Wealth Advisor
Starcom Mediavest Group Germany Gmbh
Paid Search Strategy ManagerAt Epsilon, we do more than collect and store data. We help some of the world's biggest brands discover real opportunities inside the data types, delimiters, and decimals. We are looking for a Paid Search Strategy Manager to join our Digital Consumer Experience Strategy team.As part of one of Epsilon's market-leading team, you will play a role in developing innovative, data-driven, multi-dimensional strategies and tactics to improve customer and business outcomes for Fortune 500 client engagements. You will need to have a deep understanding of the client's business and capabilities to ensure that the strategies you create provide the client with higher ROAS, incremental performance and 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 marketing services, strategic and analytic consulting expertise, data and technology to solve clients' core business challenges.Digital contact strategies and program planning: Develop integrated, customer-led contact strategies for personalizing at scale across Paid & Owned channelsMedia advisor: Work with clients to determine best search channel for client promotional and customer strategies. Advise on search budget allocation/investment and utilization of key technology/platforms to achieve goals. Creating strategies that are efficient for the client.Platform experience: Can not only navigate around search platforms but also media platforms such as DSPs or Paid Social platforms.Prescriptive and thoughtful: Can audit paid and owned channels or campaigns to identity areas of growth and maturity.Customer and market insights: Use internal and external data, industry insights, 1st and 3rd party research and a variety of quantitative tools at your disposal to become intimate with and advocate for our client's end-customer.Thought leadership and innovation: Help clients and internal teams understand emerging digital and search marketing trends, apply standard processes and pursue innovations in digital marketing.Performance analysis: Define campaign performance metrics and measurement plans. Manipulate, analyze and visualize data to reveal trends in search and marketing program performance and customer behavior, and identify key opportunities based on analysis.Business development: Support account growth and new business development.Client interface: Part of this role will involve presenting and selling ideas to our client in partnership with the account management team. High-quality presentation and idea articulation skills are required.Will be required to travel up to 30% out of the year.About YouYou are customer-obsessed, with a passion for crafting high-performing, measurable paid search experiences that align with user intent and drive business outcomes.You have a deep love for the paid search ecosystem, with a strong grasp of search engine marketing (SEM), programmatic advertising, and paid social, and how they work together to amplify results.You stay ahead of the curve on SEM trends, platform updates, bidding strategies, and audience targeting, and you know how to apply these insights to solve real-world marketing challenges.You're an expert at demonstrating return on ad spend (ROAS), incrementality, and brand lift, and you know how to translate performance data into compelling client narratives.You basically speak fluent paid media acronyms—from CPC and CTR to DSA, RSA, and PMAX—you've got them all covered.You're a problem solver who's always dreaming up new ways to optimize campaigns, test creative, or unlock new growth through paid search.You challenge the status quo—not to disrupt, but to innovate and elevate your clients' paid media programs.You naturally think like a marketer, always putting yourself in the customer's shoes to ensure ad experiences are relevant and valuable.You're digitally savvy and entrepreneurial at heart, with a strong grasp of the entire digital marketing funnel. While paid search is your specialty, you also bring working knowledge of CRM, organic social, CRO, and audience research and insights—allowing you to connect the dots across channels.You understand that successful paid search starts with smart planning, and you know how to tap into tools like Google Trends, keyword planners, competitive intelligence platforms, and audience research to build customer-centric strategies that convert.You thrive in a fast-paced environment, love juggling multiple campaigns, and genuinely enjoy solving complex SEM puzzles.You bring a dual proficiency in paid search and SEO, understanding how organic and paid strategies can complement each other to improve visibility, traffic, and conversion.You know how to leverage search intent holistically, using insights from both organic keyword trends and paid performance data to inform smarter campaign strategies and content planning.What you'll bring with you:5-7 years of experience in a Paid/Media role, preferably with a marketing agencyCertified in Google Ads and Analytics is a requirementStrong knowledge of and experience with best-in-class digital strategies, procedures, and industry trends.Experience developing digital marketing programs (brand activations, product launches, lifecycle & contact strategies, creating test plans, journey mapping, acquisition programs, digital audits, competitive & SWOT analyses etc.)Experience working on projects in other digital channels – social, online media, affiliate, email, mobile etc.Understanding of customer relationship marketing concepts, strategic frameworks, key metrics, and tactical approaches to driving customer acquisition and retention.Ability to extract actionable insights from multiple, large data sets, create impactful visualizations, and tell compelling stories through data.Ability to translate paid media platforms, technologies, and metrics into succinct, compelling, conversational language for a variety of audiencesExcellent verbal and written communication skills, including the ability to produce high-quality decks and present with confidence to senior marketing leaders.Ability to manage multiple high-priority projects in a fast-paced setting.Why you might stand out from other talent:Advanced certifications with any of the aforementioned subject matter is preferred.Additional InformationWhen You Join Us, We'll Create Something EPIC Together Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we've provided marketers from the world's leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision, and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels.Epsilon's comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world.Our pillars aren't just words. They're how we show up every day.People centricity: We focus on employee well-being in an environment where colleagues truly care about each other.Collaboration: We work together, support one another, and collectively achieve goals.Growth: There are endless opportunities for growth through learning, development and career advancement.Innovation: We drive progress through cutting-edge solutions and forward-thinking approaches.Flexibility: We've created a balance between work and personal life, and we encourage adaptability to solve problems creatively.Our values guide us to create value for our clients, our people and consumers.Act with integrityWork together to win togetherInnovate with purposeRespect all voicesEmpower with accountabilityThese pillars and values are our foundation—shaping our culture, guiding our decisions, and uniting us in common purpose.Because You MatterAs an Epsilon
$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$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...SuggestedFull 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...SuggestedFull timeFor contractorsLocal area- 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
- ...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...Full timeWork at officeLocal area
$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...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift$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- ...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...
- ...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
- ...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...
- ...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
$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$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...- ...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...
- ...Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships... ...work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This consultative sales role promotes...
$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
$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- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...
- ...TD Bank is seeking a Financial Advisor in Newtown, PA to join their wealth management team. The advisor will provide tailored financial planning guidance and investment solutions, while ensuring exceptional client service and relationship management. Ideal candidates should...
$90k - $130k
...CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The role involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as...Work at officeRemote work- ...J.P. Morgan Chase is seeking a Select Growth Advisor within Chase Wealth Management to support Private Client Advisors by delivering comprehensive financial planning and investment solutions for individuals and families. You will cultivate relationships, provide advisory...
- ...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...
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