Top 24 Financial Advisor/Planner Jobs

Practice Management Consultant - Wealth Management
Zions Bancorporation —Salt Lake City, UT
- Customer service
- Office
- Finance
- Profit sharing
- Paid training
Financial Advisor/Planner (1099)
Fiduciary Organization —Remote
- $1 - $250,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Business development experience
Quick Apply
AWM, Goldman Sachs Ayco, Financial Advisor/Planner, Vice President- Pittsburgh (Canonsburg)
Goldman Sachs —Pittsburgh, PA
- CPA
- Office
- Financial services
- Disability insurance
- Health insurance
Client Services Assistant
BELAY —Remote
- $25 - $35 an hour
- Contract
- Remote
- Background check
- Mid-level
- Travel
Experienced Financial Advisor
Thompson Financial Group —Baltimore, MD
- $120,000 a year
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply
Experienced Financial Advisor
Synergy Wealth Solutions —Chesterfield, MO
- Full-time
- Business development experience
- Senior level
- Leadership
Quick Apply
Financial Advisor
HBKS Wealth Advisors —Naples, FL
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply
Senior Financial Planner/Wealth Strategist - KAR
Virtus Investment Partners, Inc. —Los Angeles, CA
- $115,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Office
- Wellness program
- Health savings account
Associate Financial Advisor
ARTISTRY WEALTH, LLC —Indianapolis, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Quick Apply
12d
Assistant Financial Advisor
ARTISTRY WEALTH, LLC —Indianapolis, IN
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
13d
Financial Advisor
Wintrust Financial Corporation —Chicago, IL
- Full-time
- Research
- Mid-level
- Business development experience
- AD&D insurance
- Employee stock purchase plan
Senior Technical Director, Project Management
WSP —Washington, DC
- $250,000 - $275,000 a year
- Bachelor of Science
- 11+ years
- Office
- Paid parental leave
- Disability insurance
Financial Advisors
HBKS Wealth Advisors —Stuart, FL
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply
Fiduciary Support Specialist - Flexible location within the Truist Geography
Truist Bank —Atlanta, GA
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Support Advisor
ARTISTRY WEALTH, LLC —Indianapolis, IN
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
13d
Wealth Client Onboarding Specialist
MARSHALL & STERLING WEALTH ADVISORS INC —Poughkeepsie, NY
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Wealth Investment Support Specialist II (Greensboro, NC.)
Truist Bank —Greensboro, NC
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Tax Accountant - Remote
EP Wealth Advisors, LLC —Remote
- $85,000 - $95,000 a year
- Full-time
- Remote
- CPA
- Research
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
7d
Paraplanner - Financial Services Assistant
Eastern Iowa Financial Group —Marion, IA
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Paid time off
- Opportunities for advancement
Quick Apply
1d

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Practice Management Consultant - Wealth Management

Zions Bancorporation -
Salt Lake City, UT

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Job Details

Benefits

Profit sharing
Paid training
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Benefits from day one

Qualifications

Employee onboarding
Program design
Data visualization software proficiency
Customer service
Coaching
AI tools proficiency
Employee relationship building
Leadership development
Team development
Managing projects
CRM system proficiency
Productivity software
Banking product expertise
Onboarding process management
Data visualization projects

Full Job Description

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently recruiting for a Practice Management Consultant to join our team on site in either our Salt Lake City, UT or Houston, TX location.
Position Summary
The Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with financial advisors, planners, portfolio managers, and client support teams to drive team development, operational excellence, and continuous learning. This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a thought leader, championing best practices and fostering a culture of innovation and growth.
Key Responsibilities
Training & Education
Build, own, and run a formal onboarding and training program for all core business lines within Wealth (Advisor, Wealth Select, Planning, Portfolio Management), ensuring consistency, excellence, and adaptability to evolving industry standards.
Partner with leadership to design and implement career development roadmaps, identify growth opportunities, and support advancement strategies across all job families within Wealth Management
Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence.
Serve as the subject matter expert (SME) for all existing and new platforms, providing coaching, development, and driving adoption across the broader Wealth team
Develop and curate training materials, playbooks, and client-facing resources tailored to advisor needs and firm initiatives.
Foster collaboration and shared learning across teams, acting as a resource for ongoing professional development.
Client Material Curation
Lead the creation, review, and continuous improvement of client-facing content and presentations, ensuring clarity, compliance, and impact.
Leverage Salesforce to document and track client touchpoints, measure engagement success, and provide actionable insights to enhance client interactions
Curate and maintain a library of best-in-class materials to support advisors in client meetings, events, and campaigns through Seismic.
Collaborate with subject matter experts to ensure materials reflect current trends, regulatory requirements, and firm standards.
Product Management for New/Existing Systems & Initiatives
Conduct thorough reviews of existing platforms and proposed enhancements to assess functionality, efficiency, and alignment with business objectives.
Provide well-reasoned recommendations for system changes or upgrades, ensuring decisions are informed by operational needs and client experience goals.
Partner with stakeholders to develop and deliver training programs that promote understanding and adoption of new or updated systems, driving smooth transitions and maximizing utilization.
Work closely with operations, compliance, and service teams to streamline workflows and ensure successful implementation of initiatives
Relationship Management
Build strong relationships across advisor teams, support staff, and bank partners, fostering a collaborative and high-performing culture.
Serve as a resource for advisors preparing for client meetings, events, and campaigns.
Licensed Banker Program Oversight
Develop and deliver training programs to strengthen licensed banker skills and drive performance.
Manage onboarding and inclusion processes for new licensed bankers, ensuring smooth integration into the program.
Work with compliance to facilitate exam registration and licensing steps, maintaining accurate records and supporting timely completion.
Monitor licensed banker production and performance metrics, providing insights and recommendations for improvement.
Continuously enhance the program by incorporating feedback, best practices, and industry developments, and program compensation oversight.
Qualifications
Requires a Bachelor's degree in business, Finance, or related field ( Master’s degree preferred and 6+ years experience with practice management training, leadership development, onboarding, and customer/client service or other directly related experience. A combination of education and experience may meet requirements.
Experience managing, coaching and driving team performance in a sales oriented, client facing environment preferred.
Deep understanding of advisor business models, client service strategies, and industry best practices and advanced knowledge of wealth management practice, solutions, and products.
Exceptional communication, coaching, and analytical skills.
Proven ability to manage multiple projects and deliver results in a dynamic environment.
Proficiency in CRM systems (e.g., Salesforce), Microsoft Office Suite, Seismic, and data visualization tools.
Familiarity with or expertise in leveraging AI tools to enhance efficiency, decision-making, and client engagement
Ability to design and implement program onboarding and practice management plans that align with organizational goals.
Skilled in supporting market leaders through execution of initiatives, delivery of services, and optimization of advisor workflows.
Series 7, 66, or combination of 65/63 licenses preferred
Benefits
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products

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Financial Advisor/Planner jobs

Practice Management Consultant - Wealth Management

Financial Advisor/Planner (1099)

AWM, Goldman Sachs Ayco, Financial Advisor/Planner, Vice President- Pittsburgh (Canonsburg)

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Tax Accountant - Remote

Paraplanner - Financial Services Assistant

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