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60 Advisor Group Customer Service Representative Jobs Hiring Near You

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory ... Proficiency with financial planning software and CRM systems. Preferred Requirements: * CFP ® ...

Advisor Group

Business Development Manager

Atlanta, GA · On-site

$55K - $60K/yr

... Services Business Development Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ... In this role, you will help solicit and support the recruitment of new financial representatives ...

Advisor Group

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

... Services Branch Office Examiner Location(s): Open to Qualified Remote Applicants in the United ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Advisor Group

Receptionist

Fresno, CA · On-site

$15.75 - $20.50/hr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in ... Join Veater Financial Group (VFG) as a welcoming and professional presence at the front of the ...

Advisor Group

Compliance Manager

Scottsdale, AZ · On-site

$90K - $100K/yr

... Services Compliance Manager, Branch Office Exams Location(s): Atlanta: 2300 Windy Ridge Pkwy SE ... Act as a liaison with internal departments, business leaders, financial advisors, to build strong ...

Advisor Group

Sales Supervision Principal

Scottsdale, AZ · On-site

$65K - $75K/yr

... Services Sales Supervision Principal Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ... Maintains an ongoing positive relationship with Advisors and First-Line Supervisors in ...

Advisor Group

Sr. IA Support Specialist

Scottsdale, AZ · On-site

$62K/yr

Support and manage Level 2 communication channels, including the L2 inbox , IA Support Group inbox ... center or customer service experience * Strong personal relationship management skills

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Wealth Manager

Advisor Group

Falls Church, VA • On-site

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 hours ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Opportunity in Financial Services
CW Advisors - Wealth Manager
Location(s):
3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042
CW Advisors has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.
CW Advisors & Osaic are not considering remote candidates at this time.
Role Type: Full time
Salary: $100,000 - $110,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of our total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships. As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions.
Responsibilities:
  • Serve as the lead advisor and primary point of contact for assigned client relationships.
  • Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
  • Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned with their financial goals.
  • Take ownership of client follow-up activities, recommendations, and implementation efforts.
  • Deliver a high-quality client experience that strengthens retention and client satisfaction.
  • Partner with advisory team members to ensure planning deliverables are timely, accurate, and aligned with client objectives.
  • Serve as a mentor and resource for Financial Advisors and other advisory staff.
  • Provide guidance on client relationship management, financial planning strategies, and business development activities.
  • Support the professional development of advisory team members through coaching and knowledge sharing.
  • Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory services.
  • Develop and maintain long-term advisory relationships with transitioned clients.
  • Operate with a high level of autonomy while leveraging support resources when appropriate.
  • Develop and execute a personal business development strategy.
  • Build and maintain a network of Centers of Influence (COIs), including attorneys, CPAs, business consultants, and other professionals.
  • Actively pursue new client acquisition opportunities through referrals, networking, community involvement, and professional relationships.
  • Develop expertise within a networking focus area (digital networking, professional organizations, community engagement, etc.).
  • Explore and implement new business development avenues aligned with individual strengths and market opportunities.
  • Attract, onboard, and retain new client relationships that contribute to the firm's growth objectives.
  • All other duties as assigned.

Education Requirements:
Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field required.
Basic Requirements:
  • Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
  • 5+ years of experience in wealth management, financial planning, or investment advisory services.
  • Experience managing client relationships and delivering comprehensive financial planning advice.
  • Strong interpersonal, presentation, and relationship management skills.
  • Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.
  • Demonstrated ability to develop and maintain professional relationships.
  • Proficiency with financial planning software and CRM systems.

Preferred Requirements:
  • CFP® designation required or actively pursuing.
  • Additional industry credentials such as CFA®, CPA, or CIMA® preferred.
  • Experience using eMoney or similar financial planning platforms.
  • Prior mentoring or leadership experience within an advisory practice.
  • Proven business development and client acquisition success.

CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments.
Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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