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18 Open positions

Financial Planner

Description:

Our client is a VIRTUAL Fee-Only financial planning firm seeking an experienced Certified Financial Planner to join their team. Planning Related Responsibilities: Complete data collection and request additional documents if needed in advance of scheduled meetings. Enter financial details into planning software (Right Capital) Fact check and present financial plans to clients over Zoom. Prepare recommendations and present them to the client. Prepare a full financial plan and recs to …

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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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Financial Operations Specialist

Plymouth, Michigan, United States

Description:

Our client is seeking a proactive and detail-oriented Operations Specialist to centralize and streamline the operational functions of our RIA. Currently, operations tasks are distributed across multiple team members, and this role will bring efficiency, consistency, and accountability to our workflows. Responsibilities: Centralize and manage day-to-day operational tasks across the firm. Oversee account reconciliations, billing, and client performance reporting through portfolio management software ( Orion or Black Diamond ). Serve …

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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 Planning Specialist

Atlanta, Georgia, United States

Description:

Our client is a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Financial Planning Specialist to join their team. This role is central to supporting one of the firm's lead advisors in managing and growing a high-value book of business. This is a full-time position based in Atlanta, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated. We are …

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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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Investment Specialist

Atlanta, Georgia, United States

Description:

Our client is a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Investment Specialist to join our team. This role is central to supporting one of the firm's lead advisors in managing and growing a high-value book of business. You'll be the advisor's right hand when it comes to investment management, client meetings, and planning execution, helping ensure seamless service, proactive strategy, and scalable growth. …

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Financial Advisor

Edgewood, Kentucky, United States

Description:

Our client is a financial planning firm located in Edgewood, KY. They are seeking a Financial Advisor to join their team. The Financial Advisor will be part of a team of advisors focused on team goals. Combine personal and communication skills with all the resources provided for helping clients realize their financial goals. You will be responsible for attracting/initiating/deepening relationships with existing clients and their families by focusing on the …

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