Wealth Advisor

Financial & Wealth Advisor Role:

Job Summary:

We are seeking experienced Registered Investment Advisors (RIAs) to partner with a leading independent broker-dealer in the U.S., which has a market cap of over $20 billion. This is an ongoing search for advisors who already have a successful practice, typically managing a client portfolio of $30-40 million or more.

If you're ready to focus more on serving your clients and less on operational challenges, we want to explore how we can support your goals. Let’s discuss your current situation and future aspirations to see how we can help.

#ZR

Requirements

Who We're Looking For:

• Advisors with 20+ years in the industry who have built their own client base.
• Candidates currently managing their own business or working with partners, seeking enhanced support and resources.
• Individuals with...

Are you a consummate professional driven by excellence and integrity? Do you thrive in dynamic environments and embrace change as an opportunity for growth? Are you an eager learner with an insatiable intellectual curiosity, ready to inspire others on your journey to constant growth? If so, INPAC WEALTH is looking for you.

Who We Are:

Founded in 2013, INPAC Wealth is a forward-thinking independent, client-centric wealth management firm committed to making a positive and lasting impact on our clients’ lives. At INPAC Wealth, we build lifelong partnerships with our clients, grounded on flexible holistic plans focused on clients’ “Dreams.” We customize and adapt our plans for our clients, ensuring resilient solutions at each stage of their lives. INPAC Wealth is a fast-growing firm aiming to provide career development opportunities from entry-level to Executive-level.

What We’re Looking For:

• ...

Streamline is a nationally recognized retirement firm with over 8 million views on YouTube, 30+ monthly inbound leads, and a strong faith-based culture. We are looking for a Wealth Advisor who would like to help Streamline grow by having an impact on the clients they serve, both through our organic growth funnel and our current clients (our #1 priority).

Streamline has been operating for 26 years and currently stewards over $450MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove financial burdens and anxiety from our client's shoulders so they can dream about what’s possible for the next chapter of their lives. We do this by meeting them at the intersection of finances and emotions. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team. If you think that you’d like...

At Halcyon Wealth Advisors, we specialize in providing comprehensive financial planning and investment management services to our clients. We are dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.

We are seeking a skilled and driven Relationship Manager to join our team. This pivotal role involves overseeing and coordinating all aspects of retirement plans on a daily basis. The Relationship Manager will play a crucial part in ensuring client satisfaction and expanding our relationships with plan sponsors and participants, thereby enhancing the value Halcyon provides to its clients.

Requirements

Responsibilities:

• Manage the ongoing service schedule for multiple retirement plans.

• Conduct regular meetings with small business owners discussing their retirement plan.

• Prepare, coordinate, and facilitate employee...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.

Position Responsibilities:

Provide top quality client service.

• Deliver legendary client...

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person.  This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.  

Requirements

Essential Duties and Responsibilities  

• Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning  

• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews  

• Manage data in financial...

At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs.  We provide our clients with a wide portfolio of products and services that supports them on their financial journey.  Working with clients and fellow employees our company provides a diverse and stimulating work environment.

We are seeking a dedicated and experienced Wealth Advisor Associate to join our growing team.  This newly created position will play a vital role in providing high-quality product and service recommendations to our clients.  You will assist clients in navigating the complex world of wealth management options for them, their families and possibly their businesses.  You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.

Our ideal candidate for the Wealth Advisor Associate role will...

Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.

Key Responsibilities:

- Develop and implement strategies to attract new clients and increase revenue

- Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds

- Build and maintain strong client relationships

- Analyze financial information and provide recommendations

- Stay up-to-date with industry trends and regulations

- Collaborate with team members to deliver exceptional client...

At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs.  We provide our clients with a wide portfolio of products and services that supports them on their financial journey.  Working with clients and fellow employees our company provides a diverse and stimulating work environment.

We are seeking a dedicated and experienced Wealth Advisor Associate to join our growing team.  This newly created position will play a vital role in providing high-quality product and service recommendations to our clients.  You will assist clients in navigating the complex world of wealth management options for them, their families and possibly their businesses.  You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.

Our ideal candidate for the Wealth Advisor Associate role will...

At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs.  We provide our clients with a wide portfolio of products and services that supports them on their financial journey.  Working with clients and fellow employees our company provides a diverse and stimulating work environment.

We are seeking a dedicated and experienced Wealth Advisor Associate to join our growing team.  This newly created position will play a vital role in providing high-quality product and service recommendations to our clients.  You will assist clients in navigating the complex world of wealth management options for them, their families and possibly their businesses.  You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.

Our ideal candidate for the Wealth Advisor Associate role will...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.

Position Responsibilities:

Provide top quality client service.

• Deliver...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.

Position Responsibilities:

Provide top quality client service.

• Deliver...

Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.  At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always. Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services.  The position is also responsible for the development of new business over time.  The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs. 

Position Responsibilities:

Provide top quality client service.

• Deliver legendary...

WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment management, and estate planning. The ideal candidate will have a strong background in finance, exceptional communication skills, and a deep commitment to client service.

Responsibilities

• Develop and maintain relationships with high-net-worth clients
• Analyze client financial data to develop customized financial plans
• Provide investment advice and ongoing portfolio management
• Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
• Conduct regular client meetings to review progress and make adjustments to...

Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm...