financial advisor

Clarity Group Midwest

<p><b>Financial Advisor &ndash; Growth &amp; Succession Opportunity</b><br/><i>Clarity Group Midwest, LLC | Central Illinois</i></p><p>Clarity Group Midwest is a growing boutique investment firm with approximately $360 million in assets under management serving over 800+ client households. We are seeking a Financial Advisor to join our team and play a key role in managing and expanding an established client base.</p><p>This role is designed for a relationship-driven professional who values a client-centered approach and thrives in a collaborative, team-oriented environment. The position offers a structured career path with the opportunity to build and own a personal book of business, including potential equity participation in the firm.</p><p><b>Key Responsibilities</b></p><ul><li>Serve as a primary advisor to existing clients, delivering thoughtful financial planning and investment guidance</li><li>Build and deepen client relationships through consistent, high-quality communication</li><li>Contribute to business development efforts and organically grow client assets</li><li>Collaborate with internal team members to deliver a seamless client experience</li><li>Follow established processes while adapting to client-specific needs</li></ul><p><b>Qualifications</b></p><ul><li>Experience in financial advising, wealth management, or a related client-facing role</li><li>Strong interpersonal and communication skills with a service-oriented mindset</li><li>Detail-oriented with strong organizational and follow-through capabilities</li><li>Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP&reg; or progress toward designation preferred)</li><li>Demonstrated ability to develop client relationships and grow a book of business</li></ul><p><b>What We Offer</b></p><ul><li>Immediate opportunity to work with an established client base</li><li>A collaborative, team-supported environment</li><li>Clear career progression with the ability to build and own your business</li><li>Potential for long-term equity participation</li><li>A culture focused on serving clients with excellence and integrity</li><li>Compensation is competitive and will be tailored based on experience, existing client relationships, and overall fit. The role includes a combination of base salary, performance-based incentives, and a potential long-term ownership opportunity.</li></ul><p>Job Type: Full-time</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Financial Advisor

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026522
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:
</b></p><p>The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research.</p><p>
The DDK Group is a highly motivated, service-oriented team serving a select group of ultra-high-net-worth families nationwide. Their culture is grounded in a service above self philosophy, collaborative teamwork, and open, honest communication. Providing comprehensive wealth management services including strategic asset allocation, portfolio monitoring, financial and tax planning, retirement and education planning, estate and insurance planning, and charitable strategies.</p><p>
They are seeking a thoughtful, self aware professional who shares the team&rsquo;s commitment to putting clients first and contributing positively to a high-performing team culture.</p><p><b>
The Impact You&rsquo;ll Make:
</b></p><ul><li>Review, research and analyze data to create customized, annual financial plans for clients.</li><li>
Deliver the financial plan to clients in partnership with the team.</li><li>
Connect with next generation clients through planning.</li><li>
Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing Baird&rsquo;s team of experts.</li><li>
Utilize planning results to identify the best investment solutions to implement the plan.</li><li>
Assist with marketing efforts, such as a newsletter or LinkedIn presence
</li><li>Research relevant news articles related to the topics covered in a client&rsquo;s plan to share with them.</li><li>
Serve as a team specialist for queries on financial planning topics and consult with the Financial Advisor Team on specific client scenarios.</li><li>
Monitor and track business performance</li><li>
Operate within the team&rsquo;s client service and wealth management strategy to ensure high quality client service.</li><li>
Engage the client/prospect, frame the discussion, and convey the team mission</li><li>
Performs other duties and special projects as necessary.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:
</b></p><ul><li>Must have an undergraduate degree with a strong academic record, preferably in Finance, Accounting, Economics or Equivalent.
</li><li>Minimum of three years of investment experience in a client-facing role.
</li><li>Must hold SIE, Series 7/66 or Series 7/63/65 licenses or be willing to study and obtain within 6 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will vary.
</li><li>Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD)</li><li>
Excellent presentation skills, very strong interpersonal and written communication skills.
</li><li>Strong computer and analytical skills, especially in Excel</li><li>
Knowledge of Power BI would be a plus</li><li>
Detail oriented with an emphasis on accuracy</li><li>
Intellectual curiosity</li><li>
Ability to lead and work independently on complex tasks</li></ul><div><div>
#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Associate Financial Advisor

KEO International Consultants

<div>Overview:
<div>
KEO is a creative enterprise, where innovation is a way of life. We are uniquely resourced with end-to-end services to take clients from inspiration &ndash; through conceptualization &ndash; to realization of planning, design or project delivery in the built and natural environments. For over 60 years we&rsquo;ve led with vision, contributing to many of the world&rsquo;s most ambitious projects, iconic places, remarkable experiences and prosperous communities.</div><div></div><div><br>
As a highly integrated and agile AEP/PMCM firm, KEO is recognized by ENR as one of the Top 225 International Design Firms and one of the Top 20 International PM/CM Firms. We are also ranked by World Architecture as the 51st largest global architecture firm and the #1 Firm in the Middle East Region in their 2024 WA100 Survey.</div><div></div><div><br>
We invite you to join us. Why?</div><div></div><div><br>
When you join KEO, you&rsquo;ll discover more than just a job &ndash; you&rsquo;ll find a supportive environment that fosters your professional development through internal global mobility and career development and does so within a culture that supports company-wide health and well-being through on-demand counselling services and regular workplace clinics. You will be invited to celebrate community events such as sports days, fun-runs, in-house sports teams and beach clean ups. In addition to your competitive package and benefits you will have access to a suite of policies that include hybrid working arrangements, individual athletic sponsorship, study assistance sponsorship, employee referral rewards.</div>
Responsibilities:
<div>
Our newest opportunity is for a talented <b>Senior Financial Advisor</b>, seconded to our Client from government sector in <b>Doha, Qatar.</b></div><div></div><div><br>
You will be leading financial advisory for PPP project development and procurement, driving structuring, financial modelling, and stakeholder engagement through to financial close.</div><div></div><div><br>
We envisage success in this role to include;</div><ul><li>
Leading financial advisory for the procurement of PPP delivery partners.</li><li>
Managing end-to-end PPP project development and procurement activities.</li><li>
Leading PPP structuring, preparing financial feasibility frameworks, and conducting financial due diligence, tariff modelling, risk analysis, and financial modelling.</li><li>
Managing and engaging with transaction advisors and stakeholders on financial and commercial aspects of PPP project documentation.</li><li>
Reviewing financial and market components of key studies including needs assessment, option analysis, and business case development.</li><li>
Developing and reviewing financial components of RFQ/RFP documents, including bidder instructions and financial evaluation criteria.</li><li>
Assessing macroeconomic and financial risks within project agreements, including payment mechanisms and financial schedules.</li><li>
Leading the preparation and updating of financial sections of procurement documents. Leading workshops related to bid preparation and procurement processes.</li><li>
Supporting the Authority&rsquo;s Project Manager in bidder interactions on financial matters.</li><li>
Coaching and guiding the Authority&rsquo;s PPP team to achieve project objectives.</li><li>
Engaging with project owners and key stakeholders (e.g., Ministry of Finance, Ministry of Commerce and Industry) on financial and market-related matters.</li><li>
Assessing PPP model options and recommending preferred commercial structures.</li><li>
Leading the development of payment mechanisms in coordination with technical advisors.</li><li>
Managing the evaluation of financial proposals and supporting preferred bidder selection.</li><li>
Leading negotiations with preferred bidders through to financial close.</li><li>
Managing key stakeholder relationships and ensuring alignment across entities.</li><li>
Developing and promoting programme and project-related financial policies.</li><li>
Ensuring compliance with targets and governance requirements.</li></ul>
Qualifications:
<div>
To be successful in this dynamic opportunity, we envision that your career journey to date will include a minimum of 20+ years of relevant experience, including at least 10 years in PPPs and transaction advisory, <b>partnered with a</b><b> Bachelor&rsquo;s degree in a relevant field such as Project Management, Commerce, Economics, Business Administration, Engineering, or equivalent from a recognized institution.</b></div><div></div><div><b><br>
Additional Requirements:</b></div><ul><li>
Possessing a Chartered or Professional Certification from an internationally recognized institution will be highly desired.</li><li>
Demonstrating strong expertise in financial modelling, project finance, and PPP structuring.</li><li>
Preparing high-quality reports, presentations, and communications for senior stakeholders.</li><li>
Building and maintaining strong relationships within large organizations and with external stakeholders.</li><li>
Making sound, impartial decisions and managing multiple stakeholder perspectives effectively.</li></ul><p>
KEO&rsquo;s performance is founded upon integrity, results, innovation, safety and our people. We embrace diversity and recognise its&rsquo; contribution to client success wherever we work.</p><p>
We are excited to hear how you can partner with our award-winning team and treat all expressions of interest confidentially.</p></div>

Senior Financial Advisor

KEO Group

<div>
 <p>
  KEO is a creative enterprise, where innovation is a way of life. We are uniquely resourced with end-to-end services to take clients from inspiration &ndash; through conceptualization &ndash; to realization of planning, design or project delivery in the built and natural environments. For over 60 years we&rsquo;ve led with vision, contributing to many of the world&rsquo;s most ambitious projects, iconic places, remarkable experiences and prosperous communities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  As a highly integrated and agile AEP/PMCM firm, KEO is recognized by ENR as one of the Top 225 International Design Firms and one of the Top 20 International PM/CM Firms. We are also ranked by World Architecture as the 51st largest global architecture firm and the #1 Firm in the Middle East Region in their 2025 WA100 Survey.
 </p>
 <p>
  <br/>
 </p>
 <p>
  We invite you to join us. Why?
 </p>
 <p>
  <br/>
 </p>
 <p>
  When you join KEO, you&rsquo;ll discover more than just a job &ndash; you&rsquo;ll find a supportive environment that fosters your professional development through internal global mobility and career development and does so within a culture that supports company-wide health and well-being through on-demand counselling services and regular workplace clinics. You will be invited to celebrate community events such as sports days, fun-runs, in-house sports teams and beach clean ups. In addition to your competitive package and benefits you will have access to a suite of policies that include hybrid working arrangements, individual athletic sponsorship, study assistance sponsorship, employee referral rewards.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  Our newest opportunity is for a talented
  <strong>
   Senior Financial Advisor
  </strong>
  , seconded to our Client from government sector in
  <strong>
   Doha, Qatar.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  You will be leading financial advisory for PPP project development and procurement, driving structuring, financial modelling, and stakeholder engagement through to financial close.
 </p>
 <p>
  <br/>
 </p>
 <p>
  We envisage success in this role to include;
 </p>
 <ul>
  <li>
   Leading financial advisory for the procurement of PPP delivery partners.
  </li>
  <li>
   Managing end-to-end PPP project development and procurement activities.
  </li>
  <li>
   Leading PPP structuring, preparing financial feasibility frameworks, and conducting financial due diligence, tariff modelling, risk analysis, and financial modelling.
  </li>
  <li>
   Managing and engaging with transaction advisors and stakeholders on financial and commercial aspects of PPP project documentation.
  </li>
  <li>
   Reviewing financial and market components of key studies including needs assessment, option analysis, and business case development.
  </li>
  <li>
   Developing and reviewing financial components of RFQ/RFP documents, including bidder instructions and financial evaluation criteria.
  </li>
  <li>
   Assessing macroeconomic and financial risks within project agreements, including payment mechanisms and financial schedules.
  </li>
  <li>
   Leading the preparation and updating of financial sections of procurement documents. Leading workshops related to bid preparation and procurement processes.
  </li>
  <li>
   Supporting the Authority&rsquo;s Project Manager in bidder interactions on financial matters.
  </li>
  <li>
   Coaching and guiding the Authority&rsquo;s PPP team to achieve project objectives.
  </li>
  <li>
   Engaging with project owners and key stakeholders (e.g., Ministry of Finance, Ministry of Commerce and Industry) on financial and market-related matters.
  </li>
  <li>
   Assessing PPP model options and recommending preferred commercial structures.
  </li>
  <li>
   Leading the development of payment mechanisms in coordination with technical advisors.
  </li>
  <li>
   Managing the evaluation of financial proposals and supporting preferred bidder selection.
  </li>
  <li>
   Leading negotiations with preferred bidders through to financial close.
  </li>
  <li>
   Managing key stakeholder relationships and ensuring alignment across entities.
  </li>
  <li>
   Developing and promoting programme and project-related financial policies.
  </li>
  <li>
   Ensuring compliance with targets and governance requirements.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <p>
  To be successful in this dynamic opportunity, we envision that your career journey to date will include a minimum of 20+ years of relevant experience, including at least 10 years in PPPs and transaction advisory,
  <strong>
   partnered with a Bachelor&rsquo;s degree in a relevant field such as Project Management, Commerce, Economics, Business Administration, Engineering, or equivalent from a recognized institution.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Additional Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Possessing a Chartered or Professional Certification from an internationally recognized institution will be highly desired.
  </li>
  <li>
   Demonstrating strong expertise in financial modelling, project finance, and PPP structuring.
  </li>
  <li>
   Preparing high-quality reports, presentations, and communications for senior stakeholders.
  </li>
  <li>
   Building and maintaining strong relationships within large organizations and with external stakeholders.
  </li>
  <li>
   Making sound, impartial decisions and managing multiple stakeholder perspectives effectively.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  KEO&rsquo;s performance is founded upon integrity, results, innovation, safety, and our people. We embrace diversity and recognise its&rsquo; contribution to client success wherever we work.
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are excited to hear how you can partner with our award-winning team and treat all expressions of interest confidentially.
 </p>
</div>


Wells Fargo

<div><b>About this role:</b><br>
<br>
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.<br>
<br>
<b>In this role, you will:</b><ul><li>
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function</li><li>
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul><b>
Required Qualifications:</b><ul><li>
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Successfully completed Securities Industry Essentials (SIE) exam or equivalent</li></ul><b>
Desired Qualifications:</b><ul><li>
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)</li><li>
State Variable, Life and Health insurance licenses</li><li>
Financial services experience</li><li>
Client services experience</li><li>
Experience developing and managing client relationships</li><li>
Sales or sales support experience</li><li>
A BS/BA degree or higher</li></ul><b>
Job Expectations:</b><ul><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li><li>
This position is not eligible for Visa sponsorship.</li></ul><b>
Posting location:</b><br>
<br>
3550 Market St<br>
PHILADELPHIA, PA 19104<br>
<br>
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
<br>
<br>
<b>Posting End Date:</b>
<br>
14 May 2026<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Associate Bank Financial Advisor

Corebridge

<p></p><div><p>Who We Are
<br>
<br>
At Corebridge Financial, we believe action is everything. That&rsquo;s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
<br>
<br>
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
</p><ul><li>We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
</li><li>We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
</li><li>We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
</li><li>We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
</li></ul><p></p><p><b>Who You'll Work With
</b></p><p>Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
</p><p></p><p><b>About the Role
</b></p><p>Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
</p><p></p><p><b>Responsibilities
</b></p><ul><li>You will meet with existing and prospective clients to plan their financial future.
</li><li>Utilize our company-provided technology and tools to improve your operation.
</li><li>You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
</li><li>Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
</li></ul><p></p><p>To help you get started, we offer you the resources needed to create your own success:
</p><ul><li>Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
</li><li>Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
</li><li>Company-paid E&amp;O, licensing fees, continuing education and compliance support
</li></ul><p></p><p><b>Skills and Qualifications
</b></p><ul><li>High school diploma or GED
</li><li>Ideally, you have 2+ years of experience working as a Financial Advisor.
</li><li>A proven and successful sales track record.
</li><li>You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
</li><li>You also have an active state variable life and health license.
</li></ul><p></p><p><b>Work Location
</b></p>This position is currently designated as remote.<br>
<ul><li>
</li></ul><p><br>
<b>Estimated Travel
</b></p><ul><li>May include up to 25% travel.
</li></ul><p></p><p>#LI-CBF
</p><p>#LI-KE1
</p><p></p>This role is deemed a &ldquo;covered associate&rdquo; under SEC Rule 206(4)-5, 17 CFR &sect; 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR &sect; 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial&rsquo;s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
<p></p><p>Why Corebridge?
<br>
<br>
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
<br>
<br>
<b>Benefit Offerings Include:
</b></p><p></p><ul><li>Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
</li><li>Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
</li><li>Employee Assistance Program: Confidential counseling services and resources are available to all employees.
</li><li>Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
</li><li>Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
</li>Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.<br>
<li>
</li></ul><p><br>
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
</p><p></p><p><b>We are an Equal Opportunity Employer
</b><br>
<br>
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
<br>
<br>
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com . Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
<br>
<br>
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
</p><p></p><p>To learn more please visit: www.corebridgefinancial.com
</p><p></p><p><b>Functional Area:
</b></p><p></p>SC - Sales Commission
<p></p>Estimated Travel Percentage (%): More than 50%
<p></p>Relocation Provided: No
<p></p>The Variable Annuity Life Insurance Company</div><p></p>

Financial Advisor - Toledo, OH

Revolution Group, LLC

<div><div><h2 class="jobSectionHeader"><b>Make Your Mark at Revolution Group</b></h2><p>
Are you driven by building long-term relationships and delivering a high level of client experience?</p><p>
Do you take pride in knowing your clients deeply, staying proactive, and ensuring nothing falls through the cracks?</p><p>
At Revolution Group, LLC, we&rsquo;re looking for a <b>Relationship Manager</b> to support and strengthen existing client relationships within a collaborative, team-based advisory model.</p><h2 class="jobSectionHeader"><b>
Who We Are</b></h2><p>
Revolution Group, LLC isn&rsquo;t just another firm&mdash;it&rsquo;s a movement. Our founder, once the lead strategist for one of the world&rsquo;s richest families, created Revolution Capital&mdash;our SEC-registered investment advisor and planning division&mdash;to fix what&rsquo;s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities.</p><p>
We partner with business owners, families, family offices, foundations, and endowments with complex financial lives.</p><p>
We are a <b>REAL FIDUCIARY&trade;</b>, fee-only firm&mdash;not tied to Wall Street, broker-dealers, or insurance companies. Our approach is collaborative, integrated, and centered on each client&rsquo;s full financial picture, goals, and purpose.</p><h2 class="jobSectionHeader"><b>
The Role</b></h2><p>
As a <b>Relationship Manager</b>, you will be responsible for maintaining and strengthening client relationships after they join the firm.</p><p>
You will serve as a consistent point of contact, ensuring clients receive a high level of service, proactive communication, and coordinated advice across the team.</p><p>
You will work closely with advisors, tax professionals, and investment leadership to deliver a seamless client experience.</p><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do</b></h2><h3 class="jobSectionHeader"><b>
Client Relationship Management</b></h3><ul><li>
Serve as a primary contact for assigned client relationships</li><li>
Build trust through consistent, proactive communication</li><li>
Maintain a deep understanding of each client&rsquo;s goals, priorities, and full financial picture</li></ul><h3 class="jobSectionHeader"><b>
Client Experience &amp; Retention</b></h3><ul><li>
Ensure clients feel supported, informed, and engaged</li><li>
Coordinate and participate in client meetings and reviews</li><li>
Follow through on all client requests and action items in a timely manner</li></ul><h3 class="jobSectionHeader"><b>
Account Oversight &amp; Coordination</b></h3><ul><li>
Monitor client accounts and ensure alignment with planning and investment direction</li><li>
Coordinate with internal team members across tax, investments, and operations</li><li>
Ensure all aspects of the client relationship are organized and up to date</li></ul><h3 class="jobSectionHeader"><b>
Relationship Expansion</b></h3><ul><li>
Identify opportunities to deepen client relationships</li><li>
Support introductions to additional family members or entities when appropriate</li></ul><h2 class="jobSectionHeader"><b>
What Success Looks Like</b></h2><ul><li>
High client retention and satisfaction</li><li>
Consistent, proactive communication with clients</li><li>
Organized and well-managed client relationships</li></ul><h2 class="jobSectionHeader"><b>
What We&rsquo;re Looking For</b></h2><h3 class="jobSectionHeader"><b>
Experience</b></h3><ul><li>
3&ndash;10+ years in wealth management, financial planning, or client relationship management</li><li>
Experience working with high-net-worth clients preferred</li></ul><h3 class="jobSectionHeader"><b>
Skillset</b></h3><ul><li>
Strong relationship-building and communication skills</li><li>
Highly organized and detail-oriented</li><li>
Ability to manage multiple client relationships simultaneously</li><li>
Collaborative mindset and team-first approach</li></ul><h3 class="jobSectionHeader"><b>
Licensing</b></h3><ul><li>
Series 65 (or ability to obtain within 90 days) preferred</li><li>
CFP&reg; or similar designation is a plus</li></ul><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li>
Competitive base salary</li><li>
Bonuses</li></ul><h2 class="jobSectionHeader"><b>
Final Note</b></h2><p>
This role is ideal for someone who enjoys:</p><ul><li>
building long-term relationships</li><li>
delivering a high level of service</li><li>
and working as part of a collaborative advisory team</li></ul><p>
If you take pride in maintaining strong relationships and delivering an exceptional client experience&mdash;we&rsquo;d welcome a conversation.</p><p><b><i>
Ready to step up? Apply today as a Financial Advisor at Revolution Group. Let&rsquo;s create something extraordinary!</i></b></p></div><br>
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Financial Advisor - Relationship Manager

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