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17 Open positions

Lead Financial Planner

Description:

Our client is a fee-only independent financial planning firm based on the West Coast that serves women and LGBTQ professionals, many of whom are tech employees or self-employed. They combine comprehensive financial planning, tax planning, and investment management to help our clients make confident, values-aligned decisions. Their clients tend to be thoughtful, ambitious mid-career professionals in their 30s-50s who want their financial lives to reflect their personal and family values. …

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Financial Advisor

Palo Alto, California, United States

Description:

Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct quarterly calls to all assigned clients and document them in call log. -Document meeting notes and follow-ups and assign tasks in SalesForce. -Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation. -Participate in …

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Wealth Management Client Associate

New York, New York, United States

Description:

Our firm is a rapidly growing Registered Investment Advisor (RIA) managing over $1 billion in client assets. We deliver customized financial planning and investment management to high-net-worth individuals, families, and business owners. They are seeking a Wealth Management Client Associate to support client onboarding, investment implementation, and ongoing service coordination. The ideal candidate is detail-oriented, organized, and committed to providing an exceptional client experience. This role offers collaboration with advisors …

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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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