Search Jobs

13 Open positions

Paraplanner

San Francisco, California, United States

Description:

Our client is a fee-only firm approaching $1 BB in AUM. They are seeking a paraplanner to join their team. Responsibilities: Develop and create financial plans. Perform tasks such as preparing financial documents, entering client data into CRM, and completing meeting preparation and follow-up. Attend client meetings and take notes. Communicate with clients as needed and respond to client questions or concerns. Become proficient with financial planning software and CRM. …

Apply now Learn more

Financial Advisor

Great Barrington, Massachusetts, United States

Description:

Our client is a planning-driven RIA, who is seeking a Financial Advisor to join their team. They are committed to delivering exceptional services to our clients while supporting our extraordinary employees. Approaching $1 billion of assets under management (AUM), they have doubled in size in five years and have a strategy to double again in the next seven years. Our client centralizes operations, trading, investment selection, compliance, client service, marketing, …

Apply now Learn more

Paraplanner

Essex, Connecticut, United States

Description:

Our client is looking for an experienced Paraplanner to join their team. This position will play an integral role in our company's customer service and organizational strength. The Paraplanner will provide administrative support, greet and direct visitors, and answer and respond to calls and emails. Qualified candidates will possess proficient computer skills, strong attention to detail, impeccable verbal and written communication skills, a strong ability to multitask, and a friendly …

Apply now Learn more

Lead Financial Planner

Essex, Connecticut, United States

Description:

Our client is a fee-only RIA seeking an experienced Certified Financial Planner (CFP) to join their team. The ideal candidate is a seasoned professional with a proven track record in comprehensive financial planning, hands-on experience across various planning areas, and a passion for delivering exceptional client service in a collaborative, boutique environment. Client-Facing Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining long- lasting, trust-based …

Apply now Learn more

Senior Financial Planner

New York, New York, 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. …

Apply now Learn more

Senior Financial Planner

McLean, Virginia, 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. …

Apply now Learn more

Financial Planner

Marble Falls, Texas, United States

Description:

Our client is a boutique RIA based out of Highland Lakes, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity. Responsibilities: -Work alongside lead advisors to meet client needs. -Use the financial planning software to create and update financial plans for clients. -Answer client questions regarding their financial …

Apply now Learn more

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 …

Apply now Learn more

Financial Planner

Description:

Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity. Responsibilities: -Work closely with relationship managers to answer questions for clients -Create, present, and implement comprehensive financial plans with clients. -Meet regularly with clients and be able to …

Apply now Learn more

Financial Advisor

Minnesota, Minnesota, United States

Description:

Our client is a rapidly growing boutique wealth management firm seeking an experienced Financial Advisor to join their team. Responsibilities: -Create, deliver, and implement financial plans for clients. -Answer client questions as their first point of contact. -Collaborate with other lead advisors on the team regarding financial planning, investment strategies, and allocations. -Run reports in financial planning software using eMoney and MoneyGuidePro. -Analyze client situations, updates, and reviews as it …

Apply now Learn more