Senior Advisor Salary at Finthrive BETA

Private Wealth Advisor About the Company: We are partnered with a rapidly expanding financial planning firm that has achieved remarkable growth, surpassing $6 billion in assets under management within a short period. This firm is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. Their success is largely attributed to a client-centric approach combined with advanced technology, enabling the delivery of complex financial strategies in a seamless manner. About the Role: Senior Advisors are key leaders within the firm, responsible for managing high-value client relationships and driving new business growth. They focus on servicing the firm’s most complex and profitable clients while also dedicating significant time to expanding the client base. In addition to their advisory responsibilities, they play a crucial role in mentoring and overseeing junior advisors, ensuring the highest level of client service and professional development. A port

Infosys is seeking Reltio MDM Lead Consultant with experience in Customer / Product domain. The position will primarily be responsible interface with key stakeholders and apply your technical proficiency across different stages of the Software Development Life Cycle including Requirements Elicitation and Design. You will play an important role in creating the high-level design artifacts. You will also deliver high quality code deliverables for a module, lead validation for all types of testing and support activities related to implementation, transition and warranty. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. Required Qualifications: Candidate must be located within commuting distance of Raleigh NC or Richardson Tx or Indianapolis, IN or Harford, CT or Atlanta, GA or be willing to relocate to the area Bachelor’s degree or foreign equivalent required from an accredited institutio

Senior Consultant-OCM, Workplace Transformation Infosys is seeking a Senior Consultant with Organization Change Management, Communications and Learning experience within several of our focus industries. Responsibilities include, but are not limited to: • Support client engagement teams in OCM activities • Lead a small team of analysts and consultants • Responsible for gathering client data and providing analysis to support design of solutions • Support development of work products following project guidelines, such as creating end-user documentation and job aids • Track program metrics and status • Lead/facilitate client workshops to collaborate with clients and educate them through process • Actively contribute your ideas to provide solutions for clients • Support the growth of our Workforce Transformation practice by contributing to collateral development and methodology. The successful applicant will be able to demonstrate specific experience leading and delivering change programs f

Symphony Wealth Group, an independent financial advisory firm under Kestra Financial, is seeking a Wealth Management professional to enhance our team. As a member of Symphony Wealth Group, you will engage with high-net-worth clients, providing customized wealth management solutions tailored to their unique financial situations. This role will involve not only portfolio management but also financial planning, investment strategies, and ongoing client relationship development. Ideal candidates will be proactive in building relationships and demonstrating a thorough understanding of financial markets, investment products, and the wealth management landscape. Our focus is on delivering an exceptional client experience and contributing to the long-term success of our clients. Requirements Essential Duties and Responsibilities: Assist in the development and management of investment portfolios for high-net-worth individuals and families. Work closely with senior advisors to create personalize

Job Description Job Description Job Responsibilities In this role, you will primarily assist SAP SuccessFactors Customers with their consulting and implementation needs. This includes: Lead SAP SuccessFactors Customers through their SuccessFactors implementation process. This includes requirements gathering & gap analysis, leading business process design, performing system demonstrations, leading customer workshops, performing system configuration, creating functional specifications and overseeing development for custom requirements, document requirements and configuration decisions in the configuration workbook and work directly with the client to obtain sign-off of the final document, unit testing and supporting subsequent testing efforts and issue resolution, performing cutover activities, training, and hyper-care/post-go-live support. Performance of system reviews and development of strategic roadmaps Address production support tickets as assigned Support for business development a

Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in the process of expanding Deloitte's Accounting and Reporting Advisory (ARA) Cloud Strategy and Implementation practice. We are seeking professionals who want to build off their existing audit knowledge and use such knowledge on exciting advisory projects that add great value to our clients within their finance and accounting departments. From technical accounting issues, to new standard implementations, to transaction support, the leaders of our practice will help you in expanding your experience base to further develop your career. At Deloitte, we provide services using an approach designed to provide the flexibility to serve the unique circumstances and complexities of our clients. Recruiting for this role ends on 12/31/2024. Work you'll do As an ARA Cloud Strategy and Implementation Senior Consultant, you will implement and deploy NetSuite solutions: + Work within an engagemen

Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide n

Job Summary We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing executive-level support to senior advisors. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to handle multiple priorities in a fast-paced environment. Key Responsibilities Client Service & Account Administration: - Serve as the primary point of contact for clients, responding to inquiries and ensuring an exceptional client experience. - Assist with account opening, transfers, contributions, and distributions, ensuring accuracy and compliance. - Maintain and update client records, account documentation, and financial reports. - Coordinate and prepare materials for client meetings, including reports, presentations, and follow-up communica