Career Center

Job Seekers, Welcome to Independent Bankers CareerCenter
Search Filters
Use this area to filter your search results. Each filter option allows for multiple selections.
Search Results: 5 Jobs
Create Alert
Loading... Please wait.
STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

http://www.foundersfcu.com/careers Logo
http://www.foundersfcu.com/careers

Lancaster, South Carolina

Carnegie Investment Counsel Logo
Carnegie Investment Counsel

Cleveland, Ohio

Loading... Please wait.
Lead Advisor – Remote flexibility
A Lead Advisor is responsible for independent, ongoing management of existing client relationships and the retention of clients, without supervision. You will help formulate and implement investment and financial planning advice. In addition, you will be supported by more junior members of your team and asked to help mentor and provide guidance to them. Job Responsibilities include but are not limited to: Ongoing management of existing client relationships and retention of 65 clients, as well as working with new clients Conducting client meetings independently, or with the assistance of the less experienced advisor on your team Mentoring less experienced advisors on handling client meetings and complex client questions Reviewing an


This job listing is no longer active.

Check the left side of the screen for similar opportunities.
Loading. Please wait.
Powered By Naylor Association Solutions