Company · 166 open roles
Careers at Advisorgroup
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166 positions at Advisorgroup
Wealth Manager
Advisorgroup·Falls Church, Virginia, United States
Wealth Manager at Advisorgroup. Location: Falls Church, Virginia, United States. Role: leading relationships, mentoring advisors, developing business Requirements: Bachelor's degree in finance-related field, 5+ years in wealth management or financial planning, CFP preferred/activ…
Cloud Engineer
Advisorgroup·Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
Cloud Engineer at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg. Role: managing platforms, engineering solutions, automating tasks Requirements: 6+ years cybersecurity engineering experience. Hands-on with Tenable/Nessus, Varonis, Microsof…
Finance Manager, M&A Empowered Independence Channel
Advisorgroup·Scottsdale, AZ
Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Leadership Opportunity in Financial Services Finance Manager, M&A Empowered Independence Channel Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering …
Head of Advisor Experience, Highland Capital Brokerage
Advisorgroup·Birmingham, Alabama, United States
Head of Advisor Experience, Highland Capital Brokerage at Advisorgroup. Location: Birmingham, Alabama, United States. Role: defining strategy, leading adoption, driving revenue Requirements: 12+ years in digital strategy/product/technology leadership (financial services preferred…
Trust Administrator II
Advisorgroup·Las Vegas or Henderson
Trust Administrator II at Advisorgroup. Location: Las Vegas or Henderson. Role: administering accounts, coordinating filings, communicating clients Requirements: 2+ years trust administration experience, intermediate trust compliance and operational knowledge, Microsoft Word/Exce…
Quantitative Analyst III
Advisorgroup·Scottsdale, Arizona, United States
Quantitative Analyst III at Advisorgroup. Location: Scottsdale, Arizona, United States. Role: leading projects, building dashboards, mentoring analysts Requirements: 5–8 years in analytics or finance, strong SQL/Snowflake/Python/R/Power BI skills, data modeling and dashboarding e…
Business Development Manager
Advisorgroup·Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
Business Development Manager at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg. Role: recruiting advisors, supporting onboarding, coordinating compliance Requirements: Minimum 3 years in business development/sales/support, excellent communi…
Financial Professional
Advisorgroup·Remote-NM
Osaic Careers Independent Representative Opportunity in Financial Services Financial Professional Location(s): Bank location in which the respective contract was signed Role Type: Full-time Compensation: $50,000 draw plus commission-based payment structure with excellent…
Client Support Specialist
Advisorgroup·La Vista
Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Osaic has returned to the office on a hybrid schedule requiring a minimu…
VP, Advisor Engagement
Advisorgroup·Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
VP, Advisor Engagement at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg. Role: building relationships, driving growth, assessing businesses Requirements: 12+ years in wealth management, 5+ years building relationships, high school required…
IA Processing Specialist
Advisorgroup·Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
IA Processing Specialist at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg. Role: processing billing, reviewing accounts, maintaining records Requirements: 0–1 years experience in financial services or operations, HS/GED required (Bachelor'…
AVP, Financial Planning Experience
Advisorgroup·Scottsdale or Atlanta or Berwyn or La Vista or Oakdale or St. Petersburg
AVP, Financial Planning Experience at Advisorgroup. Location: Scottsdale or Atlanta or Berwyn or La Vista or Oakdale or St. Petersburg. Role: designing standards, driving adoption, supporting advisors Requirements: Bachelor's degree required, 10+ years in financial services or we…
IA Processing Specialist
Advisorgroup·La Vista or Oakdale or Scottsdale or St. Petersburg or Atlanta
IA Processing Specialist at Advisorgroup. Location: La Vista or Oakdale or Scottsdale or St. Petersburg or Atlanta. Role: processing billing, reviewing accounts, resolving issues Requirements: Process advisory account billing with attention to detail; 0–1 years experience accepta…
Quantitative Analyst II
Advisorgroup·Scottsdale, Arizona, United States
Quantitative Analyst II at Advisorgroup. Location: Scottsdale, Arizona, United States. Role: owning projects, building models, conducting analyses Requirements: Master's preferred; Bachelor's required in a related field. 2–5 years analytics/BI/finance experience. Proficiency with…
Client Service Representative
Advisorgroup·Connecticut or California or Nevada or Arizona
Client Service Representative at Advisorgroup. Location: Connecticut or California or Nevada or Arizona. Role: responding inquiries, processing paperwork, maintaining files Requirements: High school diploma required (bachelor's preferred). Strong verbal/written communication, cli…
Trust Officer
Advisorgroup·Henderson or Las Vegas
Trust Officer at Advisorgroup. Location: Henderson or Las Vegas. Role: administering accounts, supervising employees, ensuring compliance Requirements: Administer trust accounts, ensure regulatory compliance (BSA/AML/OFAC), supervise staff, coordinate tax filings, interact with c…
Financial Analyst II
Advisorgroup·Oakdale or Scottsdale
Financial Analyst II at Advisorgroup. Location: Oakdale or Scottsdale. Role: developing models, assessing performance, providing reporting Requirements: Bachelor's in business/finance/accounting/economics required; 3+ years finance or business analysis experience; advanced Excel …
Experienced Accountant
Advisorgroup·La Vista or Scottsdale
Experienced Accountant at Advisorgroup. Location: La Vista or Scottsdale. Role: preparing entries, performing reconciliations, supporting audits Requirements: Bachelor's in Accounting required, 3+ years progressive accounting experience, strong GAAP knowledge, journal entries and…
Tax Analyst
Advisorgroup·Scottsdale, AZ
Current Employees and Contractors Apply Here Osaic Careers Accounting Opportunity in Financial Services Tax Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, …
Sr. Financial Analyst
Advisorgroup·Oakdale or Scottsdale
Sr. Financial Analyst at Advisorgroup. Location: Oakdale or Scottsdale. Role: developing models, analyzing results, supporting decisions Requirements: Bachelor's in Business/Finance/Accounting/Economics required; 4+ years FP&A or financial analysis; advanced Microsoft Excel; stro…
Trust Officer
Advisorgroup·Henderson
Current Employees and Contractors Apply Here Osaic Careers Trust Officer Opportunity in Trust Services Premier Trust – Trust Officer Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074 Schedule: Osaic has returned to the office on a hybrid schedule requiring a mi…
Trust Administrator I
Advisorgroup·Henderson
Current Employees and Contractors Apply Here Osaic Careers Trust Administration Opportunity in Financial Services Trust Administrator I Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074 Type: Full-time (on-site) Salary: $45,000 - $55,000 per year + annu…
Trust Officer
Advisorgroup·Las Vegas, Nevada, United States
Trust Officer at Advisorgroup. Location: Las Vegas, Nevada, United States. Role: administering accounts, supervising staff, ensuring compliance Requirements: Experience in trust administration, knowledge of trust regulations and BSA/AML/OFAC, Microsoft Word/Excel proficiency, sup…
Trust Officer
Advisorgroup·Las Vegas or Henderson
Trust Officer at Advisorgroup. Location: Las Vegas or Henderson. Role: administering accounts, reviewing disbursements, supervising staff Requirements: Administer trust accounts, ensure compliance with BSA/AML/OFAC and state trust regulations, coordinate tax filings, review discr…