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32 Open positions

Financial Planner

Description:

Our client is a fee-only Registered Investment Advisor and multi-family office. The Financial Planner is a client-facing role that partners closely with the Lead Advisor to deliver a seamless, high-touch planning experience across investments, financial planning, estate, retirement, and tax coordination. The ideal candidate is a Certified Financial Planner (CFP®) who is detail-oriented, proactive, and comfortable owning the follow-up process from start to finish. This is a fully remote position …

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Client Service Associate

Dallas, Texas, United States

Description:

Our client is a boutique wealth management firm serving high-net-worth families with complex financial lives. We're hiring a Client Service Associate to be the operational backbone of the firm. The person who keeps the back office running flawlessly so our advisors can stay focused on clients. We're looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You'll run account …

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Financial Planning Director

Houston, Texas, United States

Description:

Our client is a boutique wealth management firm located in Greater Houston, TX. They are seeking an experienced Financial Planning Director who is passionate about comprehensive financial planning, enjoys building meaningful client relationships, and thrives in a collaborative environment. This role is ideal for a seasoned CFP® professional who loves presenting financial plans, solving complex planning challenges, and serving as a trusted advisor to clients and teammates alike. Position Overview …

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Associate Financial Planner

Vancouver, Washington, United States

Description:

Our client a fee-only financial planning firm working toward their vision of specializing in sabbatical planning. They have strong relationships with our current client base, and plan to build out our service offering of helping clients envision, fund, and actually take meaningful time away from work. All of their work is grounded in Life Planning principles and techniques. The Associate Financial Planner is core to serving both groups – existing …

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Associate Wealth Advisor

Traverse City, Michigan, United States

Description:

Our client is a fee-only firm located in Traverse City, MI. They are seeking an Associate Wealth Advisor to join their team. The Associate Wealth Advisor is a blended role that supports a lead advisor and serves as a primary service advisor. This position manages day-to-day client relationships, assists with financial plan development and implementation, and ensures an exceptional client experience. The Associate Wealth Advisor will work closely with the …

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Client Service Associate

Burbank, California, United States

Description:

About Us Our client is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 400 client households. We provide high-touch, personalized financial planning and investment management, and we hold our team to the same standards we hold ourselves. They are seeking a Client Service Associate to join their team. We are a small, collaborative team where everyone's work is visible, and everyone's contribution matters. …

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Client Service Associate

Description:

Client Service Associate Career path: CSA I --> CSA II -->  CSA III -->  Lead CSA About Us We are a growing, relationship-driven wealth management firm helping successful individuals, families, professionals, and business owners make confident financial decisions through integrated planning, investment, estate, and tax guidance. The Opportunity: Long-Term CSA Career Track This role is ideal for someone who takes pride in being the person clients and team …

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Associate Financial Advisor

Chicago, Illinois, United States

Description:

Our client is a boutique wealth management firm. They are seeking an Associate Financial Advisor to help take their growing practice to the next level. They are a tight-knit team that takes care of each other and produces at an extremely high level, and the ideal candidate for the role would have these qualities as well. They hold true to our credo and guiding principles that the client always comes …

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Financial Advisor

Williamsburg, Virginia, United States

Description:

Our client is a fast-growing, independent, and fee-only wealth management firm. They specialize in helping individuals age 50+ plan for and enjoy retirement by integrating investment management, retirement planning, and tax planning into one coordinated strategy. They are looking for an experienced Financial Advisor (CFP®) to serve as a primary advisor in their Richmond, VA office location to a growing roster of client families. This role is designed for a …

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Senior Director of Financial Planners

Description:

Our client is seeking a Senior Director of Planners to join their team. Their mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, they provide holistic planning that goes far beyond investments to address every way money impacts life. Their team of CFP® professionals are at the core of our service and are empowered by our best-in-class support …

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