Carson Wealth Address Jobs in Usa

4,998 positions found

Locum Physician (MD/DO) - Urgent Care in Carson City, NV
✦ New
Salary not disclosed
Carson City, NV 15 hours ago


Doctor of Medicine | Urgent Care

Location: Carson City, NV

Employer: Weatherby Healthcare

Pay: Competitive weekly pay (inquire for details)

Shift Information: 3 days x 12 hours

Start Date: ASAP


About the Position

LocumJobsOnline is working with Weatherby Healthcare to find a qualified Urgent Care MD in Carson City, Nevada, 89701!

Interested? Give Weatherby a call today and speak with one of our specialty-specific consultants for available dates and details.

  • 12-hour shifts, 8 am - 8:30 pm, Saturdays and Sundays
  • Up to 40 patients per day
  • Urgent care setting
  • Suturing required
  • Will float to other urgent care locations
  • 4 - 5 shifts per week
  • Hospital privileges required
  • Paid malpractice insurance; pre-paid travel and housing expenses
  • Assignment details and time entry in online portal
  • Competitive compensation
  • 24-hour access to your Weatherby Healthcare consultant
  • Charter member of NALTO



About Weatherby Healthcare

Weatherby Healthcare is part of the CHG Healthcare family of staffing companies, which leads the locum tenens industry in size and quality. Since 1995, we’ve leveraged our nationwide network to connect locums professionals with the best jobs. We offer specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start to finish, backing you up with award-winning 24/7 support. In addition to providing competitive pay and malpractice coverage, we assist you with credentialing, licensing, travel, and housing. To learn more about how we make your life easier, visit

1714616EXPPLAT

permanent
View & Apply
Locum Physician (MD/DO) - Gastroenterology in Carson City, NV
✦ New
🏢 LocumJobsOnline
Salary not disclosed
Carson City, NV 15 hours ago


Doctor of Medicine | Gastroenterology

Location: Carson City, NV

Employer: Weatherby Healthcare

Pay: Competitive weekly pay (inquire for details)

Start Date: ASAP


About the Position

LocumJobsOnline is working with Weatherby Healthcare to find a qualified Gastroenterology MD in Carson City, Nevada, 89703!

Interested? Give Weatherby a call today and speak with one of our specialty-specific consultants for available dates and details.

  • 4-5 weeks coverage from May to December
  • 14-16 patients per day
  • Moderate sedation required
  • Hospital privileges required
  • Paid malpractice insurance; pre-paid travel and housing expenses
  • Assignment details and time entry in online portal
  • Competitive compensation
  • 24-hour access to your Weatherby Healthcare consultant
  • Charter member of NALTO



About Weatherby Healthcare

Weatherby Healthcare is part of the CHG Healthcare family of staffing companies, which leads the locum tenens industry in size and quality. Since 1995, we’ve leveraged our nationwide network to connect locums professionals with the best jobs. We offer specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start to finish, backing you up with award-winning 24/7 support. In addition to providing competitive pay and malpractice coverage, we assist you with credentialing, licensing, travel, and housing. To learn more about how we make your life easier, visit

1703559EXPPLAT

permanent
View & Apply
Physical Therapist - Carson City, NV
✦ New
Salary not disclosed
Carson City, NV 1 day ago
Our team is growing, and we’re looking for top-caliber Physical Therapists to join us in Carson City, NV. This position is staffed in one of our senior living community partners.

Why FOX Rehabilitation?

• Pioneer of Geriatric House Calls™ to older adults in their communities.

• Provide physical therapy services in a 1:1 setting to help abolish ageism.

• Drive rewarding patient outcomes.

• Facilitate clinically-excellent autonomous interventions.

• Benefit from the flexibility to create, control, and alter your treatment schedule.

• Be a part of an Interdisciplinary approach by a therapy team focused on functional outcomes.

Available Opportunities:

• Full-time/Part-time – Salaried with benefits

• PRN/Flex – PPU (Paid Per Unit)

• H1B - Able to provide sponsorship to those who need it that are qualified

• New Grads-FOX offers a widely recognized Emerging Professionals Mentor Program!

What you’ll get:

• Clinical and non-clinical career growth opportunities

• Supportive Clinical Community

• Unlimited access to continuing education

• Professional Certification Reimbursement

• Access to cutting-edge technology

• Medical, Dental, Vision, 401k (for those who qualify)

What you’ll need:

• Valid Physical Therapy license in the state(s) of practice, or eligibility to apply

• Degree from an accredited physical therapy program

• Basic computer literacy skills

• Current CPR certification

Who is FOX? FOX is a primarily clinician-operated, professional private practice of full-time physical, occupational, and speech therapists, built on the foundation of Geriatric House Calls™. Our one-on-one care fosters a rewarding environment, and therapists have the flexibility to shape their schedules for a successful work-life balance. Empowered by clinicians, FOX advocates for our people and believes in their significant contributions to our professional society.

Contact FOX Now!

Larissa Wiaziwsky, Clinical Career Specialist

856-638-8300

You can also text FOX to 6 to learn more!

#LI-LW1

FOX Rehabilitation is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

In Nevada, the standard base pay range for a Full-Time role is $80,000 - $120,000 annually with an opportunity to earn more. Part-Time and FOX Flex (PRN) will be pro-rated.
permanent
View & Apply
Physician / Nevada / Locum or Permanent / NV-COTA-Carson City Job
Salary not disclosed
Carson City, Nevada 3 days ago
Ready to make your next career move? VieMed Healthcare Staffing is a premier staffing agency that specializes in connecting skilled professionals with healthcare facilities, ensuring seamless continuity of care and unparalleled service delivery. We are committed to quality, reliability, and integrity for both our candidates and clients. Join us in our mission to elevate healthcare staffing to new heights. We take care of you, so you can take care of others.

VHS is looking for a qualified Certified Occupational Therapy Assistant - Rehabilitation.

* City: Carson City
* State: NV
* Start Date: 2024-05-14
* End Date: 2024-08-13
* Duration: 13 Weeks
* Shift: N/A Day shift
* Skills: Rehabilitation Therapy
* Pay Rate: 32.16
Travel and Local Rates available
* Certification Requirements: Please confirm credential requirements with VHS upon application.

At VieMed, Live Your Life isn't just a company tagline. It's a passionate commitment to improving the lives of every patient and employee.

Benefits Include:

* Competitive Pay Packages
* Weekly Pay Schedule via Direct Deposit
* Comprehensive Medical Benefits
* Dental and Vision Supplemental Benefits
* 401(k) with match
* Robust Referral Bonus Program
* 24/7 Dedicated team committed to your success throughout your time with VHS
* Paid sick time in accordance with all applicable state, federal and local laws
* Licensure, certification, travel and other reimbursements when applicable

VHS is an Equal Opportunity Employer ( EEO )/Protected Veterans/Individuals with Disabilities/E-Verify Employer and welcomes all to apply
permanent
View & Apply
CRNA / Anesthesiology / Nevada / Locum tenens / OB CRNA Locums Job in Carson, Nevada Job
✦ New
Salary not disclosed
Carson City, Nevada 15 hours ago
OB CRNA Locums Job in Carson, Nevada Dates: As soon as credentialed (60-90 days) and ongoing Facility Details/Requirements:

7 days on, 7 days off

7am-3pm shift with nightly call

CRNA will only be doing OB cases and must be proficient in epidurals

Call required; 15 minute call response time

MD and CRNA practice

EMR Epic

159-bed hospital Jackson and Coker offers: + Weekly Direct Deposit + Top Rated Malpractice Insurance + In-House Travel Agency + 24/7 Recruiter Availability + Experienced In-House Privileging Coordinators Experience why Jackson and Coker has been recognized by Forbes and Staffing Industry Analysts for our commitment to service excellence. Apply Today! Jackie Rhinehart Call or text For more jobs, visit Jackson and Coker .
Not Specified
View & Apply
Hospitalist Perm. Opportunity in Carson City, NV
Salary not disclosed
Chicago, Illinois 3 days ago
SMART is seeking a physician for our hospitalist program in Carson City, NV. Carson City boarders Lake Tahoe and has a population of 55 thousand. This is a solid group with very little turnover!
Carson Tahoe Hospital Carson City, NV

* Pay: Competitive Salary
* Facility Beds: 240 Beds
* Patient Encounters: Average of 18 patients/day
* Schedule: 7am- 7pm, Flexible block scheduling
* Procedures : No procedures or codes required
* ICU: No ICU coverage required
* Incentives: 20k in bonus/year

If you are interested in this opportunity, please forward your CV for consideration to or call Austin directly at . I look forward to speaking with you about this opportunity upon reviewing your CV.
Not Specified
View & Apply
Senior Regional Manager, Schwab Wealth Advisory
Salary not disclosed
INDIANAPOLIS, IN 4 days ago
Position Type: Regular
Your opportunity

 

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

 

What you are good at-


Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

 

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

 

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

 

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • Bachelor’s Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  •  

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
permanent
View & Apply
Director, Wealth Strategist
✦ New
🏢 Cresset
Salary not disclosed
Atlanta, GA 1 day ago

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.


Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.


Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.


The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.


Qualifications


  • Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
  • Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
  • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
  • Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
  • Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
  • Positive attitude and willingness to learn and grow
  • Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
  • Establishes and maintains effective working relationships with peers and strategic partners
  • Must be articulate, organized, and attentive to instructions and deadlines
  • Self-starter with the ability to juggle several deadlines, and high personal accountability
  • Approaches problems with a sense of urgency, creativity, and tenacity
  • The ability to operate in a dynamic and fast-paced environment is essential
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
  • Collaborative and able to work effectively in a team environment as a participant or leader
  • Versatile, flexible, and a willingness to work within constantly changing priorities


What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Not Specified
View & Apply
Wealth at Work - Investment Counselor - Director
✦ New
$250 +
San Francisco, CA 1 day ago

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.


Responsibilities

  • Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

  • 10+ years of related experience.
  • Expertise in providing investment advice and solutions.
  • CFA, MBA degree or other advanced degree a plus.
  • Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
  • US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education

  • Bachelor's/University degree, Master's degree preferred.

Location & Compensation

Primary Location: San Francisco, California, United States.
Full time salary range: $200,000.00 - $300,000.00.


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.


Benefits

Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page.


EEO Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.


If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.


#J-18808-Ljbffr
Not Specified
View & Apply
Wealth Preservation Attorney for Growing Law Firm!
Salary not disclosed
Chicago, Illinois 2 days ago

Growing well-respected law firm located in Chicago, is seeking an experienced Wealth Preservation Attorney to join their expanding team. This is an excellent opportunity for legal professionals who are passionate about helping clients preserve and pass on their wealth, and who value a supportive, mentorship-driven environment.

Key Responsibilities:

  • Advise high net-worth clients on wealth preservation strategies, including advanced trust and estate planning, asset protection, and tax minimization.
  • Draft and review a variety of estate and wealth transfer documents, including wills, trusts, family limited partnerships, and charitable giving vehicles.
  • Assist clients with probate and trust administration, as well as complex tax issues related to wealth transfer.
  • Collaborate closely with a team of experienced attorneys and paralegals to deliver customized solutions.
  • Develop and maintain strong client relationships through attentive and responsive service.

Qualifications:

  • Juris Doctor (JD) degree and active Illinois bar license.
  • 4+ years of experience in wealth preservation, estate planning, or related practice areas.
  • Strong technical background in estate and tax law.
  • Excellent communication and interpersonal skills.
  • Commitment to high ethical standards and continuous learning.

Why Join This Firm?

  • Supportive, friendly culture that emphasizes mentorship and career development.
  • Collaborative work environment where knowledge-sharing is encouraged.
  • Opportunities for professional growth through challenging assignments and access to experienced colleagues.

Interested candidates please forward resume directly to and for immediate consideration.

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

Not Specified
View & Apply
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
🏢 Charles Schwab
Salary not disclosed
Kissimmee, FL 6 days ago
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
    • May be obtained with a 120-day condition of employment
  • Active and valid FINRA Series 66 license required
    • May be obtained with a 120-day condition of employment
  • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
  • Five or more years working directly with clients in the financial services industry highly preferred

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
permanent
View & Apply
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
🏢 Charles Schwab
Salary not disclosed
CHICAGO, IL 3 days ago
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

 

Required Qualifications:

  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
    • May be obtained with a 120-day condition of employment
  • Active and valid FINRA Series 66 license required
    • May be obtained with a 120-day condition of employment
  • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
  • Five or more years working directly with clients in the financial services industry highly preferred

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Not Specified
View & Apply
Wealth Advisor
✦ New
Salary not disclosed
Williston, VT 1 day ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to:

  • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied.
  • Administer and settle trust and estates in accordance with a decedent's Last Will & Testament, Trust Agreement, and/or applicable documents.
  • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate.
  • Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations
  • Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements.
  • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes.
  • Daily review of account activity.
  • Perform annual reviews and any other applicable regulatory reviews
  • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures.
  • Direct and oversee the transfer of funds, distributions, and payment of invoices.
  • Manage, secure, insure, value, and oversee unique/non-standard assets in accounts.
  • Prepare interim and final accountings for trusts and estates, as needed.
  • Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.).
  • Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities.
  • Supervise assigned personnel in accordance with all relevant corporate policies
  • Provide guidance and training support to Trust personnel and internal/external business partners as needed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

  • Perform other related duties as assigned or directed.

Qualifications

Education, Training and Requirements:

  • J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred
  • All applicants must be 18 years of age or older
  • Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply.

Skills:

  • Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver's license.

Experience:

  • Minimum of five (5) years' experience in trust or wealth management industry or related position preferred.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $66,000.00/Yr.
Maximum

USD $108,804.00/Yr.
Not Specified
View & Apply
Wealth Management Operations Analyst
Salary not disclosed
New York 5 days ago
The role involves working with internal teams to open and maintain accounts for clients of the firm.

This includes gathering documents, verifying key information, validating completeness, and effectively communicating with business partners and stakeholders.

The position also requires facilitating the successful and smooth transition of securities and cash transfers, providing specialized operational support, and processing and monitoring all daily transactions.

Ensure professional and timely communication with external and internal business partners/clients regarding troubleshooting exceptions and transactions, settlement exceptions, inquiries, and client account-related issues.

Foster a culture of partnership and collaboration with internal business partners/stakeholders to identify customer needs and ensure service delivery at the highest possible level.

Identify and implement opportunities to improve department processes and culture to maximize service, efficiency, and productivity while maintaining a controlled and risk-reduced environment.

Provide support for internal and external audits, risk assessments, and reviews while ensuring department procedures, protocols, checklists, and controls are adhered to.

Stay aware of current and emerging industry regulatory requirements and identify key risks and controls to support efficient business operations.

Provide support for technology and non-technology changes within the department, ensuring effective and efficient delivery of change.

Required Skills Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types.

Understanding of Cash, Securities, FX, and Derivative products, related processes, and global financial markets.

Proficiency in trade processing, regulatory reporting, trade booking, allocation, confirmation, settlement, custody, and reconciliation of financial products/markets.

Strong analytical, problem-solving, communication, and organizational skills.

Ability to identify and implement continuous improvement activities to support departmental change.

Familiarity with industry/market systems such as DTCC, Euroclear, Fedwire, FICC, SWIFT, Bloomberg, NetX360.

Required Experience Minimum of 2 years of operational support in financial services, preferably within a broker-dealer, bank, or registered investment advisor.

Experience with client account opening and AML/KYC rules.

Experience with Cash, Securities, FX, and Derivative products, processes, and markets.

Experience with regulatory reporting, e.g., Client Trace.

Experience in supporting and engaging with internal and external clients, such as Trading Desk and Wealth Management Advisors.

Bachelor's degree is preferred, e.g., economics, business, mathematics, or related fields.
Not Specified
View & Apply
Elite Wealth Advisor for UHNW & Private Clients
🏢 Citi
$250 +
San Francisco, CA 4 days ago
A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice.

The role requires 5-8 years of financial advisory experience and strong communication skills.

The successful candidate will build relationships with new clients and deepen existing client relationships.

This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans.
#J-18808-Ljbffr
Not Specified
View & Apply
Border Patrol Agent (BPA) – in the Federal Security and Public Safety Sector(Entry Level) (Carson City)
✦ New
Salary not disclosed
Carson City, NV 1 day ago

A MISSION WORTHY OF A CAREER!

If you’re looking for “just a job,” then stop reading right now. But, if you’re looking for a long-term federal law enforcement career, one that makes a difference every day to our country and its citizens, then the U.S. Border Patrol (USBP) would like you to take the first step to becoming an entry level Border Patrol Agent. 

USBP is hiring immediately to fill full-time,entry-level, career positions in federal law enforcement where your prior experience in public safety, security, military police or law enforcement may qualify. Train and work with an elite team of professionals whose camaraderie, pride, and sense of purpose are hallmarks of their daily mission of protecting America. 

Now is the time to make your move because, along with excellent base pay, exceptional benefits, and job stability, USBP is offering up to $60,000 in additional incentives (see details below).

Salary and Benefits

Annual base salary for newly appointed BPAs varies per grade, as follows: GL-5/GL-7 $51,632 - $92,219 per year. Border Patrol Agents are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering.

*Recruitment Incentive* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102) will be eligible for up to $20,000 in incentives. The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location such as Sierra Blanca, Presidio, Sanderson, Comstock, Freer or Hebbronville, TX; Lordsburg, NM; or Ajo, AZ.

*Retention Incentive* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.

Duty Locations

IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.

U.S. Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates’ first-choice preferences. RELOCATION MAY BE REQUIRED. 

Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others. A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014. This is a career ladder position with a grade level progression of GL-5, GL-7, GL-9, GS-11, and GS-12. You will be eligible for a promotion to the next higher grade level (without reapplying) once you successfully complete 52 weeks in each grade level. 

Duty Locations: You will be asked to select your preferred location for one of the following mission critical locations:

  • Big Bend Sector Stations - *Presidio, Van Horn, *Sanderson, Alpine, *Sierra Blanca, Marfa
  • Buffalo Sector Stations - Wellesley Island
  • Del Rio Sector Stations - Del Rio, Brackettville, *Comstock, Eagle Pass North, Eagle Pass South, Carrizo Springs, Uvalde
  • El Paso Sector Stations - Alamogordo, Clint, Deming, El Paso, Fort Hancock, Las Cruces, *Lordsburg, Santa Teresa, Ysleta
  • El Centro Sector Stations - El Centro, Indio, Calexico
  • Grand Forks Sector Stations - Pembina
  • Havre Sector Stations - Havre, Malta, Plentywood, Scobey, Sweetgrass
  • Houlton Sector Stations - Calais, Fort Fairfield, Jackman, Rangeley, Van Buren
  • Laredo Sector Stations - Laredo South, Cotulla, *Hebbronville, Laredo West, *Freer, Laredo North, Zapata
  • Rio Grande Valley Sector Stations - Rio Grande City, Fort Brown, McAllen, Brownsville, Falfurrias, Weslaco, Kingsville, Harlingen
  • San Diego Sector Stations - Boulevard, Brownfield, Campo, Chula Vista, Imperial Beach, Murrieta, San Clemente
  • Spokane Sector Stations - Colville, Curlew, Metaline Falls, Oroville
  • Swanton Sector Stations - Beecher Falls, Burke, Champlain, Newport, Richford
  • Tucson Sector Stations - *Ajo, Tucson, Nogales, Douglas, Brian A Terry, Sonoita, Casa Grande, Three Points Substation, Willcox
  • Yuma Sector Stations - Blythe, Yuma, Wellton

Duties and Responsibilities

As a BPA, you will be part of our 60,000+ workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation’s economic prosperity. Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession. 

Typical assignments include: 

  • Detecting and questioning people suspected of violating immigration and custom laws and inspecting documents and possessions to determine citizenship or violations
  • Preventing and apprehending undocumented noncitizens and smugglers of noncitizens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations
  • Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband
  • Performing farm checks, building checks, traffic checks, city patrols, and transportation checks
  • Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.

Qualifications

You qualify for the GL-5 grade level if you possess one of the following: 

Experience: One (1) year of general work experience that demonstrates the ability to take charge, make sound decisions, and maintain composure in stressful situations; to learn regulations, methods, and techniques through classroom training and/or on-the-job instruction; and the ability to gather concise information through questioning, observation, and examination of documents and records; OR 

Education Substitution: A bachelor's degree or successful completion of a full four-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR 

Combination of Experience and Education: A combination of general work experience AND successfully completed college education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. 

You qualify for the GL-7 grade level if you possess one of the following: 

Experience: One year of specialized work experience that shows you have the skills necessary to: 

  • Make sound judgments and decisions in the use of firearms.
  • Deal effectively with people in a courteous and tactful manner in connection with law enforcement matters.
  • Analyze information rapidly and make prompt decisions where you will be expected to make arrests after the completion of required training and apply these skills in a law enforcement capacity such as criminal code enforcement, determining violations of laws, correctional or rehabilitation work involving criminal offenders, security, military, etc.

The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.

Education Substitution for the GL-7 grade level: A bachelor's degree with superior academic achievement, which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership. Or will receive a bachelor's degree with Superior Academic Achievement. Or one full year of graduate-level education in a field of study related to law enforcement (e.g., criminal justice, homeland security, justice studies, law enforcement, courts and judicial systems, forensic technology, forensic psychology, or corrections and rehabilitation) from an accredited college or university; OR 

A Combination of Experience and Education: This will be calculated using your resume and official or unofficial transcripts submitted with your application. 

Note: If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GL-9 and or GS-11 grade level. Please refer to the BPA GL-9 - 11 announcement.

Other Requirements

Citizenship: You must be a U.S. Citizen to apply for this position. 

Residency: You must have had primary U.S. residency (includes protectorates as declared under international law) for at least three of the last five years. 

Age Restriction: In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military)

permanent
View & Apply
Physician / Physician Assistant / Nevada / Permanent / Expanding group outside of Carson City NV is
Salary not disclosed
Chicago, Illinois 3 days ago
Growing Dermatology Skincare group outside of Lake Tahoe NV is seeking a Physician Assistant to join the team. If interested, please refer to JobID

* Full-time position ( Hours of practice is Monday-Friday from 9:30am-5:30pm)
* Outpatient Private Practice Setting
* The provider must have at least 1 year of dermatology experience to be considered
* Busy practice seeing Dermatology skincare, cosmetic derma surgery, medical rejuvenation, Spa clients
* Comprehensive Benefits including Health, Dental, PTO, and much more!
permanent
View & Apply
Senior Investment Counselor & Wealth Strategy Director
✦ New
🏢 Citigroup Inc.
$250 +
San Francisco, CA 1 day ago
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California.

The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients.

Candidates should ideally hold a CFA or MBA.

The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans.
#J-18808-Ljbffr
Not Specified
View & Apply
Senior Wealth Advisor – UHNW Portfolios & Strategy
✦ New
🏢 Citigroup Inc.
$250 +
San Francisco, CA 1 day ago
A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients.

The role requires 6-10 years of experience and proficiency in financial analysis and communication.

You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios.

Ideal candidates will hold pertinent licenses and possess strong financial backgrounds.

Competitive salary offered in the range of $70,000 to $200,000 annually.
#J-18808-Ljbffr
Not Specified
View & Apply
Financial Advisor Wealth Management
Salary not disclosed
Houston, Texas 2 days ago

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

Not Specified
View & Apply
jobs by JobLookup