Professional Advisors

Professional Advisors Finance Jobs

109 jobs found

1mo ago

Private Client Relationship Manager

Citizens Winchester, MA

Winchester, MA

1mo ago

$81k - $95k/yr Full time Manager Affluent Banking

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Job Description

Overview

Citizens Private Client delivers personalized, world-class financial planning and advice to help clients reach their goals. The program emphasizes a culture of continuous coaching, professional development, and ongoing practice management support. As a Private Client Relationship Manager (PCRM), you will engage directly with affluent and high‑net‑worth clients to meet and exceed expectations by taking a long‑term view and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners to strengthen the Citizens Private Client team.

Key Responsibilities

Acquire and onboard new affluent and high‑net‑worth clients into a Book of Business through outbound calls and in‑branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding each client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high‑touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless Citizens experience.
Leverage Salesforce CRM to track activity and progress.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high‑net‑worth clients.

Licenses and Regulatory Requirements

Required at the time of hire: SIE, Series 6 (or 7), and Series 63 (or 66) licenses.
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.

Additional Skills and Attributes

Proven success in a client‑centric, proactive sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to maintain a sound control environment.
Excellent written and verbal communication skills.

Hours and Location

Location: Winchester, MA 01890

Hours per Week: 40

Work Schedule: Monday through Friday, with potential Saturday hours.

Compensation and Benefits

The salary range for this role is $81,000 to $95,000 per year, with the opportunity to earn additional incentive earnings. Actual pay is based on factors including location and relevant skills and experience.

Citizens offers competitive pay plus comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds the mandatory paid time away requirements in every local and state jurisdiction in the United States. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.

Why Work for Us

At Citizens, you will join a customer‑centric culture focused on helping clients and giving back to local communities. You will become part of a collaborative team with access to training and tools that support your growth and career advancement.

Equal Employment Opportunity

Citizens and its affiliates provide equal employment opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, genetic information, gender, gender identity or expression, marital or domestic partner status, military or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other category protected by federal, state, or local laws. We are committed to fostering an inclusive culture where every colleague is treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in light of regulatory requirements and the nature and gravity of the background history in relation to the job offered. Any offer of employment will include further information.

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1mo ago

Private Client Relationship Manager

Citizens Manchester, NH

Manchester, NH

1mo ago

Full time Manager Affluent Banking

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Job Description

Description

Based in Manchester, NH 03101, Citizens Private Client delivers tailored financial planning and advisory services to help clients achieve their long-term goals. The Private Client team fosters a client-centric culture, emphasizes continuous development, and supports ongoing practice management. Private Client Relationship Managers (PCRMs) interact directly with affluent and high-net-worth clients to exceed expectations by thinking long term, taking the next right step, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners, forming an integrated Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding a client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience across Citizens.
Leverage Salesforce CRM to track activity.

Measures of Success include:

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred).
3 to 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Compensation

Salary plus the opportunity to earn incentive compensation. Salary is commensurate with experience.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F; potential Saturday hours

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you will find a customer-focused culture centered on helping customers and giving back to local communities. Joining our team means being part of a supportive and collaborative environment, with access to training and tools to accelerate your potential and advance your career growth.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with legal and regulatory requirements and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include additional information.

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1mo ago

Mergers and Acquisitions Professional

First Choice Business Brokers West Charlotte Charlotte, NC

Charlotte, NC

1mo ago

$85k - $150k/yr Full time Acquisitions Budgeting Business Valuation

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Job Description

Job Summary

We are seeking a dynamic and detail-oriented Mergers and Acquisitions (M&A) Professional to join our team in Charlotte, NC. Your expertise will drive growth by carrying out thorough financial analysis, valuation, due diligence, and negotiations. This role offers an exciting opportunity to learn a lucrative field within a fast-paced, collaborative environment dedicated to excellence and innovation.

Key Responsibilities

Drive the full lifecycle of M&A activities, from target sourcing to valuation, due diligence, and integration planning.
Develop and present robust financial statements and models to evaluate potential transactions.
Perform in-depth financial analyses including cash flow projections, budgeting, forecasting, and internal audits to assess deal viability.
Coordinate with legal, tax, accounting, and strategic planning teams to ensure smooth transaction execution.
Negotiate deal terms with target companies or advisors to maximize value and mitigate risks.
Conduct industry research to identify market trends and strategic opportunities.

Requirements

Proven experience in mergers and acquisitions, corporate finance, or private equity with a strong understanding of strategic planning and deal structuring (preferred).
Expertise in financial statement preparation, technical accounting, and tax considerations related to M&A transactions.
Demonstrated skills in negotiation, financial analysis, valuation techniques, and cash flow analysis.
Knowledge of financial software tools used for modeling and analysis.
Excellent analytical skills combined with a solid understanding of financial acumen across industries.
Ability to work under pressure while managing multiple projects simultaneously with attention to detail.

Opportunity Overview

Join a forward-thinking organization where your expertise will help shape our growth trajectory. We value energetic professionals who thrive on challenge and are eager to contribute meaningfully through strategic mergers and acquisitions.

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1mo ago

Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

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Job Description

Position Overview

Become part of TrustBank’s dynamic wealth management team. We are seeking a Senior Trust and Wealth Advisor who aims to make a meaningful impact and thrives in a collaborative environment. You will play a pivotal role in surpassing client expectations and contributing to Growing Prosperity Together.

Position Details

Title: Senior Trust and Wealth Advisor
Department: Wealth Management
Reports To: Chief Wealth Strategist
FLSA Status: Exempt
Type: Full-Time
Location: Wheaton, IL 60187

What You Will Do

Establish advisory relationships by directly engaging with clients to gather information on financial circumstances and goals.
Assess overall personal financial conditions including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
Identify client objectives, risk tolerance, and capital needs.
Provide guidance on general financial forecasts and trends.
Develop sophisticated goals-based wealth plans aligned with client objectives and consult with clients and other specialists on action steps.
Coordinate implementation of advanced wealth plans according to client directions.
Collaborate with clients’ other advisors and TrustBank partners to deliver coordinated financial and wealth planning services.
Review account relationships and communicate with the wealth management team to uncover cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning delivery.
Prepare and present materials related to ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Contribute to TrustBank wealth planning thought leadership and related marketing resources.
Actively engage with professional advisor networks, including attendance at conferences and networks, to cultivate relationships.
Operate independently with in-depth knowledge of the business unit and its functions.
Balance high level execution with strategic development and direction of the function.
Perform preliminary analyses as required.
Interact directly with committees and management as part of duties.
Strategically develop, implement, and manage programs within the functional area.
Undertake other duties as assigned by the manager.

Working Conditions

The role follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Additional hours may be necessary. Primary work location is within the DuPage County / Chicago Market. Expect prolonged computer use, a moderate noise level, and a well-lit office. Duties may require standing, walking, using hands and fingers, reaching, speaking, and hearing. Ability to lift up to 25 pounds. Vision requirements include near, distance, peripheral vision, depth perception, and focus. Some tasks may be repetitive at a computer and may involve direct public interaction.

TrustBank Core Values

Support and embody the TrustBank and Wealth Management Culture and Core Values in all duties and interactions.

Compensation and Benefits

The estimated annual salary for this position ranges from $121,900 to $262,000, including incentives. This span reflects the compensation range across our markets. Actual pay will depend on role responsibilities, relevant skills, experience, education, and geographic location. We use a holistic approach in hiring to ensure internal equity while recognizing unique qualifications. In addition to base salary, this role participates in an incentive compensation plan tied to individual performance. TrustBank offers a 401(k) plan with a discretionary employer match in bank stock, along with a comprehensive benefits package. For more details about employee benefits, visit our Career Page at the following link: https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank values diversity and inclusion and does not discriminate on any protected basis, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. This description may be updated and is not intended to be all-inclusive. The role may involve other related duties to meet organizational needs. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Successful candidates typically possess knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning, and cash flow planning, usually gained through substantial related work experience. A university or college degree in finance, economics, or a related field is required. The candidate should be an effective communicator and collaborative professional.

Qualifications and Key Attributes

Proven ability to service and develop client relationships by effectively engaging clients and identifying their needs.
Exceptional communication skills, strong attention to detail, proactive approach, analytical mindset, empathy, and the ability to work with minimal supervision.
Travel across regional locations is required.

Required Skills and Abilities

Strong analytical, problem solving, and organizational capabilities to address requests, prioritize tasks, and manage workflow.
Solid understanding of general financial principles to serve and communicate with high net worth clients.
Maintain knowledge of financial software and applications and how technology supports high standards of service at TrustBank.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

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1mo ago

Financial Planner and Financial Advisor career path (Series 7/66)

Prudential Advisors: The Greater Los Angeles... Sherman Oaks, CA

Sherman Oaks, CA

1mo ago

$17+/hr Full time Marketing 66 Advisor

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Job Description

Career Summary

The Financial Professional Associate position with Prudential Advisors is multi-dimensional. The entrepreneurial individual selected for this opportunity will operate within a team of Financial Professionals dedicated to helping clients reach their financial goals. The role includes participation in a comprehensive development program that supports numerous future career paths, such as becoming a solution specialist, a fee-based financial planner, or advancing into a leadership role leading a team of advisors.

Location: Sherman Oaks, CA 91403

Overall Responsibilities

Consult with clients to build needs-based solutions that align with their financial objectives by integrating investment, protection, and retirement planning strategies.

Develop a loyal client base through strategic networking, targeted marketing, and outstanding customer service.

Support existing Prudential clients through our lead generation programs.

Collaborate within a team environment to assemble the best possible solutions for clients.

Essential Career Functions

Develop and implement marketing strategies to continually engage current clients and identify potential new clients
Analyze information gathered during client meetings and formulate proposed solutions
Establish financial plans for clients as a licensed financial planner
Reach out to existing clients to keep portfolios current and aligned with individual needs and goals
Deliver educational presentations or seminars to individuals or groups on topics related to investments, retirement, or protection options
Ensure all work complies with industry regulatory standards and Prudential Advisors guidelines

Required Skills, Knowledge and Experience

Prudential Advisors, part of the Prudential Financial family, seeks individuals committed to making a meaningful impact in clients’ lives. Our comprehensive training and development program means prior experience in the financial services industry is not required, though prior exposure is advantageous.

Self-starter with an entrepreneurial mindset
Customer service champion
Engaging and persuasive communicator and negotiator
Problem solver
Life-long learner who pursues ongoing education and professional development
Critical thinker
Prior sales experience is a plus
College degree is a plus, but equivalent work and life experience will be considered
High school diploma or GED equivalent is required

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1mo ago

Investment Banking Senior Analyst | Industrials

Houlihan Lokey Chicago, IL

Chicago, IL

1mo ago

$110k - $130k/yr Full time Senior Analyst Banking

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Job Description

Overview

Houlihan Lokey is a premier global investment bank renowned for delivering independent strategic and financial guidance to corporations, financial sponsors, and governments. With deep industry expertise, extensive international reach, and a collaborative culture, the firm offers integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory. Our high-volume deal environment provides data-driven insights that help clients achieve key objectives. For more information, please visit HL.com.

Corporate Finance is a core capability, covering mergers, acquisitions, divestitures, activist shareholder and takeover defense, and related advisory services for a diverse set of U.S. and international clients. Our M&A practice consistently receives broad industry recognition; in 2025, LSEG ranked Houlihan Lokey as the No. 1 investment bank for global M&A transactions.

Role and Responsibilities

Senior Analysts are integral to client service delivery and play a pivotal role within industry-aligned teams, supporting a range of investment banking activities and transactions. In this role you will:

Prepare, analyze, and explain historical and projected financial information
Conduct company valuations and model financial scenarios
Coordinate due diligence and participate in the execution of M&A transactions
Prepare confidential memoranda, management presentations, marketing pitches, and other client materials
Assist in marketing and execution of existing engagements
Build and maintain relationships with clients, prospective clients, and professional advisors

The environment at Houlihan Lokey is collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Analysts are given substantial responsibility and opportunities to contribute to the growth of the business.

Basic Qualifications

At least 2 years of investment banking experience
Coursework in accounting and finance required
Strong analytical capabilities and excellent verbal and written communication skills
Fundamental understanding of valuation theory, methodologies, and their practical application

Preferred Qualifications

Strong financial modeling and computer skills (Excel, Word, PowerPoint)
Demonstrated ability to work cooperatively with staff at all levels

Compensation and Benefits

Houlihan Lokey offers a competitive total compensation package, which may include discretionary incentive compensation. The posted salary range for this role is $110,000 - $130,000. Actual salary at the time of hire may vary based on qualifications, skills, experience, and location.

Houlihan Lokey provides a comprehensive benefits package. Current offerings are reflected in the 2026 Benefits program.

Location and Employment Details

Location: Chicago, IL

Employment Type: Full-time

Business Unit: Corporate Finance

Industry: Industrials

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1mo ago

Financial Analyst (Client Services)

Taylor White Accounting and Finance Tampa, FL Hybrid

Tampa, FL

1mo ago

Full time Accounting Analyst Business Valuation

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Job Description

Role Overview

Are you driven by forward-looking financial analysis and eager to influence client outcomes through your work? This Financial Analyst (Client Services) position delivers high visibility in an analytics‑led environment. The role combines accounting fundamentals with FP&A, financial modeling, valuation, and strategic analysis across multiple engagements. If you enjoy solving complex problems, partnering with clients, and delivering analytical work that informs decisions rather than just reporting past results, this opportunity will challenge and develop your skills. You will work alongside senior leaders and external advisors, gaining exposure to diverse industries, business models, and project types. The ideal candidate is intelligent, curious, collaborative, and enthusiastic about applying strong analytical abilities in a dynamic, client-facing setting. Expect predictable hours within a supportive team culture that promotes growth without the typical burnout found in other paths.

Responsibilities

Apply accounting, finance, and analytical expertise to financial modeling, valuation analyses, business plan evaluations, and financial statement analysis
Build and maintain detailed financial models, budgets, and forward-looking projections
Prepare polished client-facing presentations and written deliverables
Collaborate directly with client leadership, internal teams, and external advisors across multiple ongoing engagements
Perform data analytics and structured analyses to support recommendations
Lead heavy Excel work, including pivot tables, lookup functions, and modeling exercises

Requirements & Qualifications

Bachelor’s degree in Accounting required
3–5 years of professional experience
CPA is a plus, but not required
Public accounting plus an industry mix or pure industry experience required; candidates with experience strictly in public accounting are not being sought
Experience at small or middle-market companies strongly preferred
Experience in lending spaces is a plus
Exposure to FP&A and financial modeling is highly desirable
Intellectually curious, sharp, and eager to learn
Strong Excel skills with a practical test administered

Location, Travel, and Work Arrangement

Location: Hybrid remote in Tampa, FL 33609. In-office four days per week (Friday work-from-home). Travel: approximately 10% (typically 2–3 days at the start of an engagement).

Compensation

Market-competitive salary.

About Taylor White

Taylor White specializes in Accounting & Finance roles in the Tampa Bay area. Our industry knowledge, combined with extensive recruiting experience, ensures we understand both your goals and the opportunities available. For more information, please visit our website at www.taylorwhite.com.