Business Advisor jobs in the United States

A
Wealth Advisor CFP
  • Advisor Business Solutions
  • Pasadena, CA FULL_TIME
  • Our client is an RIA located in the Pasadena area managing $500 mil AUM and servicing HNW clients over $1 mil in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activity and thorough client contact. The wealth advisor is an integral part of the wealth management team.

    Duties & Responsibilities

    • Proactively communicate with existing pre-retiree and retired HNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
    • Engage with multigeneration and related households to identify new opportunities and provide planning services.
    • Thoroughly plan client meetings, maintain accurate notes and records regarding client matters in the CRM.
    • Work closely with Client Service team to review required paperwork or updated documentation prior to meetings.
    • Keep client service team members adequately informed on all active and pending client matters.
    • Client relationship development and management, including ongoing and regular client contact and communications to be tracked, updated in CRM and reported to team regularly.
    • Communication with investment team on client portfolio updates and reviews, returns and new opportunity identification.
    • Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.

    Qualifications

    • Bachelor’s degree preferably in business, accounting, finance, economics, or related experience.
    • 10 years of experience in financial advisory, investment management or fee based financial services
    • Demonstrate ability to provide exceptional comprehensive “white glove” planning service to HNW clients
    • CFP or CFA preferred
    • Schwab custodian platform experience a plus
    • Proficiency in eMoney preferred, experience with financial planning a plus
    • Experience with Orion and Microsoft Office a plus

    Compensation

    • $130,000-$175,000 base salary depending on experience

    Benefits

    • Full-time
    • Health and Dental
    • Profit Sharing Plan
    • Parking included
  • 5 Days Ago

C
Entry Level - New Business Specialist
  • Comprehensive Advisor
  • Carlsbad, CA FULL_TIME
  • Job DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who h...
  • 12 Days Ago

F
Sr. Associate, Business Operations (Remote)
  • Forbes Advisor
  • Wilmington, DE FULL_TIME
  • Company DescriptionAt Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel con...
  • Just Posted

F
Sr. Associate, Business Operations (Remote)
  • Forbes Advisor
  • Jersey, NJ FULL_TIME
  • Company DescriptionAt Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel con...
  • 1 Month Ago

A
Senior Client Services Specialist
  • Advisor Business Solutions
  • Irvine, CA FULL_TIME
  • Our client is a rapidly expanding RIA in Irvine, CA that manages over $2 billion in assets under management. They are currently searching for a Senior Client Services Specialist who is personable, det...
  • 13 Days Ago

A
Client Relationship Manager for RIA
  • Advisor Business Solutions
  • Pasadena, CA FULL_TIME
  • Our client is a well-established RIA that is currently experiencing growth and manages $5 billion AUM. They are looking for a reliable and detail-oriented Client Relationship Manager to join their tea...
  • 14 Days Ago

P
Business Advisor
  • Platform Accounting Group
  • Bethesda, MD
  • Job Description Job Description The Business Advisor is a key part of our team. As a Business Advisor, you will perform ...
  • 7/19/2024 12:00:00 AM

B
Audit Senior Associate
  • Baker Tilly Virchow Krause, LLP
  • Vienna, VA
  • Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and ...
  • 7/18/2024 12:00:00 AM

B
Spring 2025 Audit Associate
  • Baker Tilly Virchow Krause, LLP
  • Vienna, VA
  • Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and ...
  • 7/18/2024 12:00:00 AM

B
Fall 2025 Audit Associate
  • Baker Tilly Virchow Krause, LLP
  • Vienna, VA
  • Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and ...
  • 7/18/2024 12:00:00 AM

G
Sr. Business Advisor
  • GAP Solutions, Inc.
  • Bethesda, MD
  • Position Objective: The Senior Business Advisor plays a critical role in providing expert advice and guidance to office ...
  • 7/17/2024 12:00:00 AM

B
Tax Senior Associate - Commercial
  • Baker Tilly US, LLP
  • Vienna, VA
  • Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and...
  • 7/17/2024 12:00:00 AM

R
Pet Groomer
  • Robertson Business Advisors Incorpo
  • Fairfax, VA
  • Job Description Job Description Job Overview: We are seeking skilled Pet Groomers to join our team. The ideal candidate ...
  • 7/15/2024 12:00:00 AM

B
Manager, Transaction / Deal Advisory
  • Baker Tilly US, LLP
  • Vienna, VA
  • Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and...
  • 7/15/2024 12:00:00 AM

Income Estimation for Business Advisor jobs
$70,425 to $92,841