Wealth Manager
Falls Church, VA · On-site
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 ® ...
60 Advisor Group Customer Service Representative Jobs Hiring Near You
Wealth Manager
Falls Church, VA · On-site
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 ® ...
Associate Sales Vice President, Highland Capital Brokerage
Birmingham, AL · On-site
$50K - $150K/yr
Strong written and verbal communication and customer service skills * Passion for customer ... Ability to build strong, lasting relationships with producers/advisors through trust and rapport
Associate Sales Vice President, Highland Capital Brokerage
Birmingham, AL · On-site
$50K - $150K/yr
Strong written and verbal communication and customer service skills * Passion for customer ... Ability to build strong, lasting relationships with producers/advisors through trust and rapport
Sr. Financial Planning Strategist
Scottsdale, AZ · On-site
$140K - $160K/yr
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust ...
Sr. Financial Planning Strategist
Scottsdale, AZ · On-site
$140K - $160K/yr
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust ...
Compliance Analyst - IA Oversight
La Vista, NE · On-site
$65K - $69K/yr
... Services Compliance Analyst - IA Oversight Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ... Support advisors by providing guidance on RIA policy and procedures questions * Execute desktop ...
Compliance Analyst - IA Oversight
La Vista, NE · On-site
$65K - $69K/yr
... Services Compliance Analyst - IA Oversight Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ... Support advisors by providing guidance on RIA policy and procedures questions * Execute desktop ...
Sr. Operations Consultant, Business Excellence
Atlanta, GA · On-site
$85K - $105K/yr
... service quality and business performance. * Facilitate collaboration among advisors, support staff ... experience, including customer service and operations. * Proven experience in successfully ...
Sr. Operations Consultant, Business Excellence
Atlanta, GA · On-site
$85K - $105K/yr
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Sales Vice President, Highland Capital Brokerage - REMOTE
Birmingham, AL · On-site +1
$75K - $150K/yr
... service, both internal and external, resulting in the highest level of professional success ... We go above and beyond when it comes to supporting financial advisors who want to provide their ...
Sales Vice President, Highland Capital Brokerage - REMOTE
Birmingham, AL · On-site +1
$75K - $150K/yr
... service, both internal and external, resulting in the highest level of professional success ... We go above and beyond when it comes to supporting financial advisors who want to provide their ...
Data & Customer Insights Analyst, Client Experience
Scottsdale, AZ · On-site
$80K - $90K/yr
Current Employees and Contractors Apply Here Osaic Careers Business Analyst Opportunity in Financial Services Data & Customer Insights Analyst, Client Experience Location(s): Atlanta: 2300 Windy ...
Data & Customer Insights Analyst, Client Experience
Scottsdale, AZ · On-site
$80K - $90K/yr
Current Employees and Contractors Apply Here Osaic Careers Business Analyst Opportunity in Financial Services Data & Customer Insights Analyst, Client Experience Location(s): Atlanta: 2300 Windy ...
Brokerage Manager, Highland Capital Brokerage - REMOTE
Birmingham, AL · On-site +1
$75K - $150K/yr
All financial services distribution companies are not created equal. Highland Capital Brokerage, a ... We go above and beyond when it comes to supporting financial advisors who want to provide their ...
Brokerage Manager, Highland Capital Brokerage - REMOTE
Birmingham, AL · On-site +1
$75K - $150K/yr
All financial services distribution companies are not created equal. Highland Capital Brokerage, a ... We go above and beyond when it comes to supporting financial advisors who want to provide their ...
Operations Processing Specialist
Scottsdale, AZ · On-site
$43K - $48K/yr
... Advisor, Support Representative, Customer Service Representative, Back Office Operations Current Employees and Contractors Apply Here
Operations Processing Specialist
Scottsdale, AZ · On-site
$43K - $48K/yr
... Advisor, Support Representative, Customer Service Representative, Back Office Operations Current Employees and Contractors Apply Here
Fraud Analyst
Atlanta, GA · Hybrid
$65K - $75K/yr
Osaic Careers Anit-Money Laundering Opportunity in Financial Services Fraud Analyst Location(s ... The Fraud Analyst will collaborate with business partners across the organization, advisors ...
Fraud Analyst
Atlanta, GA · Hybrid
$65K - $75K/yr
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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 ...
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 ...
Branch Office Examiner
Scottsdale, AZ · On-site
$65K - $75K/yr
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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 ...
Operations Processing Specialist
Scottsdale, AZ · On-site
$43K - $48K/yr
... Advisor, Support Representative, Customer Service Representative, Back Office Operations Current Employees and Contractors Apply Here
Operations Processing Specialist
Scottsdale, AZ · On-site
$43K - $48K/yr
... Advisor, Support Representative, Customer Service Representative, Back Office Operations Current Employees and Contractors Apply Here
Fraud Analyst
La Vista, NE · Hybrid
$65K - $75K/yr
Osaic Careers Anit-Money Laundering Opportunity in Financial Services Fraud Analyst Location(s ... The Fraud Analyst will collaborate with business partners across the organization, advisors ...
Fraud Analyst
La Vista, NE · Hybrid
$65K - $75K/yr
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Fraud Analyst
Petersburg, VA · Hybrid
$65K - $75K/yr
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Fraud Analyst
Petersburg, VA · Hybrid
$65K - $75K/yr
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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 ...
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 ...
Director, Annuity & Insurance Product Due Diligence
Scottsdale, AZ · On-site
$125K - $150K/yr
... advisor network. This role serves as a trusted authority on annuity and insurance product ... Evaluate service models, operational efficiency, and policyholder experience as part of product ...
Director, Annuity & Insurance Product Due Diligence
Scottsdale, AZ · On-site
$125K - $150K/yr
... advisor network. This role serves as a trusted authority on annuity and insurance product ... Evaluate service models, operational efficiency, and policyholder experience as part of product ...
Trading and Operations Associate
New York, NY · On-site
$75K - $80K/yr
... Services Trading and Operations Associate Location(s): New York City: 640 5th Ave 4th Floor, New ... Answer advisors' questions on all trading activity, market analysis and portfolio rebalancing
Trading and Operations Associate
New York, NY · On-site
$75K - $80K/yr
... Services Trading and Operations Associate Location(s): New York City: 640 5th Ave 4th Floor, New ... Answer advisors' questions on all trading activity, market analysis and portfolio rebalancing
Fraud Analyst
Oakdale, MN · Hybrid
$65K - $75K/yr
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Fraud Analyst
Oakdale, MN · Hybrid
$65K - $75K/yr
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Sales Supervision Contact Center Coordinator
Scottsdale, AZ · On-site
$45K - $50K/yr
Experience in Customer Service Current Employees and Contractors Apply Here
Sales Supervision Contact Center Coordinator
Scottsdale, AZ · On-site
$45K - $50K/yr
Experience in Customer Service Current Employees and Contractors Apply Here
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Full-time
Medical, Dental, Vision, Retirement
Re-posted 21 days 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:
Actual compensation including variable 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:
Education Requirements:
Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field required.
Basic Requirements:
Preferred Requirements:
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
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:
Actual compensation including variable 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
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