Senior Virtual Retirement Advisor - Team-Based Planning
Retirement Capital Inc
A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside 1-5 years of advisory experience. The unique digital-first, team-based environment supports advisors through back-office assistance, enabling effective client interactions and holistic retirement planning. Competitive compensation and a focus on personal connection set this role apart. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Virtual Retirement Advisor - Team-Based Planning in New York, NY vacancy
$103.75k - $174.75k
...service. As part of Team Amex, you'll... ..., objective, risk-based assurance, advisory... ...engagement end-to-end, planning audit projects,... ...members; guide Senior/Staff in assessing... ...Company Match on retirement savings plan ~ Free... ...hybrid, onsite or virtual arrangements...VirtualSeniorRetirementWork at officeLocal areaWorldwideFlexible hoursAmerican Express
New York, NY2 days ago$136.8k - $198.38k
...for the future is based on the idea that... ...standing.The Senior Private Wealth Advisor, Practice Lead (... ...client practice team, which includes... ...onboarding, financial planning, and investor... ..., email, and virtual meetings. Engagement... ...areas such as retirement planning, income...VirtualSeniorRetirement16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$160k - $230k
...partners closely with Senior Business,... ..., financial advisors, issuers, wholesalers... ..., roadmap planning, and cross-functional... ...across teams. Lead the end-... ...Benefits The base salary range for... ...employer matched retirement plan, generously... ...telemedicine, and virtual mental health...VirtualSeniorRetirementFull timeWork at officeRemote work$55 - $65 per hour
...Facet? The Future of Financial Planning Facet was founded in 2016 on... ...every way money impacts life. Our team of CFP® professionals are at... ...a flat‑fee model (not AUM-based), your advice is always objective... ...technology‑backed advice. Conduct 4–6 virtual member meetings per day,...VirtualSeniorPart timeLocal areaRemote workFacet LLC
New York, NY3 days ago$115k - $125k
...The New York City-based fintech platform redefines... ...of life across retirement, education, and... ...retirement plans, employer-offered... ...join our finance team. In this role, you... ...functionally with senior leaders, particularly... ...which leads to a virtual or in-person interview...VirtualSeniorRetirementWork at office$88k - $125k
...Senior Financial Services Professional - Remote We are expanding our team of Financial Consultants in a fully remote environment... ...seeking experienced professionals based in the United States who are... ...such as debt consolidation, retirement planning, college savings, insurance,...SeniorRetirementRemote workFlexible hoursAzimuth Management and Consulting
New York, NY3 days ago$110k - $130k
...build relationships quickly in a virtual setting Your Day-To-Day... ...action to progress their financial plan Build trust and credibility in... ..., and technology Partner with team members to manage operational... ...recommending investment solutions based on member risk/goals,...VirtualSeniorTemporary workRemote workFlexible hoursNight shiftFacet LLC
New York, NY3 days ago$80k - $100k
...Title Remote Tax Senior (Real Estate & Entrepreneurship... ...Type Full-time Base Salary $80,000 – $... ...goals. Advisory & Planning: Implement... ...tax concepts. Team Mentorship: Act as... ...thrives in a 100% virtual team. Compensation... ...Planning: 401(k) retirement plan and generous...VirtualSeniorRetirementFull timeRemote workGoing Concern
New York, NY3 days ago$168k - $200k
...world. Job Overview Senior Manager, Financial... ...with business teams to find risk‑aware... ...Compensation NY Annual Base Salary Range: $168... ...healthcare, retirement, family forming, and... ...weekly on‑site & virtual programming Generous... ..., and family planning benefits Catered...VirtualSeniorRetirementLocal areaShift work$150k
...You became an advisor to advise, not to prospect endlessly, juggle... ...build everything alone. At Retirement Capital, we’re building a... ...one holistic retirement plan. We’re a digital-first, human... .... You’ll step into a virtual-first, team-based environment with qualified...VirtualRetirementRetirement Capital Inc
New York, NY3 days ago$137.3k - $294k
Solution Advisor Senior Specialist FP&A and Financial Reporting... ...of financial planning and analysis, including... ...partnership with the account team. Be the face of SAP... ...remotely using virtual and digital technologies... ...compensation range inclusive of base salary and variable...VirtualSeniorWork at officeRemote work- ...advertised the position of Senior Humanitarian Affairs... ...and Impact Team, Support Team (AIT Support... ...Establishes overall work plan and budget. • Leads and... ...makes a recommendation based on all available information... ...mandatory age of separation or retirement within the duration of...SeniorRetirementFixed term contractWork experience placementWork at office
United Nations
New York, NY18 hours ago - Senior Consultant, Financial Due Diligence... ...Financial Due Diligence team. Our Financial Due... ...of benefits plans, including medical... ...Company matched 401(k) retirement savings plan... ...available planning tools, virtual expert coaching... ...is determined based on a wide array of...VirtualSeniorRetirementFlexible hours
- Senior Consultant, Restructuring | Corporate... ..., our teams respond rapidly... ...assess business plans and cash flow forecasts... ...financial advisors to evaluate... ...matched 401(k) retirement savings plan Potential... ...tools, virtual expert coaching... ...reflects potential base salary for the...VirtualSeniorRetirementWork experience placementWork at officeFlexible hours
$64.35k - $80k
...Assistant(s) and Associate(s) in plan development Employ Horizon... ...goals Participate in team brainstorms to kick off plan and... ...successful applicant's actual base salary may vary based on factors... ...life and disability insurance, retirement savings plans, company paid...SeniorRetirementWork at officeFlexible hoursHorizon Media
New York, NY1 day ago- ...private banking for advisors at the world’s... ...innovative and strategic Senior Product Designer (... ...and wealth planning. Design using existing... ...cross‑functional teams to implement... ...package including base salary, commission... ...health care coverage, retirement savings plan, tuition...SeniorRetirement
- ...Parent L.P., provides plan document,... ...for defined benefit retirement plans. Collaborates directly with advisors, actuaries, auditors... ...employer contributions based on actuarial valuations... ...For all virtual remote positions, in... ...respect among our team members. We want to...VirtualSeniorRetirementTemporary workLocal areaRemote work
PCS Retirement
New York, NY1 day ago - ...network of financial advisors with a shared... ...approach to financial planning to translate... ...is expected. The Senior Financial Planner... ...and ad hoc scenario-based plans that span the... ...including goals-based and retirement planning, cash... ...advanced planning team. Contribute to...SeniorRetirementContract workFor contractorsFor subcontractorWork at officeVisa sponsorship
Choreo
New York, NY3 days ago $99.75k - $140k
...Investment Bank (CIB) Treasury P&A team, a critical function... .... As a Treasury Financial Planning & Analysis Senior Associate within the Line... ...rewards package including base salary determined based on... ...health and wellness centers, a retirement savings plan, backup...SeniorRetirement$148.31k - $249.16k
...being part of a team that is open,... ...office, two days virtual) Current and... ...~5+ years in a senior leadership role... ...and execution plans. Strong executive... ...ideation to retirement. Develop and... ...Act as a key advisor to senior technology... ...this position based on the posted...VirtualSeniorRetirementFull timeWork at officeFlexible hoursFisglobal
New York, NY2 days ago- ...of JPMorgan Chase. The team provides financial analysis... ...and perspective to senior management to support decision... ...a similar role (e.g., Planning and Analysis, Investor... ...any type of employment‑based immigration sponsorship... ...wellness centers, a retirement savings plan, backup...SeniorRetirementVisa sponsorship
$90k - $150k
...comprehensive financial plans tailored to... ...Collaborate with external advisors (CPAs, estate... ...Collaborate with team members to... ...Quantitative Analysis Retirement Planning Strategic... ...Primarily office‑based with regular in‑person... ...in‑person and virtual settings Compensation...VirtualRetirementFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...Global Investment Banking Planning and Analysis (P&A) team and help drive the future... ...strategic and experienced Senior Associate who thrives in a... ...rewards package including base salary determined based on... ...health and wellness centers, a retirement savings plan, backup...SeniorRetirementWork at office
$92.77k - $134.4k
...Governance and Review (MRGR) team, you'll conduct... ...- Program Management - Senior Associate within the MRGR... ...and issue remediation planning and help Model Risk Officers... ...package including base salary determined based... ...and wellness centers, a retirement savings plan, backup childcare...SeniorRetirementWork at office$85k - $105k
Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn... ...: $85,000-$105,000 base + performance bonus... ...operations, planning, and back-office. We... ...financial planning team that serves our entire... ...across tax planning, retirement projections, estate...SeniorRetirementFull time$165k - $220k
...Vice President or Senior Vice President to... ...Development and Strategy team. This role will be... ...the evaluation, planning, and execution of... ...Benefits The base salary range for... ...employer matched retirement plan, generously subsidized... ...telemedicine, and virtual mental health...VirtualSeniorRetirementFull timeWork at officeRemote workShift workiCapital
New York, NY3 days ago$190k - $230k
...Architecture Solutions team. This role... ...communication plans, and testing... ...adoption across advisor desktops. * Partner... ...to influence senior leadership and... ...Benefits The base salary range... ...employer matched retirement plan,... ...telemedicine, and virtual mental health counseling...VirtualSeniorRetirementFull timeWork at officeRemote workFlexible hours- ...Consultant provides in person and virtual counseling for all... ...structures and offers financial planning advice via in person,... ...planning decisions are based. Interacts with retirement plan participants to provide... ...our accessibility support team: Phone: (***) ***-**** Email...VirtualRetirementHourly payWork experience placementImmediate start
$66.3k - $100k
...Management 15% - Strategic Planning & Thought Leadership 1... ...& New Business 10% - Team Supervision 10% -... ...successful applicant's actual base salary may vary based on factors... ...and disability insurance, retirement savings plans, company paid holidays...SeniorRetirementContract workSeasonal workWork at officeHorizon Media
New York, NY1 day ago- ...across this customer base. The Senior Analyst, Managed Customer... ...the reporting and planning rhythm for the... ...numerous cross-functional teams. ~ Proactive contributor... ...~6% Company Match on retirement savings plan ~ Free... ...hybrid, onsite or virtual arrangements...VirtualSeniorRetirementWork at officeLocal areaFlexible hours
American Express
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Virtual Retirement Advisor - Team-Based Planning. Be the first to apply!
Related searches
- innovation advisor New York, NY
- college advisor New York, NY
- trust advisor New York, NY
- service advisor assistant service manager New York, NY
- work from home advisor New York, NY
- at home advisor New York, NY
- scientific advisor New York, NY
- comfort advisor New York, NY
- work from home apple advisor New York, NY
- international police advisor New York, NY