Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - Growth & Ownership Path

Modera Wealth Management, LLC

Modera Wealth Management is an independent, fee-only firm delivering comprehensive financial planning and intelligent investment management. We are seeking a Financial Advisor in Westwood, MA to develop and deepen relationships with an established client base, delivering a world-class experience. The role focuses on creating customized financial plans across cash flow, taxes, retirement, estate planning, and risk management, while collaborating with investment teams to ensure holistic #J-18808-Ljbffr Modera Wealth Management, LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Growth & Ownership Path in Brooklyn, NY vacancy
  • Juniper Square is seeking a Senior Tax Accountant on the Fund Tax Compliance team to own the partnership tax cycle for a portfolio...  .... This role suits an experienced tax professional seeking ownership and a path toward management, with collaboration across fund accounting... 
    Senior
    Remote job

    Juniper Square

    Brooklyn, NY
    2 days ago
  • $100k - $110k

    TIAA is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will act as a fiduciary and guide clients through retirement. Responsibilities... 
    Senior

    Retirement Resource Center, LLC.

    Brooklyn, NY
    4 days ago
  • Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment... 
    Senior

    Cerity Partners

    Brooklyn, NY
    2 days ago
  •  ...reporting. You will own core recurring workflows, support planning cycles, and work with stakeholders to deliver timely, actionable financial insight. This role offers growth into broader business‑partnering responsibilities over time. #J-18808-Ljbffr Grant Street Group
    Suggested

    Grant Street Group

    Brooklyn, NY
    4 days ago
  • Grossberg Company LLP in North Bethesda, Maryland, is seeking a Senior Tax Accountant to provide tax planning and compliance for high-net...  ...with in-office presence required 2 days weekly, a strong path to advancement, competitive pay up to six figures, and a benefits... 
    Senior
    Work at office

    Grossberg Company Llp

    Brooklyn, NY
    3 days ago
  • First Bank in San Francisco seeks a Senior Relationship Banker to lead retail sales, acquire and deepen client relationships, and drive branch growth with consultative selling and outbound outreach. You will partner with leadership and internal partners to expand relationships... 
    Senior

    Belay Bank

    Brooklyn, NY
    3 days ago
  • Catalyst Retirement Advisors in Denver is seeking an Associate Advisor to build a career in financial planning. You’ll work directly with...  ...active candidacy is strongly preferred; the firm supports your path with mentorship, an educational allowance, and reimbursement. #J... 

    Retirement Resource Center, LLC.

    Brooklyn, NY
    1 day ago
  • INSIGHTEC Ltd. is seeking a Senior Analyst, Corporate FP&A in Miami to elevate planning, forecasting, and budgeting across corporate and...  .... You will develop long-range financial models to support growth initiatives, deliver insights on performance trends, and guide strategic... 
    Senior

    INSIGHTEC Ltd.

    Brooklyn, NY
    2 days ago
  •  ...the Lowes account, working remote/hybrid. You will deliver financial analysis, budgeting, forecasting, and decision support to drive growth and profitability, partnering with cross-functional teams. The role requires 3+ years in finance, strong Excel/modelling, and... 
    Senior
    Remote job

    Stanley Black & Decker, Inc.

    Brooklyn, NY
    2 days ago
  • $166k - $249k

     ...Hills, CO; Denver, CO SVP, Senior Relationship Banker Job...  ...internal partners in wealth planning, trust,...  ...through loan and deposit growth, focused business development...  ..., coaching, career pathing, and retention to build...  ...ideas, and take personal ownership in everything we do. A... 
    Senior
    Full time
    Work at office
    Flexible hours
    Shift work

    First Western

    Brooklyn, NY
    2 days ago
  • Position : Senior Consultant - D365 Finance (Continuous improvement...  ...working independently and taking ownership. You have... 7+ years of...  ...International? Development and growth You get a job with plenty of...  ...the next step in your career path with HSO International! #J-18... 
    Senior
    Worldwide
    Visa sponsorship

    HSO

    Staten Island, NY
    3 days ago
  •  ...value teamwork, accuracy, and strong customer service. Training programs such as Personal Banker Mentor or Learning Plan prepare you for growth in a fast-paced environment. This is a full-time on-site position in Eustace, TX. #J-18808-Ljbffr Prosperity Bank and Trust Co
    Full time

    Prosperity Bank and Trust Co

    Brooklyn, NY
    3 days ago
  •  ...Senior Fund Accountant ABOUT THE ROLE The Senior Fund Accountant owns the accounting...  ...a role for someone ready to take real ownership, not just execute a checklist. ABOUT ACUITY...  ...your work is visible, with a defined path for growth Equal opportunity employer. All qualified... 
    Senior
    Work at office
    Flexible hours

    Acuityfundsolutions

    Brooklyn, NY
    2 days ago
  •  ...account transactions, resolving issues, and promoting bank products. Candidates should exhibit strong sales skills and a commitment to customer satisfaction. Benefits include an Employee Stock Ownership Plan and generous paid time off. #J-18808-Ljbffr Putnamcountyohio
    Full time

    Putnamcountyohio

    Brooklyn, NY
    5 days ago
  • Turn/River Capital in San Francisco is seeking a Senior Fund Accountant to support the accounting and financial reporting for the firm...  ...room to grow as responsibilities increase. The role emphasizes ownership, cross-functional collaboration, and efficient, well-documented... 
    Senior

    Turn/River Capital

    Brooklyn, NY
    2 days ago
  • Norton Healthcare, Inc. seeks a Surgical Technician or Senior Surgical Technician to support operating room procedures in Louisville, KY. The role involves preparing instruments, assisting surgeons, and adapting to changing intraoperative needs. Qualified candidates may... 
    Senior
    Apprenticeship

    Norton Healthcare, Inc.

    Brooklyn, NY
    2 days ago
  • Citizens Community Federal N.A in Eau Claire, WI is seeking a Senior Credit Analyst to support our commercial and agricultural lending...  ...decisions, mentor developing analysts, and contribute to the Bank's growth. This on-site position at our Corporate Center in Eau Claire... 
    Senior
    Remote job

    Citizens Community Federal N.A

    Brooklyn, NY
    2 days ago
  • Flood & Associations, a boutique CPA firm in Crystal Lake, IL, seeks an experienced Tax Accountant to work directly with clients and grow into leadership roles. The role features a standard 40-hour week most of the year, with extended hours during tax season (Jan 15-Apr...
    Senior

    Flood & Associates

    Brooklyn, NY
    1 day ago
  •  ...customer relationships and deposit activity. The role ensures compliance with SVB policies and banking regulations, participates on loan committees, and maintains market knowledge to drive business growth in a community banking setting. #J-18808-Ljbffr Sauk Valley Bank
    Senior

    Sauk Valley Bank

    Brooklyn, NY
    1 day ago
  •  ...collaboration with Nuveen, is seeking an experienced financial advisor to manage a book of affluent clients in a hybrid, US-based role...  ...planning, obtain required licenses within 120 days, and drive growth through trusted relationships while enjoying a comprehensive benefits... 
    Senior

    Nuveen

    Brooklyn, NY
    2 days ago
  • Sunflower Bank, N.A. in Wichita seeks a Senior Credit Analyst to lead centralized underwriting for the Business Banking team and support...  ...policy and regulatory standards. This full-time position offers growth opportunities, comprehensive benefits, and a culture rooted in... 
    Senior
    Full time

    Sunflower Bank

    Brooklyn, NY
    1 day ago
  • Rosendin Electric, Inc. seeks an Electrical Services Executive to lead large service contracts and projects. You will provide overall management, assess client needs, prepare budgets, and guide a team of Electrical Services Managers to ensure profitable, high-quality outcomes...
    Senior

    Rosendin Electric, Inc.

    Brooklyn, NY
    1 day ago
  • TerraBella Senior Living in New Bern is seeking an Executive Director to lead our community, TerraBella...  ...community relations and maximizing return for our ownership group. Join a purpose-driven organization that values growth, teamwork, integrity and compassionate care. #J... 
    Senior

    Discovery Senior Living Holdings, LLC

    Brooklyn, NY
    2 days ago
  • Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, provide investment and insurance recommendations, and grow assets under management within regulatory standards. The role involves acting as a trusted resource for clients, expanding... 
    Senior

    Santander Consumer USA Inc.

    Brooklyn, NY
    1 day ago
  • Santander USA is offering a 24-month Finance Rotational Program (FAR) designed to accelerate the development of recent graduates into future financial leaders. The Rotational Analyst, Financial Planning & Analysis will complete two 12‑month assignments in the Finance organization...
    Rotational program

    Banco Santander SA

    Brooklyn, NY
    3 days ago
  • The U.S. Pharmacopeial Convention (USP) is hiring a Senior eCommerce Marketing Manager to own the growth plan for store.usp.org. You will lead cross-functional...  ..., and enhance product discovery and purchase paths. You will translate data into actionable insights for... 
    Senior

    RXinsider LTD.

    Brooklyn, NY
    1 day ago
  • H. T. PROF Group seeks a Tax Senior Associate in the Carolinas, offering flexibility in location for the right candidate....  ...accounting experience and CPA or EA in progress; strong growth opportunities and a path to partnership are highlighted in a growth‑oriented firm... 
    Senior
    Flexible hours

    H. T. PROF Group

    Brooklyn, NY
    3 days ago
  • Pansophic Learning, based in McLean, VA, seeks a Senior Financial Analyst to support the Early Learning Academies division. You will build...  ..., and partner with leadership to drive strategic decisions and growth. The role emphasizes budgeting, performance analysis, and... 
    Senior

    ACCEL Schools LLC

    Brooklyn, NY
    3 days ago
  • $80k - $90k

     ...We’re looking to grow our team and hire a Senior Finance Associate. This role is an...  ...Improvement: If you have a desire to take ownership of financial projects from their conceptualization...  ...guidance and mentorship to support growth.Uphold and champion organizational values... 
    Senior
    Full time
    Temporary work
    Summer holiday
    Remote work
    Home office
    Visa sponsorship
    Flexible hours
    Weekend work

    Sacbar

    Brooklyn, NY
    4 days ago
  • Island Hospitality is seeking a Dual Front Office Manager responsible for front desk operations, guest satisfaction, and product quality standards. You will ensure the overall success of the front desk and deliver excellent guest experiences while coordinating with other...
    Senior
    Flexible hours

    Island Hospitality Management, LLC.

    Brooklyn, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Growth & Ownership Path. Be the first to apply!