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14 Open positions

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. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk tolerance. Provide expert advice on investments, retirement planning, estate planning, …

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Client Service Associate

Dayton, Ohio, United States

Description:

Our client is an independent financial planning firm seeking a detail-oriented and proactive Client Service Associate to join our team. This individual will be crucial in supporting financial advisors and ensuring an exceptional client experience. The ideal candidate will have strong organizational skills, excellent communication abilities, and a client-first mindset. Key Responsibilities Serve as the primary point of contact for client inquiries and service requests. Prepare and process client paperwork, …

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Support Advisor

Pittsburgh, Pennsylvania, United States

Description:

Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and thrives in a fast-paced environment . Duties will include attending client meetings with the Lead …

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Financial Advisor

Tallahassee, Florida, United States

Description:

Our client is seeking an experienced Financial Advisor to join our team. The ideal candidate possesses 5+ years in a client-facing financial advising role. Responsibilities: -Provide financial planning, investment advice, and wealth management services to clients. -Develop and maintain client relationships. -Collaborate with other team members and professionals, including CPA's, attorneys, etc. -Ensure compliance by staying up to date with industry and company policies. Qualifications: -CFP Preferred, CPA, or CFA …

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Financial Planner

Yardley, Pennsylvania, United States

Description:

Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit! Some responsibilities Include: -Develop, implement, and monitor robust financial plans for clients. -Act as the first point of contact and lead existing client relationships. -Focus on delivering holistic financial plans …

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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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Senior Financial Planner

Seattle, Washington, 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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Paraplanner

Essex, Connecticut, United States

Description:

Our client is looking for an experienced Paraplanner to join their team. This position will play an integral role in our company's customer service and organizational strength. The Paraplanner will provide administrative support, greet and direct visitors, and answer and respond to calls and emails. Qualified candidates will possess proficient computer skills, strong attention to detail, impeccable verbal and written communication skills, a strong ability to multitask, and a friendly …

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Lead Financial Planner

Essex, Connecticut, United States

Description:

Our client is a fee-only RIA seeking an experienced Certified Financial Planner (CFP) to join their team. The ideal candidate is a seasoned professional with a proven track record in comprehensive financial planning, hands-on experience across various planning areas, and a passion for delivering exceptional client service in a collaborative, boutique environment. Client-Facing Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining long- lasting, trust-based …

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Senior Financial Planner

New York, New York, 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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