NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Willingboro, 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.
NewInvestment Advisor PNC Financial Services GroupInvestment AdvisorArvada, CO$57,750–$96,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Compliance Officer - Investment Advisory Stonex GroupCompliance Officer - Investment AdvisoryMiami, FLThey will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Investment Compliance Consultant Northwestern MutualInvestment Compliance ConsultantMilwaukee, WIRisk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business. Project Management (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Decision Making (NM) - Intermediate, Attention to Detail (NM) - Advanced, Policy & Procedure (NM) - Intermediate, Continuous Improvement (NM) - Intermediate.
NewFinancial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Managing Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsMilwaukee, WI$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
NewService Advisor - Wealth Management JobotService Advisor - Wealth ManagementBloomington, MN$120,000–$150,000 / 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. Its advisors work collaboratively with clients and internal specialists to address investment management, retirement planning, tax strategy, estate planning, and other complex financial needs.
Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewWealth Advisor JobotWealth AdvisorDallas, TX$75,000–$130,000 / 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. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.
Entry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewFinancial Advisor JobotFinancial AdvisorAnderson Township, OH$85,000–$120,000 / 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. You will be responsible for developing new client relationships, managing an existing book of business, providing ongoing financial guidance, and delivering a high level of personalized service.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)San Antonio, TX$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.
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.
NewFinancial Advisor New York Life, Coelho Group — BridgewaterFinancial AdvisorBridgewater, MA$60,000–$200,000 / yearNew 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. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewLicensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)Phoenix, AZ$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.
NewTax Professional/Wealth Advisor JobotTax Professional/Wealth AdvisorAnderson Township, OH$85,000–$120,000 / yearTax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). 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.
NewPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Entry-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.
NewRegistered Operations Leader - Financial Advisors AmeripriseRegistered Operations Leader - Financial AdvisorsBrookfield, WILeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Top Advisor Srvcs Spec (NRF) Northwestern MutualTop Advisor Srvcs Spec (NRF)Franklin, WI$66,960–$100,440 / yearResearches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
NewInvestment Accounting Manager Farm Bureau Financial ServicesInvestment Accounting ManagerWest Des Moines, IAFull timePartner with Finance, Treasury, Investment Management, Actuarial, Operations, and external auditors to ensure investment activity is accurately recorded and reported in compliance with Statutory Accounting Principles (SAP), U.S. GAAP, other regulatory requirements, and company policies. Farm Bureau Financial Services is seeking an Investment Accounting Manager to lead a highly skilled team responsible for accounting and reporting for our diverse investment portfolio.
Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern MutualInvestment Client Srvcs Spec (NRF) - Account Reassignment TeamBrown Deer, WI$56,640–$84,960 / yearJoin ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.
Vice President, Capital - Investment Banking bdo consultingVice President, Capital - Investment BankingChicago, IL$180,000–$250,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Senior Accountant Kforce Inc.Senior AccountantBoston, MA$115,000–$125,000Responsibilities: The Senior Accountant will perform accounting for multiple entities, investments, real estate, significant asset holdings (multiple classes), trusts and other related businesses for an assigned group of clients. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewTrust Officer MassMutualTrust OfficerBoston, MASee MassMutual Terms & Conditions at https://www.massmutual.com/legal/terms-of-use and Privacy Policy at https://www.massmutual.com/protecting-your-information and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Seek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided.
NewDigital Advisor Vaco LLCDigital AdvisorAtlanta, GAMust have strong teamwork skills as well as the ability to work independently 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. Determining 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.
NewNational Advisor Consultant AmeripriseNational Advisor ConsultantBoston, MAAs a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
NewInternal Advisor Consultant AmeripriseInternal Advisor ConsultantBoston, MAOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
NewFinancial Advisor Associate StifelFinancial Advisor AssociateHouston, TXStifel 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. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewAdvisor Marketing Manager StifelAdvisor Marketing ManagerSaint Louis, MOThis role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives. 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.
Financial Advisor CFSFinancial AdvisorGrand Rapids, MIThe ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients.
NewBranch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsPortland, ORKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
NewFinancial Advisor AmeripriseFinancial AdvisorTampa, FLYoull have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Advisor- Fee Based Hatteras Capital AdvisorsFinancial Advisor- Fee BasedBrentwood, TNThe ideal candidate will work independently while collaborating with our successful team, benefiting from unlimited earning potential and opportunities to grow a thriving business leveraging our experienced leadership, reputation, and comprehensive range of services. Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementFishers, INIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Advisor Midland States BankWealth AdvisorRockford, IL$106,250–$141,650 / yearActively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence.
Wealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryPhoenix, AZClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Senior Manager, Wealth Advisor Charles SchwabSenior Manager, Wealth AdvisorAtlanta, GATime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSegment Director/Advisor, Power Markets - Utilities EnverusSegment Director/Advisor, Power Markets - UtilitiesDallas, TX$100,000–$150,000 / yearLead client-first discovery and go-to-market motions for new products and upgrades to ensure successful launches that encapsulate the needs of all stakeholders across product development, sales, customer success, marketing, and other functional groups. As a Segment Director or Advisor, Power Markets - Utilities, you will collaborate with product development, sales, customer success, and marketing to strategically lead go-to-market motions, strategic messaging, and client relationships.
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.
NewFinancial Advisor Gables Search GroupFinancial AdvisorPittsburgh, PA$100,000–$150,000We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses. Providing various investment advisory services including proposal development, asset allocation modeling, etc.
NewSenior Risk Advisor JobotSenior Risk AdvisorCharlotte, NC$70–$90 / hourWorking knowledge of security, privacy, and risk frameworks such as NIST Cybersecurity Framework, NIST 800-53, PCI DSS, HIPAA, or SOC 2. Familiarity with GRC and vendor risk platforms such as TruOps, Prevalent, OneTrust, ProcessUnity, or ServiceNow. The position will also play an important role in advancing the organization’s third-party risk management program, supporting vendor risk assessments, escalations, remediation efforts, and ongoing program maturity throughout the vendor lifecycle.
Financial Advisor w/ SR65 CFSFinancial Advisor w/ SR65Elkhart, IN$50,000–$60,000 / yearA rapidly growing wealth management and estate planning firm is seeking a licensed Financial Advisor to support client relationships, compliance, onboarding, and planning activities. 1+ years of experience in wealth management, financial planning, investment advisory, or related financial services.
NewFinancial Advisor The Piedmont GroupFinancial AdvisorBirmingham, AL$70,000–$150,000 / yearThis opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and business owners achieve their financial goals through comprehensive financial planning and wealth management solutions. License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire.
NewLicensed Financial Advisor The Piedmont GroupLicensed Financial AdvisorDunwoody, GA$70,000–$150,000 / yearThis opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and business owners achieve their financial goals through comprehensive financial planning and wealth management solutions. License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Wealth Client Onboarding Specialist-Wealth Advisors Marshall & Sterling IncWealth Client Onboarding Specialist-Wealth AdvisorsPoughkeepsie, NY$55,000–$70,000 / hourGuided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience.
NewService Advisor for Brand-New Chevrolet Location Great Pay and 90% Employer Paid Medical Insurance Goodwin Motor GroupService Advisor for Brand-New Chevrolet Location Great Pay and 90% Employer Paid Medical InsuranceBrunswick, ME$75,000–$100,000 / yearThis modern, state-of-the-art dealership provides an outstanding environment for both employees and customers, reflecting our continued investment in the future of our business and our people. Description: At Goodwin's Motor Group, we've proudly served Maine drivers for over 90 years, building a reputation for exceptional customer service and a commitment to excellence.