And a business partner who gives you the freedom to have both. You've spent a good portion of your ... At our firm, Thrive Financial Partners, a uFinancial Group firm, you'll have the freedom to build ...
Quick apply
And a business partner who gives you the freedom to have both. You've spent a good portion of your ... At our firm, Thrive Financial Partners, a uFinancial Group firm, you'll have the freedom to build ...
Quick apply
And a business partner who gives you the freedom to have both. You've spent a good portion of your ... At our firm, Thrive Financial Partners, a uFinancial Group firm, you'll have the freedom to build ...
White Plains, NY · On-site
$130K - $160K/yr
Partner closely with senior advisors and firm leadership to support ongoing client relationships ... Analyze complex financial situations involving retirement planning, tax planning, estate planning ...
White Plains, NY · On-site
$130K - $160K/yr
Partner closely with senior advisors and firm leadership to support ongoing client relationships ... Analyze complex financial situations involving retirement planning, tax planning, estate planning ...
$130K - $160K/yr
Partner closely with senior advisors and firm leadership to support ongoing client relationships ... Analyze complex financial situations involving retirement planning, tax planning, estate planning ...
$130K - $160K/yr
Partner closely with senior advisors and firm leadership to support ongoing client relationships ... Analyze complex financial situations involving retirement planning, tax planning, estate planning ...
Columbus, OH · On-site
$13.50 - $18.75/hr
Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
Columbus, OH · On-site
$13.50 - $18.75/hr
Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Quick apply
$14 - $19.25/hr
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Quick apply
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Quick apply
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi-task * Strong ...
Louisville, KY · On-site
At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded ...
Louisville, KY · On-site
At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded ...
Louisville, KY · On-site
$19 - $22/hr
At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded ...
Louisville, KY · On-site
$19 - $22/hr
At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded ...
Columbus, OH · On-site
$14 - $19.25/hr
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
Quick apply
Columbus, OH · On-site
$14 - $19.25/hr
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
Quick apply
Vision insurance Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: * Organized, detail oriented and ability to multi ...
Atlanta, GA · On-site +1
At TruOak Financial Partners, we give advisors the platform, coaching, resources, and freedom to build something of their own. This is an opportunity for someone who wants to become a complete ...
Atlanta, GA · On-site +1
At TruOak Financial Partners, we give advisors the platform, coaching, resources, and freedom to build something of their own. This is an opportunity for someone who wants to become a complete ...
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
Quick apply
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
At Venturity, we partner with privately held, growth-stage companies to provide strategic accounting and finance services that make a lasting impact. Our Fractional CFOs go beyond financial oversight ...
At Venturity, we partner with privately held, growth-stage companies to provide strategic accounting and finance services that make a lasting impact. Our Fractional CFOs go beyond financial oversight ...
Dallas, TX · On-site +1
At Venturity, we partner with privately held, growth-stage companies to provide strategic accounting and finance services that make a lasting impact. Our Fractional CFOs go beyond financial oversight ...
Dallas, TX · On-site +1
At Venturity, we partner with privately held, growth-stage companies to provide strategic accounting and finance services that make a lasting impact. Our Fractional CFOs go beyond financial oversight ...
Atlanta, GA · Hybrid
$150K/yr
TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you ...
Quick apply
Atlanta, GA · Hybrid
$150K/yr
TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you ...
Costa Mesa, CA · On-site
$250K - $325K/yr
The CMO is responsible for driving membership growth, deepening member relationships, increasing product adoption, and enhancing Financial Partners' brand reputation through innovative, data-driven ...
Quick apply
Costa Mesa, CA · On-site
$250K - $325K/yr
The CMO is responsible for driving membership growth, deepening member relationships, increasing product adoption, and enhancing Financial Partners' brand reputation through innovative, data-driven ...
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
Los Angeles, CA · On-site
$225K - $300K/yr
Ensure timeliness and accuracy of financial reporting to banks and other financial partners. * Ensure compliance with loan covenants. * Prepare and participate in financial presentations to banks and ...
Costa Mesa, CA · On-site
To promote a positive, professional image of Financial Partners Credit Union via all contact channels (phone, e-mail, chat, etc.). Provide excellent service to all members of the credit union by ...
Quick apply
Costa Mesa, CA · On-site
To promote a positive, professional image of Financial Partners Credit Union via all contact channels (phone, e-mail, chat, etc.). Provide excellent service to all members of the credit union by ...
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
| Aspect | Financial Partners | Financial Advisors |
|---|---|---|
| Credentials | Certifications vary; often include CFP, CFA, or CPA | Typically hold CFP, CFA, or Series 7/66 licenses |
| Work Environment | Collaborate with clients and internal teams, often in corporate or financial firms | Work directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by firms offering partnership or collaborative financial services | Commonly employed by banks, advisory firms, and independent practices |
Financial Partners and Financial Advisors both require relevant certifications and work within the financial industry. However, Financial Partners often refer to collaborative roles within firms, while Financial Advisors focus on direct client financial planning and investment advice. Understanding these differences helps clarify career paths and service offerings in the financial sector.

Full-time
Re-posted 5 days ago
Flexibility and Control.
And a business partner who gives you the freedom to have both.
You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you may now see a need for change. We respect your experience and your expertise. At our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.
We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.
If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...
Let’s partner together in support of the values we share with each other:
Reach out today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.
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11 - 50 Employees
Mechanicsburg, PA, US
1890