Financial Advisement Jobs

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

The Student Accounts & Services Manager leads the student finance and accounts receivable team within Covista, a major healthcare education organization. This role oversees daily operations, staff development, and service quality to ensure students receive accurate and compassionate financial support. Key responsibilities include coaching the Account Management team, managing staffing and scheduling, resolving escalated student inquiries, and ensuring compliance with federal financial aid regulations. The position appeals to leaders seeking to make a tangible impact on healthcare workforce development within a collaborative culture that values professional growth and innovation. The role operates on a hybrid schedule requiring four days in the office per week.

The Manager, Account Management role leads the student finance and accounts receivable operations within Covista, a major healthcare education organization. This position oversees a team responsible for training, performance evaluation, and resolving student financial inquiries while ensuring compliance with federal and state regulations. Key duties include managing daily contact center operations, developing staffing and budget plans, and implementing process improvements to enhance the student experience. The role is appealing for its opportunity to drive meaningful impact in healthcare workforce development within a collaborative culture that values professional growth. The position operates on a hybrid schedule requiring four days per week in the office.

This Vice President role within J.P. Morgan's U.S. Private Bank focuses on delivering high-level investment solutions to qualified purchaser clients. The position involves conducting investment reviews to validate client objectives, developing investment policy statements, and advising on asset allocation strategies. Key responsibilities include closing sales of complex investment products, coordinating with Capital Advisors and Trust Officers, and providing guidance to junior staff members. The role appeals to experienced professionals seeking a collaborative environment where they can leverage an entrepreneurial mindset to deepen client relationships and advance their careers. Candidates will work alongside talented colleagues across various functions to drive business growth while adhering to strict compliance standards.

The Student Services Center Specialist role serves as a central liaison within the university to support students and prospective applicants across multiple departments. Key responsibilities include managing student records, advising on admissions and financial aid processes, and coordinating with offices such as the Registrar and Business Office to resolve complex student issues. The position requires proficiency in student information systems and maintaining strict confidentiality. This opportunity appeals to those seeking a collaborative environment focused on student success, offering professional development and the chance to make a direct impact on the academic journey of the campus community.

The Financial Solutions Advisor role in the South San Antonio area focuses on delivering comprehensive financial advice and customized investment solutions to help clients achieve their goals. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads, and referring customers to appropriate internal partners based on their needs and asset levels. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role operates in an in-office setting with a Monday through Friday schedule that includes rotating Saturdays, offering a structured environment for those passionate about financial planning and client relationship management.

This remote sales and customer service role supports AIL, a leading insurance provider serving over 40,000 labor unions. The position involves inbound and outbound calling, setting appointments, and delivering presentations to union members regarding supplemental benefits. Key responsibilities include managing paperwork, maintaining quality control standards, and participating in leadership development programs. The role appeals to candidates seeking a stable career with a company recognized as a top workplace for its integrity and employee satisfaction. Benefits include flexible work hours, comprehensive training, and opportunities for long-term career progression within a supportive, service-oriented culture.

This full-time financial professional role is based in the Baltimore and Columbia area, focusing on helping individuals and families achieve financial wellness through a structured wealth management path. The position requires an in-office presence but offers a flexible schedule to support work-life balance. Key responsibilities include building client relationships through networking, developing personalized financial strategies based on client goals, and providing consultation on tailored financial products. The role is appealing due to comprehensive training support including FINRA licensing sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture with a strong emphasis on community impact, diversity, and continuous professional growth through designations like CFP.

This full-time Financial Professional role in New York focuses on helping individuals and families achieve financial wellness through personalized wealth management strategies. The position involves building client relationships, developing tailored financial plans based on risk tolerance, and providing consultation on various financial products. The role is ideal for individuals with an entrepreneurial spirit seeking a structured career path, offering comprehensive training including FINRA licensing sponsorship and a 120-day hands-on program. Key appeals include a supportive culture dedicated to social impact, access to leadership development schools, and a stable pay structure during the initial employment period. While the position requires an in-office presence in New York, it features a flexible schedule designed to support work-life balance and professional growth.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.

This role involves serving as a Financial Consultant or Partner within a rapidly expanding national firm that operates on an entrepreneurial model. The position supports independent contractors in helping clients navigate their financial journeys through personalized planning, investment strategies, and debt management. Key responsibilities include conducting in-depth client consultations, developing tailored financial solutions, and educating individuals on complex financial concepts. The opportunity is appealing due to its flexible hybrid schedule, comprehensive training programs, and one-on-one mentorship that accommodates those with no prior experience. The culture emphasizes growth without restrictive quotas, offering a path to leadership and the chance to build a rewarding career while working remotely on your own terms.

This full-time Financial Consultant role at Fidelity Investments supports clients in Boston, MA, by delivering strategic financial guidance and personalized service. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while staying current with market trends. Key responsibilities include educating clients on financial products, building lasting relationships, and ensuring regulatory compliance. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture to help clients achieve their financial goals. The company offers a comprehensive benefits package including medical, dental, vision, and life insurance, along with a 401k plan. While the position is based in Boston, the opportunity to work with a leading asset manager and grow within a supportive environment makes it an attractive career path.

This full-time Financial Consultant role at Fidelity Investments is based in Boston and focuses on delivering personalized financial guidance to clients. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while ensuring regulatory compliance. Key responsibilities include educating clients on financial products, staying current with market trends, and building long-term relationships. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture within a leading asset management firm. Benefits include comprehensive health coverage and retirement savings options. A Certified Financial Planner designation is preferred, and relevant FINRA licenses may be required.

The Financial Crime Compliance Officer, VP role at Cantor Fitzgerald Securities focuses on safeguarding financial operations within a regulated broker-dealer environment. Key responsibilities include managing second-line AML monitoring, leading trade surveillance program design, and investigating suspicious activity cases. The position requires deep expertise in BSA and USA Patriot Act regulations to maintain robust compliance frameworks. This opportunity appeals to professionals seeking to lead critical risk assessment initiatives in a fast-paced setting. The role offers a chance to refine surveillance tools and collaborate with cross-functional teams to ensure regulatory integrity.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform to create complex financial plans and retirement strategies. Key responsibilities include engaging clients face-to-face to offer personalized guidance, introducing diverse investment solutions, and mentoring customers toward their long-term financial goals. The role appeals to professionals seeking growth and flexibility, supported by comprehensive training programs, tuition reimbursement for certifications, and a collaborative culture that prioritizes holistic employee well-being. Candidates must hold or be able to acquire relevant FINRA licenses to effectively serve a knowledgeable clientele.

This full-time remote role for a U.S.-based team focuses on leveraging advanced SQL skills to analyze large financial datasets for crime prevention. The position involves building complex queries to investigate suspicious activity related to Anti-Money Laundering and Know Your Customer protocols, while translating findings into actionable intelligence for regulatory reporting. Key duties include collaborating with risk and compliance teams to ensure adherence to U.S. financial regulations and maintaining strict data governance standards. The role is appealing for its opportunity to make a meaningful impact in combating financial crime within a flexible, fully remote environment that values analytical precision and professional growth.

This Financial Consultant role is based in Brea, California, within an Investor Center team that leverages an existing client base to focus on relationship building rather than new business sourcing. The position involves engaging clients face-to-face to provide personalized financial planning, retirement strategies, and investment solutions using an open architecture platform. Key responsibilities include deepening client relationships, presenting complex financial strategies, and mentoring customers toward their long-term goals. The role is appealing due to Fidelity's emphasis on professional growth, offering extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes work-life balance. While the position requires FINRA licensing, the company provides resources to help candidates acquire necessary credentials if not already held.

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

The Financial Consultant role at WealthBridge Financial Group involves partnering with clients to understand their financial goals and delivering tailored investment, retirement, and wealth management strategies. Key responsibilities include utilizing advanced analytics to assess client needs, developing comprehensive action plans, and collaborating with industry experts to provide informed solutions. The position appeals to results-driven professionals by offering a supportive team environment focused on long-term client relationships and professional growth. The company provides extensive benefits including top-tier health coverage, a 401(k) match, and ongoing training opportunities to foster career development.

This intensive one-year training program combines classroom instruction with professional internships for young adults seeking to launch their careers. Participants receive personalized coaching and mentorship while developing technical and business skills in areas such as financial operations, IT support, and project management. The role includes a structured internship placement at leading organizations in the Providence area, offering hands-on experience in real-world business environments. The program is appealing due to its comprehensive support system, which covers resume building, networking, and career guidance, resulting in high employment rates for graduates. The position requires full-time availability Monday through Friday and is designed for individuals who have not yet obtained a bachelor's degree.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

The Field Security Manager role at Brosnan Risk Consultants oversees security operations for a financial services program in Chicago, utilizing a matrixed protocol of fixed, floating, and mobile patrols. Key responsibilities include recruiting and developing security personnel, ensuring statutory and contractual compliance, managing equipment inventory, and engaging with clients on local and national scales. The position offers a clear path for internal promotion within a culture that values diversity and supports career growth from entry-level officer to senior leadership. The role involves regular collaboration with external clients and internal senior management, providing a challenging environment for professionals with military, law enforcement, or security supervisory backgrounds.