Personal Financial Advisors

Crossing Hurdles is seeking Personal Financial Advisors to create structured tasks and deliverables based on real-world personal finance scenarios. The role involves applying professional judgment to solve financial questions and producing high-quality written content while working independently in a remote environment.

Personal Financial Advisors | Remote

President & Chief Executive Officer

Chief Financial Officer

Towne Insurance Agency buys Charlotte-based Lockhart Insurance, growing local presence

AssuredPartners of NC settles lawsuit against Towne Insurance over use of client information

Towne Insurance Agency makes ninth acquisition in North Carolina in 11 years

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Private Client Risk Advisor

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Private Client Risk Advisor will provide personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with care and attention.

Chief Executive Officer

Retired CEO/President

Issuers Share Strategies for Closing the Credit Confidence Gap

Clearview FCU to open downtown Pittsburgh branch amid expansion

New lists look at banks and credit unions by deposit growth

CFI Trailblazers to Lead Eltropy’s EMERGE 2025

Financial Experience Advisor

Clearview Federal Credit Union is dedicated to helping members achieve their financial goals. The Financial Experience Advisor role involves educating members on products and services, providing tailored financial solutions, and building strong relationships with clients.

Financial Experience Advisor - Wexford

Senior Vice President - Commercial Services / Chief Credit Officer

401K Advisor

Security National Bank is a long-established institution founded on principles of integrity and service. They are seeking a motivated Retirement Plan Advisor to manage client relationships and deliver comprehensive retirement and financial planning solutions, focusing on helping clients achieve their long-term financial goals.

Acting Chief Executive Officer

Executive Vice President and Chief Financial Officer

New research from Edelman Financial Engines explores “What Money Means”

Evolent Health Inc appoints Mario Ramos as CFO effective January 1, 2026 - SEC filing

Edelman Financial Engines Announces Senior Leadership Changes

Edelman Financial Engines Acquires Hasenberg Financial Group

Outbound Investment Advisor

Edelman Financial Engines is committed to guiding individuals with the financial advice they need to thrive. As an Outbound Investment Advisor, you will engage clients through outreach programs, provide financial planning advice, and build long-term relationships to help clients achieve their financial goals.

Independent Wealth Advisor

1847Financial is an independent wealth management firm seeking entrepreneurial, client-focused Independent Financial Advisors who want the freedom to build and grow their own practice. The role involves building a personal book of business, providing holistic financial planning, and maintaining strong client relationships.

President and CEO

Loan Advisor

Royal United Mortgage LLC is a company focused on providing tailored mortgage solutions. The Loan Advisor role involves conducting sales calls, understanding customer needs, and managing a sales pipeline to achieve sales goals.

Senior Vice President - Chief Inclusion Officer

Emerging Payments & Platforms Strategy

Linscomb Wealth Marks 55 Years of Relationship-Driven Service, and Long-Term Stewardship

Terreno Realty Corporation Closes $200 Million Five-Year Unsecured Term Loan

Muni Restructuring Firm Formed by Ex-Citi Bankers Is Dissolving

The 8 Largest NYC Tech Startup Funding Rounds of December 2025

Mortgage Loan Advisor

Huntington National Bank is seeking a Mortgage Loan Advisor to work alongside the Senior Loan Officer and Sales Manager to meet sales goals and understand various aspects of mortgage origination. The role involves originating residential mortgage loans, developing referral sources, and cross-selling bank products while adhering to regulatory and quality standards.

Investment Advisor Representative

Independent Wealth Network is a dynamic and growing financial services firm offering tailored financial strategies to individuals, families, and businesses. They are seeking an experienced Financial Advisor with an established book of business to build their own advisory practice while benefiting from the support of a robust network of independent advisors.

Chief Operating Officer

Talent Acquisition Partner

Insurance and Investment Advisor

Farm Bureau Financial Services is a long-standing and trusted company offering the opportunity to become an Insurance and Investment Advisor. In this role, you will serve clients by providing life and property & casualty insurance products, as well as investments and financial advice.

SVP/Chief Auditor

SVP & Director of Loan Syndications

WSFS Management to Hold Meetings with Investors at Piper Sandler’s East Coast Financial Services Conference

WSFS CARES Foundation Provides $100,000 to Combat Rising Food Insecurity

The Bancorp Appoints Dominic Canuso as Chief Financial Officer

WSFS CARES Foundation Strengthens Delaware Communities with $50,000 Grant to Fight Family Homelessness

Mortgage Banking Advisor

WSFS Bank is a locally headquartered bank and wealth management company that empowers its Associates to grow their careers and support their communities. The Mortgage Banking Advisor will provide administrative and sales support to Mortgage Loan Originators and facilitate communication between MLOs and customers.

Westlake Financial and HFC Acceptance Complete $100 Million Loan Acquisition in Landmark Transaction

Pagaya Closes AAA-Rated $400 Million RPM ABS with Strategic Funding Partner, One William Street

KBRA Assigns Preliminary Ratings to Westlake Automobile Receivables Trust 2025-2

Pagaya teams with automotive fintech company Westlake Financial

Lending Advisor

Westlake Financial Services is the largest privately held auto finance company in the Nation. As a Lending Advisor, you will assist potential customers in navigating the prequalification process for auto loans and serve as the main point of contact for applicants and dealership partners.

Credit Unions Expect Tariffs to Dampen Auto Sales but Majority Optimistic About Auto Portfolios

Affordability is Top Driver for Consumers Leasing Vehicles, according to New CULA Survey

CULA's AI-driven Self Inspection Cuts Lease-End Turnaround Times by 50%

Credit Union Leasing of America (CULA) is committed to growing and strengthening their organization by hiring talented individuals in the Auto Finance Industry. As a Lending Advisor, you will assist potential customers in navigating the prequalification process for auto loans, ensuring efficient and accurate communication between all parties involved.

chief financial officer

WeLab raises $220 million in HSBC-backed funding round

Finovate Global UK: Regulatory Complexity, Tech Innovation, and Keeping Consumers Safe

HSBC reviews Singapore insurance unit amid high growth focus on Hong Kong, mainland China

Atome secures US$345 mil upsized facility to support rapid growth in Southeast Asia

Investment Counselor

HSBC is a global banking and financial services company dedicated to opening up a world of opportunity. As an Investment Counselor, you will partner with Relationship Managers to provide investment solutions, develop strategies for clients, and enhance client relationships.

DataAnnotation is committed to creating high-quality AI and is looking for an Investment Counselor to help train the next generation of AI. This role involves leveraging expertise in finance to improve AI Assistant models' understanding of financial principles and decision-making.

Co-Founder, Chairman of the Board of Directors

Wealth Partner, CCO and COO

Wealth Advisor

BGM is a nationally recognized collective of entrepreneurial-minded advisors providing a full suite of financial services. They are seeking a highly skilled Wealth Advisor to manage client relationships and drive business development efforts, ensuring exceptional service and effective financial planning strategies.

Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division

President of Institutional Banking

SelectQuote closes $415m credit facility, extends debt maturity

SelectQuote Secures New $415 Million Credit Facility Comprised of $325 Million Term Loan with Pathlight Capital Alongside $90 Million Revolving Credit Facility with UMB Bank

Orion Group Holdings Positions for Growth with Closing of $120 Million Refinancing Transaction

UMB Bank is focused on managing, protecting, and growing wealth for its clients through a personalized approach. The Wealth Advisor role involves leading a team to deliver tailored financial strategies while ensuring client priorities are central to all actions.

EVP, COO

Senior Vice President and Chief Human Resources Officer

Franklin Financial Reports Third Quarter and Year-to-Date 2025 Results; Declares Dividend

F&M Trust opens new Dauphin County community office

F&M Trust is a well-established, independent community bank known for its integrity and client-focused approach. The Wealth Advisor will manage a diverse portfolio of clients, develop personalized financial strategies, and guide them toward achieving their long-term financial goals.

Executive Vice President & Chief Financial Officer

Prudential Taps 'Retirement House' Influencers For Rose Bowl Campaign

Prudential Financial Announces Leadership Alignment

Prudential Launches FlexGuard 2.0 with New Investment Allocation Options to Help Customers Protect Their Life’s Work, Furthering Commitment to the Registered Index-Linked Annuity Space

Prudential to Buy Back Over 2 Million Shares to Offset Scrip Dividend Dilution

Prudential Financial is seeking a highly motivated individual to join their team as a Wealth Advisor. The role involves developing relationships with clients, gathering information to build financial plans, and helping clients prepare for retirement and investment portfolio recommendations.

President and Chief Executive Officer

CFO, COO

CreativeOne is a nationally recognized leader in financial services, dedicated to empowering independent financial advisors. The Wealth Advisor will manage client relationships, determine financial goals, and provide tailored wealth management services to meet client needs.