Senior Wealth Advisor
Edward Jones
Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting to partner with home office and external experts, delivering high-net-worth planning, estate planning, and wealth management guidance. You will serve as subject matter expert for complex cases, interpret firm guidance to tailor solutions, and work with branch teams to translate sophisticated strategies into actionable plans. #J-18808-Ljbffr
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in West Palm Beach, FL vacancy
- ...Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective...SeniorTemporary workWork at officeRemote work
- ...partners with a boutique private bank in New York to recruit a Senior Private Banker for its West Palm Beach office. The Managing Director... ...-worth and ultra-high-net-worth clients, delivering customized wealth management and investment solutions with discretion and...SeniorWork at office
- ...Job Description As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships with ultra-high-net-worth families, delivering highly customized, integrated advice across complex financial situations. You will work within a team-based model, partnering...SeniorWork at office
- ...boutique private bank headquartered in New York City to recruit a Senior Private Banker for its West Palm Beach office. The firm serves... ...high‑net‑worth individuals, families, and businesses with bespoke wealth solutions, combining personalized, discreet advice with fast,...SeniorWork at office
- Bank of America in West Palm Beach is looking for a Credit Officer I/II to manage a diverse portfolio of middle market clients across Florida, providing integrated debt capital solutions. Candidates should have over 10 years of experience in commercial banking and strong...Senior
- ...Senior Loan Processor Our mortgage team is growing and we're seeking an experienced senior loan processor to join our group of lending professionals. The ideal candidate will have several years of experience as a loan processor, excellent time management and customer...Senior
- ...external auditors and ensuring timely completion. Monitor and analyze financial performance, providing insights and recommendations to senior management. Ensure accurate and timely processing of all fund transactions, including capital calls, distributions, and fee...SeniorHourly pay
- ...account statements and performance metrics. Coordinate year-end audits and tax return preparation with external auditors and tax advisors. Monitor fund cash flows, bank reconciliations, and investment activity to ensure accuracy and compliance. Track and...SeniorHourly pay
$110k - $120k
...Base pay range $110,000.00/yr - $120,000.00/yr Additional compensation types Annual Bonus Senior Executive Recruiter at Leeds Professional Resources Job Summary: We are seeking a highly skilled Senior Fund Accountant to join our investment management team. This role is...SeniorFull time- ...'lllove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator...SeniorLocal area
- ...Senior Fund Accountant (Family Office) A confidential, single-family office affiliated... ..., estate planning vehicles, and personal wealth structures Produce monthly and quarterly... ...liaison with internal teams, external advisors, consultants, and service providers Communicate...SeniorWork at office
- Fund Accounting Role The Fund Accounting team is intentionally lean. Our goal is to use technology and AI for repetitive work, and people for the work that actually requires judgment — and we're looking for someone to help us get there. That makes this a different kind...SeniorShift work
- CDM Smith seeks a Senior Financial Analyst to join our Corporate FP&A Team in West Palm Beach, Florida. This hybrid role involves supporting financial planning and analysis projects, with responsibilities ranging from budget preparation to performance assessment. The ideal...Senior
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior- ...The Goldman Sachs Group is looking for a Private Wealth Advisor based in West Palm Beach, Florida. This role involves leveraging your background to build client relationships and deliver tailored wealth management advice. A strong focus on client service and ethical standards...
$165k - $200k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the... ..., Brex, Carta, and some of the largest RIAs in the country. Wealth management is a $545 billion industry still running on spreadsheets...Work at officeRemote work
$350k
...candidates in the West Palm Beach market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private...Senior- ...in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National... ..., and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...SeniorTemporary workWork experience placementImmediate start
- ...Help leaders make smarter decisions—turning data into clear, actionable business insights. As a Senior FP&A Analyst , you will partner with the Senior Leadership Team (SLT) and global finance and operational leaders to bring clarity to performance, highlight the reasons...SeniorAfternoon shift
- ...Leeds Professional Resources is seeking a Senior Property Accountant for a growing property commercial real estate investment firm. This hybrid role reports to the controller and oversees accounting for a portfolio of commercial properties, with strong opportunities for...Senior
- ...professional to manage a portfolio of high‑revenue clients and prospects. You will serve as trusted advisor, coordinate with Investment Banking, Foreign Exchange, and Wealth Management to deliver tailored financial solutions. The role emphasizes deep client relationships,...Senior
- A leading real estate company in West Palm Beach seeks an experienced events director. This role involves developing and leading comprehensive event strategies aligned with corporate goals and executing high-profile events to strengthen community ties. The ideal candidate...Senior
- ...gpac, a leading recruitment firm, is seeking a Tax Senior for a reputable public accounting firm in West Palm Beach, Florida. The role focuses on tax compliance, planning, and client advisory support. Applicants should have a Bachelor's in Accounting and 3+ years of tax...Senior
- A leading construction firm located in West Palm Beach, Florida, is seeking a Superintendent II. In this role, you will direct construction and renovation activities to ensure tasks are completed on time and correctly. You will collaborate with project managers and supervise...Senior
- A creative marketing firm in West Palm Beach is seeking a Business Development Manager with 5-10 years' experience in consultative sales. The role involves building key client relationships, leading sales processes, and driving growth across industries. The ideal candidate...SeniorFlexible hours
$117.5k - $234.5k
Risk Management Professional Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such...SeniorContract workTemporary workLocal area- Gilbane Building Company is seeking a Quality Control Manager to lead QC staff and activities on large DoD construction projects. You will drive inspections, submittal reviews, and closeout documentation while maintaining rigorous quality standards. The role requires a...Senior
- Affinity Management Services, LLC is seeking a Community Association Manager based in West Palm Beach, Florida. This role involves fostering relationships with association boards, managing finances, and addressing unit owner needs. You will prepare budgets, oversee vendor...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- financial planner West Palm Beach, FL
- financial planning associate West Palm Beach, FL
- associate corporate finance West Palm Beach, FL
- wealth advisor West Palm Beach, FL
- financial consultant West Palm Beach, FL
- jde finance consultant West Palm Beach, FL
- financial advisor West Palm Beach, FL
- financial advisor development program West Palm Beach, FL
- private wealth advisor West Palm Beach, FL
- finance associate West Palm Beach, FL

