Financial Advisor jobs

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

Finance Senior Manager - Consumer Lending

Johnston, Rhode Island

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Today

Description Senior Manager, Home Equity Finance Location: Newark, DE Work Model: Hybrid (4 days in office) The Consumer Home Equity Finance organization serves as a trusted advisor for the Citizens Home Equity business, providing both strategic and tactical financial leadership. We are seeking a Senior Finance Manager who will be a key member within the Home Equity Finance team, responsible for delivering forward?looking financial guidance to leaders and partners, and advancing the tools, analys

Full-time

Compensation information provided in the description

Finance Senior Manager - Consumer Lending

Westwood, Massachusetts

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Today

Full-time

Compensation information provided in the description

Finance Senior Manager - Consumer Lending

Newark, Delaware

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Today

Full-time

Compensation information provided in the description

Finance Senior Manager - Consumer Lending

Boston, Massachusetts

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Tonawanda, NY

North Tonawanda, New York

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Today

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. OurWealth Advisorsconduct 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 advisorwho excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional grow

Full-time

Compensation information provided in the description

Wealth Advisor - Astoria / Long Island City, NY

New York, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Whiting, NJ

Manchester Township, New Jersey

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Endicott, NY

Vestal, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Endicott, NY

Endicott, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Endicott, NY

Binghamton, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Williamsburg - Brooklyn, NY

Brooklyn, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Union Square / East Village, NY

New York, New York

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Today

Full-time

Compensation information provided in the description

Wealth Advisor - Woodbridge, NJ

Woodbridge Township, New Jersey

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Today

Full-time

Compensation information provided in the description

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

Finance Manager

Hybrid in Burbank, California

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8d ago

Position : Finance Manager Location : Burbank California Direct Client Requirement Initially Remote Onsite schedule will change Job Description: Support functional requirements and design for assigned workstreams, ensuring quality outputs that align to business needs and support successful finance adoption. Business Alignment & Design Quality Own end to end functional scope and business adoption for assigned workstreams, maintaining alignment with operational needs across solution design, bu

Easy Apply

Contract

Depends on Experience

Certified Financial Planner, Tax Channel

Dallas, Texas

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Today

Job Description We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client. This position will review each client's financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for dev

Full-time

USD 90,000.00 - 110,000.00 per year

Sr. Data Analyst

Port Charlotte, Florida

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Today

{"description": "Vanguard's Financial Advisor Services (FAS) business partners with financial advisors and advisory firms to deliver investment solutions, insights, and support. We are seeking a senior data analyst to support how FAS measures performance, sets goals, and plans for the future. This role sits within the FAS Business Intelligence organization and operates as a senior individual contributor. You will own the definition, calculation and governance of core performance metrics, as well

Full-time

Financial Analyst

Hybrid in Mountain View, California

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3d ago

Analyzes financial status by collecting, monitoring, and studying data; recommending actions. Primary Responsibilities: Determines cost of operations by establishing standard costs; collecting operational data.Identifies financial status by comparing and analyzing actual results with plans and forecasts.Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.Improves financial s

Easy Apply

Contract

80 - 85

Sr. Financial Analyst

Hybrid in Des Peres, Missouri

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Today

Sr. Financial AnalystClient Location12555 Manchester Road, Des Peres, MOWork location4 days in office - Hybrid - 1 day from homeCandidate can move to STL for this job.Term12/31/26 (9 months)Work Status Perfect CommunicationResumeLonger job history (not job hoping every 6 months)No multi page jobsNo page long 1st page summaryResume should not be too long (5-6 pages or less)Required Qualifications:Education:Bachelor''s degree7 years : Financial Planning & Analysis (FP&A) expertiseAdvanced Excel an

Easy Apply

Contract

70+

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Financial Advisor jobs