FULL_TIME

FEED

OTHER

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Hamilton - New Jersey

equestftpin

UNKNOWN

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.

Rockefeller Capital Management

Regional Supervision Manager

[AW]-iCims

Responsibilities: Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting. The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance.

YEAR

Axos Bank

Client Service Advocate

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Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Prepare, review, and distribute investor statements, capital account reports, performance reports, tax documents, and investor communications in accordance with established deadlines. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements.

Fund Services Group

Investor Reporting Associate

partner JazzHR

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Review of tax returns including complex tax returns which may consist of consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individuals.

Sikich LLP

Senior Tax Manager

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About Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. A Private Wealth Partner is an established financial adviser with significant industry experience, a proven track record of delivering high-quality financial advice, and the ability to independently develop and manage long-term client relationships.

Skybound Wealth Management Ltd

Private Wealth Partner - USA

Desire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.

The Pelora Group

Financial Advisor

JobScore

Under the direction of the Osaic Sales Manager and Administrative Officer to assist the Investment Officers in the operation and development of the Investment Services program in conformance with established Bank and Osaic objectives, policies and procedures. Work, occasionally, with attorneys and accountants to settle trust accounts, ascertain account values, determine date of death values and re-register stock certificates.

Mutual Bancorp and its Subsidiaries

Investment Services Representative

ADAPTED_NOW

You will meet with and manage existing and new client needs, prepare planning work, coordinate insurance and wealth management tasks, ensure follow-through, and help manage and coordinate both the existing administrative team and future team expansion. As an Associate Financial Advisor, you’ll operate as a strategic extension of the Managing Partner—supporting his client relationships, managing workflow, coordinating internal resources, and ensuring flawless execution across all planning initiatives.

niche recruitment

Associate Financial Advisor, HNW Investment & Insurance

cBizSoft

Enjoy a generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers. Farm Bureau Financial Services is seeking motivated Investment Advisor Representatives (IARs) to join our growing Iowa team.

Farm Bureau Financial Services is looking for people to join our team. Are you interested in running your own business and helping others? As a Farm Bureau agent, you’ll sell insurance products, but being an agent is about so much more – it’s about building relationships and being an advocate for people in your community.
Founded more than 75 years ago, we started off providing insurance for farmers. Today, we help people from all walks of life – rural, urban, and everything in between. We couldn’t be more proud of our heritage and our close relationship with the Farm Bureau federations in the states where we do business. When it comes to protecting livelihoods and futures, we’ve got it covered with a wide variety of property/casualty, life insurance, and financial services products. <br /><br />
When you make a commitment to be a Farm Bureau agent, we make a commitment to you. We believe that little things make a big difference in your career, and at Farm Bureau, that means deciding on a work schedule that fits your life, new agent financing, marketing support, training and education, cash bonuses, incentive travel, and most importantly, you’ll be backed by a team of talented and supportive individuals who want to see you succeed. 
We invite you to take control of your professional future by visiting beafarmbureauagent.com. Click <a href="http://www.beafarmbureauagent.com/" target="_blank">Get Started</a> and apply today.

Farm Bureau Financial Services

Investment Advisor Representative

Staffmyagency

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Associate Investment Data Analyst

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We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events, while collaborating with internal specialists and external professionals to deliver a seamless client experience.

PARCION PRIVATE WEALTH.

Financial Advisor (Family Advisor)

The Investment Business Manager (IBM) is responsible for owning the operational workflows and pipelines that run across Concurrent’s investment platform, including implementation, investment operations, due diligence, research, data and analytics, and the deliverables that support the firm’s investment management, OCIO, and consulting work. Working within Concurrent’s investment operations team, the IBM coordinates across implementation, trading, investment operations, due diligence, research, data and analytics, risk management, and marketing, and works with SaaS vendors and Financial Advisors on platform deliverables.

Concurrent Investment Advisors

Investment Business Manager

PinpointHQ

The Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

Senior Investment Manager, Separately Managed Accounts

For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements. We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors.

Ross Recruiting

Wealth Advisor

Job Title: Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor Position Summary: HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. How to Apply: If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth.

HORAN Wealth

The Manager - Investment Guidelines and Trade Compliance Oversight will establish and develop the Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the compliance rules engine within the Order Management System / Portfolio Management System to mitigate the regulatory, operational and market risks associated with regulatory and individual investment guideline requirements. Lead Trade Oversight Program: Develop Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the firm's Order Management System / Portfolio Management System in Charles River Development to mitigate the regulatory, operational and market risks associated with regulatory and individual investment guideline requirements.

City National Bank

Investment Analytics & Trade Monitoring Manager

The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Forest Hills Financial Group

WorkWolf

Position Responsibilities: Responsible for promoting a full range of Wealth Management solutions to registered investment advisors (RIA) with industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. In this role, you will be responsible for internal sales and relationship development, Registered Investment Advisor channel management, and functioning as a central resource for all internal departments affecting both channel growth and the common client's success.

Manulife Financial Corp

Associate Managing Director

This team member will work directly with Senior Wealth Advisors (SWAs) and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families and providing a best-in-class service experience. 3-5+ years relevant experience; experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.

Investment Advisor Jobs in the United States

J.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Hamilton - New Jersey JPMorgan Chase Bank, N.A.

Regional Supervision Manager Rockefeller Capital Management

Client Service Advocate Axos Bank

Investor Reporting Associate Fund Services Group

Senior Tax Manager Sikich LLP

Private Wealth Partner - USA Skybound Wealth Management Ltd

Financial Advisor The Pelora Group

Investment Services Representative Mutual Bancorp and its Subsidiaries

Associate Financial Advisor, HNW Investment & Insurance niche recruitment

Investment Advisor Representative Farm Bureau Financial Services

Associate Investment Data Analyst Fidelity

Financial Advisor (Family Advisor) PARCION PRIVATE WEALTH.

Investment Business Manager Concurrent Investment Advisors

Senior Investment Manager, Separately Managed Accounts Fidelity

Wealth Advisor Ross Recruiting

Wealth Advisor HORAN Wealth

Investment Analytics & Trade Monitoring Manager City National Bank

Financial Advisor Forest Hills Financial Group

Associate Managing Director Manulife Financial Corp

Relationship Manager Beacon Pointe Advisors LLC

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