UNKNOWN

FEED

The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.

YEAR

Weaver

Senior Wealth Advisor

ea_via_bold

We are seeking a client-facing Client Portfolio Manager with at least seven years of relevant experience to evaluate existing portfolios, construct allocations using outsourced managers, lead manager due diligence and investment committee meetings, and speak directly with clients. Understand and evaluate tax-focused portfolios, including tax-managed SMAs, tax-loss harvesting, asset location, embedded gains, turnover, and the tax costs of portfolio transitions.

Wiss & Company, LLP

Client Portfolio Manager (Wiss Private Client Advisors)

jobdiva

We advise clients on various types of financial transactions and strategic advisory projects, including mergers & acquisitions, equity & equity-linked capital markets and debt capital markets transactions, joint ventures, balance sheet management, and other bespoke strategic & financial products. The team has a long history of executing high profile M&A transactions and other capital markets advisory projects for the world's most important telecom, data centers, artificial intelligence, networking, fiber, broadband, cable, towers, satellites and infrastructure companies, as well as financial sponsors and other sources of financial capita.

Guggenheim Partners LLC

Experienced Associate - Investment Banking, Digital Infrastructure

OTHER

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

Fish Network

Fund Advisor

WorkWolf

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Thrivent Financial for Lutherans

Financial Advisor - Montclair, North Jersey

Financial Advisor - Central Jersey

FULL_TIME

As an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) you will be responsible for partnering with 2-3 Client Advisors to manage existing client relationships and proactively engage prospects to market JPMorgan Global Liquidity products and services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase Bank, N.A.

Asset Management Global Liquidity & Cash - Program Analyst (Client Advisor)

equestftpin

Financial Advisor - South Jersey

Interface with Advisory Operations and Advisory Compliance to resolve items regarding accounts, fees, trading, and other issues.• Coordinate with the Advisory Marketing team to ensure appropriate program information is shared with FAs and new recruits• Maintenance and periodic review of program procedures to ensure proper documentation and to identify opportunities for improvement.• Responsible for the maintenance of documentation and programs files. Ability to synthesize and explain advanced statistical measurements related to investment portfolios• Understanding of operational and regulatory considerations in developing advisory program solutions• Ability to act independently in meeting team objectives• Commitment to collaborative work and building consensus across disparate groups of stakeholders• Ability to consider the relative costs and benefits of potential actions to choose the most appropriate one.

Stifel Financial Corp

Advisor Directed Programs Specialist II

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

AllianceBernstein LP

VP/Wealth Advisor

The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory. Investment Management Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.

Bessemer Trust

Client Advisor

IRecruitee

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview: In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.

Turing

Personal Financial Advisor

Betterteam

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

JPMorgan Chase & Co

J.P. Morgan Advisors - Senior Client Associate - Riverside, CT

Lending Advisors provide advice across a variety of asset classes ranging from less liquid financial assets including Private Equity and Hedge Funds, Commercial Real Estate, Private Share Lending to more bespoke personal assets such as Aviation, Fine Art and Collectibles. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management.

Citigroup Inc

Citi Wealth Lending | Lending Advisor

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Interacts with Advisory Operations and Advisory Compliance to resolve issues regarding accounts, fees, trading, and other issues.• Reviews all Advisory Program marketing and support materials to ensure they are accurate and made available promptly.•

Advisor Directed Program Senior Specialist

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

J.P. Morgan Advisors - Senior Client Associate

Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities. Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners.

Citigroup Inc.

Senior Portfolio Advisor Latam

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.

US Bank

Wealth Management Advisor: Greenwich, CT

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.

Dental Assistant Jobs in Louisville, KY

Senior Wealth Advisor Weaver

Client Portfolio Manager (Wiss Private Client Advisors) Wiss & Company, LLP

Experienced Associate - Investment Banking, Digital Infrastructure Guggenheim Partners LLC

Fund Advisor Fish Network

Financial Advisor - Montclair, North Jersey Thrivent Financial for Lutherans

Financial Advisor - Central Jersey Thrivent Financial for Lutherans

Asset Management Global Liquidity & Cash - Program Analyst (Client Advisor) JPMorgan Chase Bank, N.A.

Financial Advisor - South Jersey Thrivent Financial for Lutherans

Advisor Directed Programs Specialist II Stifel Financial Corp

VP/Wealth Advisor AllianceBernstein LP

Client Advisor Bessemer Trust

Financial Advisor Edward D Jones & Co LP

Personal Financial Advisor Turing

J.P. Morgan Advisors - Senior Client Associate - Riverside, CT JPMorgan Chase & Co

Citi Wealth Lending | Lending Advisor Citigroup Inc

Advisor Directed Program Senior Specialist Stifel Financial Corp

J.P. Morgan Advisors - Senior Client Associate JPMorgan Chase Bank, N.A.

Senior Portfolio Advisor Latam Citigroup Inc.

Wealth Management Advisor: Greenwich, CT US Bank

Financial Advisor Manning & Napier, Inc.

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