6,755 Wealth Consultant jobs in the United States

Wealth Consultant with Military Background

Rapid City, Michigan Mason District - Modern Woodmen of America

Posted today

Job Viewed

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Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Mason District - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Backbone of Our Success, Our Local Leaders:

Tobin Mason
is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an business leader, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.

Lynn Walstad
has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his childrens activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWAs fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May
has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. Shes passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

Why Choose Modern Woodmen of America:
  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Mason District. In this role, you will:

  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
  • Resources aligned to support you to recruit, train and develop the team of talented professionals
  • Exclusive training/development with the financial services professional supporting you
  • An environment and culture of mutual support and growth
  • Attainment of prestigious credentials and recognition
  • Consistent opportunities for growing your income and character
  • Strong benefits and retirement package
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

View Now

Wealth Consultant with Military Background

Yankton, South Dakota Sztapka Region - Modern Woodmen of America

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Sztapka Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Backbone of Our Success, Our Local Leaders:

Nick Sztapka
is a Managing Partner who joined Modern Woodmen in 2018 at the age of 23. He previously worked as an account specialist for a major tool manufacturer before finding his calling in financial services. Nick is married and a proud father. He enjoys hunting, fishing, golfing, and spending quality time with friends and family around bonfires. Traveling and making lasting memories with loved ones are some of his favorite pastimes.

Lynn Walstad has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his childrens activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWAs fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. Shes passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

Why Choose Modern Woodmen of America:
  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Sztapka Region. In this role, you will:

  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
  • Resources aligned to support you to recruit, train and develop the team of talented professionals
  • Exclusive training/development with the financial services professional supporting you
  • An environment and culture of mutual support and growth
  • Attainment of prestigious credentials and recognition
  • Consistent opportunities for growing your income and character
  • Strong benefits and retirement package
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program

We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

View Now

Wealth Consultant with Military Background

Pierre, South Dakota Mason District - Modern Woodmen of America

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Mason District - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Backbone of Our Success, Our Local Leaders:

Tobin Mason
is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an business leader, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.

Lynn Walstad
has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his childrens activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWAs fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May
has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. Shes passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

Why Choose Modern Woodmen of America:
  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Mason District. In this role, you will:

  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
  • Resources aligned to support you to recruit, train and develop the team of talented professionals
  • Exclusive training/development with the financial services professional supporting you
  • An environment and culture of mutual support and growth
  • Attainment of prestigious credentials and recognition
  • Consistent opportunities for growing your income and character
  • Strong benefits and retirement package
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

View Now

Wealth Consultant with Military Background

Sioux Falls, South Dakota Sztapka Region - Modern Woodmen of America

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Sztapka Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Backbone of Our Success, Our Local Leaders:

Nick Sztapka
is a Managing Partner who joined Modern Woodmen in 2018 at the age of 23. He previously worked as an account specialist for a major tool manufacturer before finding his calling in financial services. Nick is married and a proud father. He enjoys hunting, fishing, golfing, and spending quality time with friends and family around bonfires. Traveling and making lasting memories with loved ones are some of his favorite pastimes.

Lynn Walstad has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his childrens activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWAs fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. Shes passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

Why Choose Modern Woodmen of America:
  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Sztapka Region. In this role, you will:

  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
  • Resources aligned to support you to recruit, train and develop the team of talented professionals
  • Exclusive training/development with the financial services professional supporting you
  • An environment and culture of mutual support and growth
  • Attainment of prestigious credentials and recognition
  • Consistent opportunities for growing your income and character
  • Strong benefits and retirement package
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program

We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

View Now

Wealth Consultant with Military Background

Aberdeen, Maryland Mason District - Modern Woodmen of America

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Mason District - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.

About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Backbone of Our Success, Our Local Leaders:

Tobin Mason
is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an business leader, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.

Lynn Walstad
has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his childrens activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWAs fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May
has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. Shes passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

Why Choose Modern Woodmen of America:
  • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
  • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
  • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
  • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
  • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Mason District. In this role, you will:

  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
  • Resources aligned to support you to recruit, train and develop the team of talented professionals
  • Exclusive training/development with the financial services professional supporting you
  • An environment and culture of mutual support and growth
  • Attainment of prestigious credentials and recognition
  • Consistent opportunities for growing your income and character
  • Strong benefits and retirement package
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the region.

Flexible work from home options available.

View Now

Wealth Advisory Consultant

30309 Midtown Atlanta, Georgia Truist

Posted today

Job Viewed

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Job Description

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with varied financial services industry backgrounds. The candidate will be able to gain a broad base of knowledge in working with a number of different internal teams.
**Essential Duties and Responsibilities:**
+ Receive inbound requests on team phone queue on a daily basis (4 hrs/day) and accept proportion of team monthly call volume. Also accept and work proportion of team emails.
+ Arrange coverage for scheduled time out of the office.
+ Perform constructive outbound communications and support pro-active initiatives.
+ Assist FA Teams with constructing and generation of client investment proposals
+ Assist FA Teams with investment advisory platform system navigation.
+ Be able to recommend appropriate investment options for specific client needs as presented by Financial Advisors.
+ Be able to review new and existing client investments to identify potential Investment Advisory opportunities.
+ Remain current with internal firm investment best thinking, industry trends, market events and available product sets.
+ Maintain working knowledge of related operational procedures, including systematic service requests, billing, and coordination of resources and vendors to address issue resolution.
+ Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams.
+ Provide support to the team's External Consultants through travel, trainings, general advisor sessions.
+ Provide support to the team's other members and programs through travel, trainings, general advisor sessions.
+ Remain current with firm policies and apply to daily business.
**Required Qualifications:**
+ The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Ability to be productive in a service oriented, high volume, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in client assets Bachelor Degree in Business, Finance, Economics or equivalent work experience.
+ 3-5 Years of experience in the financial or an equivalent industry.
+ Series 7, 65 or equivalent security licenses
+ Excellent written and oral communication skills with ability to work outside the parameters of specific role
+ Limited travel (2 - 4 days per month)
**Preferred Qualifications:**
+ 3-5 Years of experience in the Investments including building/managing client portfolios.
+ Experience with the Fidelity WealthScape and Envestnet systems, or equivalent brokerage/advisory platform software.
+ Working knowledge of Microsoft Office applications
+ Hold or actively working toward industry designations (CFP, CIMA, CFA, etc.)
**Truist stands for better**
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
**Touch. Technology. Trust**
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
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Investment Strategist, Portfolio Management

19102 Philadelphia, Pennsylvania $120000 Annually WhatJobs

Posted today

Job Viewed

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Job Description

full-time
Our client, a renowned investment management firm situated in Philadelphia, Pennsylvania, US , is seeking a sophisticated Investment Strategist to join their elite portfolio management division. This strategic role requires a deep understanding of financial markets, asset allocation, and risk management to develop and implement investment strategies for high-net-worth clients and institutional investors. You will be responsible for conducting macroeconomic analysis, evaluating investment opportunities across various asset classes, and constructing diversified portfolios tailored to specific client objectives and risk appetites. Key duties include performing quantitative and qualitative research, developing asset allocation models, and monitoring portfolio performance. You will also collaborate with client relationship managers to provide market insights and investment recommendations. The ideal candidate will possess a Master's degree in Finance, Economics, or a related quantitative field, along with significant experience (5+ years) in investment strategy, portfolio management, or buy-side research. Advanced certifications like CFA or CAIA are highly advantageous. Proficiency in financial modeling software, statistical analysis tools, and a strong command of financial databases are essential. Exceptional analytical, communication, and interpersonal skills are required to articulate complex strategies and build trust with clients and internal stakeholders. If you are a forward-thinking finance professional passionate about navigating global markets and driving investment success, this opportunity in a historic financial city is for you.
Apply Now
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Director, Portfolio Management

91362 Thousand Oaks, California anchorloan.com

Posted 7 days ago

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Job Description

Why Anchor Loans?

Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.

Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $0 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.

Position Summary:

We are seeking an experienced and strategic professional with 7+ years of experience in construction servicing, surveillance, asset management and portfolio risk management to join our team as a Director of Portfolio Management for our construction lending division. This role will manage a diverse portfolio of construction loans across the country and will serve as a key point of contact for internal and external stakeholders.

Essential Duties & Responsibilities:
  • Portfolio Surveillance & Risk Monitoring:
    • Oversee the surveillance of a diverse portfolio of construction loans, ensuring timely identification of early delinquencies, credit deterioration, and market risks.
    • Continuously enhance risk rating system and ensure consistent application of internal risk framework.
    • Analyze trends in portfolio performance and emerging risks across markets, sponsors, and project types.
    • Generate comprehensive project-by-project and portfolio-level reports and presentations for various internal and external stakeholders highlighting portfolio health, key risks, and mitigation efforts.
  • Asset & Portfolio Management:
    • Oversee an active portfolio of construction loans, ensuring compliance with loan covenants, monitoring construction progress and overseeing sell-out/lease-up progress
    • Design and execute early-stage intervention strategies to resolve at risk loans an mitigate transfers to Special Servicing.
    • Manage the watchlist process, including setting inclusion criteria, leading periodic reviews, and overseeing action plans.
    • Develop tailored workout solutions that result in successful completion of the project and/or repayment of the loan.
  • Cross-functional Collaboration :
    • Work closely with originators, capital markets, underwriting, construction monitoring, and special servicing teams to maintain end-to-end visibility into loan and portfolio performance.
    • Participate in enhancing policies in procedures.
  • Team Leadership & Development:
    • Lead and mentor a team of analysts and asset managers responsible for ongoing monitoring and workouts.
    • Develop performance goals, provide coaching, and foster a high performance culture within the team.
  • Preform other duties as assigned.
Requirements:
  • 7+ years of direct industry experience.
  • Strong surveillance, risk management, portfolio management, and asset management skills.
  • Deep understanding of and direct experience with all stages of the full lifecycle of commercial real estate development-from acquisition and entitlements to design, permitting, construction, and stabilization/sell-out.
  • Specialized experience in residential/multifamily development is highly desirable.
  • Strong management and interpersonal skills for direct reports
  • Strong analytical and credit underwriting skills.
  • Excellent project management and communication skills.
  • Ability to work independently and collaboratively in a hybrid work environment.
Work Environment:

This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday.

Compensation:

The base pay range for this position is 130,000- 160,000 plus annual discretionary bonus based on performance of the individual and company.

What We Offer:

The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:
  • Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
  • Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
  • Highly competitive performance bonus
  • 401(k) retirement program with employer match
  • Tuition reimbursement toward professional development
  • Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
  • Onsite gym (Thousand Oaks only)
  • 12 Paid Holidays


Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.
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