67 financial advisor jobs found

Financial Advisor (Series 65 license) Pittsburgh, PA | Florida | Philadelphia | Pittsburgh $100K–$150K+ (Higher for Strong Portfolios) | Competitive Base + Bonus + Full Benefits Are you an entrepreneurial financial advisor ready to work with high-net-worth clients, business owners, and growth-minded professionals? Join a collaborative, client-focused firm where your success is matched by opportunity. We’re looking for driven financial advisors to help expand our presence in several high-demand markets. Must-Have Qualifications : Bachelor’s degree in Business, Finance, or related field 4+ years of experience as a personal financial advisor/planner Series 65 license and insurance licenses CFP® designation preferred Strong communication, organizational, and interpersonal skills Self-motivated with a passion for client success and business development What You’ll Be Doing : Develop comprehensive,...

Description: Larson Financial Group is seeking a talented professional to hire for the position of Financial Advisor , in the Minneapolis, MN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes....

Description: Larson Financial Group is seeking a talented professional to hire for the position of Financial Advisor , in the Knoxville, TN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities...

Calling all Series 7 and Series 66 licensed Financial Advisors in the San Diego area with strong knowledge of the local market: We’ve got a brand-new opportunity to join our very successful and growing team! Mission Fed’s Financial Advisors provide professional advisory services to Mission Federal Credit Union (Mission Fed) members and Team Members. They prepare and deliver comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies. Additionally, they enhance and expand the overall penetration and participation levels of the current investment services program and ensure on-going quality service to existing members/clients. Want to work somewhere you can really have an impact? If this sounds interesting to you, below are a few more details. Works one-on-one with Mission Fed members and employees to develop individually tailored financial plans...

Salary: $85k - 115k per year + Stock eligible Reference: VVWIntAuditBnk Director of: Internal Audit #CCBIA #CCUIA #CPA A favorite and well-respected client of Gpac seeks an Internal Auditor immediately. This is a full-service community bank that is customer service-centric and locally focused. Domestic relocation considered. Compensation: Very subsidized BCBS family health insurance Vehicle use or mileage Family-friendly work environment Vacation and holidays Well respected position Competitive pay for the area Requirements: The ideal candidate will have the ability to understand the importance of this position -that one is instrumental in protecting the bank as an entity. CCBIA or CCUIA already attained. $1BB asset bank size experience required Certifications or education specific to Fiduciary experience This position reports directly to the board regarding the internal bank policy compliance of the individuals and the team. This is...

Job Description: Parallel Advisors is looking for a results-driven, experienced Tax Manager for our rapidly expanding tax department. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Manager will work closely with our Tax Team, clients, and financial advisors to deliver high-touch, comprehensive service to our clients. This role requires a strong understanding of complex tax issues, excellent client-facing capabilities, and the ability to manage multiple priorities in a fast-paced, personalized environment. This position will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm. This is a fully remote...

Join a prestigious private family office that offers tailored investment management, estate planning, and comprehensive tax services to a high-net-worth family spanning multiple generations. This hands-on role requires full-time, in-office presence and involves leading key financial operations while managing a dedicated team. Responsibilities include overseeing daily accounting activities, ensuring timely month-end closings, and producing insightful management reports. You will also be tasked with enhancing internal controls, driving financial process improvements, managing risk and insurance issues, formulating operating budgets, and facilitating trust and portfolio-related transactions. As a central figure, you'll liaise with trustees, legal, and financial advisors, and consolidate financial data for various entities. Additionally, your expertise will guide complex tax preparation and strategy, involving tax software solutions and detailed correspondence with external tax...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in IL, NY, NJ, MA, CA. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a...

Overview: Do you possess a strong desire to add value to client engagements? Have a passion for personal and team development? If you answered yes, then BerryDunn is for you! BerryDunn is hiring an experienced Audit Manager to join our growing Healthcare practice. We are looking for an energetic, entrepreneurial, proactive auditor with strong communication and organizational skills. This position is the right choice for you if you have passion for helping clients and for personal and team development. You can join us remotely or and be based in one of our four offices - Portland ME, Bangor ME, Waltham, MA or Manchester, NH. As a member of our Healthcare practice, you will be joining a collegial and energetic team of highly skilled audit and consulting professionals who strive to create an environment which encourages and supports positive living by our employees and their families. BerryDunn promotes a healthy work/life balance with supportive colleagues who...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in NY (primary), MA, NJ, IL, FL. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side...

K2 Integrity is seeking an internal audit specialist to join our Assurance Services practice. This specialist will be an audit professional with a minimum eight years' of experience within the financial services industry. The ideal candidate will be a Certified Internal Auditor (CIA) with strong experience in the banking sector. Our internal audit specialist will work as a strategic and tactical advisor, helping clients proactively understand the regulatory landscape and assisting them in managing both their internal and external risks. This specialist will deliver risk-based audit services, including annual and strategic audit planning and audit delivery, and manage stakeholder relationships. The internal audit specialist will also function as an information systems auditor and regulatory expert, not only executing deliverables but also bringing holistic solutions to clients. Responsibilities: Deliver internal audit and advisory services to clients under the supervision...

What’s in it for you?! Explosive career growth in an M&A-fueled expansion! Run point on aggressive multi-site sales strategy! High-impact role with real visibility and ownership! Performance-driven culture with elite peers! Strong base + uncapped bonus + huge upside! 401(k), full benefits, PTO, perks — all covered! If that’s you, let’s talk! Job Type : Full Time Location : Ocean, New Jersey Pay : Great Pay! Job Description Seeking an experienced Senior Audit Manager to join our Ocean, NJ office. This is a high-impact, hybrid role ideal for an audit-focused CPA who thrives in a mid-sized public accounting firm environment and brings a strong foundation in PCAOB audits. You’ll play a key leadership role in managing audit engagements, mentoring staff, and serving as a trusted advisor to our clients. Key Responsibilities Lead multiple audit engagements from planning through completion across diverse...

Are you an experienced accounting manager looking for a rewarding team leadership role but are tired of the 60+ hour work weeks that often come along with an in-office position? Would you welcome the opportunity to work from home for an award-winning organization full-time during traditional daytime business hours while inspiring a remote team of experienced client-facing accountants? If so, we may have the perfect opportunity for you! In this highly impactful, hands-on role, you will utilize your client service management expertise and accounting knowledge to drive a delightful client experience. Your extensive management experience will help continue to build Supporting Strategies' reputation as a wonderfully unique place to work. About Supporting Strategies Since 2004, we have been empowering business owners by taking bookkeeping and operational support functions off their plates allowing them to focus on their core business. Supporting Strategies' experienced...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced,...

Staples is business to business. You’re what binds us together. Our talented finance team partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess performance and provide guidance. Our team serves as a true partner and advisor to all our business leaders; working with them to accelerate the company’s profitability and growth. What you’ll be doing: As a VR Analyst Accounts Payable, you will be an integral part of the finance team, specializing in managing Vendor Relations (VR) related financial transactions. This role requires a blend of VR technology understanding and accounts payable expertise. You will ensure accurate and timely processing of VR related invoices, reconciliation of payments, and contribute to financial reporting. Process and verify VR related invoices and payments. Reconcile accounts payable transactions for VR services and products....

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

About Wellspring Wellspring is the leading provider of software tools to manage R&D and technology commercialization. Our suite of web-based software manages the transformation of scientific discoveries into real world products. We work with clients to accelerate the pace of innovation at premier research universities, Government Agencies, R&D groups at Fortune 500 companies, and leading medical institutions. Wellspring also operates Flintbox®, the largest online marketplace for inventions emerging from research labs around the world. Overview: We are seeking an experienced Senior Accountant to join our finance team. Reporting directly to the Corporate Controller , you will play a pivotal role in shaping the financial health of our organization. This position is responsible for overseeing accounting operations, compliance, audit, tax, and system enhancements. You will work closely with the finance and accounting teams, providing financial insights and ensuring...

BeiGene, Ltd. has proposed to change its name to BeOne Medicines Ltd. The new name is subject to shareholder approval and, once approved, use of the name will be phased in over 2025. There may be instances where “BeiGene” or “BeOne” are used to describe the company during this transition period. BeOne continues to grow at a rapid pace with challenging and exciting opportunities for experienced professionals. When considering candidates, we look for scientific and business professionals who are highly motivated, collaborative, and most importantly, share our passionate interest in fighting cancer. General Description: The Associate Director, Internal Audit, plays a vital role in supporting the VP of Internal Audit by spearheading strategic partnerships across key business units such as R&D, Manufacturing, and Supply Chain. The position focuses on identifying and mitigating significant risks while ensuring effective governance, risk management, and regulatory compliance....