Top 27447 Advisor client data Jobs

Director of Wealth Management
SCS —Bellevue, WA
- $200,000 - $275,000 a year
- Full-time
- 7 years
- Writing skills
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Staff Accountant
Bilsky Financial Group, Inc. —Canton, TX
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Flexible spending account
Quick Apply
Estate Planning Attorney
Stone Bybee & Associates PLLC. —Las Vegas, NV
- $80,000 - $150,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Caregiver
CareLinx by Sharecare —San Francisco, CA
- Part-time
- Background check
- Writing skills
- English
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Director of Client Relations [Financial Services / Wealth Management]
Globe Wealth Management —Concord, NH
- $80,000 - $90,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Paid time off
Quick Apply
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Medford, OR
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Licensing & Contracting Specialist
MarketShare Financial —Carmel, IN
- From $65,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
Audit Manager
Haynie & Company —Littleton, CO
- $110,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor's degree
- Paid parental leave
- Health savings account
Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Accountant/Tax Preparer
LS Professional Services International Inc dba H&R Block —Greensboro, NC
- $20 - $40 an hour
- Part-time
- Background check
- Spanish
- CPA
- Paid training
- Paid time off
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
10d
Certified Industrial Hygienist - Senior Project Manager
SevenGen —Dallas-Fort Worth, TX
- $90,000 - $120,000 a year
- Full-time
- Background check
- Up to 50% travel
- Office
- Health savings account
- Disability insurance
Quick Apply
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
TIER 2 HELPDESK TECHNICIAN
Techlocity —Indianapolis, IN
- $27.25 - $30.00 an hour
- Full-time
- Mid-level
- 3 years
- AWS
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave

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Director of Wealth Management

SCS
Bellevue, WA

Quick Apply

Job Details

Full-time
$200,000 - $275,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off

Qualifications

Interpersonal skills
Talent management
Bachelor's degree
Continuous improvement
Attention to detail
Data-driven problem-solving
Senior leadership

Full Job Description

POSITION SUMMARY

The Director of Wealth Management is responsible for leading SCS’s end-to-end growth strategy, primarily focused on supporting a team of advisors and their organic business development. The role will have an in-depth understanding and proven experience both leading advisors and helping them grow through organic business channels at all levels. They will be responsible for leading and coaching SCS advisors and in strategies that support growth. They will lead advisor development and help assess, develop, build and/or utilize training that will provide effective solutions to educate and enhance performance in these areas. Aligning on execution and accountability are key in this opportunity.

This role serves as the manager of the firm’s organic growth ensuring all are fully aligned, integrated, and scalable.

Organic initiatives-referrals, COI’s, business owners, insurance, education, participants, UHNW.

· Lead, mentor, and scale a team of high-performing wealth advisors and associate planners while fostering a culture of excellence in client service.

· Strategic Growth-partner with the executive leadership team to drive client acquisition strategies, oversee capacity planning, and contribute to the firm's broader M&A and organic growth initiatives.

In addition to overseeing advisor growth, this leader will build and oversee SCS’s Practice Management Advisory Services platform, enabling advisors to grow, scale, and integrate new client relationships effectively. Implementation of best practices, portfolio alignment, client retention, and continuous improvement of the client experience is essential.

ESSENTIAL FUNCTIONS

Oversee advisor AUM/NNA growth for SCS advisors and ensure a growth mindset across wealth management
Hold SCS wealth advisors accountable to their goals and business development plans
Provide ongoing coaching and mentoring to advisors and their client service team
Set annual team and individual advisor sales goals and provide a pathway to help them reach their goals
Coach advisors and work with the Director of Client Service team to build effective relationships that enable them to respond quickly to emerging client opportunities and provide for seamless execution of the company's business processes that exceed client expectations

· Position and differentiate SCS advisors through education on the firm’s commitment to represent trust and credibility through financial advice

· Represent the career development interests of SCS Wealth Management advisors

· Define long term vision for advisor development, formalized career path, and learning framework for advisor readiness

· Develop and deliver training content for advisor career development

· Develop ongoing learning strategies for all levels of an advisor’s career

· Lead opportunities to engage, collect, and respond to direct feedback to foster advisor growth and retention

KNOWLEDGE, SKILLS, AND ABILITIES:

· Strong understanding of SEC regulatory framework and RIA compliance requirements.

· Experience with Salesforce CRM, pipeline management, reporting, and dashboards.

· Proven ability to manage complex projects, analyze data, and present clear insights to leadership.

· Excellent communication and interpersonal skills; ability to influence growth at all levels

· Detail-oriented with the ability to balance day-to-day execution and long-term planning.

Strategic builder who can design frameworks and dive into execution.
Self-starter, willing to take initiative, works well under pressure, flexible and cooperative able to thrive in a fast paced, team environment
Proven ability to present to large and small groups effectively
Strong ability to build partnerships, launch new business channels, and collaborate on advisor recruiting campaigns.
Analytical and outcome-driven, comfortable making data-informed decisions.

EDUCATION AND EXPERIENCE:

· Minimum of 7 years of experience in leadership, ideally within an RIA, wealth management, or professional financial services firm.

· Bachelor’s degree or higher preferred.

· Experience leading both strategic and tactical initiatives across channels.

· Excellent writing and presentation skills; confident communicator with C-suite and client audiences.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team of high performers that represents a variety of backgrounds, perspectives, and skills.

Pay: $200,000.00 - $275,000.00 per year

Benefits:

401(k)
Dental insurance
Financial planning services
Health insurance
Health savings account
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

advisor client data jobs

Director of Wealth Management

Trader

Certified Financial Planner Professional

Staff Accountant

Estate Planning Attorney

Caregiver

Registered Client Service Associate

Director of Client Relations [Financial Services / Wealth Management]

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Licensing & Contracting Specialist

Audit Manager

Certified Financial Planner

Accountant/Tax Preparer

Financial Planning Associate

Wealth Planning Liaison

Paraplanner - Financial Planning

Certified Industrial Hygienist - Senior Project Manager

Director of Planning Operations – Voyage Financial Advisors

TIER 2 HELPDESK TECHNICIAN

Client Service Associate (Hybrid Work Option)

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