wealth management advisor

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
Job Profile Summary
Provide strategic leadership for the achievement of business unit objectives in line with Fidelity&rsquo;s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty.
Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We&rsquo;re Looking For<ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>
A sound understanding of the Broker/Dealer and RIA marketplace</li><li>
Bachelor&rsquo;s Degree required</li></ul>
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring<ul><li>
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver<ul><li>
You are helping families grow and protect their assets by:</li><li>
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>
Developing a comprehensive wealth and financial plan intended to organize the client&rsquo;s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</div>

VP, Private Wealth Management Advisor - Charlotte, NC

AllianceBernstein

<div>What You&rsquo;ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients&rsquo; inner circle, the Wealth Advisor intimately understands each client&rsquo;s values, lifestyle and philanthropic goals. They connect clients to the firm&rsquo;s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients&rsquo; financial well-being while standing out among a crowded field.
What We&rsquo;re Looking For:
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:<ul><li>
Entrepreneurial Spirit</li><li>
Intellectual Curiosity</li><li>
High Emotional Quotient (&quot;EQ&quot;)</li><li>
Determination and Relentless Drive for Success</li><li>
Spirit of Generosity in Working With and Within Their Community</li><li>
Excellent Interpersonal and Communication Skills</li><li>
Structure and Discipline</li></ul>
...and the following qualifications:<ul><li>
An existing network that can be continuously cultivated and expanded within the community</li><li>
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors</li><li>
Comfortable interacting with individuals of significant wealth</li><li>
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions</li><li>
Trustworthiness and personal integrity that is beyond reproach</li><li>
Strong academic credentials</li><li>
A passion for investing and for people</li></ul>
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for&mdash;and living with&mdash;the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients&rsquo; values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
What We Stand For:
TRUSTWORTHINESS&mdash;We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION&mdash;We&rsquo;re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK&mdash;We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY&mdash;We are committed to building a culture of diverse perspectives &ndash; one where all employees feel valued and are treated fairly.
COMMUNITY&mdash;We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY&ndash;We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm&rsquo;s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn&rsquo;t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla
Stamford, Connecticut</div>

Bernstein Wealth Advisor

Emirates NBD

<div>
 
 
 مستشار إدارة الثروات (Wealth Advisor - Roles can be based in Central, Western and Eastern regions of Saudi Arabia)
 
 
 
 
 نبذة عن الوظيفة
 
 
 
 نبحث عن مستشار ثروات ذو خبرة وحافز عالٍ للانضمام إلى فريقنا. سيكون شاغل الوظيفة مسؤولًا عن بناء والحفاظ على علاقات طويلة الأمد مع عملاء ذوي ثروات مالية مرتفعة (HNWIs). كما سيقدم استشارات مالية مخصصة وخدمات تخطيط الثروات لمساعدة العملاء على تنمية ثرواتهم والحفاظ عليها ونقلها عبر الأجيال.
 
 
 
 المهام والمسؤوليات الوظيفية
 
 
 
 
 التخطيط المالي
 
 
 <ul>
 <li>
 إعداد خطط مالية شاملة تلبي احتياجات العملاء قصيرة وطويلة الأجل.
 </li>
 <li>
 تحليل الوضع المالي الحالي للعملاء وتقديم استراتيجيات استثمارية تتماشى مع أهدافهم.
 </li>
 <li>
 متابعة اتجاهات الأسواق والظروف الاقتصادية والتغيرات التنظيمية لتقديم استشارات دقيقة وملائمة في الوقت المناسب.
 </li>
 </ul>
 
 
 إدارة الاستثمارات
 
 
 <ul>
 <li>
 تصميم وإدارة محافظ استثمارية مخصصة للعملاء، مع مراعاة مستوى تحمل المخاطر والأفق الاستثماري.
 </li>
 <li>
 متابعة وتقييم أداء المحافظ الاستثمارية وإجراء التعديلات اللازمة لتحسين العوائد وإدارة المخاطر.
 </li>
 </ul>
 
 
 إدارة علاقات العملاء
 
 
 <ul>
 <li>
 بناء والحفاظ على علاقات قوية وطويلة الأمد مع عملاء ذوي ملاءة مالية عالية.
 </li>
 <li>
 عقد اجتماعات دورية مع العملاء لفهم أهدافهم المالية ومستوى تحمل المخاطر وتفضيلاتهم الاستثمارية.
 </li>
 <li>
 تقديم تواصل مستمر واستباقي وتحديثات منتظمة حول المحافظ الاستثمارية والخطط المالية
 </li>
 </ul>
 
 
 تطوير الأعمال
 
 
 <ul>
 <li>
 تنفيذ عمليات البيع المتقاطع والبيع الإضافي للمنتجات والخدمات المالية للعملاء الحاليين لتعزيز العلاقات وزيادة القيمة.
 </li>
 <li>
 تطوير وتنفيذ استراتيجيات لتحقيق الأهداف البيعية الفردية والجماعية.
 </li>
 </ul>
 
 
 الامتثال والتوثيق
 
 
 <ul>
 <li>
 ضمان التزام جميع التعاملات مع العملاء والخطط المالية بالأنظمة والتعليمات الرقابية المعمول بها.
 </li>
 <li>
 الحفاظ على سجلات دقيقة ومحدثة لتفاعلات العملاء والخطط المالية والمحافظ الاستثمارية.
 </li>
 </ul>
 
 
 المتطلبات
 
 
 <ul>
 <li>
 درجة الماجستير في المالية أو درجة البكالوريوس في المالية أو أي تخصص ذي صلة.
 </li>
 <li>
 إجادة اللغة الإنجليزية تُعد ميزة إضافية.
 </li>
 <li>
 CMA الحصول على مؤهلات مهنية مثل شهادة
 </li>
 <li>
 خبرة لا تقل عن 3 سنوات في وظيفة مشابهة في البنوك أو مؤسسات إدارة الثروات.
 </li>
 <li>
 خبرة في المبيعات وتطوير الأعمال.
 </li>
 <li>
 خبرة لا تقل عن 3 سنوات في إدارة منتجات الاستثمار.
 </li>
 <li>
 خبرة واسعة في مجالات العمل المصرفي المختلفة مثل التجزئة وإدارة الثروات.
 </li>
 <li>
 مهارات تواصل وعرض متميزة، ومهارات علاقات شخصية عالية تُعد أساسية لهذا الدور.
 </li>
 <li>
 القدرة على الإشراف وإدارة الفرق، مع مهارات تواصل فعالة شفهيًا وكتابيًا.
 </li>
 </ul>
 
 
 
 
 We are seeking a motivated and experienced Wealth Advisor to join our team. In this role, you will be responsible for building and maintaining long-term relationships with high-net-worth individuals (HNWIs). You will provide tailored financial advice, and wealth planning services to help clients grow, preserve, and transfer their wealth.
 
 
 
 
 
 
 
 
 
 On a day to day basis, your role will involve 5 main areas of responsibility and activity:
 
 
 
 
 
 
 
 Financial Planning
 
 
 
 - Create comprehensive financial plans that address clients&rsquo; short-term and long-term financial.
 
 
 - Analyze clients&rsquo; current financial situation and recommend investment strategies that align with their objectives.
 
 
 - Stay informed about market trends, economic conditions, and regulatory changes to provide timely and relevant advice.
 
 
 
 Investment Management
 
 
 
 - Design and manage customized investment portfolios for clients, considering their risk tolerance and investment horizon.
 
 
 - Monitor and review portfolio performance, making adjustments as necessary to optimize returns and manage risk.
 
 
 
 Client Relationship Management
 
 
 
 - Develop and maintain strong, long-term relationships with HNW clients.
 
 
 - Conduct regular meetings with clients to understand their financial goals, risk tolerance, and investment preferences.
 
 
 - Provide ongoing, proactive communication and updates on clients&rsquo; portfolios and financial plans.
 
 
 
 Business Development
 
 
 
 - Cross-sell and up-sell financial products and services to existing clients to deepen relationships and enhance value.
 
 
 - Develop and execute strategies to meet individual and team revenue goals.
 
 
 
 Compliance and Documentation:
 
 
 
 - Ensure all client interactions and financial plans adhere to regulatory and compliance standards.
 
 
 - Maintain accurate and up-to-date records of client interactions, financial plans, and investment portfolios.
 
 
 
 
 
 
 To be successful in this role, you will need the following skills and experience:
 
 
 <ul>
 <li>
 
 A Saudi National. No other nationalities will be considered.
 
 </li>
 <li>
 MBA in Finance or Bachelor&rsquo;s degree in finance or other relevant majors.
 </li>
 <li>
 English language is an advantage.
 </li>
 <li>
 Must have professional qualifications - e.g. CMA accreditations.
 </li>
 <li>
 Minimum 3 years of similar experience in other banks or wealth management institutions.
 </li>
 <li>
 Experience in Sales and Business Development.
 </li>
 <li>
 Experience in investment product management of at least 3 years.
 </li>
 <li>
 Experience across a wide range of Banking areas, e.g. Retail, wealth management.
 </li>
 <li>
 Excellent communication and presentation skills interpersonal skills are essential for this role.
 </li>
 <li>
 Supervisory ability and experience; effective communication skills both orally and in writing.
 </li>
 </ul>
 
 
</div>

Wealth Advisor - Position open to Saudi Nationals

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

Northwestern Mutual

<div><div><div>Benefits:</div>
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div>Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Central Illinois! 
</div><div>Leverage Your Healthcare Background for a Rewarding Career: 
</div><ul><li>Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.</li>
<li>Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it&rsquo;s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.</li>
<li>Unlimited Growth Potential: As healthcare professionals understand the complexities of life&rsquo;s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.</li>
<li>A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.</li>
</ul><div>Our thriving offices are located:</div>
<ul><li>Lincoln office: 2201 Woodlawn Road Lincoln IL 62656</li>
<li>Pittsfield office: 311 W Washington Street Pittsfield IL 62363</li>
<li>Jacksonville office: 606 E State Street Jacksonville IL 62650</li>
<li>Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704</li>
</ul><div>Meet Our Leaders:</div><div> 
</div>
<div>D. Patrick Scheina, CLU &ndash; Managing Director and Wealth Management Advisor:</div>
<ul><li>Time with Northwestern Mutual: 22 years</li>
<li>Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.</li>
<li>Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter&rsquo;s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.</li>
</ul><div>Eli Cook &ndash; Growth and Development Director:</div>
<ul><li>Time with Northwestern Mutual: 11 years</li>
<li>Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.</li>
<li>Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.</li>
</ul><div>Brent Shunk &ndash; Private Wealth Advisor:</div>
<ul><li>Time with Northwestern Mutual: 38 years</li>
<li>Previous Experience: Brent has spent his entire career with Northwestern Mutual.</li>
<li>Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.</li>
</ul><div>Austin Shunk &ndash; Private Wealth Advisor:</div>
<ul><li>Time with Northwestern Mutual: 13 years</li>
<li>Previous Experience: Austin has built his entire professional career with Northwestern Mutual.</li>
<li>Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.</li>
</ul><div>Sheila Davidsmeyer &ndash; Financial Advisor:</div>
<ul><li>Time with Northwestern Mutual: Over 27 years</li>
<li>Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.</li>
<li>Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.</li>
</ul><div>Key Responsibilities:</div>
<ul><li>Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li>
<li>Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.</li>
<li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li>
<li>Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.</li>
<li>Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.</li>
</ul><div>Qualifications:</div>
<ul><li>Education: A bachelor's degree is highly preferred, but not required.</li>
<li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li>
<li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li>
<li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li>
</ul><div>Position Perks:</div>
<ul><li>Significant bonus opportunity commensurate with outcomes</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
<li>Ongoing professional development</li>
<li>Local culture of support and positive recognition</li> 
</ul>
<div></div> 
<div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
Flexible work from home options available.</div>

Financial Planner with Healthcare Background

JPMorganChase

<div>JOB DESCRIPTION 
<div><div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
Required qualifications, capabilities, and skills</div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li><li>
Reading and speaking in both English and Hebrew fluently is required for this role</li></ul></div><div>
Preferred qualifications, capabilities, and skills</div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor&rsquo;s degree preferred</li></ul></div><div> 
</div><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management – Private Client Advisor - Kew Gardens (Bilingual Hebrew)

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client&rsquo;s Wealth Plan.
Duties and Responsibilities:
<ul><li>Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client&rsquo;s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.</li><li>
Self-acquires new business by being active and well connected in the community and with external centers of influence.</li><li>
Responsible for providing legendary client service to retain client relationships.</li><li>
Builds strong relationships across all Huntington business segments to deepen client relationships.</li><li>
Works with relationships of moderate to high complexity.</li><li>
Knowledgeable on key compliance and regulatory requirements.</li><li>
Performs other duties as assigned.</li></ul>
Basic Qualifications:
<ul><li>Bachelor&rsquo;s Degree</li><li>
State Life and Health Licenses required to be obtained within 90 days of hire</li><li>
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.</li><li>
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
</li></ul>Preferred Qualifications:
<ul><li>Securities and life insurance licenses.</li><li>
Demonstrated success working with high net worth clients.</li><li>
Proven ability to build strong relationships with clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to multi-task.</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Private Bank Wealth Advisor III

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