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29 Open positions

Senior Wealth Manager

Darien, Connecticut, United States

Description:

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Senior Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Purpose Provide strategic leadership, manage a large book of business, and contribute to firm growth and mentorship at the highest level. Core Responsibilities Oversee 100-150 planning relationships and up to 200 …

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Wealth Manager

Darien, Connecticut, United States

Description:

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.   Purpose Fully own a client book and lead comprehensive planning and relationship management efforts. Core Responsibilities Manage and grow assigned client relationships. Lead client meetings and financial planning engagements. Mentor …

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Financial Advisor

Darien, Connecticut, United States

Description:

Our cli  ent is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Core Responsibilities Lead smaller client meetings and support planning deliverables. Manage a defined set of client relationships and planning engagements. Contribute to new business development and prospecting. Maintain high client …

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Client Service Associate

Tampa, Florida, United States

Description:

Client Service Associate (CSA) About Us For over 40 years, our wealth management firm has guided successful professionals, business owners, individuals, and families through life's most important financial decisions—often spanning multiple generations. We operate with the depth and personalization of a family office, delivering integrated financial, investment, estate, and tax planning through a highly relationship-driven approach. As a growing firm, we remain committed to the exceptional service, precision, and trust …

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Financial Planner

Tampa, Florida, United States

Description:

Financial Planner Deliver insight. Cultivate trust. Contribute to something enduring. For more than four decades, our firm has advised a select group of professionals, business owners, and multigenerational families with $1M+ in investable assets. We operate with the rigor and attentiveness of a family office — integrating investment management with sophisticated planning across tax, estate, and long-term wealth management. We are seeking an experienced Financial Planner to work in close …

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Private Wealth Advisor

Irvine, California, United States

Description:

Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals, families, corporate executives, professionals, and business owners. We are seeking an experienced Private Wealth Advisor who is ready to immediately contribute to and manage existing client relationships while helping to expand the firm's advisory presence. This is an excellent opportunity for a motivated advisor who enjoys building trusted …

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Paraplanner

Description:

Our client is a boutique wealth management firm serving high-net-worth families with complex financial lives. We're hiring a Paraplanner to be the analytical engine behind our financial planning work — the person who builds the plans, runs the scenarios, and answers the research questions so our advisors can focus on guiding clients and growing the firm. We are looking for someone with real financial planning depth who wants to do …

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Chief Operating Officer

Oakbrook Terrace, Illinois, United States

Description:

Our client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive financial planning and wealth management services to affluent and ultra-affluent families, corporate executives, professionals, and business owners. The Chief Operating Officer (COO) is the operational heartbeat of the firm, responsible for ensuring that the firm delivers a consistently exceptional, personalized, and compliant client experience. This leader oversees day‑to‑day operations, marketing activities, investment management …

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Financial Advisor

Milwaukee, Wisconsin, United States

Description:

Our client is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing team. Their services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations to augment more traditional retirement, investment, tax, and other financial planning services. It's our goal to ensure we take care of our clients' financial well-being so they can focus on other important aspects …

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Financial Advisor

Dallas, Texas, United States

Description:

Position Overview Our client is a boutique wealth management firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth seat. This role is designed for an advisor who will initially operate as a key partner to a senior lead advisor, while being actively developed and positioned to transition into a Lead Advisor role running their own pod. …

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