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Advisorgroup

79 Open RolesLast checked 1d ago

Compliance — 4 roles

Surveillance Analyst

5 Locationshybridfull-time$50k – $56k1d ago

Mid2–3 yrsMS OfficeWordMS Excel

Sales Supervision Contact Center Coordinator

5 Locationshybridfull-time$45k – $50k1d ago

EntrySalesforceNetX360SharePointOneNote

Compliance Analyst - IA Administration

5 Locationshybridfull-time$65k – $69k1d ago

Mid2+ yrsMS OfficeWordExcelPowerPoint

VP, Osaic Advisors Channel Compliance

5 Locationshybridfull-time$170k – $200k1d ago

VPSchwabFidelity IWSNFSPershing

Trust Services — 4 roles

Trust Officer Team Lead VP

Hendersonhybridfull-time$83k – $100k1d ago

Senior5+ yrsMicrosoft OfficeOutlookPower PointExcel

Trust Officer

Hendersonhybridfull-time$75k – $80k1d ago

Microsoft WordExcel

Trust Officer

Hendersonhybridfull-time$80k – $85k1d ago

Microsoft WordExcel

Trust Officer

Hendersonhybridfull-time$70k – $80k1d ago

2+ yrsMicrosoft WordMicrosoft Excel

Finance — 2 roles

Senior Accountant

2 Locationshybridfull-time$86k – $105k1d ago

Senior3–6 yrsExcelWorkday

Quantitative Analyst I

Scottsdale, AZhybridfull-time$58k – $77k1d ago

Entry1–3 yrsSQLExcelPythonR

Financial Services — 2 roles

Operations Processing Specialist

5 Locationson-sitefull-time$43k – $48k1d ago

EntryWindowsMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Sr. Consultant, Fee Based Planning Implementation

5 Locationshybridfull-time$90k – $120k1d ago

Senior5–10 yrsMS OfficeAI

Operations — 2 roles

Strategic Account Manager

6 Locationsremotefull-time$65k+1d ago

Mid3+ yrsDocuPaceMicrosoft WordMicrosoft ExcelInternet Explorer

Advisor Compensation Processor

5 Locationshybridfull-time$42k – $47k1d ago

Mid1–4 yrsMicrosoft OfficeExcelWordOutlook

Sales Supervision — 2 roles

Sales Supervision Principal

5 Locationshybridfull-time$65k – $75k1d ago

Mid1–2 yrs

Sales Supervision Principal

5 Locationshybridfull-time$65k – $75k1d ago

Mid1–2 yrs

Commissions Service — 1 role

Advisor Compensation Service Representative

2 Locationshybridfull-time$45k – $50k1d ago

Entry1–2 yrsMicrosoft WordMicrosoft ExcelInternet ExplorerMicrosoft Outlook

Corporate Finance — 1 role

Finance Manager, M&A Empowered Independence Channel

Scottsdale, AZhybridfull-time$113k – $120k1d ago

Mid5+ yrsExcelPowerPointWorkday Financials

Customer Service — 1 role

Client Services Representative

Remote-NYremotefull-time$45k – $45k1d ago

Entry

Engineering — 1 role

Senior Application Engineering Lead

5 Locationshybridfull-time$130k – $170k1d ago

Lead5+ yrsC#.NET CoreASP.NET CoreREST API

Equity, Securities Operations — 1 role

Equity, Securities Operations

5 Locationshybridfull-time$55k – $70k1d ago

Entry1+ yrsMicrosoft WordMicrosoft ExcelInternet ExplorerOutlook

Knowledge Management — 1 role

Knowledge Management Forms Manager

5 Locationshybridfull-time$105k – $108k1d ago

Mid3+ yrsMicrosoft Office SuiteWordPowerPointExcel

Operations and Technology Solutions — 1 role

Application Support Specialist

Meriden IFGon-sitefull-time$48k – $50k1d ago

Mid1–3 yrsweb browsersword processingspreadsheetsmalware

Product Management — 1 role

Complex Product Manager

5 Locationshybridfull-time$90k – $115k1d ago

Mid5+ yrsMicrosoft ExcelMicrosoft PowerPointEnvestnetiCapital

Sales — 1 role

Associate Sales Vice President, Highland Capital Brokerage

Birminghamremotefull-time$50k – $150k1d ago

Mid5+ yrsSalesforce

Trading, Operations and Technology Solutions — 1 role

Trader, Operations

5 Locationshybridfull-time$60k – $65k1d ago

MidMicrosoft WordExcelInternet ExplorerOutlook

Trust Administration — 1 role

Trust Administrator II

Hendersonon-sitefull-time$50k – $60k1d ago

Mid2+ yrsMicrosoft WordMicrosoft Excel

Wealth Management — 1 role

Vice President, Regional Advisory Consultant West

4 Locationsremotefull-time$85k – $100k1d ago

VP5+ yrsWealth Management PlatformCRMMicrosoft Office

Other — 51 roles

Associate Financial Advisor

2 Locationshybridfull-time$70k – $80k1d ago

EntrySalesforcestandard office softwarefinancial planning tools

Relationship Manager

Basking Ridge (CWA)hybridfull-time$60k – $80k1d ago

Mid1–3 yrsMicrosoft OfficeWordExcelPowerPoint

Client Services Representative

Remote-NYremotefull-time$45k+1d ago

Entry

Client Services Representative

Remote-NYremotefull-time$45k – $45k1d ago

Entry

Wealth Manager

Columbia (CWA)hybridfull-time$150k – $170k1d ago

Senior10+ yrs

E-Learning Consultant

5 Locationshybridfull-time$75k – $80k1d ago

Mid5+ yrsArticulate StorylineRiseCamtasiaAdobe Creative Cloud

Transitions Onboarding Consultant

5 Locationshybridfull-time$65k – $75k1d ago

1–3 yrs

Transitions Onboarding Consultant-2

5 Locationshybridfull-time$65k – $75k1d ago

1–3 yrs

Director - IA Compliance Platform Administration, Disclosures & Regulatory Filings

5 Locationshybridfull-time$150k – $160k1d ago

Director10+ yrsExcelOutlookWordCopilot

Client Service Assistant

Morgantownon-sitefull-time$40k – $55k1d ago

Mid3+ yrsCRMfinancial planning softwaredocument management systemsvideo meeting tools

Paraplanner

Morgantownon-sitefull-time$40k – $55k1d ago

2+ yrsMicrosoft ExcelMicrosoft OfficeeMoneyfinancial planning software

Technology Solutions Consultant

5 Locationshybridfull-time$90k – $95k1d ago

Senior5+ yrsCRMMicrosoft OfficeOutlookExcel

Client Support Specialist

La Vistahybridfull-time$45k – $48k1d ago

Entry1+ yrsMicrosoft ExcelMicrosoft WordMicrosoft OutlookInternet

Trust Administrator I

Hendersonon-sitefull-time$45k – $55k1d ago

Entry1+ yrsMicrosoft WordExcel

Business Development Officer

2 Locationshybridfull-time$65k – $75k1d ago

Mid2–3 yrsMicrosoft WordMicrosoft ExcelSalesforce

Trust Compliance Officer

Hendersonon-sitefull-time$90k – $105k1d ago

Mid7+ yrs

Branch Office Examiner

4 Locationsremotefull-time$65k – $75k1d ago

Mid3+ yrs

SVP, Business Development

5 Locationshybridfull-time$160k – $185k1d ago

VP10+ yrsSalesforceMicrosoft Office SuiteWordPowerPoint

VP, Advisor Engagement

5 Locationshybridfull-time$150k – $175k1d ago

VP12+ yrs

Vice President, Regional Advisory Consultant South

10 Locationsremotefull-time$85k – $100k1d ago

Senior5+ yrsWealth Management PlatformCRM

Sales Vice President, Highland Capital Brokerage - REMOTE

Birminghamremotefull-time$75k – $150k1d ago

Lead3+ yrsCRM

Advisor Support Representative

3 Locationson-sitefull-time$45k – $55k1d ago

Entry1+ yrsWindowsMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Tax Analyst

5 Locationshybridfull-time$80k – $100k1d ago

Mid1–3 yrsOneSource Income TaxMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Manager, Advisor Support

2 Locationshybridfull-time$70k – $75k1d ago

Senior8+ yrsSalesforceCRM

Business Process Administrator

Hendersonon-sitefull-time$30k – $33k1d ago

EntryMicrosoft WordMicrosoft Excel

Annuity Case Designer, Highland Capital Brokerage

Birminghamremotefull-time$55k – $63k1d ago

Annuity Rate WatchLUMACarrier SoftwareSalesforce

Trust Administrator I

Hendersonon-sitefull-time$40k – $50k1d ago

Entry1+ yrsMicrosoft WordExcel

Regional Supervision Manager

5 Locationshybridfull-time$70k – $80k1d ago

Mid3+ yrs

Advisor Support Supervisor

2 Locationshybridfull-time$58k – $63k1d ago

Mid2+ yrsSalesforce

Trust Administrator I

Hendersonon-sitefull-time$40k – $50k1d ago

Entry1+ yrsMicrosoft WordMicrosoft Excel

Client Service Specialist

Branfordon-sitefull-time$65k – $75k1d ago

Microsoft Excel

Supplier Manager

5 Locationshybridfull-time$100k – $125k1d ago

Mid3–8 yrsMicrosoft OfficeExcel

Advisor Compensation Service Team Lead

Oakdale, MNhybridfull-time$55k – $65k1d ago

MidMicrosoft WordMicrosoft ExcelInternet ExplorerMicrosoft Outlook

Regional Supervision Manager

5 Locationshybridfull-time$70k – $80k1d ago

Mid3+ yrs

Director, Annuity & Insurance Product Due Diligence

5 Locationshybridfull-time$125k – $150k1d ago

Director5–10 yrs

Sr. Financial Planning Strategist

50 Locationshybridfull-time$140k – $160k1d ago

Senior10+ yrsMicrosoft OfficeWordExcelPowerPoint

Brokerage Manager, Highland Capital Brokerage - REMOTE

Birminghamremotefull-time$75k – $150k1d ago

Mid3+ yrsCRM

Financial Professional

Fresno, CAon-sitefull-time$90k – $135k1d ago

Mid5+ yrsMicrosoft ExcelCRMportfolio management software

Client Services Representative

Remote-NYremotefull-time$45k+1d ago

VP, Advisor Engagement - Sales Enablement

5 Locationshybridfull-time$130k – $160k1d ago

Director10+ yrs

Wealth Manager

Falls Church (CWA)hybridfull-time1d ago

Senior5+ yrseMoneyCRMfinancial planning software

Manager, Advisor Experience

5 Locationshybridfull-time$100k – $120k1d ago

Mid3–5 yrs

Salesforce Administrator

Birminghamremotefull-time$80k – $85k1d ago

Mid1–3 yrsSalesforceLightningAPEXVisualforce

Trust Administrator II

Hendersonon-sitefull-time$50k – $55k1d ago

2+ yrsMicrosoft WordMicrosoft Excel

Advisor Consultant, Highland Capital Brokerage - Remote Role

Birminghamremotefull-time$50k – $150k1d ago

5+ yrsMicrosoft WordMicrosoft ExcelMicrosoft OutlookInternet Explorer

Trust Administrator II

Hendersonon-sitefull-time$50k – $55k1d ago

Mid2+ yrsMicrosoft WordMicrosoft Excel

Traded Product Manager

5 Locationshybridfull-time$90k – $115k1d ago

Mid5+ yrsMicrosoft ExcelPowerPointMorningstar DirectEnvestnet

Senior Product Manager, Advisor Analytics & Insights

5 Locationshybridfull-time$110k – $136k1d ago

Senior7+ yrsAgileScrumKanbanCMS

Cloud Engineer

5 Locationshybridfull-time$140k – $160k1d ago

Senior6+ yrsTenableNessusVaronisMicrosoft Defender

Sr. Technology Support Consultant

Hendersonon-sitefull-time$80k – $85k1d ago

Senior5+ yrsSophos firewallsSophos switcheswireless networking equipmentWindows Server

Associate HRIS Analyst

Remote-NCremotefull-time$90k – $110k1d ago

Entry2–3 yrsWorkdayEIBExcel

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