Top Financial Advisor Jobs

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

Provides personalized financial planning and investment advice to credit union members, covering retirement, insurance, wealth management, and financial products. Builds and manages a book of business through consultative sales, prospecting, relationship development, and revenue generation. Ensures compliance with SEC, FINRA, NCUA, broker-dealer, AML, and credit union requirements while maintaining accurate records, licenses, continuing education, and administrative documentation.

Administers and reconciles federal, state, institutional, and veteran financial aid programs. Reviews applications, performs verification, packaging, Return to Title IV calculations, compliance monitoring, audits, SAP evaluations, and work-study coordination. Advises students and families, conducts workshops, manages VA education benefit certifications, reconciles awards, and collaborates with college departments. Requires strong knowledge of Title IV, Maryland, and VA regulations, analytical judgment, accuracy, and communication skills.

Administers student financial aid by processing verification, disbursements, awards, eligibility, private loans, and VA benefits. Counsels students and parents, provides aid estimates and packaging information, supports default management and financial literacy programs, audits records, runs integrity reports, monitors federal regulations, and collaborates with campus departments. The role requires regular on-site attendance and student-facing support.

Supports private wealth advisors by monitoring portfolios, analyzing asset allocations, researching investments, developing client investment strategies, preparing reports, executing trades, conducting due diligence, supporting business development, and managing client onboarding and relationships for high-net-worth and institutional clients.

Provides comprehensive investment and insurance guidance, manages and grows a client portfolio, develops new relationships, increases assets under management, and achieves sales and revenue goals. The role requires needs-based financial planning, risk evaluation, regulatory compliance, client relationship management, and FINRA and state insurance licensing.

Build and manage client relationships, convert prospects, develop customized financial plans, and provide ongoing investment management and financial guidance. The advisor reviews client goals, supports plan implementation, responds to inquiries, meets advisor metrics, follows division workflows, and maintains compliance standards. The role requires integrating biblical financial principles into client counsel, collaborating with team members, and using financial planning, CRM, investment management, and office software.

The Vice President, Financial Advisor manages complex client relationships, facilitates comprehensive financial planning, conducts annual reviews, analyzes investments and insurance policies, presents advice, places trades, and supports account management. The role also assists with prospect conversion, develops referral opportunities, maintains CRM records, participates in training, and ensures compliance with corporate communication standards. The position requires extensive registered representative experience, advanced planning expertise, strong communication skills, and local client travel.

The Vice President, Financial Advisor will manage client relationships, facilitate financial planning, assist in closing new client leads, and provide high-quality financial advice, while navigating complex financial contexts.

Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, collaborate with relationship teams, track performance and compliance, design reports and dashboards, support strategic initiatives, and coach team members to enhance client experience and meet sales targets.

Build and maintain client relationships, provide holistic financial advice across investments, insurance, and planning, prepare and verify financial plans, and offer fee-based wealth management services.

Execute ICFR/SOX testing and evaluations for shared service process areas, manage walkthroughs, retesting, and attestations, document results and root-cause analysis, advise management on ICFR effectiveness, support communications and training, and mentor less experienced team members to strengthen the control environment.

The Financial Advisor provides financial planning and investment management solutions, serving clients' unique needs and achieving sales goals through comprehensive client engagement and relationship management.

The Financial Advisor Manager oversees a team of Financial Advisors, focusing on hiring, training, mentoring, and driving sales of Mass Affluent products while ensuring compliance and performance management.

The Financial Advisor role involves providing financial planning guidance, selling investment management solutions, and managing client relationships to meet their financial goals.

The Financial Advisor Associate advises clients on wealth management, analyzes financial information, develops strategies, and maintains client relationships to achieve financial goals.

The Financial Advisor role involves providing financial planning guidance and managing client relationships to achieve their investment goals. Responsibilities include onboarding new clients, conducting financial analyses, and meeting sales goals while adhering to regulatory requirements.

The Financial Advisor Associate works with clients to analyze financial situations, recommend tailored strategies, and maintain client relationships. The role involves sales, education on wealth management products, and requires strong interpersonal skills to build a client base.

The Financial Advisor role involves providing financial planning guidance, selling investment management solutions, and servicing clients' complex needs. Advisors will develop relationships with clients, manage goals, ensure a thorough onboarding process, and meet sales targets while adhering to compliant procedures.

The Financial Advisor role involves providing financial planning guidance and investment recommendations for TD Wealth clients, ensuring a customer-centric approach and meeting sales goals through relationship management.

The Financial Advisor will provide financial planning guidance, sell investment management solutions, and build strong client relationships while meeting sales goals. Responsibilities include onboarding new clients, conducting annual reviews, and adhering to regulatory compliance. Candidates should have a strong knowledge of wealth management and excellent communication skills.

The Financial Advisor Associate attracts and retains clients by offering personalized wealth management advice based on clients' financial information, goals, and needs while managing and developing client relationships.

Provide goal-based financial planning and sell investment management solutions to TD Wealth clients. Own client relationships, onboard new clients, conduct annual reviews, meet sales goals, refer to internal partners, comply with regulatory and AML/CIP requirements, mentor peers, and participate in community and firm initiatives.

The Financial Advisor Associate works with clients to address wealth management needs, offering advice on investments and insurance while building relationships and managing client portfolios.

The Financial Advisor at NASA Federal Credit Union provides advisory services, prepares financial plans, and manages client accounts to enhance investment program participation.