Search Jobs

26 Open positions

Vice President, Financial Planning

Description:

Our client is a rapidly growing RIA. They are seeking an exceptional leader to scale their Financial Planning organization while preserving the human connection that drives outstanding client outcomes. The Vice President, Financial Planning will lead a team of Directors, Managers, Team Leads, and Financial Planners, overseeing an organization of up to 100+ professionals. This leader will be responsible for organizational performance, planning excellence, leadership development, operating scale, planning philosophy, …

Apply now Learn more

Paraplanner

Fort Worth, Texas, United States

Description:

Our client, a boutique financial planning and wealth management firm, is seeking a motivated, detail-oriented Paraplanner to join their growing team. This opportunity is ideal for an early-career financial planning professional with 1–3 years of experience who is passionate about helping clients achieve their financial goals and interested in building a long-term career as a financial advisor. The ideal candidate will have a strong foundation in financial planning, excellent organizational …

Apply now Learn more

Financial Advisor

Plano, Texas, United States

Description:

Our client is a rapidly growing wealth management firm located in the Greater Dallas, TX area. They are seeking a Financial Advisor to join their team. If you've built a strong track record in financial or consultative sales but are still waiting for the opportunity to fully lead client relationships, this is your chance to make that move. You'll have the autonomy to advise clients, build comprehensive financial strategies, and …

Apply now Learn more

Financial Planning Specialist

Atlanta, Georgia, United States

Description:

About the Firm Our client is a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Financial Planning Specialist to join their team. This role is central to supporting the firm's lead advisors in managing and growing a high-value book of business. This is a full-time position based in Atlanta, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated. Position …

Apply now Learn more

Operations Associate

Milwaukee, Wisconsin, United States

Description:

Our client provides comprehensive financial planning and investment management services tailored to individuals and families at every stage of their financial journey, from those just getting started to high-net-worth clients. As their firm continues to grow, they are seeking an experienced Operations and Client Experience Associate to join their team of dedicated professionals. Because their firm is small, every team member plays a critical role and makes a tangible difference. …

Apply now Learn more

Lead Advisor

Orlando, Florida, United States

Description:

Our client is seeking a Lead Advisor to meet with clients to understand their individual objectives and goals, customizing a holistic financial plan for them that encompasses tax, estate, insurance, retirement, and income planning. Following their sales process, investment strategies, and planning philosophies, you will work collaboratively with team members to serve the client. Leads are provided by the Company, allowing the Advisor to fully focus on each client. They …

Apply now Learn more

Client Service Advisor

Guilford, Connecticut, United States

Description:

Who Our Client Is They empower clients through education-driven financial planning. Their seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. They believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. They foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, they invite …

Apply now Learn more

Senior Financial Planner

Description:

About the Role Our client  is a fee-only Registered Investment Advisor and multi-family office. They work with a select group of households on the whole picture — investments, financial planning, estate, retirement and tax coordination — and they do it with a small, senior team rather than a large one. The Senior Financial Planner works directly with the Founder/Lead Advisor and carries genuine client ownership early on. You will …

Apply now Learn more

Financial Planning Director

Houston, Texas, United States

Description:

Our client is a boutique wealth management firm located in Greater Houston, TX. They are seeking an experienced Financial Planning Director who is passionate about comprehensive financial planning, enjoys building meaningful client relationships, and thrives in a collaborative environment. This role is ideal for a seasoned CFP® professional who loves presenting financial plans, solving complex planning challenges, and serving as a trusted advisor to clients and teammates alike. Position Overview …

Apply now Learn more

Associate Wealth Advisor

Traverse City, Michigan, United States

Description:

Our client is a fee-only firm located in Traverse City, MI. They are seeking an Associate Wealth Advisor to join their team. The Associate Wealth Advisor is a blended role that supports a lead advisor and serves as a primary service advisor. This position manages day-to-day client relationships, assists with financial plan development and implementation, and ensures an exceptional client experience. The Associate Wealth Advisor will work closely with the …

Apply now Learn more