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Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA.
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Senior Executive Recruiter / Market Specialist SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
$150,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart, with strong verbal, written, and communication skills. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Great career path towards obtaining your Series 65 license to become a full Financial Advisor , helping clients with all their wealth management needs! Ability to handle all types of life insurance, final expense, accidental coverage, key-man coverage, tax free retirement plans, annuities, supplemental health plans, dental & vision plans, LTC plans, and full Medicare program (advantage & supplemental), as well as full client wealth.
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This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist.
$33.69 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. Senior Wealth Advisor. They hold a lot of value to professionals that are well educated holding certifications and will give preference to if holding the CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA.This is a salaried position plus bonus that is sales based commission plus other great benefits.
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Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients. As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
$108,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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You will be actively involved with onboarding new clients and assisting them in receiving all the wealth management services provided by J.L. Bainbridge & Company. You will work closely and in an ongoing capacity with a designated portfolio manager serving your clients.
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A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. They are looking for someone that already has an established COI network in the Tampa market that is experienced with cultivating relationships and can leverage those relationships as well as the companies existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations.
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wealth advisor jobs in Sarasota, FL
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