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19 Open positions

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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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 …

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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 …

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Wealth Management Associate

Laconia, New Hampshire, United States

Description:

Our client is a fee-only financial planning firm located in Laconia, NH. They are currently seeking a Wealth Management Associate to join their team. Working with an experienced advisory team, you will be trained and ultimately be responsible for preparing financial plan presentations, participating in client meetings, and following up on service activities. This is an in-office position, and the candidate must be located within 30 minutes of their office …

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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 , …

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Associate Advisor

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 Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our …

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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 …

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Relationship Manager

Houston, Texas, United States

Description:

Our client is a boutique wealth managment firm in Greater Houston seeking a Relationship Manager/Support Advisor to join their team. Key Responsibilities: Conduct discovery meetings to understand potential clients financial needs, goals, and challenges Work closely with team to tailor investment and financial planning solutions for prospective clients Contribute ideas to develop and execute strategic initiatives to acquire and serve target market clients Maintain accurate records of prospecting activity, client …

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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. The ideal candidate will be considered for a succession opportunity. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk …

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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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