NewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Boston, MA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
NewFinancial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
NewFinancial Advisor Larson Financial Group, LLCFinancial AdvisorSt. Louis, MOOur team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Advisor to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.
Financial Advisor The Piedmont GroupFinancial AdvisorDunwoody, GA$70,000–$160,000 / yearWhether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long-term practice. As a MassMutual General Agency affiliated with one of the nation's Top 7 Independent Broker-Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.
Licensed Financial Advisor The Piedmont GroupLicensed Financial AdvisorBirmingham, AL$70,000–$150,000 / yearOur platform provides advanced planning tools, operational resources, marketing support, and access to a broad range of financial products and solutions—allowing you to serve clients in the way that best aligns with their goals. The Piedmont Group is looking for forward-thinking professionals who want to expand their impact, strengthen client relationships, and build a thriving practice with the support of an established and collaborative organization.
NewEntry-Level Financial Professional New York Life Insurance CompanyEntry-Level Financial ProfessionalNorfolk, VA$62,400–$73,500 / yearFull timeResources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Insurance Advisor Legacy Partners Insurance GroupInsurance AdvisorChicago, IL$100,000–$150,000 / yearContractorAt Legacy Partners Insurance Group, we help advisors build a client base, recurring income, and long-term wealth while helping families protect what matters most. Develop a network of clients that creates renewal income and long-term residuals.
NewCUNY LEADS Advisor (Student LEADS Support Specialist) LaGuardia Community CollegeCUNY LEADS Advisor (Student LEADS Support Specialist)Queens, NY$57,252–$82,663 / yearFull timeLaGuardia ranked fifth among U.S. community colleges in economic mobility – moving low-income students into the middle class and beyond – in studies by Stanford University (2017) and the Brookings Institution (2020). Under the supervision of the Director of the Office of Accessibility, the successful candidate will be responsible for the following in addition to the overview duties: Assists with planning and providing a comprehensive program of services for students with disabilities.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorCincinnati, OH$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
Career Advisor 1 Company ConfidentialCareer Advisor 1La Grange, TXContinuously evaluates customers’ needs and provides referrals/connections to internal or external support services to help overcome challenges and obstacles that could undermine the jobseekers’ academic or career success. . C2 GPS’ guiding principle is that to successfully navigate workforce development solutions; our employees must be passionate about providing superior customer service to all our customers and support the communities where we live and work.
NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
NewFinancial Controller JobotFinancial ControllerAtlanta, GA$160,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is essential to our Accounting and Finance department, providing leadership and direction to our finance team and ensuring the company's financial systems are robust, compliant, and support current activities and future growth.
NewSenior Manager of Advisor Insights Northwestern MutualSenior Manager of Advisor InsightsMilwaukee, WIRemotePerform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
NewM&A Associate Advisor Vaco LLCM&A Associate AdvisorGreenville, SC$85,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewController - Financial Services JobotController - Financial ServicesNew York, NY$200,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are partnering with a rapidly growing, institutionally backed financial services firm focused on lending and credit solutions to hire a Controller to lead all core accounting operations.
NewAccounting Director (Financial Reporting) JobotAccounting Director (Financial Reporting)Dallas, TX$150,000–$200,000 / yearThis is not a siloed SEC role, the ideal candidate is a well-rounded accounting leader with experience navigating complex transactions, scaling processes, supporting IPO readiness, and driving accounting excellence across the organization. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewFinancial Services / Creditors’ Rights Attorney JobotFinancial Services / Creditors’ Rights AttorneyBaltimore, MD$125,000–$175,000 / yearThe firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Tampa, FLRemote$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Mortgage Advisor Weichert, RealtorsMortgage AdvisorShip Bottom, NJEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
Mortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSCherry Hill, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
Wealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, CO JPMorganChaseJ.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, COSilverthorne, COConsumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewMember Experience Advisor BlueOx Credit UnionMember Experience AdvisorHolland, MIThe Member Experience Advisor will serve as a trusted financial guide—helping members open accounts, process consumer loans, and discover the right financial solutions for their needs. At Allegan Credit Union, a division of Ignite Credit Union, we’re more than just a financial institution—we’re a team dedicated to making a meaningful impact in the lives of our members and the communities we serve.
New15211GE Property & Casualty Risk Advisor (Producer) ACG Resources15211GE Property & Casualty Risk Advisor (Producer)San Diego, CA$60,000–$125,000 / yearThe Property & Casualty Risk Advisor serves as a trusted consultant to business clients by identifying exposures, recommending insurance and risk management solutions, and developing long-term client relationships. Whether you're an established producer with an existing book of business or an emerging sales professional looking to accelerate your career, this firm offers outstanding resources, mentorship, marketing support, and unlimited earning potential.
NewMember Advisor Hoosier Hills Credit UnionMember AdvisorEllettsville, IN$22.08–$29.43 / hourYour role is pivotal in establishing and nurturing relationships with members, ensuring they receive personalized advice, and connecting them with products and services tailored to their financial goals. Expert Knowledge: Strong grasp of retail and Credit Union products and services, with a proven track record in sales and service excellence.
NewDirector, Wealth Advisor BNYDirector, Wealth AdvisorPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.
Volkswagen Automotive Service Advisor Hendrick Automotive Group CorporateVolkswagen Automotive Service AdvisorConcord, North Carolina$4,000–$9,000Full timeProvide detailed explanations of recommended repairs and maintenance services, including oil changes, tire services, brake repair, suspension, transmissions, and more. Your expertise in Volkswagen vehicles and automotive diagnostics will help drive customer satisfaction and loyalty while supporting our dealership’s commitment to excellence.
NewWealth Advisor Midland States BankWealth AdvisorPeru, IL$106,250–$141,650 / yearIf you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com. 6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships.
NewSenior Home Lending Advisor - Seattle WA JPMorganChaseSenior Home Lending Advisor - Seattle WASeattle, WAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewVP, Buy-side M&A and Ownership Transition Advisor BMO FinancialVP, Buy-side M&A and Ownership Transition AdvisorDallas, TX$102,000–$190,000 / yearApplication Deadline: 07/25/2026 Address: 200 Crescent Court Job Family Group: Customer Shared Services The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. Responsibilities will also include mentoring and developing junior members of the team, presenting at events and conferences, developing thought leadership pieces, collaborating with team members to develop and drive new initiatives as well as collaborating closely with other constituents across the bank.
NewRental Advisor Curtis Lane Holdings LLCRental AdvisorDelmar, DEAssures optimal rental revenue including reviewing performance metrics to anticipate rental trends and needs by going above and beyond to meet customer needs, troubleshoots rental availability, negotiates scheduling of rentals based on supply/availability, anticipates customer dissatisfaction and initiates notification to the Store manager on any possible customer recovery action needed. The incumbent in this role will be responsible for effective problem solving and must consistently provide assertive diligence in building customer relationships, meeting and resolving customer inquiries/concerns to full resolution as well as incorporating use of team/leader support and guidance as necessary, keeping key team members informed and up to date on status of equipment in order to best meet customer needs.
Senior Director-Advisor Equity Partnerships Northwestern MutualSenior Director-Advisor Equity PartnershipsMilwaukee, WI$176,000–$264,000 / yearBusiness Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.
International Servicing Advisor First Horizon BankInternational Servicing AdvisorMemphis, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewDirector, Business Development — Advisor Channel Larson Capital Management LLCDirector, Business Development — Advisor ChannelChesterfield, MOThe Director is expected to sit alongside advisor teams in client-facing meetings, serve as the authoritative voice on LCM’s real estate strategies, and translate complex fund structures into clear, compelling narratives for advisors and their clients. Description:At Larson Capital Management LLC we are seeking a Director of Business Development — Advisor Channel to serve as LCM’s dedicated internal wholesaler and real estate product specialist, embedded within the firm’s advisor distribution network.
NewFinancial Relationship Adviser Lukas Total WealthFinancial Relationship AdviserNorth Little Rock, ARThe Relationship Advisor will serve as the primary advisor for a portion of our established client base, guiding clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination through our THRIVE Planning Process. Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewHVAC Residential Sales / Comfort Advisor Blue Dot Heating, Air ConditioningHVAC Residential Sales / Comfort AdvisorForest Hill, MD$100,000–$200,000 / yearJoin Blue Dot, partnered with American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative , you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
NewAdvisor Facilities Planning (Senior Project Manager - Construction) OhioHealthAdvisor Facilities Planning (Senior Project Manager - Construction)Columbus, OHThe candidate will provide oversight of projects from ideation through post-completion, maintaining accurate financial records, project correspondence, and shall perform all activities necessary in support of design and construction projects and initiatives. Including punch list, development and commissioning of mechanical equipment, deliveries and start-ups, coordinating and working with all regulatory agencies, development and implementation of staff orientation and education.
NewSales Advisor - Sony ActionLinkSales Advisor - SonySANTA ROSA, CA$20–$24ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Santa Rosa CA 95407. Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
NewFinancial Business Partner Penske Truck RentalFinancial Business PartnerREADING, PAThis position partners closely with business leaders to provide forward‑looking financial insight, support strategic and operational decision‑making, and ensure financial plans are aligned with enterprise objectives. Finance Business Partners serve as trusted advisors, translating complex financial and operational data into clear insights that drive performance, accountability, and long‑term value creation.
NewSkilled Trades Sales / Comfort Advisor R S Andrews of Tidewater Heating, CoolingSkilled Trades Sales / Comfort AdvisorVirginia Beach, VA$100,000–$200,000Join RS Andrews, in partnership with American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative , you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
NewMortgage Loan Originator (Plymouth Region) North Easton Savings BankMortgage Loan Originator (Plymouth Region)Plymouth, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.