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14 Open positions

Senior Financial Planner

McLean, Virginia, United States

Description:

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. …

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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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Financial Advisor

Minnesota, Minnesota, United States

Description:

Our client is a rapidly growing boutique wealth management firm seeking an experienced Financial Advisor to join their team. Responsibilities: -Create, deliver, and implement financial plans for clients. -Answer client questions as their first point of contact. -Collaborate with other lead advisors on the team regarding financial planning, investment strategies, and allocations. -Run reports in financial planning software using eMoney and MoneyGuidePro. -Analyze client situations, updates, and reviews as it …

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Wealth Management Advisor

Glastonbury, CT, United States

Description:

Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team. Qualifications You're comfortable and confident creating financial plans that work for your client and walking the client through the implementation You are fascinated by investment planning and want to learn more You love being busy and thrive when you're juggling multiple plans and meetings At least …

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