Search Jobs

18 Open positions

Client Service Supervisor

Pittsburgh, Pennsylvania, United States

Description:

Our client is a leading independent financial planning and wealth management firm. They are seeking a Client Services Supervisor to join their dynamic team. Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, our client provides career development opportunities, leadership training, and a comprehensive benefits package, all within a culture that values innovation, trust, and professional growth. About the Role As a Client Services Supervisor , …

Apply now Learn more

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 …

Apply now Learn more

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 …

Apply now Learn more

Wealth Manager

San Diego, California, United States

Description:

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Wealth Manager to join our friendly and professional team and to grow with our firm. …

Apply now Learn more

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 …

Apply now Learn more

Lead Advisor

Eugene, Oregon, United States

Description:

Our client is a fee-only firm located in the Oregon metropolitan area. They are seeking a Lead Advisor to join their team. The lead advisor will serve as the connection between our clients and the support teams, under the guidance of our Senior Advisors. The Lead Advisor is a great communicator, team player, and enthusiastic person who supports and demonstrates our firm's vision, positive culture, and team orientation. The firm's …

Apply now Learn more

Associate Advisor

Eugene, Oregon, United States

Description:

Our client is a fee-only financial planning firm located in the Oregon Metropolitan area and is seeking an Associate Advisor to join its team. The associate advisor must be enthusiastic and able to support and demonstrate the firm's vision, positive culture, and team orientation with clients. The key role of this position is to support client relationships, working side-by-side with our lead and senior advisors. This support involves preparing analysis, …

Apply now Learn more

Associate Advisor

Description:

Our client is a remote fee-only financial planning firm. They specialize in helping tech professionals, families, and founders navigate financial decisions. They are seeking a REMOTE Associate Advisor to join their team. Position Summary The Associate Financial Advisor plays a key role in supporting lead advisors, providing financial planning support, and executing operations. This role is ideal for a candidate who is organized, tech-savvy, and eager to grow in a …

Apply now Learn more

Financial Advisor

Description:

Our client is a boutique financial planning and business consulting firm with a strong focus on helping business owners, executives, and high-net-worth individuals navigate their financial futures. We work closely with entrepreneurs, retirees, and professionals to craft personalized financial strategies. The firm thrives on a growth mindset, deep relationships, and a strong culture of professional development. We are currently seeking a Remote Financial Advisor to service and support our current …

Apply now Learn more

Senior Wealth Advisor

Hauppauge, New York, United States

Description:

Our client is a growing wealth management firm seeking a Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals. A Wealth Advisor will establish new relationships with families in addition to providing advisory services and support to those we currently serve. We will provide the ideal candidate with the resources needed to grow and serve both current and new families. WHAT TO EXPECT: Provide …

Apply now Learn more