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Senior financial advisor Jobs

2,940 Jobs

  • 2.7
    American Public University System – Charles Town, WV
    $29k-$42k(Glassdoor est.)
    6 days ago 6d
    reoccurring student issues to seniorfinancial aid advisors and managers. Collaborates with other advisors and departments to… Synopsis of Role: The Financial Aid Advisor (Advisor) is responsible for providing financial aid support and counseling services…
  • 3.9
    Wolf & Company, P.C. – Boston, MA
    NEW
    Wolf professionals include financial institutions, manufacturing, food processing, investment advisors, professional service firms… subsidiaries. Responsibilities of our Regulatory Compliance Senior include: Monitoring and reporting Bank compliance with…
  • 3.1
    Comerica – Palo Alto, CA
    6 days ago 6d
    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor is responsible for contributing to the overall… the process; and keeping the sales process, specialists and advisors on target and on schedule. Attract new customers and retain…
  • 3.3
    NAPA Auto Parts – Norcross, GA
    $56k-$105k(Glassdoor est.)
    NEW
    the perfect opportunity for you as a Business Advisor – Director, Customer Financial Services in Atlanta, GA! This is the perfect… Work includes reviews of financial health including audits (financial and operational), review of financial statements, and identification…
  • Diamond State Financial Group – Newark, DE
    EASY APPLY
    $13k-$86k(Glassdoor est.)
    8 days ago 8d
    training program. New Advisors work closely with SeniorAdvisors in initiating, developing, and implementing financial strategies for… clients. Is a Career as a FinancialAdvisor Right for You? An ideal FinancialAdvisor candidate is someone seeking a meaningful…
  • 3.4
    Hancock and Whitney Bank – Jacksonville, FL
    NEW
    Serves as a business partner to bankers and fellow financialadvisors Minimum Required Education, Experience, Licenses… Job Description - Senior Investment Consultant (17001914) Job Description Senior Investment Consultant - (17001914)…
  • 4.7
    Imperfect Produce – San Francisco, CA
    NEW
    in the country and are working with a team of world-class advisors, including Doug Rauch, former President of Trader Joes.… adjustments/journal entries Participate in preparation of monthly financial reporting package and budget-to-actual variance analysis…
  • 4.4
    Fortera – Clarksville, TN
    NEW
    of the obtained skills. Senior Member Advisor (minimum of 1 year of experience as a Member Advisor III): May be required to… Knowledge of Teller and Member Advisor operations and procedures. One year experience in a financial institution to include a basic…
  • Accountfully – Nashville, TN
    EASY APPLY
    NEW
    our clients navigate complex financial challenges and opportunities. We’re looking to hire a Senior Accountant who can join our… Nashville team. They will be expected to be our clients’ strategic advisor and wayfinder. Using their accounting experience, they will…
  • 3.8
    MassMutual Pacific – San Ramon, CA
    EASY APPLY
    7 days ago 7d
    begins by taking a first step and becoming a FinancialAdvisor*. FinancialAdvisors are independent contractors and are not employees… Switching to a new career as a FinancialAdvisor is a big step. Chances are some financial concepts will be new to you. You…
  • 3.6
    Griffin Capital – Irvine, CA
    EASY APPLY
    $55k-$65k(Glassdoor est.)
    14 days ago 14d
    Support the Advisor Services Department with investment document processing, sales operational support and financialadvisor inquiries… SeniorAdvisor Services Representative Position Type: Full-time/Regular Reports to: SVP, Operations & Advisor Services…
  • 3.3
    First Citizens Bank – Batesville, SC
    We're Hiring!
    Investor Services Position Description : SeniorFinancialAdvisors present and sell non-traditional (non-FDIC insured… affluent customers and prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client…
  • 3.3
    First Citizens Bank – Greer, SC
    Today 10hr
    SeniorFinancialAdvisors present and sell non-traditional (non-FDIC insured) investments to mass affluent customers and prospects… prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client goals. Maintains all compliance…
  • 3.3
    First Citizens Bank – Asheville, NC
    We're Hiring!
    Investor Services Position Description : SeniorFinancialAdvisors present and sell non-traditional (non-FDIC insured… affluent customers and prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client…
  • Ripcord – Hayward, CA
    1 days ago 23hr
    LUX Capital, and Silicon Valley Bank. Our seed investors and advisors include Steve Wozniak, Bruce Scott, Chris C Kemp and Jon Callas… market (think, medical records, company HR records, company financial records, legal case files, etc). For 30 years the world has…
  • 3.3
    Vanguard – Charlotte, NC
    We're Hiring!
    maintaining an in-depth understanding of financial planning, capital markets and the financial services industry. Keep abreast of significant… philosophy and recommendations to assist clients to reach their financial goals. To work well within a collaborative team environment…
  • 2.5
    Lord Abbett – Jersey City, NJ
    $88k-$146k(Glassdoor est.)
    6 days ago 6d
    External Wholesaler is responsible for proactively engaging FinancialAdvisors within a defined geographic territory in an effort to… relationship manager for assigned accounts Partnering with financialadvisors to promote the sale and marketing of Lord, Abbett & Co…
  • 3.8
    The Mind Gym – New York, NY
    $59k-$87k(Glassdoor est.)
    HOT
    include: Account and Stakeholder Management Acts as a trusted advisor, using an expert knowledge of Mind Gym and having a full understanding… The Senior Project Manager (SPM) demonstrates a passion for effective and creative project management. The SPM is an expert in…
  • 3.4
    Cetera Financial Group – El Segundo, CA
    1 days ago 1d
    support Cetera Financial Group and its subsidiaries · Drive key analytical exercises including client and advisor profitability… concise, actionable reports for senior / executive management · Experience with financial reporting, planning, and BI tools…
  • 4.6
    CrossCountry Consulting – Boston, MA
    13 days ago 13d
    CrossCountry Consulting is the trusted partner and expert advisor to leading organizations. We help our clients transform their… increased financial reporting, new accounting standards, and transaction-related demands. Our solutions include: Financial Reporting…
  • 3.6
    Columbia Bank (WA, OR & ID) – Sandpoint, ID
    NEW
    researching and resolving various customer service requests, financial plans when appropriate. Manage client relationships; utilize… utilize other departments, their services and products within CB Financial and Columbia Bank. RESPONSIBILITIES Responsible for…
  • 3.9
    SUNY Oswego – Oswego, NY
    1 days ago 21hr
    SeniorFinancial Aid Advisor Category: Professional Department: Financial Aid Office Locations: Oswego, NY… Description of Responsibilities: The SeniorFinancial Aid Advisor reports to the Director of Financial Aid and supervises, plans, schedules…
  • 3.8
    Ciena – Hanover, MD
    We're Hiring!
    things. The Opportunity / What we’re looking for: The SeniorAdvisor, Services PLM (Innovation) provides a common focal point… customer focused leader with integrity. Breadth of technology, financial and business acumen. Superb business judgment and ability…
  • 3.3
    TriNet Group – San Leandro, CA
    NEW
    Overview The SeniorFinancial Analyst is responsible for efficiently providing detailed analytical support to senior management… based on advanced financial analysis. Serves as a strategic thought partner to senior management team for financial operations of…
  • AXA Retirement Benefits Group – Plainview, NY
    EASY APPLY
    17 days ago 17d
    division of AXA Advisors, LLC. Together, AXA Advisors and the RBG provide wealth management services and financial education to help… communities. Financial professionals are assigned to employers who have selected AXA Equitable, an affiliate of AXA Advisors, as a product…
  • 3.5
    Main Street Hub – Austin, TX
    1 days ago 13hr
    Grow strong relationships with senior customers, counsel customers, and become a trusted advisor. Be a team leader, responsible… Position Summary: Main Street Hub is looking for an experienced Senior Account Manager to join a cross-functional team that is dedicated…
  • 4.3
    MorganFranklin Consulting – Quantico, VA
    EASY APPLY
    22 days ago 22d
    reconciliations. Serve as a functional resource and financial management advisor to the client. What Do You Need to Succeed?… Principles (GAAP), the DoD Financial Management Regulation (FMR), and Statements of Federal Financial Accounting Standards (SFFAS…
  • 3.8
    USAA – San Antonio, TX
    11 days ago 11d
    seeking talented Senior Tax Advisor (Real Estate) for our San Antonio, TX or Plano, TX facility. The Tax AdvisorSenior will have… on issues. Calculates and/or reviews forecasted and actual financial statement current and deferred tax amounts in accordance with…
  • 4.3
    MorganFranklin Consulting – Quantico, VA
    EASY APPLY
    $93k-$130k(Glassdoor est.)
    22 days ago 22d
    reconciliations. Serve as a functional resource and financial management advisor to the client. What Do You Need to Succeed?… Principles (GAAP), the DoD Financial Management Regulation (FMR), and Statements of Federal Financial Accounting Standards (SFFAS…
  • 3.4
    Graceland University – Lamoni, IA
    EASY APPLY
    7 days ago 7d
    SeniorFinancialAdvisor Posted February 15, 2018 Graceland University is seeking a full-time, 12 month Senior… Senior FinancialAdvisor for the Independence, Missouri campus. This position is a member of the Student Financial Services team and…
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