Wealth Management Advisor
Financial Recruiters International
We are partnering with a highly respected financial institution seeking a relationship-driven Trust and Wealth professional to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions. This is a key, client-facing role working with high-net-worth clients on comprehensive planning and investment strategy. Experience 7–10 years in portfolio construction, wealth management or financial services (client-facing) HIGHLY Preferred: CFA, CFP Excellent communication and relationship skills Ability to simplify complex strategies for clients The Role This individual will work directly with clients and advisors to deliver tailored investment, financial, tax, and estate planning solutions. Strong focus on client retention, portfolio management, and supporting new business gro wth. Manage client portfolios and build long-term trusted relationships Lead client meetings and present complex investment strategies Partner with advisors on comprehensive wealth planning Play a role in growing market share in your region We’re expediting the process and beginning interviews. Please apply and reach out directly Text/call View phone number on click.appcast.io #J-18808-Ljbffr Financial Recruiters International
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EquipmentShare
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Veterans United Home Loans
Columbia, MO5 days ago - ...Job Description Job Description Title: Roaming Property Manager Company: Fairway Management Location: Columbia, Kirksville, Macon, Brookfield, Marshall, Higginsville, Warrensburg, MO Schedule: Full Time 8am to 5pm Monday through Friday Additional:...SuggestedFull timeWork at officeLocal areaHome officeMonday to Friday
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FWM PAYROLL CLEARING INC
Columbia, MOa month ago $90.29k - $198.04k
...others reach their financial goals? Over half of our current advisors found their calling in financial services after working in other... ...business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate,...Full timeWork experience placementNorthwestern Mutual
Columbia, MO4 days ago- ...problem-solver, good with numbers, and an excellent communicator, you’ve come to the right spot. Position Overview The Loan Closer manages transactions from approved deal to funded acquisition — preparing and reviewing closing documentation, perfecting liens, and coordinating...Full timeWork at office
$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....Work at officeWork from homeHome officeFlexible hoursEdward Jones
Columbia, MO4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals...Work at officeUnavailable
Columbia, MO4 days ago$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeFor contractorsInternshipLocal areaFlexible hours- ...the potential for full-time roles after graduation. Ideal candidates are juniors or seniors involved on campus with excellent time-management and a keen interest in financial planning. Performance-based earnings and various learning incentives are part of the package....Full timeInternshipFlexible hours
- ...Additional Regulatory Requirements While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties from particular jobs when circumstances (e.g. emergencies, changes in workload, rush...Local area
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...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal area- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
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U.S. Department of Housing and Urban Development
Columbia, MO2 days ago $20.55 - $25.05 per hour
...sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable...Hourly payFull timeMonday to FridayShift work- ...leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed...
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