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Oct 07, 2024
Full time
Associate Wealth Advisor
$$100000 - $120000 per annum yearly
Charles Schwab Lone Tree, CO, USA
Position Type: Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.   As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.   This role will provide you the opportunity to continue to build...
Oct 07, 2024
Full time
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab Los Angeles, CA, USA
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought   meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an...
Oct 07, 2024
Full time
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab Roanoke, TX, USA
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products ( i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their...
Oct 07, 2024
Full time
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab Lone Tree, CO, USA
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products ( i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their...
Oct 07, 2024
Full time
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab Boston, MA, USA
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products ( i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their...
Oct 07, 2024
Full time
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Newport Beach, CA, USA
Position Type: Regular Your opportunity   At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an...
Oct 07, 2024
Private Wealth Advisor - Portfolio Manager
Finemark National Bank Cape Coral, FL, USA
Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary and investment risk while retaining and growing client relationships. Essential Functions and Duties: Portfolio Management. Manages client portfolios and administers client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations. Portfolio management accountabilities include, but are not limited to: Analyzes clients’ complete financial picture and works with clients...
Oct 06, 2024
Private Wealth Advisor
BOK Financial Corporation Austin, TX, USA
Req ID: 75363 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 01/01/2025 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type Formula Based Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will...
Oct 06, 2024
Private Bank Wealth Advisor II
Huntington National Bank Holland, MI, USA
Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree...
Oct 06, 2024
Wealth Advisor
Connor Clark and Lunn Financial Group Calgary, AB
Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada's largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving...
Oct 06, 2024
Senior Wealth Advisor
Weaver Austin, TX, USA
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC . The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management. C-Suite executives, family-owned businesses, entrepreneurs, institutions, and individuals will have access to a wide range of wealth management services. At Weaver Capital Advisors, we lead with care and understanding, and our team values relationships above all else. We strive to transcend client expectations - always. We honor promises, stay true to our character and intentionally listen to our clients' ambitions and aspirations. We believe in putting others first and exemplify that in how we interact. We convey a passion for our work and an...
Oct 06, 2024
Wealth Advisor III
Mercer Advisors, Inc. McLean, VA, USA
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many...
Oct 06, 2024
Senior Wealth Advisor
MAI Wealth Management, Inc. Leesburg, VA, USA
GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client's professional advisors. MAJOR DUTIES AND RESPONSIBILITIES Strive to understand clients' goals and objectives in order to...
Oct 06, 2024
International Wealth Advisor - Houston / Dallas
Truist Financial Houston, TX, USA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth...
Oct 06, 2024
Senior Wealth Advisor - SAFE ACT: Resident (On-Site)
Citigroup, Inc Port Jefferson Station, NY, USA
Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the...
Oct 06, 2024
Wealth Advisor
Midland States Bank Joliet, IL, USA
Wealth Advisor Salary Range: $99,300 - $132,400+ annually - final salary to be determined based upon prior experience, more information to follow At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Position Summary The Wealth Advisor provides investment...
Oct 06, 2024
Wealth Advisor III
Bank First Louisville, KY, USA
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/Responsibilities: • Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition • Generates sales leads through cross-function collaboration, centers of influence and personal contacts • Develops perspective on clients by gathering personal data and...
Oct 06, 2024
Senior Wealth Advisor
REDW Albuquerque, NM, USA
REDW LLC is one of the Southwest's largest and fastest growing certified public accounting and business advisory firms, and we are looking for a Senior Wealth Advisor to join Wealth team. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor is expected to have a deep understanding of financial planning concepts and to work well with the client's professional advisors. This position can be hybrid. ESSENTIAL FUNCTIONS Establish and maintain new client relationships Establish priorities/goals and meet timelines/deadlines for new client acquisition Develop existing client relationships with excellent verbal and written communication Present client reports and organize/run client meetings Participate as active...
Oct 06, 2024
Senior Wealth Advisor
MAI Wealth Management, Inc. Independence, OH, USA
GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client's professional advisors. MAJOR DUTIES AND RESPONSIBILITIES Strive to understand clients' goals and objectives in order to...
Oct 06, 2024
Wealth Advisor III
Linscomb Wealth Houston, TX, USA
Position Title: Wealth Advisor III Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 Eligibility for Remote: No Grade: Commission Job Posting: What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of an Linscomb Wealth, Wealth Advisor, and they have done so over a long period of time. A WA III's primary focus is likely more allocated to ongoing, proactive client engagement, through business development and organic book growth is likely a component given the well-established nature of their client book. WA III's will serve in both a primary and secondary Wealth Advisor capacity, though typically they will serve most frequently as primary. WA III's operate consistently with a high degree of autonomy within the firm and team construct. WA III's are encouraged to continue developing their skill set, though...