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.
Wealth Advisor Brophy Wealth Management, LLCWealth AdvisorBedford, NH$90,000–$120,000 / yearFull timeAn established client base from day one—no book of business required and no waiting behind a senior advisor for a book that feels like you’ll never inherit. For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorDetroit, MI$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.
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.
NewSenior 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.
Wealth Strategist JobotWealth StrategistPhoenix, AZ$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. 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.
NewWealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCharlotte, NCClient 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.
NewSenior Manager, Wealth Advisor - Wealth Advisory Charles SchwabSenior Manager, Wealth Advisor - Wealth AdvisoryTampa, FLTime 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.
Relationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
NewSenior Director of Product, Wealth Management Northwestern MutualSenior Director of Product, Wealth ManagementMilwaukee, WIWith a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals.
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.
Data Architect- Wealth Management System OneData Architect- Wealth ManagementNaperville, IL$90 / yearDemonstrated experience in Wealth Management or closely related domains (Asset Management, Private Banking, or Brokerage), with working knowledge of financial instruments, portfolios, custody, advisory, and client/household data. Define conceptual, logical, and physical data models for core wealth management entities such as clients, households, accounts, portfolios, holdings, transactions, and advisor relationships.
Wealth Management Administrative Assistant Vaco LLCWealth Management Administrative AssistantColumbus, OH$65,000–$75,000 / yearDetermining 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.
NewLegal Administrative Assistant – Private Wealth, Trusts & Estates JobotLegal Administrative Assistant – Private Wealth, Trusts & EstatesBoston, MA$85,000–$95,000 / yearOur client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. 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.
NewDirector, Platform Architect Principal - Wealth Management Charles SchwabDirector, Platform Architect Principal - Wealth ManagementAustin, TXRequired Qualifications: • Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations. • Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration.
Wealth Management Associate Vaco LLCWealth Management AssociatePhoenix, AZ$60,000–$65,000 / yearDetermining 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.
Wealth Technology Specialist Vaco LLCWealth Technology SpecialistSaint Petersburg, FL$95,000–$100,000 / yearDetermining 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.
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.
NewPRIVATE WEALTH MANAGER Fusco Personnel Inc.PRIVATE WEALTH MANAGERLatham, NY$90,000–$120,000 / yearFull timeFusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.
Wealth Management Client Sales Specialist First Horizon BankWealth Management Client Sales SpecialistLafayette, LAUnder general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. Headquartered 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.
Financial Advisor Transition Consultant Vaco LLCFinancial Advisor Transition ConsultantAustin, TX$100,000–$125,000 / yearDetermining 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.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel 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.
Branch 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.
Branch Manager, Ameriprise Financial Advisors AmeripriseBranch Manager, Ameriprise Financial AdvisorsProvidence, RIKey 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 II First Horizon BankFinancial Advisor IIMobile, ALHeadquartered 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.
Senior Director – Experienced Advisor Acquisition Edward Jones InvestmentsSenior Director – Experienced Advisor AcquisitionTempe, AZThis role partners closely with senior leadership, Finance, Business HR, and field leadership to anticipate workforce needs, build proactive pipelines, and deliver a best-in-class candidate experience. The Senior Director, Experienced Advisor Acquisition provides strategic leadership for the firm’s advisor and client-facing talent attraction efforts, ensuring the acquisition of high-quality, growth-oriented professionals aligned with firm values and long-term objectives.
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.
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.
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.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingNew York, NY$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.
NewTax Advisory Manager Vaco LLCTax Advisory ManagerLexington, KY$90,000–$120,000 / yearDetermining 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.
Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentNew York, NY$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
Director, Head of SMA Portfolio Management Engineering BlackRockDirector, Head of SMA Portfolio Management EngineeringSan Francisco, CA$215,000–$275,000 / yearTeam Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Team Leader – Practice Management Consulting Edward Jones InvestmentsTeam Leader – Practice Management ConsultingTempe, AZThe Team Leader, Practice Advisory Consulting leads and develops a high-performing team responsible for delivering scalable, high-impact consulting support to financial advisors. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).
Asset & Wealth Management, Private Wealth Management, Wealth Management Professi Goldman SachsAsset & Wealth Management, Private Wealth Management, Wealth Management ProfessiSeattle, WAFull timeOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Wealth Management & Trust Associate Baker Boyer BankWealth Management & Trust AssociateWalla Walla, WA$50,000–$65,800 / yearFull timeThis position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla Valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.
Key Private Bank Family Wealth Strategist KeyBankKey Private Bank Family Wealth StrategistSeattle, WAFull timeThis senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - DallasDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - BostonBoston, MARequired qualifications, skills and experience: • Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZScottsdale, AZOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - AtlantaAtlanta, GAWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSouthlake, TXOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Wealth Advisor Team Leader M&T Bank CorpWealth Advisor Team LeaderFairfield, CT$204,500–$340,900 / yearOversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients. Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.
NewSr Regional Wealth Advisor South StateSr Regional Wealth AdvisorAtlanta, GAThis role demands that the incumbent demonstrate leadership skills and be viewed by peers within the private wealth group as a leader, including training and mentoring less experienced staff, serving as an internal resource regarding wealth management issues, and being a role model for others. Performs administrative functions in coordination with the Wealth Associate that include: account openings, account additions, financial transactions, questions and complaints, asset/cash monitoring, account closing, fee processing, compliance oversight of account, regulatory reporting.
NewAssociate Private Wealth Advisor The Bahnsen GroupAssociate Private Wealth AdvisorPhoenix, AZThe 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.
Associate Wealth Advisor Northern Trust CorpAssociate Wealth AdvisorChicago, IL$99,600–$169,200 / yearThe role entails creation of subject matter decks and meeting materials, some light research, creation of detailed balance sheets and estate flow charts, reviewing and synthesizing of estate planning documents, along with collaboration with the broader wealth management teams. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.