176 wealth advisor jobs found

Position Summary Focus Partners Wealth is seeking an Advisor Platform Specialist to join our team! The Advisor Platform Specialist serves as a primary liaison between Focus advisory teams and key WealthTech platform support teams, including portfolio accounting, financial planning, and client engagement platforms. This role is responsible for supporting day-to-day platform usage, assisting with issue resolution, and helping ensure advisors have a consistent, high-quality technology experience. The Associate partners closely with internal teams, vendors, and advisory stakeholders to support platform adoption, data accuracy, and ongoing enhancements. This role is ideal for someone who is detail-oriented, service-minded, and excited to build deep expertise across the WealthTech ecosystem while contributing to an exceptional advisor experience. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per...

Position Summary Focus Partners Wealth is seeking a Marketing Strategist. As part of the Marketing Strategy team, the Marketing Strategist develops and executes integrated marketing campaigns across key business segments to drive growth and visibility. Collectively, the team manages programs that connect our brand, advisors, and clients through cohesive, results-driven marketing. This position serves as the primary marketing lead for Focus Partners Advisor Solutions while also contributing to firmwide marketing and growth initiatives. The Marketing Strategist collaborates closely with the Focus Partners Advisor Solutions leadership team, the business development team and Marketing and Communications leadership to develop, execute, and track strategic marketing initiatives that drive awareness, engagement, lead generation and conversion. The role combines hands-on execution with high-level strategic planning, ensuring alignment and optimization across Focus Partners Advisor...

Position Summary Focus Partners Wealth seeks a motivated and qualified individual for the position of the Relationship Manager (RM). The RM is a knowledge leader on the FPAS offering and tools and proactively manages assigned relationships as the primary point of contact for assigned Advisors on the platform. The RM is an organized individual that prioritizes time and resources to ensure they deliver a high-level experience to Advisors to both retain and grow assets on the FPAS platform. As an integral member of the regional team, the RM is responsible for meeting growth goals for assigned firms as well as collaborating with Regional Directors and Divisional Managers in support of all advisors in their region. Primary Responsibilities Manages assigned advisor relationships through consistent, proactive outreach as well as attentive service to inbound advisor requests to meet asset retention and growth goals. Educates advisors on our services by effectively articulating...

Position Summary Focus Partners Wealth is seeking a Transition Manager to join our team! The Transition Manager is responsible for managing the Advisor Onboarding experience, workflow, and all aspects of an Advisor’s transition to Focus Partners Advisor Solutions (“FPAS”). The position oversees the Advisor Onboarding & Transitions process and helps coordinate business transitions for investment advisors moving their clients to FPAS or changing RIA/Broker-Dealers and maintain standardized onboarding experience through advisor training and guidance internally/externally. The role requires a close partnership with senior leaders across the organization and collaboration with cross-functional managers. The Transition Manager position requires organizational skills, understanding of our service offerings, attention to detail, and excellent follow-up and follow-through. The Transition Manager works with the Managing Director, Onboarding & Integration, Integration Advisor(s),...

Location: San Diego, Dallas, New York At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Business Tax - Partner of the Firm - Manager Will you shape the future or will the future shape you? The opportunity A company's "people investment" is one of its most significant investments and EY's Partner of the Firm practice is supported by nationally sponsored, world-class technology and tools and a consistent process to deliver quality income tax returns. We are a specialized practice dedicated to serving the individual tax compliance needs of EY's US based partners. There are no sales pressures or sales goals in our group. We retain our annuity work and earn new work (newly promoted partners and direct admits) by providing exceptional client service to our existing client base. As a...

Driven by integrity and united by the people-and-pet bond, we find strong purpose in the work we do and an even greater joy in those we get to work alongside. Together, we harness the expertise of our long-standing tradition of excellence to embrace possibility and continuously push to do what's never been done before in pet care. Discover your purpose and fuel your passions when you bring your love of pets to a team that prides itself on the power of togetherness—We are Proudly Connected. Purely Driven. Position Summary This position will be located in Northern Indiana A pet owner’s most trusted advisor is often their veterinarian. As a Territory Sales Manager for our Veterinary Sales Team, you are the face behind our brand as these providers consider Pro Plan Veterinary Diets®. Proper nutrition is key to optimal dog and cat health. It is an idea carried throughout our entire line of veterinary pet food—specialized nutrition that makes a difference. Pro Plan...

Summary This position is located in Human Capital Directorate, Chief Operating Officer. The position description numbers for this position is 130869. The salary range indicated reflects the locality pay adjustments for the Washington, D.C., Metropolitan area. Salary will be set according to the incumbent's duty station. This is a non-supervisory, non-bargaining unit position. Relocation expenses will not be authorized for the person(s) selected under this vacancy announcement. This job is open to The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Clarification from the agency Current and former federal employees only. Duties The selectee for this position will join a team responsible for administering the Employee Relations program at the Library of Congress. With oversight by the Employee Relations Team leader, the incumbent advises Library management on addressing employee misconduct via...

Company : Highmark Inc. Job Description : JOB SUMMARY This job provides expertise for moderately to very complex problem solving and complete understanding of system functionality. The incumbent reviews significant amounts of data and analyzes processes to support business unit needs. Troubleshoots errors, conducts impact analyses, and/or solves data rejection. Performs business analyses in one or more operational areas. Identifies process gaps and recommends process improvements for efficiencies. Provides guidance and education to Associate and Intermediate level employees. ESSENTIAL RESPONSIBILITIES Intake operational objectives and gather information. Define, understand, and manage project scope. Perform moderate/complex research to support evaluation of complex output requirements and formats. May translate more complex business initiatives to less experienced employees. Present project deliverables to appropriate audiences. Create reports on...

Post Authorization Customer Care Representative I Location : This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law. Hours : Candidates must be within a commutable distance from Norfolk, Las Vegas, St Louis, Winston Salem, or Atlanta. You will be assigned an 8.5 hour shift between 9 AM and 8 PM Eastern - please adjust for your time zone. Weekend shifts may be required. The Post Authorization Customer Care...

Thanks for your interest in Children's Mercy! Do you envision finding a meaningful role with an inclusive and compassionate team? At Children's Mercy, we believe in making a difference in the lives of all children and shining a light of hope to the patients and families we serve. Our employees make the difference, which is why we have been recognized by U.S. News & World Report as a top pediatric hospital, for eleven consecutive years. Children's Mercy is in the heart of Kansas City - a metro abounding in cultural experiences, vibrant communities and thriving businesses. This is where our patients and families live, work and play. This is a community that has embraced our hospital and we strive to say thanks by giving back. As a leader in children's health, we engage in meaningful programs and partnerships throughout the region so that we can improve the lives of children beyond the walls of our hospital. Overview Reporting to the Director of Finance, the Investment...

Company : Highmark Inc. Job Description : JOB SUMMARY The incumbent is responsible for developing and maintaining an anti-fraud program which includes development and delivery of training and filing of Fraud Plans and Reports. The incumbent is responsible for conducting investigations of organizational or functional activities related to alleged fraud, waste and abuse perpetrated by providers, members, facilities, pharmacies, groups and/or employees of the organizations and Subsidiaries. The incumbent is responsible for interviews which might include providers and members and may be conducted onsite or offsite. The incumbent is also responsible for the field investigative work necessary to complete a review of a special project, potential fraud, waste and abuse case, conducting the initial investigations and coordinating the recovery/savings of money related to fraud, waste and abuse. Must be able to testify in a court of law, prepare cases for referral to various...

Job Summary Under the direction of the Director/Associate Director of Clinical Management, the Senior Clinical Study Manager is responsible for the oversight and management of Otsuka clinical studies, including coordination with other relevant parties (e.g., other Otsuka departments, external service providers (ESPs), etc.). Responsibilities include the planning, execution and completion of clinical trials according to applicable regulations and guidance; ICH Guidelines Good Clinical Practices (GCP), and Otsuka SOPs, within agreed-upon timeframes and budget. Job Description Provides oversight and management of clinical studies at Otsuka, including planning, execution, and completion of clinical trials according to all applicable regulations and guidance, ICH/GCP, and Otsuka SOPs. Contribute to the development and review of all critical clinical study documents, including clinical protocols, informed consent forms, or other study-related clinical documents....

Proposal Development Consultant Location : This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Proposal Development Consultant is responsible for developing responses for complex Requests for Proposals (RFPs), Requests for Information (RFIs), and surveys received by sales personnel from major consulting firms as well as directly from employer groups. How you will make an impact: Conducts initial review of RFPs/RFIs and surveys...

IT Portfolio Analysts are responsible to track, analyze, and create highly-effective artifacts and reports on IT projects, programs, and portfolios. Responsible to support resource planning, project scheduling, and other project management activities. Will also manage the use and administration of the organization’s project and portfolio management platform. This is an on-site position located in Springfield, MO. Essential Job Functions Advise IT supervisors and managers on configuring project, resource, and portfolio data Onboard and train team members on best practices within the project and portfolio management platform Prepare, review, and maintain project and portfolio data, analysis, documentation and reports Coordinate schedule planning and timeline creation Manage cross-functional dependencies within the portfolio Manage the project lifecycle governance process, including stage gates, and ensure that all stage gate criteria have been met Plan and...

About Culver-Stockton College: Culver-Stockton College is a dynamic and student-centered institution located in the heart of the Midwest. With a commitment to providing a transformative educational experience, we prepare our students for success both in their careers and as responsible citizens in a global society. Position Description: Culver-Stockton College invites applications for the position of Assistant Professor of Nursing. This is a full-time, 12-month tenure-track position beginning in August 2026. Ability to teach a broad range of courses including Medical-Surgical, Health Assessment, Maternal and Child Care, and Leadership in Nursing. This position includes face-to-face, hybrid, and online teaching requirements. Clinical supervision, evaluation and coordination of students in the clinical setting are included in this position. Responsibilities: ● Responsible for teaching undergraduate classes in all course formats in the major as needed. ●...

Anticipated End Date: 2026-03-17 Position Title: Legal Counsel, Carelon Contracting Job Description: Legal Counsel, Carelon Contracting Location : This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Legal Counsel is responsible for providing...

Full-Time, 30 hours per week Home Health JOB SUMMARY Responsible for the delivery of social services to high-risk patients when admitted to Home Health. Services may include advocating residents’ rights, supportive counseling, and providing needed information concerning living units, Medicare, Medicaid, community resources and discharge planning. Offers assistance to patients and their families in the form of various support services. Accountable for compliance with State/Federal laws and regulations. Supportive of the Village’s mission, values, and service/hospitality (PRIDE) expectations. Completes training as required by policy. ESSENTIAL JOB FUNCTIONS Uses professional judgment for initial and ongoing assessment, planning, and evaluation of psychosocial, economic, and environmental needs of patients and families. Contacts patients and/or families for initial assessment and evaluation of social work needs Assesses the patient/family psychosocial...

GARNEY CONSTRUCTION As a Compensation Manager at Garney you will be responsible for designing, implementing, and managing compensation programs, policies, and procedures that are competitive, equitable, and aligned with the company’s strategic goals. This role ensures compliance with all federal, state, and local regulations while supporting the organization’s talent acquisition and retention efforts. WHAT YOU WILL BE DOING Develop, implement and manage base and variable compensation programs (e.g., merit increases, bonus plans, sales incentives). Lead job evaluation, market pricing, and salary structure development and maintenance. Conduct compensation benchmarking and market analysis to ensure competitive pay practices. Administer annual compensation review process, including merit, promotions, and incentive payouts. Partner with HR Business Partners and Talent Acquisition to ensure equitable and competitive compensation offers. Advise...

Job Title Technical Support Associate-3 Job Description Summary Resolve incidents escalated from first line of support as well as the internal tech/genius bar and assist end users with technology adoption within an assigned market. Incident resolution must be done in alignment with internal incident, change, configuration, and project management processes while adhering to established Service Level Agreements. Job Description JOB DESCRIPTION Job Position: Virtual Genius Bar Business Title: Technical Support Specialist REPORTS TO: Virtual Genius Bar Team Lead CLASSIFICATION: Exempt POSITION PURPOSE Resolve incidents escalated from first line of support as well as the internal tech/genius bar and assist end users with technology adoption within an assigned market. Incident resolution must be done in alignment with internal incident, change, configuration, and project management processes while adhering to established Service Level Agreements. Responsible For...

Title : Hemophilia District Sales Manager Territory: East of the Mississippi River Expected travel will be approximately 35-40% throughout the East Coast. Field: This field-based role enables associates to primarily operate in the field, traveling to client sites or designated locations as their role requires, with occasional office attendance for meetings or training. This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Be Part of an Extraordinary Team A proud member of the Elevance Health family of companies, Paragon Healthcare brings over 20 years in providing life-saving and life-giving infusible and injectable drug therapies through our specialty pharmacies, our infusion centers,...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Manager – Securities Compliance QA (Global Banking ) Role Overview RSM is seeking a temporary Manager‑level Securities Compliance QA professional to support the Global Banking Practice . This role will operate in the second line of defense , providing independent oversight, testing, and challenge of Broker‑Dealer and RIA compliance programs for banking and wealth management clients. Key Responsibilities Perform risk‑based compliance QA reviews across...

Job Summary - Why you’ll love this position The annual salary listed for this position includes the additional $0.75 per hour maximum security stipend ($1,560 annually) for all full-time positions domiciled in a maximum-security institution. A position in the Missouri Department of Corrections is more than a job. It's a calling. Corrections employees transform lives, equipping Missourians in the criminal justice system with the skills they need to contribute to their communities, inside and outside our walls. More than 95 percent of people who enter the prison system ultimately are released. We want to make sure they’re good neighbors. We offer great benefits! Missouri State Employee Retirement System / Deferred compensation plan / Health insurance (medical, vision, dental for employees and family) / Paid life insurance / Long-term disability insurance / Cafeteria plan / Paid holidays / 10 hours annual leave per month / 10 hours sick leave per month / Uniforms provided...

This position prefers candidates located in or willing to relocate to Los Angeles, CA; New York, NY; Seattle, WA; Dallas, TX; or St. Louis, MO. Why WWT At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology solutions provider leading the AI and Digital Revolution. WWT combines the power of strategy, execution and partnership to accelerate digital transformational outcomes for organizations around the globe. Through its Advanced Technology Center, a collaborative ecosystem of the world's most advanced hardware and software solutions,...

Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Actuarial Analyst III will complete very diverse and complex actuarial pricing studies and analyses to support the growing Anthem Balance (Level) Funding (ABF) product. How You Will Make An Impact Analyze data and risk elements to support Actuarial efforts related to pricing, filing, and financial reporting Collect...