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21 Open positions

Associate Advisor

Pittsburgh, Pennsylvania, United States

Description:

Our client is a boutique wealth management firm located in Pittsburgh, PA. They are seeking an Associate Advisor to join their team. This person supports the advisory team in delivering ongoing service to clients by preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. This role plays a key part in maintaining the day-to-day servicing needs of client relationships and ensuring internal processes are followed. Essential Functions …

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Lead Planner

West Des Moines, Iowa, United States

Description:

Our client  is a fee-only financial planning firm based in West Des Moines, IA. They are seeking a Lead Planner to join their growing team.  The Lead Planner is the relationship manager for around 100 clients and oversees revenue between $500k-$700K. The Lead Planner is responsible for providing advice on matters related to Financial Advising and Investment Management. These areas include cash flow and tax planning, retirement planning, …

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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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Senior Wealth Manager

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, …

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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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Associate Financial Planner

Milwaukee, Wisconsin, United States

Description:

Our client is a fee-only firm located in Greater Milwaukee, WI. They provide comprehensive financial planning and investment management services tailored to individuals and families, including high-net-worth individuals and those just getting started. They are seeking an Associate Financial Planner to join our team. 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 …

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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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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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Financial Planner

San Jose, California, United States

Description:

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships. Responsibilities: Prepare Financial Plans Through eMoney Process new account paperwork Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment …

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