, Wealth Advisor to join its Wealth Advisory team.... ...role entails directly advising clients, customizing investment strategies, and mentoring less experienced... ...You will leverage a broad array of financial products to address clients'...SeniorWork at office
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long-term relationships with clients. The role partners closely with high... ...and families to develop personalized financial strategies and help clients make the most informed...Senior
$76k - $125.3k
...serving the global financial services... ...Organization (FSO). Our focused model and bold... ...a range of clients from our most... ...Capital Markets, Wealth and Asset... ...responsibilities A senior analyst in FSO... ...as a trusted advisor to maintain and... ...consulting, tax, strategy and...SeniorSummer holidayWork at officeLocal areaFlexible hours$106.9k - $176.5k
...better working world. Senior Consultant – Financial Services - Data &... ...– Data Management and Strategy EY is the only professional... ...business unit (“FSO”) focused on the financial... ...uncovered by their data. Our clients look to us as trusted advisors to provide insights on...SeniorWork experience placementSummer holidayFlexible hours- ...comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth... ...ideal candidate will have at least 8 years in Financial Services Relationship Management, solid client...Senior
- Charles Schwab is seeking a skilled financial advisor to join their Charlotte, NC office. This position emphasizes in-person collaboration and client relationship management, requiring significant advisory experience and active FINRA licenses. The ideal candidate will have...Work at office
- ...Position Type: Direct Hire About the Opportunity Our client is seeking a motivated and client-focused Senior Tax Associate to join their growing Tax practice in... ...Collaborate with Managers and Partners on tax strategy, compliance, and special projects Mentor and support...SeniorRelocationRelocation package
- ...King - State Farm Agent is seeking an outgoing team member who is customer-focused and enjoys working with the public. This role involves building customer relationships and educating clients about insurance options. Candidates should be self-motivated and detail-oriented...Hourly payFlexible hours
- ...Senior Fund Accountant - Private Wealth Charlotte We are global private markets specialists... ...across sectors, strategies, and geographies, we help... ...advantages and the answers our clients need to succeed.... ...documentation for the annual financial statement audit Support...Senior
- ...Senior Financial Advisor – Experienced Professionals Join the mission. Coach those... ...existing First Command clients, deepen long-term client relationships... ...goals across all stages of wealth—accumulation, preservation,... ...income planning, tax strategies, insurance solutions, day‑...SeniorFor contractorsLocal areaFlexible hoursShift work
- ...U.S. Bank is seeking a Private Wealth Advisor in Charlotte, North Carolina, to develop and manage client relationships. In this role, you will leverage your expertise... ...in wealth management to guide clients through financial decisions. The preferred candidate will have significant...SeniorWork at officeRemote work
$62.5k - $87.5k
...Insurance and Annuity Association of America is looking for a Wealth Client Relationship Manager in Charlotte, NC. This role involves... ...delivering exceptional service, and supporting the implementation of financial plans. Candidates should have at least 2 years of financial...Senior- ...Carolina. This position involves consulting on investment and insurance strategies while building and maintaining strong client relationships. Candidates must have a strong background in financial analysis, client prospecting, and regulatory compliance. The role demands...
- ...Overview At CG Financial Services, we help successful... ...protect, and transfer wealth through comprehensive... ...meaningful impact—for our clients, our team, and the... ...minded Private Wealth Advisor for our Charlotte office... ...comprehensive wealth management strategies (investments, estate,...Work at office
- ...Holdings, LLC is seeking a Wealth Specialist to enhance... ...platform through client engagement and expertise in investment strategies. Located in Charlotte,... ...solutions and liaising with financial advisors. The ideal candidate... ...relationships, with a focus on tax-managed...SeniorWork at office
- ...A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma,...
$78.5k
...Requirements The Finance & Strategy Healthcare Consulting team... ...to guide strategic and financial planning. Their practical, data... ...and clarity. The Senior Consultant role supports value... ...total cost of care) Advise clients on VBC readiness and...SeniorHourly payFlexible hoursShift work$78.5k
...Senior Consultant, Finance & Strategy Healthcare Consulting The Finance & Strategy Healthcare Consulting... ...care continuum to guide strategic and financial planning. Their practical, data-... ...utilization, total cost of care) Advise clients on VBC readiness and performance...SeniorHourly payFlexible hoursShift work$150k - $180k
...centralized group of financial planners. As a Senior Financial Planner,... ...and advice to advisors & clients, helping them achieve... ...and estate planning strategies. This is a... ...client experience, focusing on accuracy, timeliness... ...groups within Wealth Solutions to develop...SeniorFull timeWork at officeFlexible hours$96.3k - $176.5k
...Financial Services - Capital Markets -... ...Digital Assets - Senior Consultant Location... ...(FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...Markets, Wealth and Asset... ...digital client strategy, enhancing their... ...working as an advisor to a financial...SeniorSummer holidayFlexible hours- ...Private Wealth Advisor The Private Wealth Advisor provides... ...service to team's clients and continually strives... ...leadership skills which focus on client service and... ...excellence providing financial guidance in a manner based... ...coaching and planning strategies. Seeks to...Work at officeLocal areaNight shift
$110.5k - $202.7k
...better working world. Senior Consultant – Financial Services – Insurance... ...(FSO). Our focused model and bold ambition... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management... ...clients need to execute strategies and resolve complex...SeniorSummer holidayWorldwideFlexible hoursShift work$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...of Tax Planning, Financial Planning, and... ...integrate financial strategies and investments for... ...grow with a future-focused, innovative firm....Full timeWork at officeLocal areaRemote workFlexible hours- ...Charles Schwab is looking for an Associate Wealth Advisor in Charlotte, NC, to support Wealth... ...Advisors by servicing and retaining virtual client relationships. This role allows you to... ..., along with 1-3 years in financial services. The position includes benefits...
$100 per hour
...The Associate Wealth Advisor is an exciting opportunity to collaborate... ..., build, and protect the financial dreams of clients. This individual will... ...organizer of best practices. Focus provides team members the... ...Statement and holistic investment strategy for each client. Ability...Work at officeLocal areaRemote work2 days per week- 慨正橡扯 is seeking a Wealth Planning Consultant, Senior Specialist to provide consultations to ultra-high net worth clients. You will guide clients through estate planning, income tax, and financial analysis to enhance their investment journeys. This role requires strong expertise...SeniorWork experience placement
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