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28 Open positions

Senior Financial Planner

Description:

Our client is seeking a Senior Lead Financial Planner 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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Financial Planner

Birmingham, Alabama, United States

Description:

Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is to prepare and present financial plans and financial planning services (i.e. Advice) to high net worth and ultra-high net worth clients and prospective clients, while acting in a fiduciary capacity at all times. Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They …

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Financial Planner

Jackson, Mississippi, United States

Description:

Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is to prepare and present financial plans and financial planning services (i.e. Advice) to high net worth and ultra-high net worth clients and prospective clients, while acting in a fiduciary capacity at all times. Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They …

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Associate Advisor

Corvallis, Oregon, United States

Description:

Our client is a fee-only firm located in Corvallis, OR. They are seeking an Associate Advisor to join their team. The Associate Advisor serves as the connection between their clients and the support teams, under the guidance of our Senior Lead Advisors. The associate advisor must be an enthusiastic person who supports and demonstrates the vision, positive culture, and team orientation of our firm with clients. The key role of …

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Senior Wealth Manager

Darien, Connecticut, United States

Description:

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Senior Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Purpose Provide strategic leadership, manage a large book of business, and contribute to firm growth and mentorship at the highest level. Core Responsibilities Oversee 100-150 planning relationships and up to 200 …

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Wealth Manager

Darien, Connecticut, United States

Description:

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.   Purpose Fully own a client book and lead comprehensive planning and relationship management efforts. Core Responsibilities Manage and grow assigned client relationships. Lead client meetings and financial planning engagements. Mentor …

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Financial Advisor

Darien, Connecticut, United States

Description:

Our cli  ent is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Core Responsibilities Lead smaller client meetings and support planning deliverables. Manage a defined set of client relationships and planning engagements. Contribute to new business development and prospecting. Maintain high client …

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Client Service Associate

Tampa, Florida, United States

Description:

Client Service Associate (CSA) About Us For over 40 years, our wealth management firm has guided successful professionals, business owners, individuals, and families through life's most important financial decisions—often spanning multiple generations. We operate with the depth and personalization of a family office, delivering integrated financial, investment, estate, and tax planning through a highly relationship-driven approach. As a growing firm, we remain committed to the exceptional service, precision, and trust …

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Financial Planner

Tampa, Florida, United States

Description:

Financial Planner Deliver insight. Cultivate trust. Contribute to something enduring. For more than four decades, our firm has advised a select group of professionals, business owners, and multigenerational families with $1M+ in investable assets. We operate with the rigor and attentiveness of a family office — integrating investment management with sophisticated planning across tax, estate, and long-term wealth management. We are seeking an experienced Financial Planner to work in close …

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Private Wealth Advisor

Irvine, California, United States

Description:

Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals, families, corporate executives, professionals, and business owners. We are seeking an experienced Private Wealth Advisor who is ready to immediately contribute to and manage existing client relationships while helping to expand the firm's advisory presence. This is an excellent opportunity for a motivated advisor who enjoys building trusted …

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