599 vp financial advisor jobs found

JOB SUMMARY The VP Financial Advisor and International Relationship Manager will manage and achieve business results through Sales strategy development to grow and maintain a profitable client relationship portfolio (AUM's and ROA), target existing and future client base in Latin America, and will be a committee member PBSG (Former ARG Committee) as well as serve as a back-up for the VP Team Lead of International Wealth Management This position requires cooperative work with Personal Banking, Commercial Banking and Bci Banca Preferencial Internacional Chile to meet with the Bci Plan Internacional goals. The position is responsible for complying with banking laws and regulations to maintain regulatory excellence while building a support group in Peru for continuous partnership and will serve as liaison between the Bci Miami Office and Bci Peru for any Personal Banking client relationships. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the...

Overview The VP, Financial Advisor (FA) will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Must keep abreast of procedures, regulations, and market changes. The FA should also maintain a current knowledge of products and services offered and partner with the retail branches, as well as other Kearny Bank Departments. The FA must meet sales goals as established by management. Maintains highest level of sales ability, negotiation skills and knowledge of investment planning and other bank products and services; maintains extensive network of referral sources for new business. Ensures that work follows applicable laws, regulations, and guidelines, as detailed in policies located on the intranet; policies include but are not limited to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies. Responsibilities Takes active role in sales activities, including platform sales...

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Sarasotaoffice in Florida has an exciting opportunity for a VP Financial Advisor. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work...

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. OurOakland office in New Jersey has an exciting opportunity for a VP Financial Advisor. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work...

Region Americas Business Unit Corporate Location New York Job Description Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference . With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward - and for careers to take flight. Lazard Financial Advisory Business Technology (FABT) is responsible for all applications that enable the Financial Advisory Division. This includes support of all aspects of the annual business lifecycle, client lifecycle, and deal management processes including CRM, Knowledge Management, Revenue Reporting, and Resource Planning. We...

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. The VP, Financial Advisor (Partner Programs) services clients who come through the custodial referral channels. This role will help close/service new clients, focusing on helping clients achieve their financial goals while providing excellent client service....

Description VP Finance See What We're All About As one of the nation's largest suppliers of appliance and HVAC parts, we like to do things a little differently. At Encompass, we believe in building a team that feels more like family-not the kind you see once a year, but the kind you count on every day. We serve both businesses and consumers through our B2B and B2C divisions, helping repair technicians, manufacturers, home warranty providers, and DIYers get the parts they need-fast. As Parts Town Home, we're part of the powerhouse Parts Town family, bringing innovation and exceptional service to the residential parts space. First and foremost, we're looking for people who live our core values and prioritize customer service-that's key. But we also value enthusiasm, integrity, and the courage to embrace change. We're interested in passionate people with fresh ideas from different backgrounds. That's what keeps us growing and innovating. We're proud to be recognized for our...

Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Are you interested in being part of a team that is working to transform the wealth management business and do things differently? If so, LPL Financial is the place for you! Job Overview: LPL is looking for candidates that are adept at building visions and connecting these visions to execution. In this role, you will drive forward critical firm-wide initiatives, help the business prioritize and advance LPL's wealth management capabilities, and play a key role in shaping the future of the organization. To do so, the individual must have outstanding strategic thinking, presentation, and analytical skills. The successful candidate has illustrated strong business acumen and can quickly understand the most critical elements and nuances of any business area. Experience with consulting firms, executive facilitation, and solving unstructured problems in an iterative, hypothesis-driven way...

Benefits: 401(k) matching Dental insurance Donation matching Employee discounts Health insurance Paid time off Parental leave Vision insurance Wellness resources Why Propelled Brands We are a growing company that offers a collaborative, caring, and progressive work environment. We provide the tools and training needed to be successful. We have fun, but work hard to support each other and our growing number of franchisees. What We Offer Our robust Total Rewards package includes: Competitive Pay Insurance - Medical, HRA, FSA, Dental, Vision, Life, Disability Retirement Savings - 401k plan with company match up to 6% Generous Paid Time Off - Paid Parental Leave, Holidays and PTO starting at 3 weeks Engagement and Wellness Programs And much more! About the position FASTSIGNS International, Inc., a global leader in signage and visual communications, seeks an experienced and dynamic Vice President of Franchise Operations. This pivotal role is...

Clorox is the place that's committed to growth - for our people and our brands. Guided by our purpose and values, and with people at the center of everything we do, we believe every one of us can make a positive impact on consumers, communities, and teammates. Join our team. #CloroxIsThePlace Your role at Clorox: We're looking for a passionate, strategic people leader to join us as our VP, HR Business Partner (HRBP). In this role, you'll lead a high-performing team of HR Business Partners and Employee Relations (ER) consultants to support our dynamic, global workforce. You'll partner to develop and execute our people strategy to transform our culture, our business and our ways of working, and ensure we have the right talent to achieve our growth aspirations. You'll serve as a trusted advisor to senior leaders, use data and insights to identify and solve business challenges, and lead the execution of our key people processes globally. You'll partner with our Centers of Excellence...

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing...

Job Title: VP, Finance Department: Finance Reports to: CEO Who We Are: At Persimmons, Inc., we are pioneering the future of generative AI with our ground-breaking full-stack innovations, including hardware and software integration capable of supporting trillion-parameter models. We envision the future of AI hardware with our cutting-edge generative AI solutions designed for edge computing and hyperscale cloud environments. Our mission is to empower organizations to deploy AI capabilities at unprecedented scales and performance levels, bridging the gap between groundbreaking technology and real-world applications. We partner with some of the world's leading edge and hyperscale cloud companies to deliver high-performance, secure, and compliant AI hardware solutions. Key Responsibilities: Strategic Financial Leadership: Develop and implement financial strategies that align with our business goals, driving long-term profitability and sustainable growth. Fundraising &...

Introduction: Very Good Ventures is a global consultancy that delivers clients elegant solutions using disruptive technologies. At VGV, we believe that building very good technology starts with a culture of excellence, collaboration, humility, and openness - and of course, have a very good time while doing it. We place our company values and culture at the forefront of everything we do. Rising to prominence as the foremost Flutter experts, VGV is at an exciting stage of growth as we expand our global presence and our range of strategic services. Our mission is to lead the most influential companies through new digital frontiers and improve the relationship between technology and those that create, manage, and experience it. VGV's client roster spans industries, including Toyota, Google, Dow Jones, JSX, Betterment, and Norwegian Cruise Lines. People come to work at VGV to solve challenging problems with the newest technology, alongside some of the best talent in the industry,...

GENERAL SUMMARY : The Vice President for the Heart, Lung and Vascular Institute is directly responsible for the heart, lung and vascular programs across the AdventHealth Central Florida Division six-counties. The VP is responsible for driving the strategic planning, assessment, program development and performance of the heart, lung and vascular service lines across the care continuum. This may include oversight and/or leadership of program administrators, care coordination, research, education, inpatient provider teams and ancillary support teams as needed to effectively drive performance across the care continuum. This includes the design and implementation of clinical care models that optimally positions AdventHealth for national brand recognition, business growth and top decile quality performance. The VP will lead the development and coordinated approach to market expansions, program and service placement, clinical quality and innovation, affiliations and...

Working at Real Chemistry and in the healthcare industry isn't just a job for us. We got into this field for different reasons, but we all stay for the same reason - to uncover insights, make meaningful connections, infuse creativity, and improve the patient experience by transforming healthcare through AI and ideas. Real Chemistry creates the world around modern therapies with over 2,000 talented professionals, and for the last 20+ years has, carved out its space at the intersection between healthcare, marketing and communications, data & AI, and the people at the heart of it all. We work with the top 30 pharma and biotech companies and are built for uncommon collaboration-we believe we are best together, bring together experts from a wide range of disciplines collaborate without barriers under a single, unified mission: to transform what healthcare is to what it should be. This one-of-a-kind model allows us to work in a way that better reflects how people experience...

Vantage Point is seeking a Vice President of Professional Services to join our rapidly growing, highly talented, and fully remote team! The VP of Professional Services will have proven experience leading Professional Services teams on a national scale and will set, align and drive delivery standards that exceed client expectations. This role leads all efforts in Delivery and Professional Services best practices. Primary Responsibilities: Build and Manage team functionality, processes, and methodologies to ensure the team follows standardized procedures efficiently for all engagements Focus on quality standards, technical leadership, operations, people management, skills development, and executive collaboration to meet business goals and objectives Planning, managing, and reporting on the overall Professional Services P&L and forecasting Manage the overall Professional Services team budget, including hiring, training, travel, technical resources, events, etc....

Vice President of Ambulatory Operations, Jack & Sheryl Morris Cancer Center Job Overview: The Vice President of Ambulatory Operations for the Cancer Center is responsible for managing the outpatient clinical operations, encompassing both adult and pediatric outpatient clinics and the infusion center. This role not only provides leadership and oversight for these care delivery services but also serves as the primary point of contact for any issues that may arise within all departments of the cancer center. The VP will work closely with other senior leaders to ensure operational effectiveness and will have direct or indirect oversight of the full operational functionality of the cancer center, ensuring the efficient delivery of exceptional, patient-centered care while maintaining safe, high-quality access and outcomes. Key collaborators include the Vice President of Radiation Oncology, Vice President of Oncology Nursing, Vice President of the Central Cancer Service Line,...

Get to Know our Client: Indiana Wesleyan University (IWU) Indiana Wesleyan University (IWU) is a Christ-centered institution committed to transforming lives through higher education. With a rich history rooted in the Wesleyan tradition, IWU is dedicated to academic excellence, spiritual growth, and preparing students for meaningful careers. The university offers a wide range of undergraduate, graduate, and doctoral programs, both on-campus and online, empowering students to pursue their calling in various fields, from healthcare and business to the arts and sciences. Located in Marion, Indiana, with a strong online presence serving a global community, IWU is focused on fostering a supportive and inclusive environment that integrates faith with learning. Their innovative approach to education not only equips students with the knowledge and skills necessary for professional success but also nurtures their spiritual and personal growth. IWU is passionate about its mission to...

LPL Financial (LPL) is seeking a highly experienced VP, Tech Delivery Enablement overseeing the development and execution of complex technical programs. This role focuses on strategic direction, cross-functional alignment, and high-impact delivery. The VP will lead teams, collaborate with executives, and manage end-to-end product development, ensuring timely and quality delivery while aligning with organizational goals. Responsibilities: Lead and manage the planning and execution of complex projects and initiatives within the organization. Coordinates activities of the project team, identifies necessary resources and develops schedules to meet completion deadlines. Partner with executive leadership, engineering, product management, and other stakeholders to identify opportunities and guide technical and product strategies. Determines scope and impact of project risks and issues; raises and resolves issues. Applies good understanding of concepts and procedures within own IT...

About Curative AI, Inc. Curative AI, Inc. is an ambitious innovative early-stage startup revolutionizing the healthcare industry through cutting-edge AI-powered SaaS solutions. We are currently delivering exceptional value to our customers in Revenue Cycle Management (RCM) and Clinical Operations, empowering them with industry-transforming AI technology, intelligent automation, and deep data insights. Unlike most tech startups, we have achieved financial break-even within our first year, with signed customer contracts for $30+M in 2025 projected revenues through our AI healthcare solutions deliveries. Headquartered in Bellevue/Seattle, we have built a sizable top-notch tech team in the US, and a large talented offshore team. We now enter a rapid growth phase, hiring aggressively to scale the US-based team to 100+ employees in 2025. Our vision is bold: to achieve a valuation of over $1 billion within the next 18 months by continuing to deliver exceptional solutions and expanding...