Associate Financial Advisor
Wall Street Alliance Group
Wall Street Alliance Group is a top-performing wealth management practice specializing in financial planning for physicians and high-net-worth clients. With over $1.3 billion in assets under management, we are one of the fastest-growing branches within Osaic. Our growth is driven by a disciplined, client-focused approach and a culture built around performance, accountability, and results. The Opportunity We are actively seeking driven, competitive individuals who want to build a career in high-end financial advisory. You will work alongside top-producing advisors, gain access to qualified warm leads, and play a key role in closing new business. For the right candidate, this is a clear path to becoming a high-earning Senior Advisor. Key Responsibilities Partner with senior advisors to drive new business and close client opportunities Actively engage and convert warm leads into long-term client relationships Participate in client meetings and contribute to closing conversations Deliver a high-touch, white-glove experience to high-net-worth clients Attend conferences, networking events, and client-facing engagements Operate in a fast-paced, performance-driven environment with measurable goals Who You Are Highly competitive with a strong desire to win and outperform Confident communicator with the ability to build trust quickly Interested in finance, sales, and relationship-driven business Comfortable working evenings and being available for client needs Motivated by growth, income potential, and long-term career upside Licensing Willingness to obtain Series 7 and Series 66 licenses is required Existing licenses are a strong advantage and will accelerate your trajectory Clear, merit-based path to Senior Advisor Opportunity to build and manage your own book of high-net-worth clients Direct mentorship from top-producing advisors Firm-sponsored CFP program and continued professional development High ceiling for income growth tied directly to performance Uncapped bonus tied to production and performance #J-18808-Ljbffr
$61.88k
...n \n Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand... ...You! \n \n \n \n The Difference You Make \n The Associate Financial Advisor is responsible for helping clients identify financial...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift work$75k - $125k
...established and growing independent wealth management firm is seeking an emerging advisor to join its team serving high-net-worth clients. This is a non-sales role with exposure to financial planning, investment management, portfolio implementation, and long-term advisor...SuggestedSummer workWork at officeRemote work$80k - $160k
YOUR IMPACTAre you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong investment acumen and a...SuggestedFull timeTemporary workPart timeWork at office$100k - $160k
...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of... ...professional achievementFour plus years of private wealth management, financial services, or related professional experience Prior sales,...SuggestedFull timeTemporary workPart time- ...freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide...SuggestedWork experience placementWork at officeImmediate startWork from home
$63k - $140k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...developing your skills and knowledge to deliver quality work. As an Associate you focus on learning and contributing to client engagement...Full timeH1b$77k - $202k
...OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will collaborate with CEOs, CFOs, controllers, and... ...standards.In this role, you will support clients by aligning financial planning, consolidation, reporting, and analytics processes to...Full timeH1b- ...des certifications financières telles que SIE et Series 7. Le rôle implique la gestion des portefeuilles, l'analyse des besoins financiers des clients, et la recommandation de stratégies personnalisées. Basé à New York, il nécessite des déplacements fréquents au sein...
$77k
...Management is an independent RIA built on a simple idea: real financial planning changes lives, and it shouldn't be reserved for the ultra... ...in the New York City market, and we're looking for an advisor who wants to build it with us. We manage a full suite of actively...$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team members...Full timeH1b- ...compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been... ...clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth...Work at office
- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience...
- ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted... ...you.**Responsibilities*** Support Wealth Advisor in delivering exceptional services to clients... ...of all wealth, investment, and financial planning processes* Begins to prepare and...Permanent employmentTemporary workWork at officeFlexible hours
- ..., Skills Three-plus years of experience in Private Banking or Financial Services Bachelor's degree required Series 7, 66 required for... ...private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workLocal area
- ...because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to...Full timeLocal area
- ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the day-to-day...Full timeLocal area
- ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services practice. Responsibilities: Work with multi-disciplinary teams to conduct...Full timeWork at officeLocal area
$150k - $200k
...globe, please copy and paste into your browser.Expected base pay rates for the role will be between $150,000 - $200,000 per year for Associate and between $225,000 - $250,000 for Vice President at the commencement of employment. However, base pay if hired will be...Temporary work$90k - $140k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from...Temporary workWork at officeWorldwide- ...because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a BTS Senior Associate Information Reporting and Withholding NYFS to join our Business Tax Services practice. Responsibilities: Provide on-site...Full timeLocal area
- ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax consulting and compliance services to operating...Full timeLocal areaVisa sponsorship
$89.59k - $197.46k
...that inspires excellence, delivers meaningful impact, and empowers you to shape your own future.KPMG is currently seeking a Senior Associate, Credit Specialist to join our Audit practice.Responsibilities:Execute the day-to-day activities of credit specialist component of...Local area$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- ...ProfessionalsContact: Peter AppelJob ID: REQ7211Quantitative Researcher/Trader, Associate New YorkOVERVIEWWe are seeking a Quantitative Researcher/... ...to ad hoc analytic projects, further expanding your financial and analytic knowledgeWe will provide comprehensive training....
- ...consider a career in Advisory. KPMG is currently seeking a Senior Associate in Accounting Advisory Services for our Deal Advisory... ...Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) Provide due diligence support,...Full timeH1bLocal areaShift work
- ...areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice. Responsibilities : Participate in buy-side and sell-side transaction...Full timeH1bLocal area
$94.43k - $202.75k
...new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting practice. Responsibilities : Support the delivery of large, complex public sector...Full timeH1bLocal area- ...new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Associate, UKG to join our Advisory Services practice. Responsibilities: Lead an individual workstream for UKG implementations in one...Full timeH1bLocal area
$150k - $200k
...Quantitative Trader (Associate/VP) - Onchain Trading New York, NY Galaxy Digital Inc. is a global leader in digital assets and data center infrastructure, growing the economy that runs on code. Galaxy delivers the onchain infrastructure that connects institutions...Contract workLocal areaFlexible hours- Onyx Staffing, in partnership with Russell Investments, seeks an Associate Trader to join the trading team in Seattle. Focus on U.S. equities with potential coverage of APAC/EMEA markets. Play a key role in global equity trading for Russell Funds, Trading Clients, and Transition...
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