Advisors West PalmCustomer Service Sales Advisor Advisors West PalmCustomer Service Sales AdvisorWest Palm Beach, FL$95,704–$140,000 / yearCustomer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.
USHEALTH AdvisorsInsurance Benefits Advisor USHEALTH AdvisorsInsurance Benefits AdvisorWest Valley City, UT$65,000–$159,000 / yearYou will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
Tampa AdvisorsCustomer Service Sales Advisor Tampa AdvisorsCustomer Service Sales AdvisorTown 'n' Country, FL$81,120–$125,000 / yearCustomer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.
Advisors OrlandoCustomer Service Sales Advisor Advisors OrlandoCustomer Service Sales AdvisorMaitland, FL$80,000–$125,000 / yearCustomer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.
Doeren Mayhew CPAs and AdvisorsInvestment Banking Senior Associate Doeren Mayhew CPAs and AdvisorsInvestment Banking Senior AssociateTroy, MIUnlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. Leveraging 30 years of deal-making experience, the firm’s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size.
Doeren Mayhew CPAs and AdvisorsDirector, Advisory Services - Employee Stock Ownership Plan Doeren Mayhew CPAs and AdvisorsDirector, Advisory Services - Employee Stock Ownership PlanDoeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. This is a client-facing role focused on executing new ESOP transactions across all phases of the transaction lifecycle, including financial analysis, deal structuring, bank financing, client presentations, and ESOP closings.
Doeren Mayhew CPAs and AdvisorsSenior Associate, Advisory Services - Employee Stock Ownership Plan Doeren Mayhew CPAs and AdvisorsSenior Associate, Advisory Services - Employee Stock Ownership PlanOrlando, FLDoeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. This is a client-facing role focused on executing new ESOP transactions across all phases of the transaction lifecycle, including financial analysis, deal structuring, bank financing, client presentations, and ESOP closings.
Parallel AdvisorsOperations Associate - Client Services Parallel AdvisorsOperations Associate - Client ServicesSan Francisco, CA$72,000–$90,000 / yearAt Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.
Staffing AdvisorsDirector, Product Innovation & Business Development - Endocrine Society Staffing AdvisorsDirector, Product Innovation & Business Development - Endocrine SocietyWashington, DC$150,000–$180,000 / yearDrawing on market research, as well as ideas originating from the Board of Directors, Executive Leadership Team, staff, and external partners, you will create, evaluate, and prioritize opportunities, developing the most promising into validated, monetizable services, products, or partnerships. We are unique in that our 18,000 members from 119 countries are not only on the frontier of breakthrough research discoveries, but they also apply this knowledge in the treatment of patients with hundreds of debilitating hormone-related diseases and conditions such as diabetes, obesity, osteoporosis, thyroid disorders, and infertility.
Embarc AdvisorsSenior Manager / Director, Transaction Advisory Services (TAS) & Financial Due Diligence (FDD) Embarc AdvisorsSenior Manager / Director, Transaction Advisory Services (TAS) & Financial Due Diligence (FDD)RemoteAt Embarc, you'll gain exposure to a diverse range of high-impact work across strategic CFO advisory, capital raising, and M&A, partnering directly with founders, CEOs, and investors across industries like technology, consumer goods, media, industrials, business services, and private equity/venture capital. Recently, we have successfully closed multiple merger and acquisition (M&A) transactions, executed capital raises from early-stage seed to $100M+ growth equity rounds, and supported the sustainable, profitable growth of several companies as their strategic CFO team.
Capstone Search AdvisorsEnd User Support Analyst 836846 Capstone Search AdvisorsEnd User Support Analyst 836846Rowayton, CTFairfield County Hedge Fund is seeking a mid-level IT analyst to join the firms tech-support help desk team. The analyst will sit on the trading floor and provide operational support for firm-wide end user application and workstation hardware support.
J&S AdvisorsConsultant for Insurance and Benefits- Training provided J&S AdvisorsConsultant for Insurance and Benefits- Training providedNashville, TNIf you're looking for a role where you can truly impact lives, grow your skills, and be part of a supportive and positive team, we can't wait to meet you and explore how you can build a rewarding career with us. This isn't your typical customer service role we provide comprehensive training, so your passion for helping others and your ability to learn are what matter most.
Adams Insurance AdvisorsInsurance Producer Adams Insurance AdvisorsInsurance ProducerCentral City, NEDemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Adams Insurance AdvisorsAccount Manager - Commercial Lines Adams Insurance AdvisorsAccount Manager - Commercial LinesWindsor, COPossess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Adams Insurance AdvisorsAccount Manager - Commercial Lines Adams Insurance AdvisorsAccount Manager - Commercial LinesFort Collins, COPossess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Adams Insurance AdvisorsAccount Manager - Commercial Lines Adams Insurance AdvisorsAccount Manager - Commercial LinesGreeley, COPossess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Adams Insurance AdvisorsInsurance Producer Adams Insurance AdvisorsInsurance ProducerOgallala, NEDemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Adams Insurance AdvisorsInsurance Producer Adams Insurance AdvisorsInsurance ProducerGreeley, CODemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Adams Insurance AdvisorsInsurance Producer Adams Insurance AdvisorsInsurance ProducerFort Collins, CODemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Adams Insurance AdvisorsInsurance Producer Adams Insurance AdvisorsInsurance ProducerWindsor, CODemonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Missouri Insurance AdvisorsCustomer Service Representative Missouri Insurance AdvisorsCustomer Service RepresentativeJoplin, MOResolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution. Your day to day will consist of communicating with our current clients through phone, email and SMS communication, to ensure that they are getting the most out of their experience.
Advisors Excel LLCTrading Support Specialist Advisors Excel LLCTrading Support SpecialistTopeka, KSThis is an excellent opportunity for someone with early experience in the financial services industry who is eager to expand their trading and operational knowledge while growing alongside a dynamic, collaborative Trade Team. This includes confirmation of all executed transactions, resolving trade restrictions, servicing trading calls and emails, providing asset reports and conducting platform trainings.
Advisors Excel LLCAdvisor Service Associate Advisors Excel LLCAdvisor Service AssociateTopeka, KSProvide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff. Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.
Advisors Excel LLCBusiness Development Representative Advisors Excel LLCBusiness Development RepresentativeTopeka, KSYou''ll gain insight into proven recruitment practices, engage in list building, and cold calling financial professionals nationwide to join our Advisors Excel network. Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.
Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial Planners Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial PlannersSan Antonio, TXThe Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial Planners Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial PlannersSan Antonio, TXThe Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
Kestra Financial Independent AdvisorParaplanner/Support Advisor Kestra Financial Independent AdvisorParaplanner/Support AdvisorSewickley, PAThe ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation.
Kestra Financial Independent AdvisorClient Service Associate - Kings Park, NY Kestra Financial Independent AdvisorClient Service Associate - Kings Park, NYKings Park, NY$25,000–$65,000The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Kestra Financial Independent AdvisorClient Service Associate - Symphony Wealth Group Kestra Financial Independent AdvisorClient Service Associate - Symphony Wealth GroupPlano, TXThis position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.
Kestra Financial Independent AdvisorAssociate/Support Advisor Kestra Financial Independent AdvisorAssociate/Support AdvisorWappingers Falls, NYThe ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Kestra Financial Independent AdvisorClient Service Specialist - Thriving Asset Management Kestra Financial Independent AdvisorClient Service Specialist - Thriving Asset ManagementHalf Moon Bay, CAClient Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management. Serves as a primary point of contact for client service needs.
Kestra Financial Independent AdvisorClient Services Associate / Office Manager - JPStudinger Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate / Office Manager - JPStudinger Wealth AdvisorsBloomfield Hills, MI$50,000The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.
Kestra Financial Independent AdvisorAssociate/Service Wealth Advisor SilverStar Wealth Management Kestra Financial Independent AdvisorAssociate/Service Wealth Advisor SilverStar Wealth ManagementCypress, TXThe ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts . This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
GLC Advisors & Co.NewInvestment Banking Associate: Gaming GLC Advisors & Co.Investment Banking Associate: GamingDenver, ColoradoGLC’s partners and senior bankers collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world’s most selective bulge-bracket and elite boutique investment banks. The Gaming practice advises across the full interactive entertainment and gaming ecosystem, including gaming technology and software, payments and infrastructure, land-based gaming and entertainment, iGaming, sports betting, and lodging.
GLC Advisors & Co.NewInvestment Banking Associate: Technology GLC Advisors & Co.Investment Banking Associate: TechnologyDenver, ColoradoGLC’s partners and senior bankers collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world’s most selective bulge-bracket and elite boutique investment banks. Associates work in small deal teams with direct exposure to senior bankers and clients and are expected to assume meaningful responsibility across all phases of transaction execution.
Waverly AdvisorsNewClient Service Associate Waverly AdvisorsClient Service AssociateAtlanta, GeorgiaA successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
Schonfeld Strategic Advisors LLCAsset Servicing Analyst Schonfeld Strategic Advisors LLCAsset Servicing AnalystNew York, NY$90,000–$110,000 / yearGiven the dynamic nature of this position and the Asset Servicing team in general, you will interact with all areas of the firm including product management, technology, market data, risk, accounting, trading, portfolio finance, middle office, and our internal and external Portfolio Managers. Data Integrity Improvements - help build out tools to monitor reference data and strive to achieve the highest levels of data integrity that will ultimately be leveraged firmwide.
Partner Valuation Advisors LLCHospitality Valuation Intern (Hybrid/In-Person - Denver or Tucson) Partner Valuation Advisors LLCHospitality Valuation Intern (Hybrid/In-Person - Denver or Tucson)Denver, COWe welcome applicants from a variety of academic backgrounds; however, students studying Hospitality, Real Estate, Business, or related fields tend to align most closely with the work. This role is designed for students pursuing degrees in hospitality, finance, real estate, or related disciplines and offers hands-on experience in hotel real estate analysis and appraisal.
Partner Valuation Advisors LLCHospitality Valuation Intern (Hybrid/In-Person - Denver or Tucson) Partner Valuation Advisors LLCHospitality Valuation Intern (Hybrid/In-Person - Denver or Tucson)Tucson, AZWe welcome applicants from a variety of academic backgrounds; however, students studying Hospitality, Real Estate, Business, or related fields tend to align most closely with the work. This role is designed for students pursuing degrees in hospitality, finance, real estate, or related disciplines and offers hands-on experience in hotel real estate analysis and appraisal.
Capital Investment AdvisorsInvestment Associate Capital Investment AdvisorsInvestment AssociateAtlanta, GAFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Capital Investment AdvisorsInvestment Associate Capital Investment AdvisorsInvestment AssociateAtlanta, GeorgiaOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Council AdvisorsTMG - Senior Business Development & Marketing Analyst Council AdvisorsTMG - Senior Business Development & Marketing AnalystNew York, New York$95,000–$125,000 / yearWith deep expertise across industries including CPGs, Industrial, Technology, Energy and Natural Resources, Financial Services, Life Sciences, and Aerospace, TMG is trusted by CEOs and boards to deliver results that matter. You will work closely with senior leaders and our client delivery team to create compelling materials that communicate TMG’s value clearly and credibly to C-suite and board-level audiences.
Mercer AdvisorsNewService Operations Associate (Morristown, NJ) Mercer AdvisorsService Operations Associate (Morristown, NJ)Morristown, TennesseeFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Mercer AdvisorsNewService Operations Associate (Atlanta, GA) Mercer AdvisorsService Operations Associate (Atlanta, GA)Atlanta, GeorgiaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Mercer AdvisorsNewInvestment Specialist (Mountain or Pacific Time Zones) Mercer AdvisorsInvestment Specialist (Mountain or Pacific Time Zones)Within PMG, the Investment Strategist Team is the client facing side of PMG, specifically focused on partnering with the organization’s sales teams (RVPs) and interacting with the firm’s most sophisticated clients with complex investment portfolios across public and private markets. Investment Strategists and scale their investment thought-leadership and expert insights across sales channel with prospective client opportunities, new-to-firm clients, and internal business partners (RVPs, advisors, planning/tax/estate strategists, etc.).
Mercer AdvisorsNewLegal Assistant (Estate Planning Service Specialist) Mercer AdvisorsLegal Assistant (Estate Planning Service Specialist)Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.
Mercer AdvisorsNewLegal Assistant (Estate Planning Service Specialist) Mercer AdvisorsLegal Assistant (Estate Planning Service Specialist)Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.
Mercer AdvisorsNewService Operations Associate, UHNW (Minneapolis/St. Paul, MN) Mercer AdvisorsService Operations Associate, UHNW (Minneapolis/St. Paul, MN)Minneapolis, MinnesotaYou will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Mercer AdvisorsNewTax Support Specialist (Hybrid) Mercer AdvisorsTax Support Specialist (Hybrid)As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift and trust income tax returns. Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.
EP Wealth Advisors LLCNewSenior Client Relationship Associate - Seattle, WA (onsite) EP Wealth Advisors LLCSenior Client Relationship Associate - Seattle, WA (onsite)Seattle, WA$60,500–$90,000 / yearOversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients. Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements.