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Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

Axos Bank

Client Services Advocate

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Preferred Qualifications: MBA, CFP, CFA, CIMA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.

Truist Bank

CAC Financial Advisor 1, Truist Investment Services, Charlotte, NC

FULL_TIME

OTHER

GIB, part of the broader Global Banking organization, provides strategic advice, capital raising, and risk management to corporations, governments, and institutions worldwide across M&A and advisory, equity and debt capital markets, leveraged finance, and structured products. 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.

Executive Director, HR Business Advisor - Global Investment Banking (Client Aligned)

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YEAR

Candidates from investment banks, advisory firms, commercial banks, infrastructure investors, energy developers, utilities, or private equity sponsors with a proven transaction track record will be particularly well suited. The ideal candidate will possess a strong academic background, preferably including an MBA or advanced finance-related qualification, along with approximately 6-8 years of relevant experience in debt advisory, project finance, acquisition finance, lending and advisory, or M&A advisory.

Page Group USA

Vice President Investment Banking - Project Finance

5+ years of hands-on experience working with and selling ERP solutions specifically with a working knowledge of Microsoft Dynamics is preferred, but will consider experience with Oracle, SAP, Epicor, Infor or NetSuite. Specifically, the Pre Sales / Solution Architect will have a deep understanding of the capabilities of Dynamics 365 Business Central along with the surrounding ecosystem and how it can assist clients and prospects to address their business application needs.

Sikich

Pre-Sales Solution Architect - D365 Business Central

You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. 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.

Salesforce Account Executive (Financial Services)

Cross-Sell Adjacent Capabilities Collaborate with leaders across Sikich practices such as Salesforce, Microsoft Business Applications, Data Analytics & AI, Cybersecurity, and Risk Management to design and pursue coordinated account strategies aligned to insurance modernization roadmaps. Drive strategic pursuits and pipeline expansion by aligning sales plays to insurance-specific challenges, including core system modernization, underwriting transformation, delegated authority oversight, digital distribution, regulatory compliance, and data-driven decision making.

Industry Growth Leader (Insurance Services)

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. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

NetSuite Financial Consultant

Career progression within this role focuses on continued growth as a Financial Planner, including deepening technical expertise, expanding planning capabilities, and taking on greater complexity and responsibility, rather than progression into an Advisor role. Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.

Aldrich CPAs + Advisors LLP

Financial Planner

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If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.

Edelman Financial Engines LLC

Director of AI Experience Design

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Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Design Associate

In this role, you are responsible for the day-to-day management of these relationship(s), overseeing client initiatives in collaboration with provider client teams, and leading provider-specific projects in partnership with provider business teams. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Sr. Provider Manager Remote or Boston, MA

The Lifecycle Marketing Specialist supports the growth of our Wealth Planning business by helping prospects and clients access comprehensive financial advice through thoughtfully designed lifecycle marketing programs. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Lifecycle Marketing Specialist

D365 BC Account Executive

I’m looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships. Comfort with CRM tools, scheduling systems, and common office software.

pearlrecruiter

Customer Service Associate

The Chief Growth Officer will oversee business development and client acquisition initiatives, while partnering closely with executive leadership, marketing, advisory teams, and strategic partners to identify new opportunities for growth. As a member of the Executive Leadership Team, the CGO will be responsible for developing and executing the firm's enterprise growth strategy while building the infrastructure, talent, and processes necessary to scale the business nationally.

Curi Capital

Chief Growth Officer

In this role, students provide financial education through one-on-one appointments, workshops, presentations, community outreach, and financial wellness clinics while working alongside Certified Financial Planner (CFP®) professionals, faculty, staff, and community partners. Collaborate with CFP® professionals, Registered Investment Advisor (RIA) partners, Oregon State University Extension personnel, and CAFE staff to deliver presentations, workshops, and one-on-one financial education appointments during financial wellness clinics.

OSU Oregon State University

Personal Finance Educator (PFE)

Business Development Manager - Dallas Region

Partner with the Controller and VP of Finance to build and maintain the AI-driven automations (Claude Cowork, MCP integrations) that power our recurring accounting workflows, turning manual processes into reliable, auditable, code-verified ones. As a Senior Accountant at Range, you'll own the mechanics of our monthly close and our AP, AR, and payroll operations end-to-end, partner with the Controller on technical accounting, and help build the AI-powered automation that lets a small finance team move like a much larger one.

Investment Advisor Jobs in the United States

Client Services Advocate Axos Bank

CAC Financial Advisor 1, Truist Investment Services, Charlotte, NC Truist Bank

Executive Director, HR Business Advisor - Global Investment Banking (Client Aligned) JPMorgan Chase Bank, N.A.

Vice President Investment Banking - Project Finance Page Group USA

Pre-Sales Solution Architect - D365 Business Central Sikich

Salesforce Account Executive (Financial Services) Sikich

Industry Growth Leader (Insurance Services) Sikich

NetSuite Financial Consultant Sikich

Financial Planner Aldrich CPAs + Advisors LLP

Director of AI Experience Design Edelman Financial Engines LLC

Design Associate Edelman Financial Engines LLC

Sr. Provider Manager Remote or Boston, MA Edelman Financial Engines LLC

Lifecycle Marketing Specialist Edelman Financial Engines LLC

D365 BC Account Executive Sikich

Customer Service Associate pearlrecruiter

Chief Growth Officer Curi Capital

Personal Finance Educator (PFE) OSU Oregon State University

Business Development Manager - Dallas Region Sikich

Senior Accountant Range

Principal - Tax Sikich

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