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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification.
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Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021 and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients wealth and prosperity.
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Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more.
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Prior experience in wealth or financial planning, advising, or life and/or annuity sales. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more.
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The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Our partners bring expertise in workforce training and adult education; immigrant and refugee integration; innovation and social finance; worker organizing; financial inclusion and community wealth-building; policy development and advocacy; and much more.
Part-timeRemoteExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The goal of the SSVF Housing- Equity and Inclusion Case Manager is to assist veterans in ending their housing crisis, Provide referrals for supportive services to participants, including financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, childcare, and housing counseling.
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Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. IF YOU ARE INTERESTED IN APPLYING TO THIS POSITION, PLEASE APPLY DIRECTLY TO NAVY FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK – Financial Advisor - Alpharetta - Navy Federal Careers (oraclecloud.com) ANY RESUMES RECEIVED THROUGH THE “APPLY NOW” BUTTON BELOW WILL NOT BE CONSIDERED. Powered by JazzHR.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The goal of the SSVF Housing- Equity and Inclusion Case Manager is to assist veterans in ending their housing crisis, enhance their independent living skills by providing supportive services and education, connect them with community resources, and empower them to maintain long-term housing stability and self-sufficiency.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Houlihan Lokey's Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Leading a team of analysts and associates on various asset and wealth management related projects, including market and company financial analyses; The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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