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30 Open positions

Director of Advisory Operations

Description:

Our client is a rapidly growing boutique wealth management and tax group located in Staten Island. We are seeking an experienced Director of Advisory Operations to lead the day-to-day management and operational execution of our wealth management firm. This individual will serve as a key leader and the primary liaison between the President/Lead Advisor and staff, ensuring the team operates efficiently, cohesively, and at a high level. Key Responsibilities: Oversee …

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Wealth Planning Associate

Pittsburgh, Pennsylvania, United States

Description:

Our client is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Their Ensemble Practice Model fosters teamwork, trust, and mutual accountability. They value every team member's contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive. The Wealth Planning Associate plays a key role in supporting advisors and delivering comprehensive financial planning to clients. This position is designed for …

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Financial Advisor

Richmond, Virginia, United States

Description:

Our client is a fee-only fiduciary RIA seeking a Financial Advisor to join their team · $1.05B AUM Target total compensation, year one: $150,000 · Ladder to $195,000+ · Phantom equity eligibility No prospecting. No cold calling. No quota. Qualified retirement-planning prospects with $1M–$10M in investable assets are booked directly onto your calendar by our marketing team. Your job is to meet them, understand what they're trying to accomplish, and …

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Associate Financial Advisor

Grand Rapids, Michigan, United States

Description:

Our client is a fee-only financial planning firm located in Grand Rapids, MI, seeking an Associate Financial Advisor who will serve in a support and lead capacity within assigned client relationships. In the support role, this advisor partners closely with Lead and Senior Advisors to deliver a proactive, high-quality wealth management experience. Responsibilities include preparing and analyzing financial planning and investment strategies, supporting complex client needs, participating in client meetings, …

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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 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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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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