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9 Open positions

Paraplanner

Dallas, TX, United States

Description:

Overview Our client is an esteemed financial advisory firm dedicated to helping clients navigate their financial futures. We are searching for a knowledgeable and client-focused paraplanner to join our team. The paraplanner will assist the lead planner with day-to-day tasks involving clients' financial plans, situations, and needs. If you are looking for an opportunity with a rapidly growing boutique firm with the ambition to grow into a lead advisor, this …

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Financial Planner

Laconia, NH, United States

Description:

Our client is a boutique wealth management firm located in Laconia, NH, seeking a lead financial planner to join their team. If you are looking for a position that is client-facing and has a clear growth path, this could be the right opportunity for you. Responsibilities: -Lead and participate in client meetings and planning related conversations -Act as the point of client for client inquiries and questions -Build out the …

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Wealth Advisor

Oak Brook, IL, United States

Description:

Our client is an independent financial advisory firm seeking a wealth advisor to join its growing team. If you are looking for a client-facing role with a growth path, this is the right opportunity for you. Responsibilities Include: -Acting as the main point of contact for clients -Create and update financial plans -Present financial plans and meetings and participate in planning-related conversations -Review client portfolios -Review client investments and modify …

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Financial Advisor

Edgewood, KY, 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 Associate 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 …

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Associate Financial Planner

Franklin Lakes, NJ, United States

Description:

My client is a rapidly growing RIA looking for an Associate Financial Planner to join their team. The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recommendations and acting as the point person on all planning questions and analyses. Duties will include gathering financial information from clients and inputting it into various financial …

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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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Senior Wealth Advisor

Description:

Our client is a growing wealth management firm seeking a REMOTE Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals. A Wealth Advisor will establish new relationships with families in addition to providing advisory services and support to those we currently serve. We will provide the ideal candidate with the resources needed to grow and serve both current and new families. WHAT TO EXPECT: …

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Financial Planner

Milwaukee, WI, United States

Description:

Our client is seeking a financial planner to join their fee-only firm.  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 will be integral to our team and an exceptional client experience. Our ideal candidate is a self-motivated professional with an understanding of complex financial needs, personal goals, and family dynamics to …

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Associate Financial Planner

St. Louis, MO, United States

Description:

JOB SUMMARY The Associate Planner is responsible for learning all aspects of the business while working closely with our Planners in preparation to become a Financial Planner themselves. KEY RESPONSIBILITIES: Work with our Financial Planners to prepare and update plans Prep for and sit-in on client meetings Handle client requests and resolve client issues Create a relationship with our leads and yours convert prospects into clients Attend as many live …

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