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23 Open positions

Lead Financial Advisor

Omaha, Nebraska, United States

Description:

Our client is a financial planning and advisory firm that, for nearly 30 years, has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. Job Description They are seeking an experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans …

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Service Advisor

Ames, Iowa, United States

Description:

Our client is a Private Wealth Management group. Recent industry accolades include Forbes Best-In-State Wealth Management Team and Best-In-State Top Financial Security Professionals. Their mission is to empower clients to live and give in a way they never thought possible by fostering financial Clarity, Confidence, and Freedom. This is a full-time on-site role for a Service Advisor located in Ames, IA. The Service Advisor role is a client-facing advisor role …

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Service Advisor

Orlando, Florida, United States

Description:

Our client is seeking a motivated and enthusiastic Service Advisor to join Central Florida's largest independent personal financial consulting firm. Managing over $3 billion in assets for clients across 28 states,they are proud to be recognized among CNBC's Top 100 Financial Advisory Firms in the country and voted Best in Orlando by Orlando Magazine readers. The Service Advisor is a mid-level role dedicated to mastering client service, financial planning, and …

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Senior Paraplanner/Planning Specialist

Description:

Senior Paraplanner Our client is a boutique RIA serving retirees and multi-generational families with complex wealth, tax, estate, and life planning needs. We are seeking a Senior Paraplanner/Planning Specialist to serve as the right hand to our Founder and Lead Advisor. This is a strategic, behind-the-scenes role for a seasoned professional who loves translating deep client conversations into thoughtful, comprehensive financial plans. Responsibilities Synthesize complex client meetings into complete planning …

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Client Engagement Associate

Conshohocken, Pennsylvania, United States

Description:

Core Responsibilities: The Client Engagement Associate will play a key role in driving the firm's growth by collaborating with our marketing relationship management teams to engage with our clients prospects, helping them to understand engage with the firm's proposition and capabilities. Using advanced data intelligence analytics, this individual will build our market presence through engagement with prospects, clients centers of influence, coordinating with our marketing external business development teams to …

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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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Senior Wealth Manager

Philadelphia, Pennsylvania, United States

Description:

Our client is a rapidly growing, fee-only RIA devoted to providing their clients with comprehensive financial planning and tax accounting. With a concentration on dentists dental specialists, they offer a suite of integrated financial solutions including investment management, cash flow and retirement planning, personal and business bookkeeping, tax preparation, and student loan planning. They are searching for a Senior Wealth Manager to maintain client relationships in a first-chair capacity, create …

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Lead Financial Planner

Description:

Our client is a fee-only independent financial planning firm based on the West Coast that serves women and LGBTQ professionals, many of whom are tech employees or self-employed. They combine comprehensive financial planning, tax planning, and investment management to help our clients make confident, values-aligned decisions. Their clients tend to be thoughtful, ambitious mid-career professionals in their 30s-50s who want their financial lives to reflect their personal and family values. …

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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 …

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Wealth Management Client Associate

New York, New York, United States

Description:

Our firm is a rapidly growing Registered Investment Advisor (RIA) managing over $1 billion in client assets. We deliver customized financial planning and investment management to high-net-worth individuals, families, and business owners. They are seeking a Wealth Management Client Associate to support client onboarding, investment implementation, and ongoing service coordination. The ideal candidate is detail-oriented, organized, and committed to providing an exceptional client experience. This role offers collaboration with advisors …

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