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60 Marcum Senior Financial Advisor Jobs Hiring Near You

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

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Marcum Jobs Information

What is it like to work at Marcum?

Marcum is a professional services firm that values a collaborative and client-focused work environment, prioritizing teamwork and open communication among its employees.

The company has a flat organizational structure, allowing for a sense of autonomy and flexibility in work arrangements, and its offices often feature modern amenities and collaborative spaces to facilitate collaboration and innovation. Marcum's mission is to provide exceptional service to its clients, with a focus on delivering personalized attention and expertise in areas such as accounting, tax, and advisory services.

Working at Marcum may appeal to candidates who value a dynamic and supportive work environment, opportunities for professional growth and development, and the chance to work with a diverse range of clients and projects, contributing to the firm's mission of delivering exceptional service and expertise.

What makes Marcum an attractive place to work?

Marcum is a leading accounting and advisory firm with a strong reputation for delivering exceptional client service and expertise in the industry. The company fosters a collaborative and dynamic work environment that encourages innovation, teamwork, and professional growth, with a focus on employee development and well-being. Joining Marcum offers opportunities to work on high-profile projects, develop valuable skills, and contribute to the firm's continued success and growth in the market.

What other companies are hiring for Senior Financial Advisor jobs?

Senior Financial Advisor

Avior Executive Search

Manhattan, NY • On-site

Full-time

Re-posted 13 days ago

Job description

 
Full Time Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.


Responsibilities:


  • Must have an established portfolio of 100M AUM and above
  • Provide financial planning advice and guidance
  • Manage client portfolios
  • Execute trades and transactions
  • Stay up-to-date on market trends and regulations

Qualifications:


  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience as a financial advisor
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com.  I look forward to hearing from you!

 
Employment Type: FULL_TIME

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