Vice President, Advisor Consultant
Confidential
Vice President, Advisor Consultant About the Company Respected provider of investment management services Industry Financial Services Type Public Company Employees 11-50 About the Role The Company is seeking a Vice President, Advisor Consultant to represent its investment portfolios and service assets within the intermediary market. The successful candidate will be responsible for prospecting and managing relationships with third-party professionals in the assigned territory, including regional broker/dealers, wirehouses, and professional financial planners. A key aspect of the role is to operate remotely, utilizing a consultative sales approach to identify client needs, communicate investment strategies, and deliver superior service to grow sales and market share. The role also involves attending industry conferences, making educational presentations, and providing ongoing pro-service to third-party professionals and their clients. Applicants for the Vice President, Advisor Consultant position at the company should have a Bachelor's degree, with industry-related accreditations preferred, and at least 10 years of field sales experience in the assigned territory. The role requires an individual with a proven track record of success, expert-level technical knowledge of the investment and advisory services industry, and the ability to market a variety of investment options, particularly alternative investments. The candidate should be adept at operating in a remote work environment, be willing to travel extensively, and hold a Series 7 or appropriate multi-license for the markets. The company values a research-driven approach to wealth management and is looking for a passionate individual with a curious and entrepreneurial attitude to join its team. Travel Percent Less than 10% Functions Sales/Revenue
- ...RBC is seeking a Bilingual Banking Advisor in North York. Leverage your client-focused sales expertise and problem-solving skills to enhance the banking experience for clients. This role involves engaging with clients directly in the branch and community, helping them...Suggested
$24 - $27 per hour
...Ask for support and offer support, because thriving together is how we serve our members best Overview Our Street Outreach Advisors work directly in the community to connect individuals with the care and support services that improve health and stability....SuggestedHourly payFull timeLocal areaAfternoon shift$43.1k - $58.3k
Koitecc Solutions in Modesto, California is seeking a part-time Retail Banking Representative to deliver exceptional service to its customers. Candidates should have a focus on customer needs, guiding them through available financial solutions and banking services. The...SuggestedPart time$18.18 per hour
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...SuggestedHourly payPart timeShift work$118.32k - $189.32k
...Health System Office-Valley Position Overview: The Physician Advisor (PA) is a key member of the hospital's leadership team charged... ...of patient's and alternative levels of care. The PA acts as consultant to and resource for attending physicians regarding their...SuggestedPart timeWork at officeMonday to FridayShift workWeekend work- ...Job Description Job Description Paul Mitchell The School Modesto is seeking a qualified Future Professional Advisor to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice...
$39.52k - $46.81k
Citi in Modesto is seeking an entry-level Teller responsible for assisting with branch activities and providing client-facing services. You will be the first point of contact for clients, performing accurate and efficient banking transactions and identifying referral opportunities...$100 per hour
...perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in transaction...Hourly payFreelanceRemote workFlexible hours- ...Financial Solutions Advisor - San Joaquin Valley Area Manteca, California;Stockton, California; Modesto, California; Merced, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$11 - $80 per hour
...their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an...Minimum wageTemporary workLocal area$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....Work at officeWork from homeHome officeFlexible hours$63.3k - $117.2k
...of a business/group program. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience. Introduces clients to investment strategies and works with...Part timeLocal area$30 per hour
Job Full Description Part-Time Office Admin (QuickBooks Pro Wanted!) Flexible schedule | Potential for full-time | $30/hour We're looking for an organized, detail-oriented Office Admin who knows their way around QuickBooks and can help keep everything...Full timePart timeWork at officeFlexible hours$20 per hour
Benefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Free uniforms Health insurance Opportunity for advancement Training & development Vision insurance 911 Hazmat Cleanup, LLC is a Crisis Environmental Risk...Hourly payPart time$297.5k - $402.5k
We are so glad you are interested in joining Sutter Health! Organization: SHSO-Administrative Payroll Position Overview: Memorial Medical Center in Modesto, California is a not-for-profit, community-based hospital serving Stanislaus County and the greater Central...Full timeMonday to FridayShift workWeekend work$160k - $185k
About BEAM Circular: BEAM Circular is unlocking the power of communities to transform waste into opportunity by building a vibrant regional ecosystem for the circular bioeconomy in California’s agricultural heartland. Anchored in the North San Joaquin Valley, we ...Contract workWork at officeLocal area- Job Description Job Description Benefits: ~401(k) ~ Competitive salary ~ Flexible schedule ~ Free uniforms ~ Opportunity for advancement ~ Training & development Job Title: Part-Time Event Security Officer Location: Various Event Venues (Stanislaus...Hourly payPart timeFlexible hoursWeekend workAfternoon shift
- ...Branch Manager, Modesto McHenry Branch, Assistant Vice President Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the...
$30.77 - $38.46 per hour
Requisition ID: 15315 Job Title: Associate Finance Analyst - Modesto, CA Posting Start Date: 4/16/26 G3 Enterprises Job Applicant Privacy Notice This role is based in Modesto, CA. Why G3? G3 Enterprises is an industry leader in...Hourly payVisa sponsorshipWork visa$140k - $220k
Job Description Job Title: Director of Quality and Risk Management Location: Modesto, CA Schedule: Monday-Friday (Director-level role with 24/7 departmental accountability) Salary Range: $140,000 - $220,000 (DOE) Relocation: Available based on candidate...RelocationMonday to FridayFlexible hours$17.95 - $23.35 per hour
...Information Job Description About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You...Full timeTemporary workPart timeFlexible hoursShift workNight shiftWeekend work$45.38k - $75.63k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at officeShift work$21 - $30 per hour
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Work experience placementFlexible hours- Job Description Job Description Director of Quality and Risk Management Modesto, CA ABOUT THE COMPANY: This acute care hospital is a respected healthcare provider serving the Modesto, California community. The organization is dedicated to delivering safe, high...Relocation package
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to ...Full time$250k
Personal Banker Safe Act, Modesto Oakdale Branch, Officer Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back...$5,500 per month
...Vice President, Senior Loan Officer/Loan Officer Full-time position located in the Oakdale Branch, Oakdale, CA. About Yosemite Farm Credit: As a farmer-owned co-op with over 100-year history serving the agriculture community in Stanislaus, Merced, Tuolumne and...Full timeFor contractorsWork at officeHome office$90k - $110k
...BBSI (Nasdaq) is experiencing a steady rate of growth and is looking for key employees to complement our existing teams. The Risk Consultant role provides leadership to our business-owner clients and our internal team of experts. The BBSI Risk & Safety Consultant...Full timeLocal areaFlexible hoursShift work$26.56 - $31.74 per hour
Pay Range: (Specific to OHI,DEL,NY,CA,CO,WA,MD,CT,IL,NV,,KY,MI,NJ,ME,MO,MA,MT) $26.56 - $31.74 Hourly About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services...Hourly payLocal areaWork from homeNight shiftWeekend work$190k - $210k
About Us Potelco, Inc., a subsidiary of Quanta Services, Inc.(NYSE: PWR), was founded in 1965. We specialize in engineering, procurement, and construction (EPC) services, which include designing, estimating, material acquisition, project management, construction, emergency...Ongoing contractContract workFor subcontractorLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Advisor Consultant. Be the first to apply!



