Referso Jobs

Technical Customer Success

RFG Advisory · Posted Nov 11, 2026

Open

Birmingham, Alabama, United States
Hybrid
Full-time · Mid
$85K–$100K per year
3+ years

Technical Customer Success

RFG Advisory · Posted Nov 11, 2026

Open

Birmingham, Alabama, United States
Hybrid
Full-time · Mid
$85K–$100K per year
3+ years

Wealth Management Advisor

Advisor Talent Solutions · Posted Nov 13, 2026

Open

Sebring, Florida, United States
On-site
Full-time · Mid
$60K–$75K per year
2+ years

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Wealth Management Advisor

Compensation

$60k - $75k/year based on experience + bonus potential

Responsibilities

Proactively engage prospective clients, converting warm leads and firm inquiries into committed, long-term wealth management partnerships.
Lead the end-to-end sales process, adhering to a disciplined two-meeting close framework: conducting an impactful Meeting 1 (Discovery & Diagnostic) and delivering a compelling Meeting 2 (Custom Strategy Presentation & Agreement Execution).
Articulate complex financial planning concepts, tax strategies, and investment philosophies into clear, actionable value propositions that inspire decision-making.
Address client hesitation, navigate objections with poise and ethical transparency, and ask for the business with confidence and finesse.
Analyze client financial profiles, assets, liabilities, retirement timelines, and risk tolerances to architect individualized wealth plans.

Requirements

Bachelor's degree in Finance, Business Administration, Marketing, or a related discipline
Nice to have: CFP®
Nice to have: ChFC®
Nice to have: RCIP®
Nice to have: presentation skills

Skills

direct sales

Relationship Manager

Greykasell Wealth Strategies, Inc. · Posted Oct 26, 2026

Open

Danville, California, United States
On-site
Full-time · Mid
3–5 years

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Serve as the day‑to‑day contact for client questions, requests, and service needs, building and maintaining trusted relationships with households and supporting financial planning deliverables.

Responsibilities

Serve as the day‑to‑day contact for client questions, requests, and service needs
Build and maintain trusted relationships with households by understanding their goals, preferences, and communication styles
Coordinate meeting scheduling, agendas, materials, and logistics
Prepare meeting materials, review client documentation, and ensure readiness and accuracy
Participate in client meetings and ensure decisions, next steps, and commitments are clearly documented

Requirements

Bachelor’s degree in finance or related field
Nice to have: Other professional certifications are helpful; CFP recommended
Nice to have: RIA/wealth‑management experience
Nice to have: Familiarity with RightCapital, Holistiplan, Fidelity/Schwab
Nice to have: Experience with EOS/Traction

Skills

Series 65/66 or willingness to obtain Strong knowledge of financial planning and investment concepts Excellent communication, relationship management, and problem‑solving skills

Lead Advisor

Greykasell Wealth Strategies, Inc. · Posted Feb 9, 2026

Open

Danville, California, United States
Full-time · Senior
5+ years

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Lead Advisor serves as the primary advisor and relationship owner for an assigned group of client households, providing strategic guidance across all areas of a client's financial life.

Responsibilities

Serve as the primary advisor and relationship owner for an assigned group of client households
Lead client review meetings, planning discussions, and strategic conversations
Develop, present, and oversee the implementation of comprehensive financial planning and investment recommendations
Analyze client financial information and utilize planning tools to develop customized recommendations
Maintain ongoing communication with clients and professional advisors

Requirements

Bachelor’s degree in finance, business, economics, or a related field
Nice to have: affluent and high-net-worth individuals and families
Nice to have: ChFC®
Nice to have: CLU®
Nice to have: CLTC®

Skills

financial planning concepts investment management principles wealth transfer strategies client meetings

Technical Customer Success

Technical Customer Success

Compensation

Responsibilities

Requirements

Skills

Benefits

Wealth Management Advisor

Compensation

Responsibilities

Requirements

Skills

Relationship Manager

Responsibilities

Requirements

Skills

Lead Advisor

Responsibilities

Requirements

Skills

Benefits

RightCapital jobs

Compensation

Responsibilities

Requirements

Skills

Benefits

Compensation

Responsibilities

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Skills

Responsibilities

Requirements

Skills

Responsibilities

Requirements

Skills

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