Senior Wealth Advisor - Remote Fintech Growth & Planning
Professions Inc
- Remote job
A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive financial planning across various strategies. If you thrive in a technology-forward advisory model and have a strong commitment to accountability, this opportunity is for you. #J-18808-Ljbffr Professions Inc
- ...Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek... ...and help accelerate growth . You will play a lead... ...delivering high-impact planning and investment advice,...Remote workSenior
- MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves collaborating closely with... ...a hybrid work model with both in-office and remote options, focusing on supporting MarshBerry's...Remote workSeniorWork at office
$125k - $180k
...Senior Growth Marketing Manager Greenlight is the leading family fintech company on a mission to help parents raise financially smart... ...-on experience managing, planning, launching and optimizing customer... ...leave ~ Flexible WFH, both remote and in-office opportunities...Remote workSeniorWork at officeLocal areaWork from homeFlexible hoursShift workDay shift$119k
...Senior Associate, Strategic Finance San Francisco... ...Associate to join Chime's Growth & Marketing Finance... ...are part of our fully remote program, you'll stay engaged... ...to Maven, a family planning tool, with $15k lifetime... ...most experienced teams in FinTech and help millions...Remote workSeniorFull timeWork at officeLocal areaNight shift- ...independent Financial Advisors who want to own and grow... ...advisors who thrive in a remote-first, collaborative... ...environment and want a modern fintech platform that saves 12-... ...focus on clients and growth. To partner with my... ...high-impact financial planning and investment advice...Remote workSenior
$253k
...Director, Strategy and Growth Initiatives to help define... ...long-term vision with senior leadership, and turn... ...strategy into actionable plans and ensure initiatives... ...financial services or fintech An MBA or equivalent experience... ...are part of our fully remote program, you’ll stay...Remote workSeniorFull timeWork at officeLocal areaNight shift$119k
...seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team.... ...or are part of our fully remote program, you’ll stay... ...Access to Maven, a family planning tool, with $15k lifetime... ...most experienced teams in FinTech and help millions unlock...Remote workSeniorFull timeWork at officeLocal areaNight shift- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... .... Provide financial planning solutions using time-tested... ...financial well‑being. Professional Growth: Benefit from a workplace... ...Tuesday-Thursday and remote Monday & Friday. Sponsorship...Remote workSeniorWork at officeRelocationMonday to Friday
- ...Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma.... ...offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal... ...and support for professional growth. If you are entrepreneurial,...Remote workSenior
- Moors & Cabot Inc is seeking a Financial Advisor in Winter Park, FL. You will oversee investment strategies... ...for clients, providing tailored financial planning solutions. This full-time role offers flexible arrangements: remote, hybrid, or in-office, depending on your...Remote jobSeniorFull timeWork at officeFlexible hours
$150k - $220k
...Flexible Remote Work Schedule, Incentivized Bonuses... ...financial planning and investment management... ...experienced and motivated Senior Financial Advisor to join our team. The... ...meetings throughout the wealth planning process to... ...clients. Support the growth of new client...Remote workSeniorLocal areaFlexible hours$121.27k - $170k
Senior Wealth Advisor (On-Site) What You’ll Do Build and manage client relationships... ...Support financial planning and portfolio management Collaborate... ...wellness reimbursement Growth & Development Learning... ...Ongoing development resources Remote Support $150 annual WFH allowance...Remote workSeniorWork at officeWork from homeFlexible hours$150k - $175k
...fees in the industry. We’re a remote-first team of innovators... ...cryptocurrency, is looking for a Senior Growth Data Scientist to join our Data... ...-sizing models to inform planning and resource allocation. Develop... ...at a consumer-facing tech, fintech, or startup, with a track...Remote workSeniorWork experience placementLocal areaWork from home$48k - $100k
...seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires... ...include providing financial planning, maintaining client relationships, and driving business growth. The position offers a competitive...Senior$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment... ...for self-driven professionals looking for growth and collaboration. #J-18808-Ljbffr Freestone...Senior- Mercer-Advisors in Atlanta is looking for a Wealth Advisor to deepen relationships with clients and drive practice growth through referrals. As a fiduciary, you will provide tailored financial solutions supported by a team of experts. The ideal candidate is committed to...Senior
- First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The role... ...opportunities for mentorship and professional growth. #J-18808-Ljbffr First National Bank of OmahaSenior
$170k - $210k
Job Summary The Senior Wealth Advisor focuses on deepening relationships with... ...solutions including tax, estate planning, insurance, and more to... ...entrepreneurial spirit and growth‑mindset, with a positive attitude... ...with a combination of remote and office work in a professional...Remote workSeniorTemporary workWork at officeLocal areaMonday to Friday$85k - $145k
Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management...SeniorMonday to Friday- Bank of Montreal in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead... ...to meet client needs while pursuing regional growth targets. The role requires 7+ years of experience...Senior
$116k
...Role We’re seeking a Senior Associate to support the... ..., the annual operating plan, and forecasting the balance... ...treasury and at high‑growth technology or financial... ...are part of our fully remote program, you’ll stay... ...most experienced teams in FinTech and help millions...Remote workSeniorFull timeWork at officeLocal areaNight shift$170k - $210k
Senior Wealth Advisor The Senior Wealth Advisor focuses on deepening relationships... ...knowledge of financial planning and investments and their superior... ...entrepreneurial spirit and growth‑mindset, with a positive... ...schedule with a combination of remote and office work in a...Remote workSeniorTemporary workWork at officeMonday to Friday$175k - $250k
A financial planning firm in New York seeks a Senior Advisor to manage high-value client relationships and drive growth. The role requires strong leadership, extensive knowledge of investment strategies, and the ability to mentor junior advisors. Candidates should have...Senior- Anywhere Real Estate is seeking a Senior Growth Consultant whose primary focus is driving growth strategies for Coldwell Banker franchisees. Located in the United States, this role offers the flexibility to work from home while requiring travel up to 50%. The ideal candidate...Remote jobSeniorWork from home
- Weaver is seeking a Senior Wealth Advisor in Austin, Texas, to join their Capital Advisory team. This role involves developing relationships with... ...scheduled time off, and opportunities for professional growth, fostering a collaborative workplace culture. #J-18808-Ljbffr...SeniorFlexible hours
$150k - $165k
Senior Wealth Advisor (High-Net-Worth Clients) Roseville, CA $150,000 - $165,000 Base Overview... ...client-facing role offering long-term growth, autonomy, and the opportunity to influence... ...and present investment and financial planning strategies Maintain proactive...SeniorLocal area- ..., Inc. is seeking an experienced financial advisor to manage high-net-worth client relationships within a technology-enabled wealth management platform. The ideal candidate will... ...of business and contributing to platform growth and innovation. Responsibilities include developing...Remote job
- Advisor Group Inc. is seeking a Wealth Manager in Falls Church, VA to lead client relationships and deliver comprehensive financial planning services. You will mentor advisors, identify growth opportunities, and drive performance through COI networking and high-quality...Senior
- Lynx is seeking a Senior Accountant to join their team remotely in the United States. You will be responsible for the monthly close process and day-to-day... ...exposure to senior leadership while supporting Lynx's growth. The ideal candidate will have an active CPA license and...Remote jobSenior
$230k - $260k
...leading global technology company is seeking a Senior Director for DBS Growth within the Global Marketing and Product... ...leadership, lean principles, and strategic planning with over 20 years of experience. This is a USA-Remote position with a salary range of $230,000 to...Remote workSenior
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