Wealth Advisor: Build Your Book & Lead Client Growth
SixPoint Financial Partners
SixPoint Financial Partners is seeking a Licensed Financial Advisor to join our wealth management team. This W2 role focuses on client engagement and relationship management, providing a unique opportunity to build a personal book of business while collaborating with senior advisors. The ideal candidate should possess a Series 65 license, a minimum of 3–7 years of experience in financial advisory, and a proven track record in client acquisition and retention. We offer a hybrid work environment, competitive salary, performance-based bonuses, and a comprehensive benefits package. #J-18808-Ljbffr SixPoint Financial Partners
$59.6k - $85.1k
...streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll... ...per week during designated work hours. Position Overview The Lead Client Services Ops provides operational initiative, guidance and...SuggestedFull timeWork at officeLocal areaRemote workWorldwide$59.6k - $85.1k
...per week during designated work hours. Position Overview The Lead Client Services Ops provides operational initiative, guidance and support... ...ongoing learning opportunities that continually share and build knowledge, (3) working directly with clients on escalated issues...SuggestedWork at officeRemote work$100k - $135k
Tompkins Financial Advisors is seeking a Wealth Advisor III in the Town of Pittsford, NY. This role involves maintaining existing client relationships and developing new ones while delivering personalized wealth management strategies. Ideal candidates will have at least...Suggested- CFG The Money Docs is looking for a Financial Services Client Relationship Associate in Penfield, NY. This full-time, in-office role emphasizes... ...base salary of $60,000 to $80,000, along with bonuses and clear growth opportunities within the firm. Candidates should have a friendly...SuggestedFull timeWork at office
$53.6k - $85.1k
Position Overview The purpose of the Team Lead is to provide operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding... ...Management: Continually assess and build knowledge (technical, business, soft skills) through...SuggestedWork at officeRemote work$100k - $135k
...Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This... ...strategy team. Create and lead client strategy teams... .... Support team growth and development by mentoring...Local area$61k - $119k
...Northwestern Mutual is seeking a financial advisor in the Town of Pittsford, NY. This role offers a unique opportunity to build a business that helps clients achieve their financial goals. You will create personalized financial plans, manage client relationships, and...$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their... ...focused on client-building and obtaining licenses... ...including investments for growth, insurance for... ...tuition fees and books. Compensation &... ...Mutual Wealth Management Company...Full timeContract workFor contractorsWork at office$27.62 per hour
...Lead Relationship Banker - Pittsford Branch Job Category : ESL Careers... ...for their financial needs to build long-term mutually beneficial... ...LOB’s; Personal, Business and Wealth. Engage in supporting the key... ...Proactively engage in mining book of business to grow customer...Hourly payFull timeMonday to FridayFlexible hours- ...Merrill Advisor Development Program - Financial... ...: Merrill Wealth Management is a leading provider of... ...Wealth Management Client Associates help clients... ...Advisor Teams to build upon your... ...promote portfolio growth. The Merrill Advisor... ...Developing a book of business in order...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor... ...you can help your clients achieve their goals through... ...focused on client-building and obtaining licenses.... ...including investments for growth, insurance for... ...course tuition fees and books. *Individuals are required...For contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...you can help your clients achieve their goals... ...representative focused on client‑building and obtaining licenses.... ...investments for growth, insurance for protection... ...tuition fees and books. Compensation & Benefits...Work at office- ...is seeking driven individuals to educate clients on financial planning and insurance... ...include providing excellent customer service, building lasting relationships, and collaborating... ...insurance benefits, allowing advisors to thrive professionally and personally....
- ...Quality Talent Group is seeking bankers to join a leading national bank's Consumer, Small, and Business Banking... ...excellent customer service skills and a commitment to building strong relationships with diverse clients. This position offers a comprehensive benefits...
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...outcome goals and expectations. Builds a client referral pipeline via... ...and quality conversations leading to recommendations that support...Hourly payWork experience placementFlexible hoursDay shift- Overview Merrill Wealth Management is a leading provider of comprehensive... ...’s Financial Advisors and Wealth Management Client Associates help clients... ...Advisor Teams to build upon your experience... ...promote portfolio growth. Responsibilities Develop a book of business to meet...Immediate startDay shift
- ...seeking a Licensed Financial Advisor to join our growing wealth management team in a W2... ...for an advisor who excels in client engagement, relationship management... ..., and collaborative growth, with the opportunity to build and/or transition a book of business while...Remote workFlexible hoursAfternoon shift
$59.6k - $95k
Paylocity is seeking an HR Edge Team Lead located in the Town of Pittsford, NY. The role involves leading a team that services mid-market clients, providing HR guidance, and ensuring excellent client support. The ideal candidate will have over 5 years of HR Generalist...$53.6k - $85.1k
A leading payroll solutions provider in New York is seeking a Team Lead to provide operational support for the Client Services Team. This role involves monitoring performance, guiding Account Managers, and coordinating workflows to ensure client satisfaction. Candidates...Work at office$45k - $100k
...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...best place to start or build your career. View... ..., building wealth, estate strategies,... ...Financial advisors lead the branch team to serve... ...earning potential and growth, and your compensation...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$1,000 per month
...connection, and a framework for building an integrated financial... ...your business and client base Develop and... ...personal and professional growth in this program. With... ...Representative or Advisor role upon graduation.... ...experience and industry-leading products to give our clients...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses...
- ...Experienced Financial Advisor Locations: Honolulu,... ...Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients... ...portfolios and driving growth Proven relationship building and business...Shift workDay shift
$61k - $250k
...Northwestern Mutual is seeking financial advisors in Rochester, NY. This unique opportunity allows you to start your own business helping clients achieve their financial goals. You'll build personalized financial plans and maintain strong client relationships. The role...- ...Wealth Advisor III Tompkins Financial Advisors is the wealth management division of Tompkins... ...that takes the long view — because our clients do. We combine the resources and... ...warm source of introductions. Rather than building a practice from the ground up alone, you...Work at officeLocal areaShift work
$1,000 per month
...connection, and a framework for building an integrated financial... ...network to build your business and client base Develop and execute... ...personal and professional growth in this program. With interest... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours$28.85 - $33.65 per hour
.... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... .... At Bank of America, you can build a successful career with opportunities... ...include triaging client leads, making referrals to business partners...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$70k - $80k
.... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... .... At Bank of America, you can build a successful career with opportunities... ...include triaging client leads, making referrals to business partners...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...is offering an internship for College Financial Representatives in Pittsford, NY. This program provides guidance and a framework to build a financial planning practice while networking with industry experts and gaining valuable experience. Students can expect flexible schedules...Full timeInternshipFlexible hours
$96k - $181k
...to serving our clients' financial needs... ...primary client advisor, developing and... ...their existing book as well as... ...financial goals. Leads, coordinates, and... ...capturing new business growth.* Employs and... ...of financial wealth management... ...*** Ability to build trust by taking...Work experience placementWork at officeLocal areaFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor: Build Your Book & Lead Client Growth. Be the first to apply!
- finance associate Pittsford, NY
- financial advisor Pittsford, NY
- estate planning consultant Pittsford, NY
- financial planning assistant Pittsford, NY
- associate corporate finance Pittsford, NY
- financial planning administrator Pittsford, NY
- financial planning associate Pittsford, NY
- jde finance consultant Pittsford, NY
- financial planner Pittsford, NY
- financial counselor Pittsford, NY


