Wealth Advisor
$85k - $145kMercer Advisors
Mercer Advisors is seeking a Wealth Path Wealth Advisor to support client service and business development efforts. This role involves serving as the primary advisor for a book of 150-250 clients and requires strong financial planning and investment knowledge. The ideal candidate will have a Bachelor's degree, 5-25 years of experience, and a CFP designation. Compensation includes a salary range of $85,000 - $145,000, plus bonuses. The position allows for traveling up to 50% of the time and includes a robust benefits package. #J-18808-Ljbffr
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess...SuggestedWork at office
$225k - $250k
...Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio...SuggestedFull timePart timePrivate practiceWork at officeLocal areaShift workDay shift- ...services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.This role will require the employee to work on-site at the local bank branch located...SuggestedFull timeWork at officeLocal area
$150k - $250k
New York, NY / Philadelphia, PA / Boston, MACapital Partners - Wealth Management /Full Time /HybridWork with a Top 20 CPA and advisory... ..., LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours$140k - $175k
...you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$170k - $300k
...Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions for affluent, high... ...worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the...Full timeFor contractorsLocal area$75k - $150k
...LE010 Manning & Napier Advisors, LLC seeks a Financial Advisor to collaborate with clients and develop new relationships across various client types. The role requires establishing trust, discussing client investment goals, and monitoring portfolios. A Bachelor’s degree...$20 per hour
...About Arca Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual... ...a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of...Work at officeShift workNight shift1 day per week- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...Work at office
- ...HSBC is seeking a Wealth Relationship Manager in New York. This role focuses on building relationships with high-value clients, providing tailored financial solutions, and leveraging expertise in wealth planning. You’ll engage in client assessments and represent HSBC...
$189.29k - $331.2k
...Responsibilities Develop a comprehensive personal and financial wealth profile for clients and their families, identifying wealth‑... ...‑efficiency goals, in collaboration with clients’ professional advisors and Northern partners. Collaborate with Regional Wealth Advisors...Flexible hours- ...Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor through its Advisor Development Program in New York. You will work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations. You’ll be mentored by Merrill teams...
- ...Our Financial 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 collaboration and need a tech stack that saves HOURS in manual operations. To be considered...Remote work
- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for...
- ...ECG Resources in New York is seeking a Senior Wealth Planner to build relationships and deliver comprehensive financial analyses. You... ...will manage client wealth planning, lead discussions, and support advisors with your expertise in personal finance. The ideal candidate...
$77k - $214k
...code of conduct, and independence requirements.The OpportunityAs part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems...- ...First Citizens in Georgia is seeking a Private Banker to join its Wealth Management division. The role focuses on acquiring and managing relationships with High Net Worth clients, providing tailored banking solutions to meet their financial needs. Qualified candidates...
- ...A global fintech consultancy in New York is seeking a Manager for Asset & Wealth Management Consulting. The role involves leading project engagements, mentoring team members, and driving business development through innovative client proposals. Ideal candidates have at...Flexible hours
- ...NerdWallet Wealth Partners seeks a Wealth Advisor in New York City to own end-to-end client relationships, delivering personalized financial planning and investment management. You will be the trusted fiduciary, guiding clients through comprehensive plans, portfolio oversight...
- ...can be easily implemented and driven within their eco-system.ResponsibilitiesStrategic consultation: Be seen as a trusted strategic advisor to internal teams and clients alike by providing marketing insights, building cases, and drawing upon the full scope of Epsilon...
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided... ...disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored...Full timeWork at officeRemote workFlexible hours$90k - $150k
...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,...Full time$78.52k - $117.52k
...TD Bank is looking for a Financial Advisor in New York, NY to join their Wealth team. This three-year program includes a forgivable draw for financial advisors providing tailored investment management solutions and financial planning guidance to clients. Key responsibilities...$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients... ...Planning Build and maintain comprehensive plans using eMoney Advisor, serving as the team’s primary power user for the platform....Work at office- ...Truist is seeking a Wealth Advisor to develop and maintain a portfolio of high net worth business owner clients. You will provide integrated wealth products, financial planning, and advisory services, coordinating with Wealth Advisors to expand client relationships. You...
- ...Senior Vice President, Senior Foreign Exchange Advisor About the Company Top-performing banking company Industry Banking Type Public Company Founded 1994 Employees 1001-5000 Categories B2B Technology SAAS...
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...
- ...Responsibilities Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals... ...optimization strategies, philanthropic giving, and intergenerational wealth transfer. Collaborate with the investment team on alternative...Work at office
- ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...
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