Salary: $95,000 - $130,000. Job Title: Senior Financial Advisor. Job #: 5649. Location: Saratoga Springs, NY. Category: Financial Services. Position Type: Full-time, Permanent. Description. Our client is currently seeking a Senior Financial Advisor to join their team. This is a full-time, permanent position. Responsibilities Include. Provide financial & investment advisement to clients. Build and maintain client and business relationships through...
Job Description. Join Sanlam as a Senior Financial Advisor. This is a full-time hybrid role for a Senior Financial Advisor at Avion Wealth BlueStar - authorized by Sanlam. The Senior Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. The role is based in Johannesburg with the flexibility to work from home. Sanlam offers one of the strongest adviser value propo...
Senior Wealth Advisor – Client & Growth Focus. Kadima Wealth. is a fast-growing independent advisory firm focused on deeply personalized planning and long-term client relationships. We’re seeking an experienced advisor who wants greater autonomy, fewer platform constraints, and the opportunity to do more meaningful planning—while stepping into established client relationships and contributing to intentional growth. The Role. This role is ideal fo...
Company Description. Magnolia Wealth Strategies is a holistic financial guidance firm providing a wide range of financial solutions to individuals, families, and businesses. With a mission to help clients secure their future and protect their loved ones, the firm is committed to building meaningful relationships and supporting the communities it serves. One of the oldest firms in the Southeast, Magnolia Wealth Strategies has a team of over 70 exp...
Category. Retirement Solutions. Job Location. 7345 Old Troy Pike, Huber Heights, Ohio. Pay Classification. Exempt (Salary). NMLS Required. No. Work Type. Standard. Position Type. Full-Time/Regular. Supporting our Northern Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ...
Are you an experienced Financial Advisor seeking an opportunity to serve clients better. At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction.Has your leadership made the necessary adjustments to help you win in today’s environment. You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through...
About Metcalf Partners Wealth Management. Metcalf Partners Wealth Management is a fast-growing, fully independent boutique wealth management firm based in Overland Park, Kansas. We serve a select group of emerging affluent and high net worth clients, helping them navigate complex financial decisions with clarity, confidence, and purpose. We take pride in our independent structure, collaborative culture, and commitment to client-first advice. Metc...
Prudential Advisors is looking for an experienced financial advisor in the greater Harrisburg and surrounding markets that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer. The ability to service an existing book of business upon hire. The opportunity to work on...
Private Capital Management, a wholly owned subsidiary of SouthState Bank, is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and ob...
We are actively seeking established, client-focused financial professionals to join our advisory team. This is a unique opportunity to grow or transition your existing advisory practice within a supportive, entreprising environment. Our firm offers strategic coaching, mentorship, and access to leading platforms to help you deepen client relationships and expand your book of business. This role is ideal for advisors with a proven track record in b...
Senior Financial Advisor. AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary. As a Senior Financial Advi...
Category. Retirement Solutions. Job Location. 1840 Hilliard-Rome Road, Hilliard, Ohio. Pay Classification. Exempt (Salary). NMLS Required. No. Work Type. Standard. Position Type. Full-Time/Regular. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college plan...
