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 days ago
Financial Advisor, Truist Investment Services, Bal Harbour, FL
Truist
/
Banking · Finance · Late Stage
Bal Harbour, FL
Full-time
Onsite
Mid Level
62 applicants


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H1B Sponsor Likely

2 days ago
Sr. Advisory Consultant - Financial Services, Professional Services
Amazon Web Services (AWS)
/
Agentic AI · Consulting · Late Stage
Greater São Paulo Area
Full-time
Onsite
Senior Level
7+ years exp
54 applicants


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H1B Sponsor Likely

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

1 week 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
48 applicants


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Culture & Values

1 week 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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3 weeks 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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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
Less than 25 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
194 applicants


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1 week ago
Investment Adviser Rep/ Financial planner
Charles Fish Investments, Inc.
/
Angel Investment · Finance · Early Stage
Irvine, CA
Full-time
Hybrid
Senior Level
5+ years exp
Less than 25 applicants


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


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


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Comp. & Benefits

2 weeks ago
Financial Advisor & Planner – Investor Services
PanAgora Asset Management
/
Finance · Financial Services · Growth Stage
United States
Full-time
$60K/yr - $84K/yr
Remote
Mid Level
75 applicants


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No H1B

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

1 week ago
Investment Adviser / Financial Planner / Financial Advisor
Aimic Inc
/
Cloud Computing · Consulting · Late Stage
Irvine, CA
Full-time
Hybrid
Senior Level
5+ years exp
44 applicants


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Comp. & Benefits

1 month ago
Licensed Financial Advisor Assistant/Client Services Administrator
Lucia Capital Group
/
Consulting · Financial Services · Growth Stage
San Diego, CA
Full-time
Hybrid
Entry, Mid Level
2+ years exp
42 applicants


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