Financial Services

Financial Services Finance Jobs

289 jobs found

Financial Advisor | Wealth Management (Confidential)

The MOHR Enterprises LLC Palm Beach, FL

22d ago

$90k - $120k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

The MOHR Enterprises LLC is seeking a client-facing Financial Advisor to join its wealth management team in Palm Beach, Florida. This onsite role centers on building lasting client relationships, delivering comprehensive financial planning and investment guidance, and growing a substantial book of business. The position offers an annual salary range of USD 90,000 to 120,000.

Responsibilities

Establish and maintain enduring client relationships.
Deliver financial planning strategies and investment guidance.
Expand and manage a growing book of business.
Lead client meetings and conduct portfolio reviews.
Identify new business opportunities through networking and client referrals.
Stay informed about market trends and financial products.

Requirements

Series 7 license or SIE is required; Series 66 is preferred or willingness to obtain.
1 to 5+ years of experience in financial services, advising, or sales.
Strong communication and relationship-building skills.
Highly motivated, results-driven, and client-focused.
Experience working with high-net-worth clients is a plus.

Benefits

Base salary with uncapped commission.
Established client base with growth opportunities.
Supportive team environment.
Long-term career growth within a reputable firm.

Overview

A well-established and growing financial services firm is seeking a Financial Advisor to join its Palm Beach team.
This is a client-facing role focused on building relationships, delivering tailored financial strategies, and growing a book of business.

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Financial Services Advisor

The MOHR Enterprises LLC Pleasant Hill, CA

22d ago

$150k - $165k/yr Full time Advisor Client Relations Client Relationship Management

Advisor Client Relations Client Relationship Management

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Job Description

The MOHR Enterprises LLC seeks a Financial Services Advisor to work onsite in Pleasant Hill, CA, with a salary of USD 150,000 to 165,000 per year.

Responsibilities

Act as the lead advisor for an established book of high-net-worth clients.
Drive financial planning discussions and investment strategy reviews.
Prepare and present comprehensive financial plans.
Identify opportunities to consolidate assets and grow assets under management (AUM).
Maintain meticulous documentation and uphold compliance standards.
Support business development and new client acquisition activities.

Requirements

Ten or more years of direct, client-facing advisory experience.
Series 65 license required; CFP designation preferred.
Strong background in investments and high-net-worth planning.
Proven ability to build trust and convert prospects into clients.
High integrity, professionalism, and accountability.

Benefits

401(k) with company match
Medical, vision, and life insurance
Health Savings Account (HSA) options
PTO and tuition reimbursement

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Financial Advisor | Series 65

The MOHR Enterprises LLC Rocklin, CA

22d ago

$150k - $165k/yr Full time Senior 65 Advisor

Senior 65 Advisor

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Job Description

The MOHR Enterprises LLC is seeking an accomplished Financial Advisor to manage and grow a client portfolio through customized financial planning and investment guidance. This on-site role in Rocklin, California centers on leading client meetings, driving new business, and maintaining compliance while building durable client relationships. The position offers a base salary of $150,000 to $165,000 per year and requires at least 10 years of experience in a client-facing advisory role.

Overview

Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while fostering long-term relationships built on trust.

Responsibilities

Manage and grow a portfolio of client relationships
Deliver customized financial planning and investment advice
Lead client meetings and follow-up activities
Drive new client acquisition and referrals
Maintain compliance and detailed client records

Requirements

10+ years in a client-facing advisory role
Series 65 required
Strong interpersonal and communication skills
Proven ability to develop new business

Benefits

Competitive base salary
Full benefits package (medical, dental, vision)
401(k) with employer match
PTO and career development support

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Associate Advisor - Wealth Management

TalentLink Solutions San Antonio, TX

22d ago

$75k - $95k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

TalentLink Solutions invites an Associate Advisor in wealth management for an onsite role in San Antonio, TX. In this position you will back the advisory team and clients by sustaining strong relationships, assisting with advanced planning, and conducting financial analysis under mentorship. The role offers a salary range of USD 75,000 to 95,000 per year and a benefits package that includes a 401(k) plan, health, dental, and vision insurance, along with paid time off.

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Responsibilities

Maintain proactive client engagement and deliver ongoing service
Guide clients through the data collection process and related support
Organize and analyze data; research and prepare materials for financial planning analyses
Create detailed client roadmaps, presentations, and analyses for meetings with clients and prospects using multiple systems
Research complex situations, set client expectations, and outline actions to resolve inquiries promptly
Support advisors in preparing upcoming client meetings; attend meetings for note-taking and post-meeting follow up
Assist with portfolio analysis, rebalancing, and administration of client investments
Conduct investment research, reporting, and analysis
Onboard new clients in accordance with firm procedures
Respond to client communications within company guidelines
Identify opportunities for existing client growth and development, including nurturing family relationships
Other duties as assigned

Requirements

Minimum of 3 years of experience within securities or a related industry, preferably in a client-facing role
Bachelor’s degree required, preferably in finance, financial planning, or a related field
SIE, Series 7, and Series 66 (or Series 63 and 65) licenses required
Additional designations such as FPQP or CFP are a plus
Strong follow-through and communication skills
Editing and writing abilities to initiate, compose, format, proofread, and carefully edit professional documents and correspondence
Solid time management with the ability to prioritize and coordinate multiple tasks and deadlines
Excellent interpersonal and communication skills, with the ability to handle sensitive issues tactfully in both oral and written forms
Ability to analyze situations, define objectives, identify factors, and propose logical solutions
Capacity to work independently with limited supervision
CRM experience required; Salesforce knowledge highly preferred
Industry-specific software experience preferred; familiarity with LPL and Schwab is a plus
General knowledge of financial planning software
Advanced technology proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel, Teams)

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Relationship Manager- Advisor Engagement

Vicus Capital State College, PA

22d ago

$50k - $75k/yr Full time Manager Advisor Business Development

Manager Advisor Business Development

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Job Description

Benefits and culture

Vicus Capital offers a stable, in-office career in State College, PA with a people‑first culture that values your contributions and growth. This full‑time, salaried role provides a clear 8:00 am to 5:00 pm schedule with the potential to flex hours after one year, alongside a competitive compensation package and opportunities to advance as you support a national network of financial advisors.

Annual salary range: $50,000 - $75,000
In‑office, full‑time schedule from 8:00 am to 5:00 pm, with potential to flex hours after 1 year
Competitive compensation plus performance incentives
15 days of PTO and 5 sick days accrue from Day 1
Health, dental, and vision insurance
Group life and short‑term disability insurance
401(k) plan with a safe harbor employer contribution
A supportive, people‑first culture where your work is valued and your growth is encouraged

Responsibilities

Build, grow, and maintain new and existing advisor relationships across the country
Shadow senior leadership to master the ability to articulate the firm’s value proposition and investment strategies
Collaborate with advisors to develop and implement complex investment solutions for their clients
Identify and assess firm growth opportunities and contribute to the execution of national sales strategies
Schedule and conduct high‑level meetings (video, phone, or in person) and assist advisors in planning and implementation with end investors
Perform trend analysis and identify system improvements to keep Vicus at the forefront
Partner with the Director of Advisor Engagement and the team to deliver world class service to the national advisor network

Requirements

Bachelor’s degree required
Highly motivated, relationship‑oriented, and an organized self‑starter ready to develop and execute a business plan
Strong proficiency with Microsoft Office Suite, particularly Excel, and an interest in learning CRM systems
Exceptional attention to detail and the ability to multi‑task in a high‑energy environment
Professionalism and integrity in all interactions

Technologies

Microsoft Office Suite
Excel
CRM systems

Who we are

Vicus Capital is a growing investment management firm with over $2 billion in assets under management. Headquartered in State College, PA, we serve a national network of financial advisors with leading advisory platforms and a collaborative, high‑performing culture. We value excellence, teamwork, and doing things the right way, and we seek professionals who are ready to own their careers and contribute meaningfully to our mission.

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Senior Manager of Financial Services

Vaco by Highspring Atlanta, GA

22d ago

$130k - $150k/yr Full time Manager Python Senior

Manager Python Senior

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Job Description

What You’ll Do

Portfolio Strategy: Contribute to P&L oversight, monitor performance metrics, and propose actions to boost profitability. Assess product features, rewards programs, and potential partnerships.
Analytics & Insights: Develop segmentation, profitability, and lifetime value models. Lead experimentation including A/B tests and champion/challenger setups, and convert findings into actionable dashboards. Utilize SQL with large datasets.
Treasury & Payment Operations: Collaborate with Finance and Treasury on payment flows, settlement, liquidity management, and transaction costs. Oversee payment operations, fraud, disputes, and chargebacks to improve acceptance and minimize losses.
Customer Engagement: Optimize the customer journey, retention campaigns, and digital initiatives such as card-on-file adoption.
Cross-Functional Leadership: Partner with internal teams and external partners to enhance strategy, reporting, and data infrastructure.

What We’re Looking For

8+ years in payments, treasury, or financial analytics
Strong understanding of pricing and portfolio optimization
Advanced analytical skills (SQL, Python, R, SAS, LLMs, or related tools)
Experience leading teams, performing P&L analysis, and delivering reporting
Bachelor’s degree in Finance, Economics, Data Analytics, Business, Computer Science, or a related field
Excellent communication skills and executive presence
Nice to Have: Experience in fintech, banking, or credit unions; advanced degrees (MBA, CFA); knowledge of regulatory compliance and risk frameworks

Why This Role Matters

This position shapes strategic direction and analytics to drive growth, strengthen risk management, and enhance the customer experience, delivering measurable impact for the business and its customers.

Location

Atlanta, GA

Salary and Benefits

Salary ranges will be disclosed where required by local law and are noted in this posting. You may be eligible for discretionary bonuses, and the role includes medical, dental, and vision benefits as well as a 401(k) retirement plan.

Additional Information

The position may be occupied by Vaco/Highspring and we may support talent placements with client organizations. By applying, you join our talent pool for future opportunities.
Applications to this position may be screened using AI to verify minimum job requirements; further assessment will be conducted by recruiters and hiring managers.
Vaco by Highspring does not have knowledge of the tools used by clients in final hiring decisions and cannot opine on their use of AI products.

Equal Opportunity & Inclusion

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate on any protected characteristic. We value a diverse workplace and encourage women, people of color, LGBTQ+ individuals, people with disabilities, veterans, and others to apply. If reasonable accommodations are needed at any stage of the application process, please contact HR@vaco.com.

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Chief Financial Officer (CFO)

Area Housing Commission Pensacola, FL

22d ago

Full time Accounting Affordable Housing Audit

Accounting Affordable Housing Audit

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Job Description

Overview

Area Housing Commission (AHC) invites applications for a Chief Financial Officer to lead the Finance Department. This position oversees all financial operations and ensures activities align with the agency’s mission to promote and provide affordable housing opportunities. The CFO reports to the Executive Director and will manage financial activities, including preparing current financial reports and summaries, creating forecasts aligned with the agency’s objectives, overseeing procurement under federal guidelines, and guiding financial decisions for a growing real estate portfolio. The role requires reviewing and submitting the Financial Data Schedule (FDS) to HUD. A strong understanding of the operations and procedures of a Public Housing Agency (PHA) and familiarity with major HUD regulations, along with applicable Federal, State, and local laws, codes, and regulations, are essential. The CFO carries fiduciary responsibility for the agency’s investment portfolio with regular reporting. Location: Pensacola, FL 32523.

What you will do

Leverage Federal Housing Program experience to ensure all financial operations comply with HUD regulations and GASB accounting principles.
Contribute to organizational strategy by offering recommendations on investments, financing, and long-term planning.
Lead and develop the finance and accounting team, overseeing performance evaluations, planning, and training initiatives.
Oversee the preparation and communication of financial statements, ensuring timely and accurate updates to key stakeholders.
Manage budgeting, forecasting, and auditing processes.
Assist in preparing funding applications and financial reports to ensure cash flow and project compliance.
Embed and maintain a risk and compliance management framework.
Drive advancements in financial reporting technology, including dashboards and key performance indicators.
Ensure all purchases comply with procurement policies and procedures.
Perform other duties as assigned.

Qualifications and requirements

Bachelor’s degree or higher in accounting, business, public administration, or a related field.
Five to eight years of experience in financial management or an equivalent combination of education and experience.
Proficiency with financial management systems, including cash forecasting, budgeting, internal auditing, and administrative controls.
Experience with property management principles, tax credits, and federal housing programs.
Strong verbal and written communication skills, with a track record of leadership, staff development, and team-building.
Strong analytical abilities and advanced proficiency in office and accounting software; experience with these tools is advantageous.