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15 Open positions

Paraplanner

Milwaukee, Wisconsin, United States

Description:

Our client is a fee-only firm located in Greater Milwaukee, WI. They provide comprehensive financial planning and investment management services tailored to individuals and families, including high net worth and those just getting started. Our firm is seeking a paraplanner to join our team of dedicated professionals. Because our firm is small, every team member plays a critical role and is needed to make a tangible difference. Your knowledge, experience, …

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Financial Planner

Description:

Our client is a boutique wealth management firm seeking an experienced Financial Planner to join our growing wealth management team. This role focuses on deep client engagement and relationship management not sales or new business development. The ideal candidate is a CFP® with strong technical planning expertise, experience using RightCapital and Redtail, and familiarity with Schwab as a custodian. The Financial Planner will guide clients through every stage of their …

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Financial Planner

Milwaukee, WI, United States

Description:

Our client is seeking a financial planner to join their fee-only firm.  Because our firm is small, every team member plays a critical role and is needed to make a tangible difference. Your knowledge, experience, and positive attitude will be integral to our team and an exceptional client experience. Our ideal candidate is a self-motivated professional with an understanding of complex financial needs, personal goals, and family dynamics to …

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Associate Financial Advisor

Fort Worth, Texas, United States

Description:

Our clie  nt is a boutique wealth management firm located in Fort Worth, TX. They are seeking an Associate Financial Advisor to join their team. Key Responsibilities The Associate Advisor position contributes to the firms growth by ensuring exceptional service for both existing clients and prospects. This role demonstrates competency in investment and planning practices to develop financial plans and partner with advisers and team members to address the …

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Financial Advisor

Ashland, Oregon, United States

Description:

Our clie  nt is a fee-only firm based in Ashland, Oregon. They are seeking a Financial Advisor to join their team. In partnership with the lead advisor, service existing client relationships, including ongoing regular client contact through review meetings and communications. Support the development and implementation of financial plans, including the coordination of estate, investment, insurance, and tax strategies. Assist with the development and trading of preferred investment allocations. …

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Portfolio Manager

Pittsburgh, Pennsylvania, United States

Description:

Our client is a multi-billion-dollar investment advisor. They are seeking a Portfolio Manager to join their team. As a Portfolio Manager, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture. Client …

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Financial Planning Associate

Description:

Our client  is an independent, Chicago based wealth manager founded in 1990 that offers wealth management services and currently manages over $1 billion in assets. The firm provides its clients with thoughtful financial advice, comprehensive financial plans, and customized investment portfolios. They are seeking a Financial Planning Associate to assist the firm in managing and enhancing its financial planning processes. We are looking for an exceptional client-oriented individual who …

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Financial Advisor

Edgewood, Kentucky, United States

Description:

Our client is a financial planning firm located in Edgewood, KY. They are seeking a Financial Advisor to join their team. The Financial Advisor will be part of a team of advisors focused on team goals. Combine personal and communication skills with all the resources provided for helping clients realize their financial goals. You will be responsible for attracting/initiating/deepening relationships with existing clients and their families by focusing on the …

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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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