CATEGORY: Wealth Management JOBS

PWM, Investment Management Consultant - Denver, CO / Salt Lake City, UT Greenwood Village, CO

Specialty: Wealth Management
The PWM IMC provides expertise and support for their aligned PWM teams and PWM Clients for all of Fidelity’s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This expertise and support includes expertise in the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Service and Operational support and Ri
Read More

Vice President Financial Consultant - Newport Beach, CA San Jose, CA

Specialty: Wealth Management
With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retir
Read More

VP, Executive Planning Consultant - Cleveland, OH/Covington, KY Covington, KY

Specialty: Wealth Management
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months
Read More

VP, Executive Planning Consultant - Cleveland, OH/Covington, KY Cleveland, OH

Specialty: Wealth Management
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months
Read More

VP, Executive Planning Consultant - Greater NY/NJ Region New York, NY

Specialty: Wealth Management
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months
Read More

VP, Executive Planning Consultant - Houston, TX Houston, TX

Specialty: Wealth Management
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months
Read More

VP, Executive Planning Consultant - Houston, TX Westlake, TX

Specialty: Wealth Management
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months
Read More

Wealth Management Relationship Manager - LA Century City, CA Los Angeles, CA

Specialty: Wealth Management
For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’re Looking For Series 7, 63 & 65 and Life Insurance licenses are required Five or more years of customer service experience in the Financial Services industry Bachelor’s Degree preferred The P
Read More

Wealth Management Relationship Manager - Palo Alto, CA Palo Alto, CA

Specialty: Wealth Management
For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’re Looking For Series 7, 63 & 65 and Life Insurance licenses are required Five or more years of customer service experience in the Financial Services industry Bachelor’s Degree preferred The P
Read More

Wealth Planning Paraplanner - Jersey City, NJ Jersey City, NJ

Specialty: Wealth Management
The Wealth Planning Paraplanner (WPP) partners closely with Wealth Planning Specialists (WPS) to provide comprehensive wealth planning advice to high net worth clients (+$10 million). The Expertise We’re Looking For Bachelor’s degree in related field (e.g., financial planning, accounting, finance) 2 to 5 years of relevant experience in a financial services, accounting or financial planning role
Read More