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14 Open positions

Financial Planning Operations Manager

Description:

About Us We are a boutique, fee-only financial planning firm based in New York City, focused on serving and positively impacting the lives of Gen X and millennial entrepreneurs, business owners, and professionals. The firms principals are each Investopedia 100 Top Financial Advisors with core values of lifelong learning, fairness, integrity, and excellence. The firm is looking to mentor, support, and guide the ideal candidate for long-term career success and …

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Wealth Advisor/Portfolio Manager

Newtown, Pennsylvania, United States

Description:

Our client is located in Greater Philadelphia, PA. They are seeking a Wealth Advisor/Portfolio Manager to join their team. This person will manage client portfolios including financial planning, investments, compliance, and problem resolution. Essential Responsibilities: Provides service to Wealth Management clients in a timely and professional manner. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; contacts …

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Financial Planner

Description:

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships. Responsibilities: Prepare Financial Plans Through eMoney Process new account paperwork Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment …

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Wealth Manager

San Diego, California, United States

Description:

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Wealth Manager to join our friendly and professional team and to grow with our firm. …

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Financial Planning Associate

Detroit, Michigan, United States

Description:

Our client is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Financial Planning Associate to join their team.  The Financial Planning Associate plays a critical role as the bridge between clients, advisors, and internal operations, ensuring exceptional client service and consistent follow-through on financial planning tasks. This position supports advisors by managing the preparation, execution, and follow-up of client meetings, maintaining accurate …

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Lead Advisor

Eugene, Oregon, United States

Description:

Our client is a fee-only firm located in the Oregon metropolitan area. They are seeking a Lead Advisor to join their team. The lead advisor will serve as the connection between our clients and the support teams, under the guidance of our Senior Advisors. The Lead Advisor is a great communicator, team player, and enthusiastic person who supports and demonstrates our firm's vision, positive culture, and team orientation. The firm's …

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Financial Advisor

Description:

Our client is a boutique financial planning and business consulting firm with a strong focus on helping business owners, executives, and high-net-worth individuals navigate their financial futures. We work closely with entrepreneurs, retirees, and professionals to craft personalized financial strategies. The firm thrives on a growth mindset, deep relationships, and a strong culture of professional development. We are currently seeking a Remote Financial Advisor to service and support our current …

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Senior Wealth Advisor

Hauppauge, New York, United States

Description:

Our client is a growing wealth management firm seeking a Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals. A Wealth Advisor will establish new relationships with families in addition to providing advisory services and support to those we currently serve. We will provide the ideal candidate with the resources needed to grow and serve both current and new families. WHAT TO EXPECT: Provide …

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Financial Advisor

Bluffton, South Carolina, United States

Description:

Our client is a boutique RIA, seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and risk management, to help clients achieve their financial goals. The ideal candidate will be considered for a succession opportunity. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk …

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Senior Financial Planner

Austin, Texas, United States

Description:

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. …

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