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.

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

Chairman, CEO & President

Chief Technology Officer

Sequoia Financial Group Expands In California With Acquisition Of $406 Million Firm Sterling Financial

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

Sequoia Financial Group Expands Leadership Team, Names Annie McCauley President

Sequoia Financial Group Announces Key Executive Appointments, Names Annie McCauley as President

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Wealth Advisor

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. The Wealth Advisor will collaborate with team members to develop and execute client relationship plans, aiming to enrich clients' lives and deliver exceptional financial and investment planning services.

DataAnnotation is seeking a Wealth Advisor to join their team to train AI models. The role involves measuring the progress of AI chatbots, evaluating their logic, and solving problems to enhance model quality.

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.

Chief Executive Officer

Executive Vice President & Chief Financial Officer

Prudential Financial's Japan life unit CEO to resign after widespread staff misconduct

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 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.

President and CEO

Chief Financial Officer

ITFC extends trade finance to Uzbekistan and Comoros totalling US$63.25mn

Trustbank increases net profit in the first quarter by 16%

TrustBank is a dynamic wealth management firm seeking a Wealth Advisor to make a real impact within a collaborative culture. The Wealth Advisor will provide goals-based wealth plan consulting services to high-income and net worth individuals, collaborate with client service teams, and engage with the professional advisor community to enhance the TrustBank brand.

Partner

Partner | Estate and Trust Attorney

Boulay is a company focused on Wealth Management, and they are seeking a Wealth Advisor to manage existing client relationships and develop new ones. The role involves preparing financial plans, leading client meetings, and collaborating with other departments to accomplish tasks effectively.

Senior Vice President, Senior Wealth Advisor

Vice President, Client Advisor

Thriving Family Offices Market Set To Reach $25.46 Billion By 2029

Exploring Japan's USD 1.82 Billion Family Offices Sector: Trends, Key Players, and Growth Opportunities

Bessemer appoints Pankaj Mitra as partner to lead enterprise tech, AI bets in India

Bessemer Venture Partners hires Pankaj Mitra to lead AI, enterprise-tech bets in India

Senior Wealth Advisor

Bessemer Trust is a family office overseeing more than $200 billion in assets for ultra-high-net-worth individuals and families. They are seeking a Senior Wealth Advisor focused on new business development, responsible for identifying and converting prospective clients into long-term relationships.

Parkwoods Wealth Partners is dedicated to empowering individuals to achieve their financial aspirations through personalized financial plans. The Senior Wealth Advisor will manage client relationships, develop comprehensive financial and retirement plans, and provide tailored wealth management strategies.

President & CEO at HORAN Wealth

Chief Compliance Officer

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. As a Senior Wealth Advisor, you will focus on advising clients, strengthening relationships, and helping families and businesses navigate their financial decisions with confidence.

Dean Dorton president will retire; successor named

Dean Dorton joins top global alliance, TIAG and TAG

Celebrating Greatness, 68 CPAmerica Member Firms Recognized in INSIDE Public Accounting 2025 Top 500 Firms

Manufacturing is the engine: A deep dive into Cincinnati’s manufacturing industry — Table of Experts

Dean Dorton is a leading professional services firm specializing in accounting, business advisory, and technology solutions. The Senior Wealth Advisor is responsible for providing holistic financial planning and advisory services while contributing to the growth of the Private Wealth practice through client relationship management and marketing initiatives.

Founder

Private Wealth Advisor

Waggoner Financial is an entrepreneurial and dynamic advisory firm seeking a Private Wealth Advisor. The role focuses on building client relationships, developing financial plans, and managing client portfolios while providing general practice management support.

President & CEO

The Anderson Search Group is seeking a Wealth Advisor for a Boise, Idaho affiliate of a large financial institution. The role involves leveraging the bank's internal referral channels to serve high-net worth clients, without the need for cold calling.

Chairman, President and CEO

COO/CFO

Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth

Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)

Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams

Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year

Northwestern Mutual is a financial planning firm dedicated to guiding individuals toward financial freedom. As a Private Wealth Advisor, you will help clients achieve financial success and personal fulfillment while receiving mentorship and support.

The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge

The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025

Cambridge Surpasses $2 Billion in Annual Revenue

Dempsey Lord Smith Joins Cambridge to Accelerate Advisor Growth and Expand Long-Term Opportunity

Cambridge Investment Research, Inc. is seeking a dynamic and client-focused Wealth Advisor to join BridgePort Financial Services. The role involves providing tailored investment advice, managing client portfolios, and mentoring junior advisors in a collaborative environment.

Wealth Advisor, BridgePort

Founder and Chief Compliance Officer

Partner, Strategic Advisor

Mission Wealth Elevates Eight Leaders to Partner in 2026 Class

Mission Wealth Announces Strategic Merger with Colorado's Diversified Asset Management

Mission Wealth Announces Merger with Retter Capital Management

Mission Wealth Merging With Hamilton Walker Advisers

Wealth Advisor Associate Intern

Mission Wealth is a Barron’s Top 100 RIA firm, recognized for its workplace excellence. They are seeking a Wealth Advisor Associate Intern to support an Advisor Team in business development and client service efforts, while gaining exposure to wealth management practices.

Money mavens to be honored

Associate Wealth Advisor

Socha Capital is a rapidly growing RIA seeking an Associate Wealth Advisor focused on inbound client acquisition. In this high-impact role, the advisor will manage the consultative sales process for UHNW clients without ongoing service responsibilities, working directly with the CEO to maximize client engagement and deal execution.

Associate Wealth Advisor – Inbound Client Acquisition

Chief Operating Officer & Compliance Officer

Independent Investment Advisor

South Atlantic Capital is an Independent Investment Advisor based in Wilmington, NC, seeking established investment advisor representatives to broaden its offering by creating an affiliated wealth management group. The role emphasizes collaboration, independence, and the opportunity to manage client assets while benefiting from a supportive infrastructure and generous compensation package.

Independent Wealth Advisor in united states (1000+)