Senior Financial Advisor for HNW Clients — Fully Supported
Inner Circle Agency Inc.
Inner Circle Agency Inc. is seeking an experienced Senior Financial Advisor (RIA) in Lexington, KY. The role involves managing and leading relationships with high-net-worth clients and delivering comprehensive financial planning. Required qualifications include 10+ years of experience, a $40M+ client book, and a CFP® designation. This opportunity promises strong earnings without a cap and comprehensive support from a collaborative team environment. #J-18808-Ljbffr Inner Circle Agency Inc.
$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...can expect plenty of support designed with your own... ...into a trusted advisor role to client. You will... ...by significant tax or financial planning experience Progression... ...to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- Job Title Senior Financial Advisor (RIA) - Bring Your Book | Lexington, KY Job Location... ...English required What the Client Offers Revenue-based... ...compliance, and administrative support Warm client introductions... ...relationships while leveraging a fully built infrastructure that...SeniorHigh net worthFull timeWork at office
$90 - $120 per hour
EY is looking for a Seasonal Tax Manager for Private Client Services to support high-growth private companies and their owners. This remote position involves reviewing complex tax returns and providing income tax planning for high-net-worth individuals. Applicants should...High net worthHourly paySeasonal workRemote work- ...exceptional service and insurance expertise, focusing on client relationships and supporting business growth. Ideal candidates will have over 5 years... ...to mitigate risks. Benefits include competitive salary, fully paid insurance plan, vacation, and professional development...SeniorFull time
$120 - $150 per hour
...Young Oman is looking for a Seasonal Tax Senior Manager in Columbus, Ohio. You will... ...and provide planning for high-net-worth clients. This position allows remote work across... .... Join EY for growth opportunities in a supportive team environment. #J-18808-Ljbffr Ernst...SeniorHigh net worthRemote jobHourly paySeasonal work- Overview J.P. Morgan Private Client is a line of business within... ...Compliance. Manage smaller projects supporting the JPMorgan Private Client... ...the ability to work with senior management and create executive... ..., mental health support, and financial coaching. Equal Opportunity...SeniorShift work
- Raymond James Financial, Inc. in Columbus, Ohio is seeking a Registered Client Service Associate to provide crucial support to financial advisors. The role involves managing daily customer interactions, onboarding clients, and preparing financial reports. The ideal candidate...
- ...Description J.P. Morgan Private Client is a line of business within... .... Manage smaller projects supporting the JPMorgan Private Client agenda... ...the ability to work with senior management and create... ...ABOUT US Chase is a leading financial services firm, helping nearly...SeniorShift work
$25.5 - $32 per hour
## Client Service Specialist IApplylocations: Columbus, OHtime type... ...your contributions and supports your growth, we would like to... ...Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc... ...success. We are committed to fully utilizing the abilities of all...High net worthHourly payPermanent employmentTemporary workWork at officeFlexible hours- ...company that values your contributions and supports your growth, we would like to meet you.... ...Respond quickly and effectively to client or advisor issues, ensuring timely resolution Generate... ...company success. We are committed to fully utilizing the abilities of all our...High net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...JOB DESCRIPTION Day-to-Day: As a Senior Associate - Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring... ...experience ~ Ability to analyze coverage needs and support guaranteed-cost program designs NICE TO HAVE SKILLS...Senior
- ...Manager for the Greater Columbus Convention Center. The role involves managing event planning and coordination, ensuring excellent client support and service. Candidates should have at least 2 years of experience in public facility management or event operations. Strong...Senior
- HFA Financial Advisor Senior - Branch page is loaded HFA Financial Advisor Senior... ...with both existing and new clients to become Financial Advisor... ...ongoing training and sales support to assigned branches to... ...have a valid, written and fully executed Master Service Agreement...SeniorFull timeTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Day-to-Day As a Senior Associate - Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely... ...experience Ability to analyze coverage needs and support guaranteed-cost program designs Nice to Have...Senior
- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius... ...or ability to obtain within 90 days ~2-3 years of previous financial services experience The Skills You Bring Broad based...High net worthRemote job
- JPMorganChase is seeking a Private Client Investment Associate in... ...involves providing operational support and enhancing client... ...division. You will collaborate with Advisors to manage client accounts, ensure... ...candidate must hold various financial licenses and demonstrate...
$65k
Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information... ..., capabilities and skills 2+ years of financial sales experience Proven track record... ..., tuition reimbursement, mental health support, financial coaching and more....High net worthFull time- ...for story‑telling with financial data and is strategic,... ...for an exciting role to support the growth and success... ...will serve as a trusted advisor to the Consumer and Community... .... You will support senior leaders and key... ...business and downstream client profitability system Interact...SeniorWork experience placement
$25 - $38.46 per hour
Location: 175 S 3rd Street, Columbus Ohio Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing... ...background (required) Tactical Skills General knowledge of financial products and services, including banking, trust and investments...High net worthHourly payFull timeWork experience placementBank staffWork at officeFlexible hours- A leading financial services firm in Columbus, Ohio, is seeking a Business Analyst for its Private Client team. The role involves developing business processes, managing compliance projects, and collaborating with various stakeholders. Ideal candidates should have a BA/...Senior
$150k - $200k
GFT is seeking a Project Manager / Local Client Manager for our Columbus, OH office. In this role, you will play a critical part in shaping... ...reducing traffic congestion and improving public safety to supporting access to healthcare, education, and employment, these projects...SeniorFull timeWork at officeLocal areaRemote work- ...in Columbus, Ohio, seeks dedicated individuals who excel in client service and have a growth mentality. Ideal candidates are... ...and aspire to build long-term careers, working diligently to support clients' financial goals. The role focuses on delivering personalized...
$25.5 - $32 per hour
...company that values your contributions and supports your growth, we would like to meet you.... ...to the advisory teams by administering client data gathering, paperwork preparation... ...support. Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.). Provide...High net worthHourly payPermanent employmentTemporary workWork at officeFlexible hours- ...excellent communication skills, and the ability to work with senior management. Candidates should have a BA/BS degree and... ...Benefits include health coverage, retirement plans, and mental health support. Join a dynamic team focused on client success. #J-18808-Ljbffr JPMorganChaseSenior
- ...USA is looking for a Tax Experienced Manager for their Private Client & Family Office Services in Columbus, Ohio. This role involves... ...accounting experience, supervisory skills, and is proficient in various financial software. This position offers a competitive salary and the...SeniorWork at office
$8k
...their businesses forward. As a trusted advisor, you'll leverage your expertise to solve... ...a combination of both. ~ Engage your clients with Verizon's Velocity Selling methodology... ...V-teamers and their loved ones are supported holistically Too good to be true? Come...SeniorFull timeTemporary workPart timeWork experience placementShift work$140k - $225k
...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us... ...bank products and services to those prospects and clients, identifying and successfully capitalizing on One...SeniorTemporary workWork experience placementLocal area3 days per week- Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication...Senior
- ...Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and... ...experience modifications as applicable Draft carrier submissions Support obtaining client online portal quotes Draft client proposals Leverage...SeniorTemporary workWork experience placement
- ...Associates ("World") is a unique financial services organization with a... .... Position Summary The Senior Client Manager independently serves... ...meeting with Client Advisor Creates complete carrier submission... ...(WIA), we celebrate and support our differences. We know employing...SeniorContract workTemporary workWork experience placement
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