1mo
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Wealth Advisor
Norman, Oklahoma, United States
HybridFull Time
Experienced financial advisors with strong client relationship, comprehensive financial planning, retirement/wealth/protection/estate planning, practice development, and proficiency with CRM and planning technology.
CRM systems, CRM Technology, Planning Technology
1mo
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Wealth Advisor
Garden City South, New York, United States
OnsiteFull Time
5+ YOESeries 65 or Series 7+66 or CFP/CFA/CPA; 5+ years as wealth advisor; portable book; strong planning knowledge; CRM/planning tools; independent with team coordination; Bachelor's degree; liquidity-event experience a plus.
CRM, Financial planning software
1mo
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Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
5+ YOESenior Wealth Advisor with 5-7 years of client-facing wealth management experience; Bachelor's degree; CFP preferred; knowledge of trust and fiduciary law.
Microsoft Office
1mo
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Wealth Advisor
Washington, District of Columbia, United States
$120k-$200k/yr OnsiteFull Time
5+ YOECFP designation; five years wealth management experience; bachelor’s degree.
MoneyGuide, eMoney
3mo
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Wealth Advisor
Cincinnati, Ohio, United States
$75k-$125k/yr OnsiteFull Time
3+ YOEExperience in wealth management, investment and insurance strategies; client relationship management; regulatory compliance.
1mo
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Wealth Advisor
Winnetka, Illinois, United States
$74k-$138k/yr OnsiteFull Time
5+ YOEExperience with wealth management, servicing high-net-worth clients, knowledge of banking, investments, and financial planning.
2mo
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WEALTH ADVISOR
Bozeman, Montana, United States
OnsiteFull Time
Provide wealth management services; CFP preferred; Series 65; Bachelor’s degree or equivalent; strong client service and communication skills.
Microsoft Office
3mo
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Wealth Advisor
Denver or Colorado
$125k-$200k/yr OnsiteFull Time
Bachelor's in Finance or Economics; CFP or CFA; experience in wealth management; proficiency in financial analysis tools and Excel; strong communication and ethical standards.
Excel, Financial analysis tools, Presentation software
2mo
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Wealth Advisor
Austin, Texas, United States
OnsiteFull Time
5+ YOEBachelor’s in Business, Finance, Economics; Series 65; 5+ years wealth management; proven sales and relationship skills; mentor ability; strong communication and integrity.
CRM, Financial planning software, Microsoft Excel
6d
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Wealth Advisor
Hurricane, West Virginia, United States
OnsiteFull Time
5+ YOEBachelor's in Accounting or Finance preferred, CFP required, 5+ years wealth management experience, strong investment and planning knowledge, excellent communication and attention to detail.
eMoney
1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Wealth Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
5+ YOEBA/BS; 5+ years in wealth management/sales; strong communication; project management; MS Office; valid driver’s license; CTFA or CFP designation preferred.
MS Word, MS Excel, MS PowerPoint
2mo
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Wealth Advisor
Omaha, Nebraska, United States
$131k-$225k/yr OnsiteFull Time
7+ YOEBachelor’s in Business/Finance; 7+ years in private wealth or related field; proven business development; licenses: CFP/ChFC/CWS/CTFA or FINRA Series 7/66
2mo
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Wealth Advisor
United States
HybridFull Time
10+ YOEBachelor's degree; 10+ years in wealth management or related fields; strong knowledge of markets, investment products, tax strategies, estate and retirement planning; CFP/CPA/JD or candidate.
CRM, Financial planning software, Microsoft Office
3mo
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Wealth Advisor
Naples, Florida, United States
$116k-$194k/yr OnsiteFull Time
7+ YOEBachelor's degree and 7+ years sales in financial services, or 11+ years with education/experience; wealth management experience; licenses/certifications CFP/CTFA/CPA preferred; MBA/JD preferred.
1d
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Wealth Advisor
United States
RemoteFull Time
15+ YOE15+ years in wealth management or financial planning; CFP or equivalent required; track record with high-net-worth clients, business development, and complex planning; experience with Tamarac, Orion, or Black Diamond.
Tamarac, Orion, Black Diamond
2w
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Wealth Advisor
New Castle, Delaware, United States
$70k-$120k/yr HybridFull Time
3+ YOEActive Series 7, Series 66, and Life Accident & Health licenses; minimum 3 years in wealth management; financial planning and portfolio management experience; US citizen or permanent resident required.
RightCapital, MoneyGuidePro, Wealthscape, CRM
2w
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Wealth Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
5+ YOEBachelor's degree required, 5+ years client-facing financial services experience, knowledge of wealth management, estate/gift tax, trust structures, investment management, strong communication and networking skills.
2mo
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Wealth Advisor
Denver, Colorado, United States
$110k-$150k/yr OnsiteFull Time
5+ YOE5+ years of client-facing comprehensive wealth planning; Bachelor's degree; professional credentials CFP, CPA, CFA, JD; Series 7 & 66 or 65; experience with financial planning software; Salesforce; eMoney.
Salesforce, eMoney, Holistiplan, Fidelity, Schwab, Microsoft Office
2mo
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Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
5+ YOE5+ years in wealth management; CFP or advanced degree; CFP exam eligibility; AIF orable; FINRA SIE, Series 7/66; life/health/ LTC licenses; experience with high-net-worth clients.
eMoney
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