Wealth Management Advisor
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Relationship Manager to build and foster strong relationships with clients. This pivotal role involves engaging with Fidelity’s most valuable clients through a focus on integrity and personalized service. Candidates should possess FINRA Series 7 & 66 licenses or be able to acquire them upon hire, and have 1-3 years of experience in financial services. Interested applicants must demonstrate strong social skills, a client-oriented approach, and the ability to work in a dynamic environment. Fidelity offers extensive training and a comprehensive rewards package. #J-18808-Ljbffr
$69.4k - $158k
...Job Overview As a financial analyst on our team, you will create a financial management strategy to help science and technology portfolios succeed. You will work with project management and task leads to develop an actionable plan, secure funding, and ensure efficient...SuggestedContract workWork at officeLocal area- ...Responsibilities Assist in preparing monthly spend plans by Management Decision Package (MDEP) and commitment item. Conduct monthly reconciliations of obligations against Program Budget Guidance (PBG) and spend plans provided by the local Resource Management Office (RMO...SuggestedContract workWork at officeLocal area
- ...Greystar is seeking a Property Manager to oversee day-to-day operations for a multi‑family property. You will lead a team to meet budgeted financial and operational goals while ensuring compliance with housing laws and company policies. The role requires 4–6 years of property...Suggested
- ...making, and providing accurate financial reporting. This position partners closely with leadership to drive operational efficiency, manage financial risk, and support the company's continued growth. Benefits: 401(k) 401(k) matching Bonus based on performance Competitive...Suggested
- ...will be provided for year-end close out to ensure the NCIS obligation rate is 99%. The integrated agency accounting and financial management system, including financial reporting and internal controls, will be maintained. Compliance with applicable accounting principles...SuggestedContract workWork at office
$140k - $220k
House Buyers of America seeks a Home Buying Specialist to buy homes remotely. You will follow up on leads, value properties, negotiate acquisitions, and conduct due diligence. Strong sales experience and a Bachelor’s Degree are preferred. The company offers competitive...Remote work$88k - $132k
...The world’s largest law firms, corporations, and government agencies rely on Relativity’s legal AI software to securely surface and manage the most relevant and impactful information in their matters. Beyond our commercial impact, we’re deeply committed to expanding...Remote workHome office$130k - $150k
...William & MaryJob Description Summary:Under the supervision of the University Controller, the Assistant Controller helps supervise and manage the Controller’s Office and provides leadership across core accounting and financial operations to ensure accurate reporting,...Remote work- ...filing of all external financial reports — Forms 10‑Q, 10‑K, 8‑K, and Annual Proxy — including XBRL tagging and MD&A disclosures. Manage the accounting, valuation, and reporting for all equity‑based compensation plans (ASC 718), including monthly SBC expense, EPS, and...Contract work
$170k - $190k
...financial performance in a fast‑paced environment. This role will oversee operational accounting for designated business units and manage a team of 4–7 professionals, including regional controllers, senior accountants, and cost accountants. The position will play a key...Local areaRemote workMonday to Friday2 days per week$42.67k - $65.45k
...Stryker Corporation is seeking a Software Asset and License Manager to oversee the lifecycle of software licenses for the VA's cloud platform. You will ensure compliance, manage renewals and usage, and coordinate with vendors. The ideal candidate will have a Bachelor...Remote work- Location: Hybrid (Montgomery County, MD) Employment Type: Full-Time Contract Duration: One-year contract with the possibility of extension Security Requirement: Ability to successfully complete a background investigation, if required. Position Summary Zenius Corporation...Full timeContract workWork at officeLocal areaFlexible hours
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals...For contractorsWork at office- ...financial well-being. Today, more than 500 First Command Financial Advisors – four out five of whom are veterans or military spouses – are... ...holistic financial planning based on three cornerstones: Cash Management (cash flow and short-term savings goals) Investments (...Temporary workInternshipLocal areaImmediate start
$78k - $150k
...history of helping clients protect and build wealth for over forty years, FFG’s mission is... ...lives. The Opportunity As a Financial Advisor at First Financial Group, you will play... ...create effective strategies for wealth management. Educate clients on insurance products,...Base plus commissionFull timeRelocation package- ...job and more exclusive features. Financial Advisor Careers at First Command First Command... ...financial goals. They help military families manage day-to-day finances, build lifetime... ...that includes savings/banking, investments/wealth management, and insurance/risk management...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Jobtailor is seeking a Patient Access professional to support revenue cycle activities and ensure accurate insurance verification and authorization. The role involves counseling patients on financial options, facilitating efficient admissions, and educating staff on billing...
- ## Financial Consultant - Midlothian, VAApplylocations: Midlothian, VAtime type: Full timeposted on: Posted Todayjob requisition id: 2130116## ## Job Description:If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships...Work at office
$21.34 - $23.71 per hour
...Title: Financial Aid Advisor Agency: Germanna Community College Location: Orange - 137 FLSA: Nonexempt Hiring Range: $21.34-$23.71 per hour; state benefits do not apply Full Time or Part Time: Part Time Additional Detail Job Description: Germanna Community College is a...Hourly payFull timePart timeWork at office- Northwestern Mutual is seeking highly motivated financial professionals to start a practice as a financial representative focused on client-building and licensing. You will learn through award-winning training and develop a holistic financial planning approach that includes...
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...sponsor authoritative data sources to provide insight into all IT in alignment with resources and mission objectives. Identify and manage dependencies, risks, and issues across the IT portfolio (across the NCIS enterprise). Proactively identify opportunities to optimize...Contract workWork at office
- ...employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the...Work at officeNight shift
- Bank of America in the United States seeks an enthusiastic client service professional to educate customers and assist with self-service transactions via mobile, online, or ATM. You will process cash transactions accurately, engage in meaningful conversations to understand...Work at office
- ...documentation exceptions. Make qualified referrals to banking partners such as Wealth, Bearing Insurance, Mortgage, Commercial, and Treasury Services. Perform branch operational duties as assigned by Branch Manager, in accordance with operational procedures. Participate in...Work at office
- * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...
- ...are not limited to the following: Provide excellent customer service and responsible for customer service duties and relationship management Assists in all areas of branch operations. Proactively connects customers to products and services, making recommendations on...Full timeContract workWork at office
- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
- identity management Virginia, MN
- managing broker Virginia, MN
- leave management specialist Virginia, MN
- managed care specialist Virginia, MN
- identity & access management Virginia, MN
- director management consulting Virginia, MN
- order management representative Virginia, MN
- director account management Virginia, MN
- hotel management trainee Virginia, MN
- weight management Virginia, MN

