Client Services Specialist Investment Advisor – Cfp® Professional in united states (1000+)

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5 months ago
Client Services Specialist - Investment Advisor – CFP® Professional
Whelan Financial
/
Financial Services · Early Stage
Fresno, CA
Full-time
$60K/yr - $75K/yr
Onsite
Mid Level
3+ years exp
89 applicants


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2 hours agoBe an early applicant
Financial Paraplanner/Client Service Specialist
Golden Reserve
/
Consulting · Financial Services · Early Stage
Pittsburgh, PA
Full-time
$70K/yr - $100K/yr
Onsite
Entry, Mid Level
2+ years exp
Less than 25 applicants


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18 hours agoBe an early applicant
Centralized Financial Advisor, Truist Investment Services, Charlotte, NC
Truist
/
Banking · Finance · Late Stage
United States
Full-time
Remote
Senior Level
6+ years exp
Less than 25 applicants


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H1B Sponsor Likely

1 day ago
Financial Advisor & Planner – Investor Services
Empower
/
Employee Benefits · Non Profit · Late Stage
Portland, OR
Full-time
$60K/yr - $84K/yr
Hybrid
Mid Level
36 applicants


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No H1B

2 days agoBe an early applicant
Advisor Services Alternative Investing, Sr. Specialist
Charles Schwab
/
Financial Services · Late Stage
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years exp
Less than 25 applicants


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2 days agoBe an early applicant
Sr. Specialist, Advisor Services Alternative Investment Services
Charles Schwab
/
Financial Services · Late Stage
Westlake, TX, US
Full-time
$68K/yr - $88K/yr
Onsite
Senior Level
5+ years exp
Less than 25 applicants


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1 month ago
Senior Cap-and-Invest Tribal Grants Specialist - Climate (Environmental Specialist 5)
NEOGOV
/
GovTech · Human Resources · Late Stage
Thurston County – Lacey, WA
Full-time
$75K/yr - $101K/yr
Hybrid
Senior Level, Lead/Staff
10+ years exp
76 applicants


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No H1B

2 weeks ago
Client Service Specialist, Employee Benefits-Insurance Advisory Solutions
The Baldwin Group
/
Credit · Employee Benefits · Public
Chattanooga, TN
Full-time
Hybrid
New Grad, Entry Level
Less than 25 applicants


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Work & Life Balance

1 month ago
Senior Cap-and-Invest Tribal Grants Specialist - Climate (Environmental Specialist 5)
Washington State Department of Ecology
/
Environmental Engineering · Natural Resources · Late Stage
Lacey, WA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years exp
50 applicants


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Culture & Values

2 weeks ago
Investment Client Services Specialist - Top Advisor
Northwestern Mutual
/
Advice · Consulting · Late Stage
Franklin, WI
Full-time
$49K/yr - $90K/yr
Hybrid
Mid Level
3+ years exp
Less than 25 applicants


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1 month ago
AdvisorSync Specialist (Client Service Administrator for AdvisorSync)
AdvisorNet Financial
/
Finance · Financial Services · Growth Stage
Minnetonka, MN
Full-time
$80K/yr - $100K/yr
Hybrid
Mid Level
3+ years exp
33 applicants


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1 month ago
Senior Cap-and-Invest Tribal Grants Specialist - Climate (Environmental Specialist 5)
State of Washington
/
Association · Communities · Late Stage
Walla Walla, WA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years exp
Less than 25 applicants


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1 week ago
Capgemini Invent - Client Partner - Strategy / Advisory Services (High Tech)
Capgemini Invent
/
Advice · Artificial Intelligence (AI) · Late Stage
San Francisco, CA
Full-time
$170K/yr - $280K/yr
Onsite
Director/Executive
27 applicants


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Growth Opportunities

5 months ago
Financial Advisory Services Specialist (Investment-Trust Focus)
SECU
/
Accounting · Banking · Late Stage
Harrisburg, NC
Full-time
Onsite
Mid Level
Less than 25 applicants


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2 weeks ago
Managing Director of Client Accounting and CFO Advisory Services
Stambaugh Ness
/
Management Consulting · Growth Stage
United States
Full-time
$175K/yr - $225K/yr
Remote
Director/Executive
10+ years exp
28 applicants


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Comp. & Benefits

2 months ago
Client Service Specialist- Advisor Assistant
Point Wealth Management
/
Advice · Financial Services · Early Stage
Melville, NY
Full-time
Onsite
Entry Level
1+ years exp
200+ applicants


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1 month ago
Certified Financial Planner (Series 65 or Series 66 )
Talentsearchpro
/
Human Resources · Early Stage
Buffalo Grove_IL
Full-time
Onsite
Mid Level
3+ years exp
67 applicants


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2 weeks ago
Financial Advisor Assistant - Investment Services
Frost
/
Banking · Public
Fort Worth, TX
Full-time
Onsite
New Grad, Entry Level
40 applicants


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Comp. & Benefits

2 months ago
Workday Certified Financials Consultant/Lead - • PSA (Professional Services Automation)
Accenture
/
Business Information Systems · Construction · Public
St. Pete, 140 Fountain Pkwy, Tampa Corp
Full-time
$64K/yr - $196K/yr
Onsite
Mid, Senior Level
2+ years exp
100 applicants


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No H1B

3 weeks ago
Sr. Financial Planner and Investment Advisor
First Financial Federal Credit Union of Maryland
/
Banking · Credit Cards · Growth Stage
Sparks, MD
Full-time
$85K/yr - $168K/yr
Hybrid
Mid, Senior Level
4+ years exp
Less than 25 applicants


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Comp. & Benefits