Financial Advice Jobs

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This full-time Estate Planning Attorney role is based at a well-established mid-size law firm. The position involves analyzing tax laws to ensure compliance, drafting and revising estate planning documents such as wills and trusts, and providing strategic advice on wealth preservation and asset protection. Key responsibilities also include representing clients in probate court proceedings and collaborating with financial advisors to create comprehensive legal plans. The role requires a Juris Doctor degree, state bar admission, and at least five years of relevant experience. The position offers an appealing work environment with a comprehensive benefits package including medical, dental, vision, and a 401K match, alongside opportunities for professional growth within a collaborative team.

The Relationship Banker role at Old National Bank focuses on building long-term client relationships and delivering personalized financial solutions within a community-rooted organization. Key responsibilities include consulting with clients to identify financial needs, cross-selling banking products, and resolving complex service issues while educating customers on digital tools. The position appeals to motivated individuals seeking a collaborative culture that values inclusion, offers professional development through training programs, and encourages active community involvement. This full-time position is based at specific banking centers or serves as a market role supporting multiple locations.

The Relationship Banker role at Old National Bank focuses on building long-term client relationships and providing personalized financial solutions within a community-rooted organization. Key responsibilities include consulting with clients to identify financial needs, cross-selling banking products, resolving service issues, and educating customers on digital tools. The position also involves active community outreach and maintaining compliance with banking regulations. This opportunity is appealing for its collaborative culture that values inclusion, diversity, and ethical leadership, alongside robust professional development programs and benefits. The role supports career growth through defined advancement levels and offers a flexible work arrangement that may include specific banking centers or market-wide support.

This Treasury Management Consultant role at U.S. Bank focuses on driving business growth through consultative sales and strategic relationship management. The position involves contacting prospective clients to advise on cash flow practices, managing existing accounts to expand business, and designing sales presentations that recommend tailored treasury solutions. Key responsibilities include identifying opportunities to cross-sell products, assisting in market strategy development, and overseeing the implementation of new services. The role appeals to professionals seeking a career with extensive growth opportunities, a collaborative culture that encourages continuous learning, and a comprehensive benefits package supporting work-life balance and financial security.

The Assistant Store Manager role at AutoZone supports daily retail operations and leads a team dedicated to providing expert automotive parts solutions. Key responsibilities include supervising and developing store personnel, driving sales growth through inventory management and financial oversight, and ensuring a safe, efficient, and customer-focused environment. This position appeals to candidates seeking a dynamic career in a company that values teamwork, integrity, and professional development. The role offers opportunities for career advancement, comprehensive benefits including tuition reimbursement, and a supportive culture that prioritizes employee well-being and growth within a fast-paced retail setting.

This full-time role within J.P. Morgan Wealth Management's National Branch group in Irvine, CA, focuses on serving clients as a Personal Advisor. The position involves partnering with individuals to create custom financial plans, matching them with investment portfolios managed by the firm's Chief Investment Officer, and providing ongoing advice to navigate life changes. Key responsibilities include converting leads into clients, utilizing a solution-oriented mindset for holistic planning, and educating clients on digital tools for financial monitoring. The role is appealing for its emphasis on building trusted, long-term relationships supported by top-tier technology and a collaborative office environment. Success in this position requires active Series 7 and Series 66 licenses, with a preference for candidates holding a CFP designation and prior financial planning experience.

The Associate Director, E-Discovery role leads complex litigation support and investigation matters within Hilco Global's expanding Global Investigations & Dispute Resolution practice. Key responsibilities include managing the full e-discovery lifecycle from data scoping and processing to review analytics and production, while overseeing multiple engagement teams and serving as a primary client contact. The position offers a unique opportunity to help shape a growing, market-facing practice within a powerful financial services platform that integrates e-discovery with restructuring, valuation, and capital solutions. This role appeals to professionals seeking significant responsibility, career growth, and the chance to influence strategy in high-stakes, cross-disciplinary environments.

The Director, E-Discovery role serves as a senior leader within Hilco Global's expanding Global Investigations & Dispute Resolution practice, focusing on high-stakes litigation support and complex investigations. Key responsibilities include managing end-to-end e-discovery strategies, overseeing large-scale document review and analytics, advising stakeholders on data governance, and mentoring junior team members. This position offers a unique opportunity to shape a growing practice within a powerful, established platform that integrates capital solutions, restructuring, and forensic services. The role appeals to ambitious professionals seeking meaningful practice-building influence, cross-disciplinary collaboration, and the chance to lead significant matters at the intersection of technology, law, and finance. The position requires travel and offers a dynamic environment for those with deep technical expertise and strong commercial instincts.

This Associate Director role within Hilco Global's Global Investigations & Dispute Resolution practice focuses on leading complex digital forensics and cyber-enabled investigations. The position involves overseeing end-to-end forensic engagements, from evidence preservation and collection to analysis and reporting, while managing technical workstreams involving endpoints, cloud repositories, and enterprise systems. Key responsibilities include directing user-activity reconstruction, advising clients and counsel on investigative strategy, and mentoring junior team members. The opportunity is particularly appealing for professionals seeking to shape a growing, market-facing practice within a powerful, established platform that offers cross-disciplinary adjacency to restructuring and capital solutions. The role provides meaningful leadership responsibility, career growth potential, and the chance to work on high-stakes matters at the intersection of technology, finance, and law, with a work arrangement that includes travel as needed.

The Manager, Digital Forensics & Cyber Investigations role leads day-to-day execution of digital evidence analysis and cyber-enabled misconduct investigations within Hilco Global's expanding Global Investigations & Dispute Resolution practice. Key responsibilities include overseeing forensic imaging, artifact analysis, and timeline reconstruction across diverse digital sources while supervising junior team members and preparing clear client-facing reports. This position offers a unique opportunity to build a market-facing practice within a powerful, established platform that integrates financial, legal, and operational expertise. The role appeals to ambitious professionals seeking meaningful responsibility, cross-disciplinary collaboration, and career growth in high-stakes, complex matters involving fraud and insider risk, with a work arrangement that includes travel as needed.

The Junior Staff Accountant role supports the Accounting department within a credit union, focusing on accurate financial reporting and compliance. Key responsibilities include analyzing general ledger accounts, reconciling sub-ledgers, preparing journal entries, and reviewing monthly income statement variances. The position also involves developing process improvements, ensuring adherence to federal regulations, and assisting with internal and external financial audits. This opportunity appeals to candidates seeking professional growth through mentorship, the chance to lead meetings, and the ability to influence capital project planning. The work arrangement is hybrid, offering flexibility while maintaining a collaborative culture centered on service excellence and integrity.

This Director-level role within Hilco Global's expanding Global Investigations & Dispute Resolution practice focuses on leading complex digital forensics and cyber-enabled investigations. The position involves overseeing end-to-end forensic engagements, from evidence preservation and collection to analysis and reporting, while managing technical workstreams involving endpoints, cloud repositories, and enterprise systems. Key responsibilities include directing user-activity reconstruction, advising clients and counsel on investigative strategy, and mentoring junior team members. The opportunity is appealing due to the chance to build and shape a market-facing practice within a powerful, established platform that offers cross-disciplinary adjacency to restructuring and capital solutions. The role provides significant career growth, meaningful responsibility, and a collaborative environment for professionals seeking to influence the direction of a high-stakes, global investigations capability.

The Senior Insurance Specialist role at CBS Brokerage involves leading a dynamic team within the Shakopee, Minnesota office to drive growth across a designated sales territory. Key responsibilities include recruiting and mentoring financial advisors, providing expert guidance on complex insurance products such as life insurance and annuities, and developing strategic sales plans to maximize revenue. The position requires acting as a liaison between advisors and home offices to resolve case management issues efficiently. This opportunity is appealing for its focus on building lasting professional relationships, offering a collaborative culture that values innovation, and providing the chance to shape the future of insurance solutions while working with top-tier industry partners.

This non-exempt Court Clerk role within the Missouri State Court System supports civil records processing using advanced electronic filing systems. The position involves managing case files, reviewing legal documents for compliance, and handling financial duties such as disbursing monies and reconciling accounts. Key responsibilities include preparing court orders, managing juror lists, and providing direct customer service to the public, attorneys, and judges. The role offers the opportunity to work independently with minimal supervision in a fast-paced environment while contributing to the efficient operation of the judicial system. Candidates must possess strong organizational skills and the ability to handle sensitive information with discretion.

This part-time stylist role at the Hamilton Town Center location focuses on delivering a personalized fashion experience to women within a collaborative retail environment. Key responsibilities include providing warm, genuine styling advice, maintaining store visual standards, and supporting daily operations while embodying the company's core HEART values. The position appeals to fashion-forward individuals seeking a supportive culture rooted in empathy and authenticity. It offers flexible scheduling ranging from 8 to 30 hours weekly, a generous merchandise discount, and opportunities for professional growth within a rapidly expanding brand.

This part-time Retail Sales Associate role serves as the frontline for AutoZone's store teams, focusing on delivering exceptional customer service in the automotive industry. Key responsibilities include assisting customers with product selection, providing expert advice on automotive parts, managing inventory levels, and utilizing diagnostic tools to recommend solutions. The position also involves driving sales performance, maintaining store operations, and ensuring safety compliance. The role is appealing for individuals seeking career growth within an essential industry, offering a flexible schedule that accommodates various availability including weekends and evenings. It fosters a collaborative team environment where bilingual communication skills and a passion for automotive solutions are highly valued.

This full-time Manager role within the Treasury Capital Analytics & Reporting team at Charles Schwab leads the firm's capital forecasting process for CCAR and internal stress testing. Key responsibilities include developing and governing forecast methodologies for capital and balance sheet drivers, coordinating cross-functional inputs across Finance and Risk teams, and producing regulatory-ready analytics and narratives for senior management. The position offers the appeal of working within a premier financial services environment that champions innovation and integrity, providing opportunities to drive process automation and impact strategic capital decisions. The role requires advanced analytical skills and offers a collaborative setting for professionals dedicated to transforming the finance industry.

The Tax Senior Manager role within Core Tax Services focuses on advising clients on complex corporate tax matters and ASC 740 tax accruals. Key responsibilities include leading tax compliance reviews, conducting technical research to identify risks and policy changes, and managing client relationships while supervising associates and senior staff. The position offers significant opportunities for professional growth through mentorship, business development, and specialized training in tax strategy. The role is appealing due to the firm's people-first culture, emphasis on meaningful connections, and unique Employee Stock Ownership Plan that allows professionals to share in the company's financial success. This position involves a mix of on-site collaboration and client-facing duties.

The Coordinator, People Strategy role supports practice management and professional development within a global law firm's New York or Washington, D.C. office on a hybrid basis. Key responsibilities include coordinating talent workflows such as performance reviews and partner selection, facilitating attorney career development programs, and managing staffing planning and resource allocation. The position serves as a vital liaison between practice leaders, talent acquisition, and business development teams to ensure alignment with firm objectives. This opportunity appeals to candidates seeking a collaborative environment within a prestigious organization that values innovation, teamwork, and inclusion. The role offers significant growth potential through exposure to complex legal operations and access to extensive professional development resources.

This full-time Insurance Agent/Producer role is based in Greendale, Indiana, with frequent travel to serve members across the service area. The position focuses on managing member inquiries, assessing insurance needs, and providing personalized quotes and recommendations for property, casualty, life, and health products. Key responsibilities include building long-term client relationships, conducting field sales calls to expand the client base, and cross-selling additional credit union products. The role appeals to candidates seeking a supportive, award-winning environment where they can make a direct impact on community members' financial security. Opportunities for professional growth and career advancement in the insurance and financial services industry are available within a team dedicated to exceptional service.

This full-time Insurance Agent/Producer role is based in Greendale, Indiana, with frequent travel to serve members across the service area. The position focuses on managing member inquiries, assessing insurance needs, and providing personalized quotes and recommendations to ensure clients have appropriate coverage. Key responsibilities include building long-term client relationships, conducting field sales calls to expand the client base, and cross-selling additional credit union products. The role appeals to candidates seeking a supportive environment within an award-winning organization that values professional growth and community impact. The position offers a collaborative culture where employees can make a meaningful difference in members' lives while developing their careers in the financial services industry.