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30 Open positions

Vice President-Wealth Advisory

Denver, Colorado, United States

Description:

Our client is seeking a seasoned and strategic Vice President, Wealth Advisory to lead complex client relationships, drive business expansion, and shape the firm's advisory strategy. This individual will play a critical leadership role in delivering sophisticated wealth solutions, deepening client partnerships, and contributing to the continued growth and evolution of the firm. The ideal candidate brings a strong track record of business development, exceptional relationship management capabilities, and the …

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Senior Lead 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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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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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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Financial Advisor

Dallas, Texas, United States

Description:

Position Overview Our client is a boutique wealth management firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth seat. This role is designed for an advisor who will initially operate as a key partner to a senior lead advisor, while being actively developed and positioned to transition into a Lead Advisor role running their own pod. …

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Financial Advisor

Oakbrook Terrace, Illinois, United States

Description:

Our client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive financial planning and wealth management services to affluent and ultra-affluent families, corporate executives, professionals, and business owners. They are seeking a Financial Advisor that will have an opportunity for rapid advancement to a Private Wealth Advisor role where you will be fully responsible for providing holistic wealth management and planning services to 40 …

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