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24 Open positions

Financial Advisor

Fort Worth, Texas, United States

Description:

Position Overview Our client is a boutique wealth management firm located in Fort Worth, TX. They are seeking an experienced Financial Advisor to join our growing team. This role consists of servicing existing client relationships while contributing to business development efforts. The ideal candidate is a relationship-driven professional who excels at delivering comprehensive financial advice and identifying opportunities to deepen client engagement and grow assets. Key Responsibilities Serve as a …

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Senior Financial Advisor

Grand Rapids, Michigan, United States

Description:

Senior Financial Advisor Our client is a fee-only financial planning firm in Grand Rapids, MI. They are seeking a Senior Financial Advisor who will serve as the primary relationship manager for a select group of high-net-worth clients, delivering comprehensive, high-touch wealth management services. This role is responsible for deepening existing client relationships and making a meaningful contribution through new client development. Day-to-day responsibilities include leading client engagements, formulating and implementing …

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Financial Advisor

Grand Rapids, Michigan, United States

Description:

Financial Advisor Our client is a fee-only financial planning firm located in Grand Rapids, MI, seeking a Financial Advisor who will serve in a support and lead capacity within assigned client relationships. In the support role, this advisor partners closely with Lead and Senior Advisors to deliver proactive, high-quality wealth management experience. Responsibilities include preparing and analyzing financial planning and investment strategies, supporting complex client needs, participating in client meetings, …

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Director of Client Operations

Dallas, Texas, United States

Description:

Our client is a boutique RIA, based in Dallas, TX. They are seeking a Director of Client Operations to join their team. The Director of Client Operations is responsible for owning and executing the firm's operational engine. This role ensures that all client service requests, account administration, trading support, billing, and operational workflows are handled accurately, on time, and with a high level of professionalism. This is a trust-based, execution-heavy …

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Associate Advisor

Pittsburgh, Pennsylvania, United States

Description:

Our client is a boutique wealth management firm located in Pittsburgh, PA. They are seeking an Associate Advisor to join their team. This person supports the advisory team in delivering ongoing service to clients by preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. This role plays a key part in maintaining the day-to-day servicing needs of client relationships and ensuring internal processes are followed. Essential Functions …

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Lead Planner

West Des Moines, Iowa, United States

Description:

Our client  is a fee-only financial planning firm based in West Des Moines, IA. They are seeking a Lead Planner to join their growing team.  The Lead Planner is the relationship manager for around 100 clients and oversees revenue between $500k-$700K. The Lead Planner is responsible for providing advice on matters related to Financial Advising and Investment Management. These areas include cash flow and tax planning, retirement planning, …

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Director of Financial Planning

Dallas, Texas, United States

Description:

Director of Financial Planning About Our Client: Based in Dallas, TX, our client is a boutique firm that serves high-net-worth individuals, business owners, and retirees with a deep commitment to thoughtful, detail-oriented, and customized financial planning. They are seeking a Director of Financial Planning to join their growing team. What You'll Do Collaborate directly with the founder and lead advisor to prepare and implement comprehensive financial plans. Participate in and …

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Client Service Associate

Detroit, Michigan, United States

Description:

Our client is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Client Service Associate to join their team. This person will provide an exceptional client experience by having personable and professional interactions with clients, creating efficiencies in processes, and by taking initiative to support the team. Become an expert in custodial management, utilizing the firms portfolio accounting system and our CRM program. Primarily …

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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 Financial Advisor

Omaha, Nebraska, United States

Description:

Our client is a financial planning and advisory firm that, for nearly 30 years, has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. Job Description They are seeking an experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans …

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