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p>For California Applicants: Information on your California privacy rights can be foundhere. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
p>The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships.
p>_____. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
li>Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
In this role, you will own the end-to-end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — to empower advisors to make informed, data-driven decisions. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
p style="text-align:inherit"/> Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
This role is ideal for a relationship-driven professional with deep roots in Lincoln's development and real estate community, someone who is already sitting at the table with developers, bankers, engineers, attorneys, builders, and municipal leaders. Our client, an established and growing municipal advisory firm is looking for a highly connected leader to help expand its presence in the Lincoln market.
This opportunity with our client is built for a Wealth Advisor who thrives in front of clients, values long-term relationships over transactions, and wants the freedom to grow a meaningful book of business-without ego or salesy pressure. If you're a relationship-driven advisor who wants to focus on meaningful planning work while continuing to grow your practice, this role offers both stability and upside-without sacrificing professionalism or purpose.
p>When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services.
Provide ongoing legislative and regulatory updates to clients and participants in preparation for reviews Manage relationships with strategic partners and vendors Manage communication between the client and internal teams to support existing processes Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming Track meeting activity and wealth management lead pipeline for annual client reviews. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at HUBRecruiting@hubinternational.com.
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
p>Responsibilities: Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting. The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance.
In this role, you'll get to: Work closely with VP, Regional Sales in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. Recommended Skills: Business Development, Client-Centric, Effective Communication, Innovation, Negotiation, Sales, Sales Goal Achievement, Technical Proficiency, Time Management, Work Collaboratively.
As one of our Divisional Retirement Plan Counselors, you'll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives' needs and coordinating efforts to serve those needs. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
p style="margin-bottom:8pt">This role sits at the center of: Strategy — leading tax planning and contributing tax perspective to client planning conversations. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities.
This role directly manages operational teams delivering client support and transaction processing while driving comprehensive transformation through process redesign, automation, technology enhancement, and operational excellence methodologies. The ideal candidate combines deep operational expertise with continuous improvement capabilities, thriving in ambiguity while delivering measurable outcomes through influence and direct leadership.
p>About This Role: Trading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent's Moxy Trade Order Management System and various client directed trading platforms. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.
You will serve as a subject matter expert and provide highly specialized legal counsel to Senior Management for Lincoln's SEC-registered investment adviser that is responsible for providing investment management services to proprietary funds and separate accounts. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
In this role, the individual serves as a key partner to Wealth Management Solutions leadership, particularly the Wealth Management Platforms team, by driving organic growth initiatives, enhancing advisor and client adoption, and supporting the marketing and promotion of Osaic's cash and lending solutions. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
This role provides independent risk oversight, assessment, and monitoring across all wealth activities while ensuring comprehensive regulatory program management and examination collaboration.
This role provides independent risk oversight, assessment, and monitoring across all wealth activities while ensuring comprehensive regulatory program management and examination collaboration.
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