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17 Open positions

Lead Advisor

Alpharetta, Georgia, United States

Description:

Our client is a boutique wealth management firm based in Alpharetta, GA. They are seeking a Lead Financial Advisor, with an opportunity for succession, to join their growing team. If you are looking for a role where you can manage existing client relationships and be immediately client-facing, this is a great opportunity. Some Responsibilities Include: -Develop, implement, and present financial plans for an existing client base. -Serve as the first …

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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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Paraplanner

Glastonbury, Connecticut, United States

Description:

Our client is a boutique wealth management firm located in Glastonbury, CT. They are seeking a paraplanner to join their team. This person will work alongside Wealth Management Service Advisors, taking full responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including modeling), and ongoing reviews of client affairs. To keep up to date with technical issues and undertake necessary research. Core responsibilities …

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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. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk tolerance. Provide expert advice on investments, retirement planning, estate planning, …

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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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Support Advisor

Pittsburgh, Pennsylvania, United States

Description:

Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and thrives in a fast-paced environment . Duties will include attending client meetings with the Lead …

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Financial Planner

Yardley, Pennsylvania, United States

Description:

Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit! Some responsibilities Include: -Develop, implement, and monitor robust financial plans for clients. -Act as the first point of contact and lead existing client relationships. -Focus on delivering holistic financial plans …

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Senior Financial Planner

Austin, Texas, United States

Description:

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. …

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Senior Financial Planner

Seattle, Washington, United States

Description:

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. …

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