Senior Wealth Advisor - Virtual & Phone
$90k - $150kLPL Financial
LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions. The ideal candidate will have 2+ years of experience in financial services, a Bachelor’s degree, and must obtain Series 7, 63 and 65 or 66 certifications. A competitive salary range of $90,000 to $150,000 is offered along with a comprehensive benefits package. #J-18808-Ljbffr LPL Financial
$90k - $150k
LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors via phone and virtual platforms. The role involves maintaining a client book of approximately 120,000 accounts and focuses on ensuring...VirtualSeniorTelephone$90k - $150k
Job Overview Senior Financial Representative in the Wealth Advisors Group provides investment solutions to mass affluent investors via phone and virtual platforms. Maintains a book of roughly 120,000 clients, assessing immediate and long‑term investment needs and designing...VirtualSeniorTelephoneWork at officeImmediate start- ...and create confidence for employees and leaders alike. The Senior HR Generalist – Benefits, Leave & Compliance is responsible... ...computer Ability to communicate effectively in person, over the phone, or via virtual meeting Ability to maintain focus in a typical office...VirtualSeniorTelephoneWork at office
- ...Senior Safety Specialist Location: Houston, TX, US, 77057 Best People + Right Culture... .... • May provide in-person and virtual training sessions and ensure training record... ...JE Dunn Construction Company. Please, no phone calls or emails. Requisition ID: 62648...VirtualSeniorTelephoneFor contractorsFor subcontractorLocal area
$170k
...new-logo sales growth targeting mid-market (1000-6000 headcount) firms. Day-to-day, your role will involve inside activity (phone/email/virtual), identifying opportunities, and delivering solution-focused online presentations to close deals. Using a consultative (Challenger...VirtualSeniorTelephoneLive inWorldwideFlexible hours$85.44k
...through various channels, including email, phone, text, and social media. Present... ...stakeholders, including hiring managers, senior leadership, and the recruitment marketing... ...conferences, hiring events (both in-person and virtual), and Maximus-sponsored events to promote...VirtualSeniorTelephoneMinimum wageContract workTemporary workWork experience placementWork at office- ...infrastructure is expected. Systems Administration - Experience with virtual and physical server administration is essential for supporting... .... Other employee discounts - entertainment, car rentals, cell phones, etc. Resources for child and elder care. Additional benefits...VirtualSeniorTelephoneFull timeFor contractors
- ...team delivers comprehensive wealth management services with a... ...re looking for a dedicated Senior Financial Planner to join our... .... You’ll collaborate with advisors and internal teams to... ...to build trust in-person, virtually, and by phone Strong written and verbal communication...SeniorTelephoneTemporary workWork experience placementWork at office
- ...Aid Job Status: Exempt Position Summary The Financial Aid Advisor under the direction of the Director of Financial Aid... ...parent, faculty, and staff inquiries through in‑person, phone, email, chat, and virtual advising platforms. Assist students in understanding financing...VirtualTelephoneWork at officeAfternoon shift
- ...Status: Exempt Position Summary: The Financial Aid Advisor under the direction of the Director of Financial Aid... ...parent, faculty, and staff inquiries through in-person, phone, email, chat, and virtual advising platforms. Assist students in understanding...VirtualTelephoneWork at officeAfternoon shift
$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance... ...produce optimal outcomes. Ability to work effectively in a virtual teaming environment with the expectation of being on video...VirtualSeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$64.2k - $116.4k
...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in Region Salary: Competitive Date... ...to produce optimal outcomes. Ability to work effectively in a virtual teaming environment with the expectation of being on video when...VirtualSeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- Job Overview The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will help maintain our book of 120,000 clients,...SeniorTelephoneWork experience placementWork at officeImmediate startWork from home
- ...from a dedicated success team. This comprehensive program includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and... ...interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication...VirtualTelephone
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...SeniorTelephoneTemporary workWork at officeNight shiftWeekend work
$34.08 - $48.74 per hour
...Marketing Operations Senior Coordinator The Marketing Operations Senior Coordinator plays... ...parties. Produce deliverables, answer phone calls, and reply to correspondence in an... ...and typing; (b) participating in digital/virtual conference calls; (c) participating in...VirtualSeniorTelephoneHourly payWork at officeRemote workRelocationVisa sponsorshipRelocation package- ...exciting opportunity for you! We are seeking a Senior System Support Analyst who will be an... ...65; supporting Veeam backup/recovery and virtual machines on host servers; adding/removing... ...support to resolve client issues via phone, email, and on‑site visits with MS365, Outlook...VirtualSeniorTelephoneTemporary workWork experience placementWork at officeRemote work
- ...professional with at least 10 years of relevant experience. The role involves managing client relationships and providing tailored wealth management solutions. The ideal candidate will possess strong communication and prospecting skills. A bachelor’s degree is required...Senior
- ...Resource Group is seeking a mission-minded Senior Engineer to join our growing team!... ...hospitality -class wired and wireless networks, virtual server infrastructures, and cloud... ...and maintenance of Microsoft Teams as a phone system Azure networking and server implementation...VirtualSeniorTelephoneLive inLocal areaImmediate start
- ...Together. Summary Under the direction of the Senior BD & Marketing Manager, this position... ...parties. Produce deliverables, answer phone calls, and reply to correspondence in an... ...and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings...VirtualSeniorTelephoneWork at officeRemote workFlexible hours
- Bank of America is seeking a Client Manager in Houston, Texas, responsible for acquiring new clients and deepening relationships. The role requires leading the Client Management Process and providing a tailored Branded Client Experience. Ideal candidates will have over...Senior
- ...stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice.... ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis....SeniorTelephoneFull timeLocal area
$105.64k - $223.1k
...stand for as a firm. KPMG is currently seeking a Manager or Senior Manager - Global Location and Expansion Services (AMCS - GLES) to... ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis....SeniorTelephoneFull timeWork at officeLocal area- ...stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice.... ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis....SeniorTelephoneFull timeLocal area
$37.49 - $48.74 per hour
...Together.SummaryUnder the direction of the Senior BD & Marketing Manager, this position... ...third parties.Produce deliverables, answer phone calls, and reply to correspondence in an... ...and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings...VirtualSeniorTelephoneHourly payWork at officeRemote workVisa sponsorshipFlexible hours- ...Centre Technologies is looking for a Senior Technical Consultant specializing in Azure Virtual Desktop (AVD) solutions. In this role, you will leverage your expertise to design, implement, and optimize enterprise-grade virtual desktop solutions, ensuring they meet client...VirtualSenior
- ...and what we stand for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis....SeniorTelephoneFull timeLocal areaVisa sponsorship
- ...and mental health benefits, dental, and vision insurance plans, virtual care options for physical therapy and primary care, generous... ...within the thriving mission‑critical construction industry. The Senior Project Manager is responsible for planning, executing, and delivering...VirtualSeniorTelephoneContract workTemporary workFor contractorsFor subcontractorWork at officeImmediate startRelocation package
$92.4k - $104k
Position Summary The Senior Business Development (BD) Coordinator will support and implement the business development tactics for the... ...Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident...VirtualSeniorTelephoneFull timeTemporary workCasual workWork at officeWorldwideFlexible hours
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