527 matching jobs for “Private Client Advisor”

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Raymond James Financial

Senior Registered Client Service Associate - Hunt Valley, MD

Hunt Valley, Maryland, United States

Permanent

Pay posted by employer$45,000–$85,000

… service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. …

Added Nov 3, 2026

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Raymond James Financial

Senior Registered Client Service Associate - New York, NY

New York City, New York, United States

Permanent

Pay posted by employer$80,000–$96,000

Added Nov 3, 2026

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Solventum

CDI Solution Advisor (New Health Care Company)

Pittsburgh, Pennsylvania, United States +1 location

Full time
Regular

Pay posted by employer$107,600–$147,950

CDI Solution Advisor 3M H ealth C are is now S olventum At Solventum, we enable better, smarter, safer healthcare to improve …

Added Nov 3, 2026

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PNC Financial Services Group

Investment Advisor II - PNC Wealth Management

Pittsburgh, Pennsylvania, United States +3 locations

Pay posted by employer$86,250–$143,750

… Job Description Manages accounts in accordance with investment objectives that have been developed with the client. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor - Springfield/Branson, MO

Branson, MO

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor - St. Louis, MO

Chesterfield, Missouri, United States

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor- Idaho Cherry Lane

Meridian, Idaho, United States +1 location

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor-Sun City AZ

Sun City, Arizona, United States +1 location

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor-Sioux Falls Main

Sioux Falls, South Dakota, United States

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor - Lake Tahoe, CA

South Lake Tahoe, California, United States +2 locations

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor - San Jose CA

San Jose, California, United States

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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Northern Trust

Director of Client Development - Global Family Office (GFO)

Miami, Florida, United States +1 location

Regular

Pay posted by employer$130,530–$228,380 USD

… management solutions. Utilizes business and personal contacts to identify prospective clients and advisor networks. Assumes responsibility for leading, end to end, the sales process (identification, …

Added Oct 16, 2026

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Bank of America

Credit Advisor - Global Wealth & Investment Management

Charlotte, North Carolina, United States +2 locations

Pay posted by employer$126,000–$250,000

… applying thought leadership and credit expertise to structure credit solutions to meet ultra-high-net-worth client's needs. The Commercial Real Estate Lending Executive supports product strategy, process optimization, …

Added Oct 27, 2026

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Truist Financial

Wealth Advisor Platform Senior Product Manager - Fiduciary

Charlotte, North Carolina, United States +1 location

… and expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. Coordinate with Subject matter experts, business …

Added Nov 3, 2026

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U.S. Bancorp

Wealth Management Advisor- NV-Green Valley Henderson

Henderson, Nevada, United States +1 location

Pay posted by employer$65,000–$80,200 per year

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …

Added Nov 3, 2026

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Raymond James Financial

Senior Advisor, Compliance PCG Branch Exams (Remote Nationwide)

Remote New York - United States

Permanent

Pay posted by employer$75,000–$95,000

… and Responsibilities Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country Detailed documentation of testing in branch exam system and …

Added Nov 3, 2026

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Morgan Stanley

Wealth Management Associate

West Des Moines, Iowa, United States

… to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing …

Added Nov 3, 2026

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Morgan Stanley

Portfolio Management Associate

Boston, Massachusetts, United States

Pay posted by employer$92,500–$110,000 per year

… (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The …

Added Nov 3, 2026

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Northern Trust

Vice President, Investor Relations

Chicago, Illinois, United States

Full time
Regular

Pay posted by employer$164,600–$288,000 USD

is focused on relationship development, advisor engagement, and day-to-day execution, complemented by involvement in firmwide initiatives including product …

Added Oct 16, 2026

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Morgan Stanley

Group Director

Garden City, New York, United States

Pay posted by employer$109,800–$130,300 per year

Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service …

Added Nov 3, 2026

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Solventum

CDI Solution Advisor (New Health Care Company)

Pittsburgh, Pennsylvania, United States +1 more

Full time
Regular

Pay posted by employer$107,600–$147,950

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Your Skills and Expertise · employer excerpt

To set you up for success in this role from day one, Solventum requires (at a minimum) the following qualifications:
Bachelor’s Degree or higher AND seven (7) years of experience as a CDI specialist, or inpatient coder in a private, public, government, or military environment

About this opportunity

Original employer description

Thank you for your interest in joining Solventum. Solventum is a new healthcare company with a long legacy of solving big challenges that improve lives and help healthcare professionals perform at their best. At Solventum, people are at the heart of every innovation we pursue. Guided by empathy, insight, and clinical intelligence, we collaborate with the best minds in healthcare to address our customers’ toughest challenges. While we continue updating the Solventum Careers Page and applicant materials, some documents may still reflect legacy branding. Please note that all listed roles are Solventum positions, and our Privacy Policy: https://www.solventum.com/en-us/home/legal/website-privacy-statement/applicant-privacy/ applies to any personal information you submit. As it was with 3M, at Solventum all qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description:

CDI Solution Advisor

3M Health Care is now Solventum

At Solventum, we enable better, smarter, safer healthcare to improve lives. As a new company with a long legacy of creating breakthrough solutions for our customers’ toughest challenges, we pioneer game-changing innovations at the intersection of health, material and data science that change patients' lives for the better while enabling healthcare professionals to perform at their best. Because people, and their wellbeing, are at the heart of every scientific advancement we pursue.

We partner closely with the brightest minds in healthcare to ensure that every solution we create melds the latest technology with compassion and empathy. Because at Solventum, we never stop solving for you.

The Impact You’ll Make in this Role

As a Solution Advisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:

Execution- Partner effectively with clients to implement CDI products according to best practice. Guide customer in change management by performing workflow discovery, ensure adoption, and deliver advanced optimization for assigned Solventum CDI product lines. Serve as a subject matter expert (SME) for respective teams and solutions as assigned.
Strategy and Planning - Understanding the client's short- and long-term strategy program goals/KPIs. Conduct current-state workflow and configuration review with a client implementing Solventum best practice workflows. Partner effectively with clients on suggested workflow optimization changes leveraging Solventum best practices. Advocate for the customer, log issues, and escalate as needed following standard procedures promptly.
Client Care and Advocacy - Advocate for the customer, log issues, and escalate as needed following standard procedures promptly.
Leadership and Coordination - Own the client. Relationship coordination and client-focus coordination interactions for the client throughout the organization
Accountable and Measured by the overall annual client satisfaction survey results for the assigned client base. Define and track key performance indicators (KPIs)
Actively Stay up to date with knowledge of industry changes and product changes. Participates in relevant corporate programs/initiatives, complies with professional and quality standards, complies with corporate policies and procedures, and acts in a manner consistent with Solventum values and ethical standards.

Your Skills and Expertise

To set you up for success in this role from day one, Solventum requires (at a minimum) the following qualifications:

Bachelor’s Degree or higher AND seven (7) years of experience as a CDI specialist, or inpatient coder in a private, public, government, or military environment

High School Diploma/GED AND eleven (11) years of experience as a CDI specialist, or inpatient coder in a private, public, government, or military environment

AND

In addition to the above requirements, the following are also required:

Poses one of the following current and valid certifications; RHIA, RHIT, CCS, Auditing: Inpatient Coding Microcredential, CIC, CDIS, or CCDS

Additional qualifications that could help you succeed even further in this role include:

Strong understanding of Solventum technology,
Strong understanding of Clinical Documentation Integrity and the workflow associated with an organization's Revenue Cycle
Strong understanding of clinical documentation integrity
Knowledgeable in Electronic Medical Record (EMR) workflows, systems, implementation, and medical professional training
Demonstrated capability to manage multiple project streams and teams
Experience consulting with clients in health information systems
Demonstrated knowledge of assigned solutions, services, and products
Demonstrated industry knowledge
Exceptional client relationship skills
Ability to find creative solutions and manage difficult situations with diplomacy
Must have strong business acumen, strategic thinking, presentation skills, training skills, and be creative and innovative
The successful candidate will exhibit strong teamwork and collaboration both within the Solution Advisor teams and across departments/divisions, interpersonal skills, professionalism, sound judgment, dependability, and a strong work ethic

Travel: Occasional travel may be required up to 50% Domestic

Relocation Assistance: is not authorized

Location: Remote

Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).

Supporting Your Well-being

Solventum offers many programs to help you live your best life – both physically and financially. To ensure competitive pay and benefits, Solventum regularly benchmarks with other companies that are comparable in size and

Onboarding Requirement: To improve the onboarding experience, you will have an opportunity to meet with your manager and other new employees as part of the Solventum new employee orientation. As a result, new employees hired for this position will be required to travel to a designated company location for on-site onboarding during their initial days of employment. Travel arrangements and related expenses will be coordinated and paid for by the company in accordance with its travel policy. Applies to new hires with a start date of October 1st 2025 or later.

Applicable to US Applicants Only:The expected compensation range for this position is $107,600 - $147,950, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate’s relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: https://www.solventum.com/en-us/home/our-company/careers/#Total-Rewards

Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.

Solventum is committed to maintaining the highest standards of integrity and professionalism in our recruitment process. Applicants must remain alert to fraudulent job postings and recruitment schemes that falsely claim to represent Solventum and seek to exploit job seekers.

Please note that all email communications from Solventum regarding job opportunities with the company will be from an email with a domain of @solventum.com. Be wary of unsolicited emails or messages regarding Solventum job opportunities from emails with other email domains.

Please note, Solventum does not expect candidates in this position to perform work in the unincorporated areas of Los Angeles County.

Solventum is an equal opportunity employer. Solventum will not discriminate against any applicant for employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.

Solventum Global Terms of Use and Privacy Statement

Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at Solventum are conditioned on your acceptance and compliance with these terms.

Please access the linked document by clicking here. Before submitting your application you will be asked to confirm your agreement with the
terms.

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Keywords also found in description

Customer Service
Full time
Regular

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