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Reposted 59 Minutes AgoSaved
In-Office or Remote
3 Locations
Senior level
Senior level
Fintech • Financial Services
As a Senior Financial Advisor, you'll build client relationships, manage wealth strategies, and leverage modern tools to enhance client experience.
Top Skills: Investment ProductsProprietary Data-Driven Prospecting ToolsWealth Management Technology
Reposted 59 Minutes AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Seek a Senior Financial Advisor to build a client-first business using modern tools. Responsibilities include sourcing clients, managing relationships, and providing wealth management strategies. Ideal candidates have a proven track record, ambition, and expertise in investment products.
2 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Seeking an experienced Quantitative Portfolio Manager to build fixed income products and strategies, support multi-asset class portfolios, and drive innovation through automation.
Top Skills: Python
Reposted 19 Days AgoSaved
Remote
United States
Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
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