Senior Wealth Advisor
Squillace & Associates
Northern Trust seeks a Wealth Strategist/Client Development Sales Executive in Boston to build and manage relationships with UHNW individuals and families. You will drive new business development, present comprehensive wealth management capabilities, and coordinate across teams to convert prospects into lasting clients. You will cultivate a strong COI network, leverage fiduciary knowledge, and apply a goals-driven approach to estate and tax planning, ensuring long-term client success. #J-18808-Ljbffr Squillace & Associates
- Northern Trust in Los Angeles seeks a Sr. Relationship Advisor to manage a sophisticated client base within wealth management and fiduciary services. You will collaborate with clients, family offices and external advisors to deliver holistic advice, drawing on NT resources...Senior
- Grimes & Company Wealth Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role focuses on developing long-term relationships, delivering comprehensive financial planning, and guiding...Senior
- Northern Trust in Cleveland is seeking a Senior Portfolio Advisor for Wealth Management in OH. The role focuses on managing large, fee-producing accounts for UHNW clients, leveraging a broad set of investment solutions and collaborative client service. You will drive growth...Senior
- Empower LLC seeks a Premier Wealth Advisor to serve Empower Private Clients with 5M+ in assets, partnering with the Practice Lead to deliver a highly personalized experience for high-net-worth households. You will coordinate financial reviews, drive planning campaigns,...Senior
- Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions. The role requires FINRA registrations and mortgage license...Senior
- Fifth Third Bank in Kansas City, MO seeks a Senior Investment Advisor to serve as the client-facing investment expert for Private Bank clients.... ...development in partnership with the Private Bank team and Wealth Management Advisors. You will deliver Fifth Third’s investment...SeniorBank staff
- ...and results. You will deliver full balance sheet advice, coordinating with credit, trust, mortgage, planning and insurance specialists to offer customized banking and wealth solutions while aiming to grow deposits, loans, and fee income. #J-18808-Ljbffr First HorizonSenior
$78.5k - $163k
...industry, legal and finance professionals from other firms, and senior client management Apply business, accounting, finance, and... ...client's senior management, legal counsel, and/or other financial advisors to evaluate potential restructuring transactions or...SeniorWork experience placementFlexible hours$175k - $225k
...leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built... ...As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while...SeniorTemporary workFlexible hours$85k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net... ...challenges to progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create,...SeniorTemporary workWork at officeLocal areaFlexible hours- ...future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team... ...style experience. You’ll collaborate with advisors and internal teams to ensure client...SeniorWork experience placementLive outWork at office
$89.17k - $142.68k
## Senior Financial AdvisorApply: Remote Flex - North Carolina: Remote Flex - South Carolina: Remote Flex - Wisconsin: Remote Flex -... ...RQ0019421**Job Description**We are seeking a Senior Financial Advisor to lead and coordinate financial analysis and planning efforts...SeniorFull timeWork at officeLocal areaRemote workFlexible hours2 days per week$4,014 - $5,017 per month
Title: Senior Financial Aid Specialist for Scholarships (Financial Aid Advisor IV) Salary Range: $4014- $5017 Contract Term Length: 12 Months Standard Hours: 37.5 per week Work Location: On-Site FLSA Status: Exempt College: Bluegrass Community & Technical College Campus...SeniorContract workWork at officeFlexible hours- Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to join our growing wealth management team. You will work closely with clients... ...7 and 66, and preferably a CFP. You’ll partner with advisors, manage client data in CRM and planning software,...Senior
- ...best service in the logistics industry. Summary: As a Senior FP&A Analyst, you will play a crucial role in the financial planning... ...relationships with business unit leaders, serving as a trusted advisor on financial matters. Proactively engages with business...SeniorWork experience placement
$92k - $120k
...Chicago, Illinois, United States of America Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Role Overview The Senior Financial Analyst partners with business leaders to drive financial planning, performance insights, and data-driven decision-making...SeniorWork at officeLocal area- ...Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families... ...just getting started. We are looking for an experienced financial advisor who has built a book of business, values the fiduciary standard...SeniorPermanent employmentFull timeWork at office
- Attain Partners is seeking a strategic ERP and Finance transformation consultant to shape the vision and guide the journey across business process assessment, technology strategy, and advisory engagements. This role emphasizes developing client relationships and aligning...Senior
$95.9k - $143.9k
...will touch all aspects on the business and interface with various functions. It is a highly visible role with frequent exposure to senior leaders in the organization. Key Responsibilities: Assist the FP&A manager and team with periodic monthly, quarterly reporting...SeniorTemporary workLocal areaFlexible hours- ...Job Title: Senior Financial Analyst Location: Westlake, Texas Job Type: Full-Time About the Role: We are seeking a highly motivated and technically skilled Financial Analyst to join our dynamic finance team. This role is ideal for a candidate with proven experience...SeniorFull timeTemporary workLocal area
$88k - $125k
...providing data-driven insights to inform strategic, financial, and operational decision-making across the company. We’re seeking a Senior FP&A Analyst to support our Corporate Financial Planning Team that partners closely with our Financial Leadership Team on initiatives...SeniorWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours2 days per week3 days per week$135k - $147.5k
...hours/week), Exempt STARTING SALARY: FC $135,000 - $147,500 / Senior FC $155,000 - $165,000 LOCATION: Hybrid IN CALIFORNIA (or Remote... ...to join our Financial Consulting team. Unlike typical financial advisors, the Partnership’s Financial Consulting staff do not see...SeniorPermanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week- Hims, Inc. is seeking a Senior Financial Analyst, Technology to own FP&A for the Technology organization. You will forecast, analyze, and model headcount, SBC, cloud costs, and other Opex, partnering with Technology and Finance leadership to drive financial trade-offs....Senior
- Allison Transmission seeks a Senior FP&A Analyst to drive key finance processes and support strategic initiatives across a multinational operation with ~$6B in revenue. You will optimize workflows, enhance systems, and partner with segment finance to improve forecasting...Senior
- The University of Chicago is seeking a Senior Financial Analyst for the FP&A team in the Treasury Operations group. The role supports university-wide decision making through budgeting, forecasting, and benefit management analysis. You will partner with HR and other stakeholders...Senior
- Broadridge Financial Solutions is seeking a Lead Financial Analyst, FP&A to partner with the RFS management team, delivering detailed FP&A reporting and analytics. The role involves timely monthly, annual, and strategic budgets with variance analysis, in a hybrid setting...Senior
- Yahoo Inc. is seeking a Senior Financial Analyst to partner with business stakeholders on core planning, forecasting, budgeting, and month-end close. You will translate complex financial data into clear recommendations for non-finance audiences and own variance analysis...Senior
- Air Distribution Limited is seeking a Senior Financial Analyst to be a hands-on, business-facing partner across multiple manufacturing locations. You will own P&L, forecasting, cost analysis, and provide actionable insights to Commercial, Product Management, Engineering...Senior
$110k - $130k
SumBridge is seeking a Senior Financial Analyst in Renton, WA for a hybrid role requiring residency in Washington State. The position offers $110,000-$130,000 annually and directs budgeting, forecasting, and financial analysis across units and programs. You will work with...SeniorFull time- The Coats Company is seeking a Senior FP&A Analyst to serve as a trusted financial partner to operations, supply chain, and executive management on site in LaVergne, TN. The role combines driver-based forecasting, cost analysis on the plant floor, and presenting findings...Senior
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