senior wealth advisor

First Western

<div><p><b>Director, Senior Wealth Advisor</b></p>
<p><b>
Location:</b> Broomfield, CO (In-Office)</p>
<p><b>
Job Type:</b> Full-time Exempt</p>
<p><b>
Salary:</b> $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills*</p><br>
<p></p>
<p>
Applications should be submitted for consideration no later than 04/30/2026.</p><br>
<p></p>
<p>
____________________________________________________________________________________________</p><br>
<p></p>
<h3 class="jobSectionHeader"><b>
Who We're Looking For</b></h3>
<p>
You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.</p><br>
<p></p>
<h3 class="jobSectionHeader"><b>
About the Role</b></h3>
<p>
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.</p><p></p><h3 class="jobSectionHeader"><b><br>
</b></h3>
<h3 class="jobSectionHeader"><b> </b><b>What You'll Do</b></h3>
<ul><li>Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.</li>
<li>Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.</li>
<li>Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities.</li>
<li>Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.</li>
<li>Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.</li>
<li>Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.</li></ul><br>
<p></p>
<p><b>
What You Bring</b></p>
<ul>
<li>Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred.</li>
<li>10&ndash;15 years of experience in wealth management, including comprehensive financial planning.</li>
<li>5&ndash;7 years of management experience.</li>
<li>CFP certification required.</li>
<li>Proven success in business development, prospecting, and relationship growth.</li>
<li>Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.</li>
<li>Strong leadership, coaching, and mentoring capabilities.</li>
<li>High emotional intelligence, integrity, and professionalism.</li>
<li>Exceptional communication skills with the ability to simplify complex financial concepts.</li>
<li>Deep understanding of financial planning tools, workflows, and client experience design.</li>
<li>Ability to influence across teams and lead effectively through change.</li></ul><br>
<p></p>
<h3 class="jobSectionHeader"><b>
What We Offer</b></h3>
Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.<br>
<ul><li>
</li>
401(k) plan with employer match.<br>
<li>
</li>
Paid parking and transportation benefits.<br>
<li>
</li>
Comprehensive health and wellness benefits, including:<br>
Health savings accounts (HSA)<br>
<li><ul><li>
</li>
Flexible spending accounts (FSA)<br>
<li>
</li>
Medical, dental, and vision coverage<br>
<li>
</li>
</ul></li>Generous paid time off and bank holidays.<br>
<li>
</li>
Access to training and professional development programs.<br>
<li>
</li>
Sponsorship and support for obtaining professional certifications.<br>
<li>
</li>
<li>A culture of collaboration, continuous improvement, and shared success.</li>
</ul>
<p>____________________________________________________________________________________________</p>
<h3 class="jobSectionHeader"><b>
Who We Are</b></h3>
<p>
At First Western Trust, we're more than just a financial institution&mdash;we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.</p>
<p>
We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.</p>
<p>
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.</p>
<p>
We expect our people to:</p>
<ul>
<li>Demand and reward excellence.</li>
<li>Take action and responsibility.</li>
<li>Collaborate, communicate openly, and give/receive feedback with trust.</li>
<li>Go above and beyond to do what's right&mdash;always.</li>
</ul>
<p>If that sounds like you, you'll fit right in.</p>
<p>
Learn more at myfw.com or email Talent.Management@myfw.com.</p>
<h3 class="jobSectionHeader"><b>
Equal Opportunity Employer</b></h3>
<p>
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.</p></div><p></p>

Director, Senior Wealth Advisor

Masterworks

<div><h2 class="jobSectionHeader"><b>About Masterworks</b></h2>
<p>Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.</p>
<p>Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.</p>
<h2 class="jobSectionHeader"><b>Why Masterworks?</b></h2>
<p>If you answered &quot;Yes&quot; to any of the below, we'd love to hear from you!</p>
<ul><li>Are you passionate about democratizing alternative investments?</li><li>
Are you interested in working for a disruptive start-up, focused on a new asset class?</li><li>
Do you enjoy meaningful work that has a noticeable impact on business performance?</li></ul>
<h2 class="jobSectionHeader"><b>Position Overview</b></h2>
<p>As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team &mdash; bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community &mdash; whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.</p>
<p>You will be matched to one of two senior advisory tracks based on mutual fit identified during the interview process:</p>
<ul><li><b>New Investor Onboarding (Senior):</b> Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .</li><li><b>
Existing Investor Growth (Senior):</b> Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.</li></ul>
<p>In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.</p>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2>
<ul><li>Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)</li><li>
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility</li><li>
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)</li><li>
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value</li><li>
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics</li><li>
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs</li><li>
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives</li></ul>
<h2 class="jobSectionHeader"><b>Team Overview</b></h2>
<ul><li>Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group</li><li>
Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team</li><li>
Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively during the interview process</li></ul>
<h2 class="jobSectionHeader"><b>Requirements &amp; Preferred Skills</b></h2>
<ul><li>5+ years of experience in investment advising, financial advising, or a similar client-facing role</li><li>
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes</li><li>
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)</li><li>
Deep interest in alternative assets, financial markets, and macroeconomics</li><li>
Excellent organizational, problem-solving, relationship-building, and time management skills</li><li>
Series 65 license from FINRA (required)</li><li>
Highly results-driven with a competitive, ownership-oriented mentality</li><li>
Proven ability to lead and perform in a fast-paced, high-volume environment</li><li>
Proficiency with CRM tools strongly preferred (e.g., HubSpot)</li><li>
Passion for the &quot;business of art&quot; is a plus &mdash; no prior art knowledge required</li></ul>
<h2 class="jobSectionHeader"><b>Compensation &amp; Benefits</b></h2>
<p>Compensation range: <b>$150,000 &ndash; $200,000</b></p>
<p><b>Benefits include:</b> Daily catered lunches &middot; Free admission to art museums and galleries &middot; Health, dental, and vision coverage with FSA options &middot; Paid Parental Leave &middot; PTO and 401k &middot; Discounted Equinox membership &middot; Happy hours, company outings, social clubs, and more</p></div>

Senior Wealth Advisor

Beacon Pointe Advisors

<div><p><b>Job Description</b></p>
<p>
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients&rsquo; lives through alignment of their wealth and what matters.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience</li>
<li>Working directly with clients to collect key documents for financial planning</li>
<li>Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans</li>
<li>Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items</li>
<li>Analysis of client portfolios using internal portfolio management database (Tamarac) and basic Excel functions</li>
<li>Frequent communication with clients and internal associates, both verbally and in writing</li>
<li>Additional duties include participation in team projects and assisting with firm initiative</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>Four-year college degree (Bachelor&rsquo;s degree in Finance, Business or Economics preferred but not required)</li>
<li>CFP or willing to pursue the CFP for completion within 24 months</li>
<li>Series 65 (or ability to obtain within 3 months of assuming position)</li>
<li>4-6 years of financial planning experience</li>
<li>Experience working in wealth management, and competency with eMoney</li>
<li>Highly organized and able to excel in a fast-paced environment</li>
<li>Analytical with basic proficiency in Excel</li>
<li>Excellent written and verbal communication skills</li>
<li>Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service</li>
</ul>
<p><b>About the Beacon Pointe Family of Companies</b></p>
<p>
Beacon Pointe Advisors is one of the nation&rsquo;s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including <i>Forbes, Financial Advisor Magazine, Barron&rsquo;s,</i> and more. For more information, please visit <i>Awards Disclosures</i>.</p></div>

Senior Financial Planner

Allworth Financial

<div><div><p>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.</p>
<p>
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</p></div><p><b>
SUMMARY:</b></p>
<p>
The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth (UHNW) client planning deliverables.</p>
<p>
Blending executive support with internal sales coordination, this role ensures a seamless experience for advisors, referral partners, and prospective clients&mdash;from initial engagement through onboarding&mdash;while supporting strategic initiatives, partner relationships, and sophisticated wealth planning solutions. The ideal candidate is detail-oriented, highly organized, relationship-focused, and thrives in a fast-paced, entrepreneurial financial services environment.</p><br>
<p></p>
<p><b>
Key Responsibilities</b></p>
<p>
Sales, Referral &amp; Relationship Support</p>
<ul>
<li>Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.</li>
<li>Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps.</li>
<li>Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.</li>
<li>Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams.</li>
<li>Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent).</li>
<li>Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs.</li>
<li>Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs).</li></ul><br>
<p></p>
<p>
Executive &amp; Administrative Support</p>
<ul>
<li>Provide proactive executive support to the Head of Private Wealth Strategies, including calendar management, meeting logistics, travel coordination, and correspondence.</li>
<li>Act as a liaison between leadership, advisors, internal teams, and external partners to ensure alignment and timely execution of priorities.</li>
<li>Draft, proof, and distribute client communications, meeting summaries, and internal materials with exceptional attention to detail and confidentiality.</li>
<li>Coordinate internal meetings, strategy sessions, advisor training events, and partner presentations.</li></ul><br>
<p></p>
<p>
Sales Cycle Oversight &amp; Project Coordination</p>
<ul>
<li>Help oversee end-to-end sales cycle execution, ensuring deliverables, planning materials, and onboarding steps are completed efficiently and accurately.</li>
<li>Coordinate across internal and external stakeholders to keep engagements moving forward and aligned with service standards.</li>
<li>Track action items, deadlines, and follow-ups across multiple initiatives and stakeholders.</li>
<li>Support implementation of new strategic partnerships, product rollouts, and marketing initiatives tied to Private Wealth Strategies.</li>
<li>Research and compile competitive intelligence, market insights, or advisor channel trends relevant to advanced planning and UHNW clients.</li>
<li>Maintain documentation related to compliance, review processes, and client-facing materials.</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p>
<ul>
<li>Bachelor's degree preferred (Business, Finance, Economics, or related field).</li>
<li>3&ndash;5+ years of experience in wealth management, financial services, sales support, or executive assistance.</li>
<li>Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics.</li>
<li>Experience supporting sales cycles, referral-based business, or complex client onboarding processes.</li>
<li>High proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience required.</li>
<li>Exceptional organizational, communication, and follow-up skills.</li>
<li>Ability to manage multiple priorities independently while maintaining accuracy and discretion.</li>
<li>Willingness to learn and operate compliantly within the financial services regulatory environment.</li></ul><br>
<p></p>
<p><b>
Personal Attributes</b></p>
<ul>
<li>Polished, professional communicator comfortable interacting with senior advisors, referral partners, and UHNW clients.</li>
<li>Highly organized self-starter who anticipates needs and takes ownership of outcomes.</li>
<li>Relationship-oriented, service-minded, and responsive with a strong sense of urgency.</li>
<li>Adaptable and collaborative, thriving in a boutique, growth-oriented environment.</li>
<li>Genuine interest in advanced wealth planning, estate strategy, and complex financial solutions.</li></ul><br>
<p></p>
<p>
 <i>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.</i></p><p></p><div><p><b><br>
BENEFITS</b></p>
<p>
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:</p>
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li>
<li>Future growth opportunities within the company</li>
</ul>
<p>In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.</p>
<p><i>
Benefits are available to full-time associates who work more than 30 hours a week.</i></p>
<p><i>
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.</i></p>
<p>
Allworth Financial participates in E-Verify. Click here for more information.</p>
<p>
California residents, click here for our privacy policy.</p></div></div>

Private Wealth Administrator

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.</p><p>
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients&rsquo; estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.<br>
<br>
<br>
</p><p><b>Job Responsibilities</b></p><ul>
<li>Serve as an advisor to clients on personal planning matters</li>
<li>Identify opportunities for the Bank to serve in a current or future fiduciary capacity</li>
<li>Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning</li>
<li>Assist Bankers and other team members in their new business efforts</li>
<li>Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team&rsquo;s strategy with respect to PA outreach</li>
<li>Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media</li>
Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers<br>
<li>
</li></ul><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul>
<li>Five plus years of complex estate and wealth planning experience</li>
<li>Professional designations required: JD</li>
<li>Recognized expertise in managing the estate planning needs of high-net-worth individuals</li>
<li>Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals</li>
<li>Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations</li>
<li>Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations</li>
<li>Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement</li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul>
<li>CPA designation</li>
<li>Ability to partner with clients&rsquo; other advisors (principally their attorneys and accountants)</li>
<li>Demonstrated understanding of other wealth management disciplines, including investing and credit</li>
<li>Ability to work in a team-based environment</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Wealth Advisor - Executive Director

Tristate Financial Advisors

<div>
 <p>
  Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don&rsquo;t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you&rsquo;ll need to be better than your best.
 </p>
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 <p>
  Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we&rsquo;ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients&rsquo; personal and financial lives by considering a more important aspect of their financial picture: their profession.
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  <strong>
   On a daily basis, our advisors:
  </strong>
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  <li>
   Identify and set appointments with potential clients
  </li>
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   Meet with clients to assess their financial needs
  </li>
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   Develop customized financial plans to address each of the clients desired goals
  </li>
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   Maintain strong relationship with clients, helping them track their progress over time
  </li>
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   Provide ongoing consultation and support
  </li>
 </ul>
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 </p>
 <p>
  TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.
 </p>
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 <p>
  <strong>
   Some features of this position include:
  </strong>
 </p>
 <ul>
  <li>
   One-on-one training from seasoned leaders in the local financial planning industry
  </li>
  <li>
   A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  </li>
  <li>
   Uncapped earning potential &ndash; advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  </li>
  <li>
   Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
  </li>
 </ul>
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   Job Requirements:
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   Associate&rsquo;s degree in business or industry-related field
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   Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
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   Must be a U.S. or Permanent Resident
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   Willing to work in office
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  Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
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   Visit our website at http://www.tristatefa.com
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Financial Advisor/Wealth Manager - Charleston, SC

Sequoia Financial Group

<div><div><div>Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:</div></div><div><div><div><ul><li><b>
Integrity.</b> We act in the best interests of others by providing an honest, consistent experience for our clients and team.</li><li><b>
Passion</b>. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.</li><li><b>
Teamwork. </b>We subordinate our egos to work together for the benefit of our clients.</li></ul><div>
Our promise to team members is that you will grow with us. From experienced advisors to college graduates, to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead farther. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.</div><div></div><div><br>
We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results.</div></div></div></div><div><div><h3 class="jobSectionHeader"><b>
Responsibilities</b></h3></div></div><div><div><div><ul><li>
Manage the day-to-day aspects of client engagements as a member of a team.</li><li>
Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.</li><li>
Proactively maintain client relationships through excellent client service.</li><li>
Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.</li><li>
Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.</li><li>
Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.</li><li>
Serve as a primary point of contact for client relationships.</li><li>
Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.</li><li>
Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence</li><li>
Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.</li><li>
Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.</li><li>
Complete client meeting notes and follow up tasks as required.</li><li>
Coordinate the execution of trade orders with the Asset Management Department (AMD)</li><li>
Develop a deeper technical expertise in general financial knowledge.</li><li>
Identify additional planning or asset management opportunities in existing client relationships.</li></ul><div><b>
Requirements</b></div><ul><li>
Bachelor&rsquo;s degree required in Economics, Finance or related field</li><li>
Must have 5 consecutive years (most recently) as IAR with Series 65 or a Series 7 and Series 66 combination OR</li><li>
Must be a registered representative (IAR) of firm for at least 2 years with Series 65 or 7 and 66 combination and at least 3 years immediately prior to IAR registration as any of one of the following: Registered rep of full service brokerage; CFA, CFP or CPA; Securities Portfolio Manager</li><li>
CFP Achieved</li><li>
Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management</li><li>
Previous experience working with financial planning software and planning deliverables</li><li>
Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce</li><li>
Clean Form U4 is required. U4 can not have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.</li></ul><div><b>
Competencies</b></div><ul><li>
Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines</li><li>
Excellent communication skills, both written and verbal</li><li>
Ability to find creative solutions to problems, devise strategies, and propose solutions</li><li>
Self-starter and able to perform job duties with little supervision</li><li>
Customer service oriented, with the ability to work independently as well as collaborate with team members</li><li>
Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues</li></ul></div></div></div></div>

Wealth Advisor Boca Raton or Ft. Lauderdale, FL

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