Senior Financial Advisor — High-Net-Worth, Client-First
Connexa Search Group
Connexa Search Group is searching for a Senior Financial Advisor for a boutique wealth advisory firm in Greenville, Texas. The advisor will serve as the primary relationship contact for high-net-worth clients, working closely with internal teams to deliver tailored financial guidance. This role requires a Bachelor's degree and a minimum of 5 years of relevant experience. The firm values a client-first approach and offers support for obtaining necessary licenses. Strong communication skills are essential for discussing complex financial concepts. #J-18808-Ljbffr Connexa Search Group
- ..., to search for someone to be their Senior Financial Advisor. Please feel free to reach out to Brandon... ...held wealth firm known for a client-first, long-term approach. The Senior Financial... ...the primary relationship point for high-net-worth clients, working alongside internal...SeniorHigh net worth
- ...Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive... ...and build long-term client relationships. Advisors will... ...platform and work closely with high-net-worth individuals to develop... ...years of experience in a financial advisory role, a strong track...SeniorHigh net worth
- ...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-net-worth individuals and families to develop personalized financial strategies and help clients make...SeniorHigh net worth
$10k
...Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has... ...to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your... ...of high-net-worth clients within the first year Your Qualifications:...High net worthWork experience placementWork at officeWork from home$75k - $95k
...a “wow” factor in the financial services industry? Do... ...environment? At TruNorth Advisors, we are a close-knit... ...financial plans for our clients at the firm while also... ...independently with high-level productivity Willingness... ...Work with high net worth clients to ensure their...High net worthWork at officeMonday to Friday$10k
...States and looking to service clients living in Canada? Come join... ...to service a roster of high-net-worth clients. Since 2009, Fisher... ...the "many hats" of a typical Financial Professional. No prospecting... ...net-worth clients within the first year Qualifications:...High net worthWork at officeWork from home- Job Title: Senior Associate, Program Finance Job Code: 40273 Job Location: Greenville,... ...Description L3Harris is seeking a Program Financial Analyst to support the financial management... ...Experience. Defense industry experience highly preferred. Experience supporting...SeniorContract workWork at officeLocal area
- ...vision is to act as a central advisor and trusted influence,... ...aspect of each of our firms' clients' financial health and well-being, and meet... ...Summary We’re looking for a highly motivated Tax Associate to join... ..., partnerships, and high‑net‑worth individuals. You’ll gain hands...High net worthInternshipWork at office
- GreerWalker CPAs and Advisors is seeking a professional with 5-8 years of tax preparation experience to join their team in Greenville,... ...Returns, including multi-state returns, and demonstrate superior client service focus. Qualifications include a Bachelor's degree in...Senior
- ...technical, operational, and financial diligence to... ...process to protect our client’s interests. Independent... ...generation technologies The Senior Project Manager is a senior... ..., lead, and mentor high-performing project teams... ...emerging technologies, first-of-a-kind deployments,...SeniorContract workTemporary workFor subcontractorWork at officeLocal areaRelocation package
- Women Veterans Interactive is seeking a Sr. Principal Counsel in Greenville, TX. This legal role will provide strategic guidance on legal matters within the Intelligence, Surveillance and Reconnaissance (ISR) sector, ensuring compliance with laws and regulations. The ideal...Senior
- ...Overview An established manufacturing organization is seeking a Senior Financial Analyst to support financial and operational decision-making... ...leadership understand operational performance. This is a highly collaborative role with strong visibility across the organization...Senior
- S&ME is looking for a Senior Hydrogeologist to join their Greenville-Spartanburg team. This role involves leading complex hydrogeologic investigations, managing client relationships, and providing advanced analysis for energy and environmental projects. The ideal candidate...Senior
- ...firm in Texas is seeking an experienced Senior Project Manager to oversee engineering projects... ..., schedules, and budgets while fostering client relationships. Ideal candidates should... ...satisfaction while coordinating resources and financial aspects. #J-18808-Ljbffr CBSbutlerSenior
- A consulting engineering firm is seeking a Senior Process Engineer to join their team in Greenville, Texas. The ideal candidate will... ...complex process systems for industrial and specialty chemical clients, ensuring alignment with operational goals. This role requires...Senior
- ...seeking a Deskside Support Engineer to provide advanced technical support and service to clients. The role involves troubleshooting and repairing computer systems, maintaining high customer satisfaction, and training team members. Successful candidates will possess strong...Senior
$75k - $85k
...Solutions Acara Solutions is seeking a Senior Accountant to join our client on a Full Time Direct Hire... ...year-end close activities. Prepare financial reports and reconcile discrepancies.... ...Proficiency in Excel; detail-oriented and highly accurate. Leadership skills to manage...SeniorFull time- JPMorgan Chase & Co. is looking for a Senior Home Lending Advisor in Greenville, Texas. This position requires exceptional knowledge of home lending products and offers a unique opportunity to impact clients’ journey towards homeownership. Responsibilities include mentoring...SeniorWork experience placement
- ...Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been... ...of generally accepted accounting principles. Prepare financial statement footnotes (on areas audited) and internal control observations...SeniorWork at office
$58.44k - $93.5k
...Summary This position will provide personal financial services at assigned military... ...military lifecycle, including arrival at first duty station, pre‑ and post‑deployment, and... ...degree plus four years of experience or high school diploma plus six years of experience...Contract workTemporary workWork at office- Harris Geospatial Solutions in Greenville, TX is seeking a Senior Specialist, Program Finance. This position involves financial management and analytical responsibilities for program finance, including cost monitoring and variance analysis. Candidates should have a Bachelor...SeniorContract workWork at office
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule... ...to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending... ...while marketing and promoting the financial products offered by Chase. You... ...motivated team dedicated to guiding clients to fulfilling the dream of...SeniorWork experience placementLocal areaImmediate startRelocation
- ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.... ...tax laws as required. Analyze client information and offer recommendations for... ...effectively with tax managers, advisors, and their clients in a timely and professional...High net worthFull timeWork at officeLocal area
- My client is seeking an experienced Senior Project Managerto lead engineering projects from initial concept through to successful delivery. Reporting... ...resources (drawings, reports, site activities, etc.) Oversee financial aspects, including PO management, budget control, and...Senior
- ...technology, and related services to public agencies and private clients throughout the United States. JMT is currently ranked #45 on Engineering... ...and pass JMT's Motor Vehicle screening. Required Experience High school diploma or equivalent (may be substituted for experience)...H1b
- Senior Process Engineer (Chemical / Industrial Design) We are seeking a Senior Process Engineer to join a collaborative, high‑performing consulting engineering team supporting specialty chemical... ...ownership, and confidently engage with clients while delivering complex, high‑...SeniorFlexible hours
- Our client is seeking a Senior Analytics Engineer to join a growing analytics organization focused on... ...across the organization. This role is highly focused on modern data engineering... ...pipelines and analytical frameworks across financial, operational, logistics, and sales...Senior
- A regional bank is seeking a Financial Associate in Greenville, Texas, to provide excellent customer service and assist with opening new... ...paced environment. Bilingual fluency in English and Spanish is highly encouraged. This position offers a comprehensive view of the banking...
- L3Harris Technologies is seeking a qualified Scientist, Systems Engineering - Lead to oversee systems engineering execution in Greenville, TX. The ideal candidate will be responsible for technical integration and lifecycle management, maintaining focus on delivering end...Senior
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