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24 Open positions

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 Wealth Strategy Associate

Description:

Senior Wealth Strategy Associate 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 Wealth Strategy Associate 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 …

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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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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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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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Wealth Advisor/Portfolio Manager

Newtown, Pennsylvania, United States

Description:

Our client is located in Greater Philadelphia, PA. They are seeking a Wealth Advisor/Portfolio Manager to join their team. This person will manage client portfolios including financial planning, investments, compliance, and problem resolution. Essential Responsibilities: Provides service to Wealth Management clients in a timely and professional manner. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; contacts …

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