Lead Advisor: Personal CFO for Wealth & Life Planning
Brighton Jones
A reputable financial advisory firm in the United States is looking for experienced Lead Advisors to manage client relationships and implement wealth management strategies. Candidates must possess a four-year degree and a CFP® designation, along with over 6 years of relevant experience. This role is remote until a new office is secured and offers a competitive salary with a comprehensive benefits package. The position emphasizes collaboration, community engagement, and personal growth with a firm dedicated to its clients' success. #J-18808-Ljbffr Brighton Jones
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Lead Advisor: Personal CFO for Wealth & Life Planning in New York, NY vacancy
- ...community impact. We lead the industry in aligning wealth, passion, and... ...and looking for Lead Advisors who have their CFP®... ...community live a richer life, we’re ready to extend... ...Your Role Acts as a Personal CFO for existing clients... ...wealth management plan that supports their...PersonalFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours
$125k - $175k
...Manager on a Financial Advisor team is... ...Manager combines personal skills with all the... ...to a full range of wealth building, managing... ...use of financial planning and wealth management... ...the right thing, leading with exceptional ideas... ...along their work-life journey, offering...PersonalTemporary workWork experience placement$150k - $250k
...MACapital Partners - Wealth Management /Full... ...for wherever life or business may take... ...looking for a Wealth Advisor to join their... ...intersection of Tax Planning, Financial Planning... ...revolves around a personal financial plan and... ...compensation, industry-leading benefits and a...PersonalFull timeWork at officeLocal areaRemote workFlexible hours$225k - $250k
...job description:A Legal Wealth Advisor 3 is responsible for... ...2. Develop a business plan annually to include marketing... ...new business via leads and referrals via Centers... ...marketing efforts, asking for personal introductions from... ...: Series 7, Series 66, Life, Health, and Variable...PersonalFull timePart timePrivate practiceWork at officeLocal areaShift workDay shift$175k - $250k
What You’ll Do: The Wealth Advisor represents Bernstein Private... ...to the firm’s vast planning and investing... ...decisions but for meaningful life and business decisionsTrustworthiness and personal integrity that is beyond... ...around us.Our Market-Leading Training Program: We do...PersonalFull timeFlexible hours- ...As a wealth advisor you will work directly with the wealth... ...comprehensive wealth plans that include a coordinated... ...professionally and personally. Responsibilities... ...Cultivate and lead client relationships to... ...camaraderie, teamwork and work-life balance. By...Personal
Mariner
New York, NY3 days ago $90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial... ...and manage a holistic wealth management practice.... ...comprehensive financial planning, investment management... ...with opportunities for personal growth.Our Employee Benefits... ...-paid benefits such as life insurance, short-term...PersonalTemporary workLocal areaFlexible hoursCAPTRUST
New York, NY3 days ago$90k - $120k
...Utilize objective and sound personal financial planning and financial advisory... ...delivery of a broad range of wealth products and services including... ...partner with the Wealth Advisors to develop business owner relationships... ...Advisor, Chartered Life Underwriter or Certified...PersonalFull timePart timeWork at officeLocal areaShift workDay shift- ...CSI Group CSI Group is a leading financial services firm... ...and legacies by providing personalized financial planning, tax, and estate solutions... ...brings the CSI360™ promise to life at the branch level. Partner... ...as their trusted CSI360™ advisor and guiding them through every...PersonalLocal area
CSI Group
New York, NY5 days ago $200k - $300k
...traditional and alternative investments with wealth planning and private banking services to optimize... ...sound ethical judgment regarding personal behavior, conduct and business practices... ...medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and...PersonalFull timeLocal areaCiti
New York, NY3 days ago$60k
...one to one financial advise, personalized recommendations, regular... ...long-term are unique. As an advisor, you begin with listening to... ...approach to develop a plan to manage their wealth, carefully considering their... ...coverage, long term care, life insurance, and other personal...PersonalWork at officeFlexible hours$189.29k - $331.2k
...sophisticated clients using leading technology and... ...Develop a comprehensive personal and financial wealth profile for clients... ...wealth‑related life goals in collaboration... ...and implement wealth plans that integrate wealth... ...clients’ professional advisors and Northern partners...PersonalFlexible hours$189.29k - $331.2k
## Wealth AdvisorApplylocations: New York, NYtime... ...clients using leading technology and exceptional... ...of a comprehensive personal and financial... ...of wealth related life goals in collaboration... ...’s professional advisors and Northern partners, a wealth plan integrating wealth...PersonalH1bWorldwide$125k - $175k
...Manager on a Financial Advisor team is... ...Manager combines personal skills with all the... ...to a full range of wealth building, managing... ...use of financial planning and wealth management... ...the right thing, leading with exceptional ideas... ...along their work-life journey, offering...PersonalTemporary workWork experience placement$125k - $175k
...Manager on a Financial Advisor team is... ...Manager combines personal skills with all the... ...to a full range of wealth building, managing... ...use of financial planning and wealth management... ...the right thing, leading with exceptional ideas... ...along their work-life journey, offering...PersonalTemporary workWork experience placement$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused,... ...and general financial planning Analyze, draft, edit... ...Consultant (ChFC), Personal Financial Specialist... ...mentoring junior employees; leads planners in client... ...and vision coverage Life insurance 401(k)...PersonalTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Associate in J.P. Morgan Wealth Management, you... ...Private Client Advisors. Your role will... ...with ongoing wealth planning for clients and referral... ...and new lead generationAssist in... ...Series 66 (63/65), and Life and Health... ...services, including personal banking, credit cards...Personal
- Wealth Management Associate Job Description Wealth... ...less through our personalized approach to financial planning. As a business... ...from our industry‑leading training, mentors,... ...workday around your life, and make an impact... ...Sources: Financial Advisor magazine and Investment...PersonalFor contractorsWork experience placementWork at office
$60k - $80k
...Northwestern Mutual Wealth Management... ...worry less through our personalized approach to financial planning. As a business owner... ...from our industry-leading training, mentors,... ...workday around your life, and make an impact... ...Sources: Financial Advisor magazine and Investment...PersonalFull timeFor contractorsWork experience placementWork at office- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan... ...financial planning and advice to individuals... ...business by delivering personalized investment... ...A valid and active Life, Health and Long Term... ...About Us Chase is a leading financial services...PersonalFull time
- ...guided clients through personal and professional... ...comprehensive wealth management and investment... ...be recognized by leading companies and... ...seeking a Wealth Advisor, Managing Director... ...management and financial planning guidance through... ...Dental / Vision / Life / Disability...PersonalLive inWork at officeLocal areaImmediate start
BakerAvenue
New York, NY5 days ago - Join our dynamic Wealth Management team to advance agile methodologies... ...mobility.As a Agility Manager Lead in JP Morgan Wealth Management... ...insights and operational planning (e.g., synthesizing metrics and... ...financial services, including personal banking, credit cards, mortgages...PersonalTemporary work
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...guidance to clients on tax planning, compliance, and strategy.... ...our Firm. You are expected to lead with integrity and... ...401k, holiday pay, vacation, personal and family sick leave, and more...PersonalFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth... ...guidance to clients on tax planning, compliance, and strategy... ..., you are growing your personal brand, deepening technical... ...experiences you need to lead and deliver value at this... ...technology-enabled tax advisors who provide benefits through...PersonalFull timeH1b$85k - $160k
...also a must. OUR IMPACT Wealth ManagementAcross... ...financial goals. Our advisor-led wealth management... ...businesses provide financial planning, investment management... ...and customers, and leading-edge technology, data... ...grow professionally and personally, from our training and...PersonalFull timeTemporary workPart time$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...and guidance to clients on tax planning, compliance, and strategy... ...of our firm.Responsibilities- Leading tax compliance projects for asset... ...401k, holiday pay, vacation, personal and family sick leave, and...PersonalFull timeH1b- BlackDiamond Wealth Management, a boutique, fiduciary Registered Investment Advisor based in Manhattan, is seeking a Senior Financial... ..., delivering coordinated planning across investment, tax, estate... ...will join a collaborative team, lead complex planning, mentor junior...
- Next Level Recruiting, LLC is seeking an experienced Lead Wealth Advisor to serve high‑net‑worth clients with comprehensive retirement, tax, estate, and investment planning. You will collaborate with planning, investments, tax, and client service specialists and leverage...Work at officeLocal areaRemote work
$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private... ...wealth management plans for ultra high net worth... ...reach. Our Private Wealth Advisors (PWAs) deliver an... ...Founded in 1869, we are a leading global investment... ...grow professionally and personally, from our training and...PersonalFull timeTemporary workPart time$80k - $160k
...passion for financial planning? The GS PFO planning advisory... ...ManagementAcross Wealth Management, Goldman... ...financial goals. Our advisor-led wealth management... ...clients and customers, and leading-edge technology, data... ...planning and/or personal income tax/accountingCFPs...PersonalFull timeTemporary workPart timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Advisor: Personal CFO for Wealth & Life Planning. Be the first to apply!
Related searches
- senior advisor New York, NY
- hvac comfort advisor New York, NY
- trust advisor New York, NY
- equitable advisors New York, NY
- commodity trading advisor New York, NY
- medical director physician advisor New York, NY
- care advisor New York, NY
- resident advisor New York, NY
- at home advisor New York, NY
- comfort advisor New York, NY