1353 wealth advisor jobs found

Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1041-Joliet_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right." At...

Position Title: Wealth Advisor Locations: Joliet_IL Time Type: Full time Req ID: JR1030-Joliet_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right." At...

Position Title: Wealth Advisor Locations: O'Fallon_MO Time Type: Full time Req ID: JR1041-O'Fallon_MO At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...

Position Title: Wealth Advisor Locations: Effingham_IL Time Type: Full time Req ID: JR1041-Effingham_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...

Position Title: Wealth Advisor Locations: Rockford_IL Time Type: Full time Req ID: JR1041-Rockford_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...

Position Title: Wealth Advisor Locations: Ladue_MO Time Type: Full time Req ID: JR1041-Ladue_MO At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right." At...

Liberty FCU is currently seeking a professional Wealth Advisor to join the credit union’s wealth management team (Liberty Wealth Services) at our Hendersonville office, located at 580 Soaring Eagle Way, Hendersonville, TN 37075.  This individual will also be working with our Bowling Green, KY branches as well. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company. Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership. Candidates must be able to work effectively in a team environment and independently. Gaining knowledge of Liberty Wealth Services and the credit union’s products and services is essential to candidates success. Applicants must have series 7, 66, and 63 licenses as well as life and health.  Duties and responsibilities include but are not...

Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Actively engaged within assigned branch territory to establish and build relationships for member growth and...

GENERAL JOB DESCRIPTION The Sr. Tax Advisor is responsible for their clients’ tax planning, preparation and review of individual, trust, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, Canadian, FBAR, general excise/use, personal property tax returns, and annual reports for a wide variety of high-net-worth clients. The Sr. Tax Advisor manages the tax relationship with the advisor and client. This position also assists with coaching, training, and mentoring Tax team members. MAJOR DUTIES AND RESPONSIBILITIES Responsible for managing their client list for tax planning and compliance. Which includes communication throughout the year with the wealth advisor and the client. Mentors less experienced team members in all aspects of Tax work, including compliance, research, planning and tax projections. Oversees, prepares and reviews individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal...

Trust Officer I Canandaigua National Bank  Location:  Pittsford, NY  What does a Trust Officer do?   A Trust Officer at Canandaigua National Bank provides complete trust services to include estates, personal trust, guardianships, corporate trusts, and any other appropriate fiduciary capacity.  The Trust Officer assumes responsibility for the administration and discharge of the bank’s legal/fiduciary responsibility for all assigned estate and trust accounts.  This position would be responsible for retaining business along with obtaining new business opportunities, while achieving goals developed for the function as part of the CNB Wealth's annual operating plan. What is needed to be successful in this role?   A B.A. or B.S. degree in a field related to banking normally required. Juris Doctor (JD) or master’s degree preferred. A minimum of five (5) years' experience administering fiduciary accounts normally required. Related legal/business experience in the...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Client Service Associate Date: Jul 7, 2025 Location: Parkersburg, WV, US, 26101 Company: United Bank Job Description The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners. RESPONSIBILITIES MAY INCLUDE:...

Location : Anywhere in Country At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable...

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS): This position can be anywhere in the country. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working...

Senior Process Transformation Engineer The Vice President, Senior Process Transformation Engineer will work in a team of process improvement experts with accountability for delivering on a broad range of projects, varying in risk, size, and complexity, while aligning to business strategies. The Senior Process Transformation Engineer provides support to achieve business results as well as educates and creates awareness of Process Improvement / Transformation methodologies across the Bank. The Enterprise Change and Project Management Office (ECPMO) is a centralized function that drives strategic alignment, governance, and delivery excellence across enterprise-wide initiatives. The ECPMO enables effective change management, project execution, and the realization of business value. Outcomes of Process Transformation include... Increased efficiency and cost savings. Enhanced customer and employee experience. More scalable processes. Greater Transparency, Accountability and...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in NY (primary), MA, NJ, IL, FL. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position can be anywhere in the country (primary location: NY). EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in IL, NY, NJ, MA, CA. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from...

Principal ServiceNow Architect The Principal ServiceNow Architect is responsible for leading the definition and evolution of Comerica’s enterprise ServiceNow architecture strategy, ensuring alignment with enterprise IT and business goals. Guide platform design decisions across all ServiceNow domains (ITSM, ITOM, ITAM, HRSD, SecOps, and custom applications). Provide expert-level technical oversight across the ServiceNow architecture layers: data models, application logic, integrations, workflows, and security. Define standards for modularity, extensibility, and lifecycle management of ServiceNow capabilities and custom applications. Collaborate with security, infrastructure, cloud, and data architecture teams to ensure ServiceNow architecture integrates seamlessly with the broader enterprise landscape. Evaluate and recommend new ServiceNow features, platform capabilities, and ecosystem tools to drive innovation and business value. Act as a trusted advisor to executive leadership,...

Senior Manager Technology, Wealth Management Comerica is hiring a Sr. Technology Manager who is passionate about delivering technical experiences to our colleagues in the wealth management space. The ideal candidate will possess strong communication skills and provide a consultative approach in solving technical challenges to grow the business in trust, private banking, and financial advising. The Senior Manager Technology provides thought leadership to deliver creative and efficient technical solutions. Leads the development of strategic plans for products and/or initiatives. Lead their resources to develop high level delivery plans based on a set of objectives (scope, delivery and technical approaches, risk, assumptions, staffing plans, other cost, and ongoing operational plans and cost). The Senior Manager Technology also oversees client/customer/vendor relations to ensure that service expectations are met or exceeded and coaches and mentors employees. Position...

Position Title: Commercial Relationship Officer - Business Banking Date: Jul 15, 2025 Location: New York, NY, US, 10004 Company: Popular Bank Business Banking NYM Responsible for developing and growing a commercial client portfolio, focused on the small and medium enterprise client segment. Serves as a "trusted advisor", developing relationships with clients based on the clients' business objectives and lifecycle. Originates both credit and non-credit opportunities and expands existing relationships to drive profitable revenue growth and quality credit. In this position, you will: Engage in community relationships and activities for business development Identify, develop, and build profitable relationships with prospects and clients consistent with the objectives of the Bank Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial...