Financial Advisor jobs

Torrance, California

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14d ago

Job Title: Financial Advisor Location: Torrance, CA (On-site) Type: Full-Time Job Overview: We are seeking an experienced Financial Advisor to manage and grow an existing book of business, no cold calling required. This role focuses on building strong client relationships, providing investment guidance, and managing diversified portfolios within a collaborative, professional office environment. Key Responsibilities: Manage and nurture existing client relationships Analyze and oversee portfolio

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Full-time

$110,000

Financial Planning Advisor

Brisbane, California

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3d ago

Job Title: Financial Planning Advisor Location: Brisbane, CA (Onsite) Job Summary We are seeking an experienced and highly qualified Financial Advisor to provide comprehensive financial planning solutions to clients. The ideal candidate must possess a bachelor s degree (4 years) and hold an active CFP designation, along with strong experience in financial planning, estate planning, and wealth management. This role requires deep expertise in developing personalized strategies across estate, tax,

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Full-time

$100,000 - $250,000

Senior Director, Data Management - Financial Advisor Services

Dallas, Texas

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Today

Job DescriptionSenior Director, Data Management - Financial Advisor Services Vanguard s Financial Advisor Services (FAS) business is seeking a Senior Director to establish the data foundation that will power FAS today and in the future. This role will operationalize FAS s domain-driven, enterprise-aligned data strategy, ensuring trusted, governed, and AI-ready data products that empower advisors, enhance crew experiences, and strengthen Vanguard s brand. The leader will drive data-as-a-product

Full-time

Senior Director, Data Management - Financial Advisor Services

Dallas, Texas

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Today

{"description": " Senior Director, Data Management - Financial Advisor Services Vanguard's Financial Advisor Services (FAS) business is seeking a Senior Director to establish the data foundation that will power FAS today and in the future. This role will operationalize FAS's domain-driven, enterprise-aligned data strategy, ensuring trusted, governed, and AI-ready data products that empower advisors, enhance crew experiences, and strengthen Vanguard's brand. The leader will drive data-as-a-produc

Full-time

Senior Advisory Consultant, Practice Transformation

Dallas, Texas

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Today

Job Description Responsible for the day-to-day execution of the practice transformation engagement and plan creation process with prospective advisors including intake and engagement, planning, offer creation and offer acceptance. The nature of the role is to be able to balance between business development and practice management consulting by acting as a recruiter for Cetera, showing excitement for the brand. As well as an Advisor/Consultant, driving practice transformation towards Cetera's in-

Full-time

USD 107,000.00 - 137,000.00 per year

Technology Solutions Consultant

Milwaukee, Wisconsin

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Today

{"description": " About The Role: Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird's Midwest Region. In this role, you'll work directly with advisors, support staff, and branch leadership to help teams leverage Baird's technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve c

Full-time

Wealth Advisor - Poughkeepsie, NY

Middletown, New York

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Today

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional

Full-time