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10 Open positions

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 …

Baltimore, MD, United States

Description:

My client is a boutique wealth management firm looking to add an Associate Advisor to their team. This is a great opportunity for someone looking to develop their skill set while working alongside lead advisors. This firm offers a clear growth path and continuous learning. Responsibilities Include: Prepare presentations and/or reports for client meetings be a part of client meetings by taking notes, following up with clients, and performing various …

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 …

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: …

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 …

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 …

Tampa, FL, United States

Description:

Job Function / Summary As a Tax Specialist, you will have direct client interaction, providing essential tax preparation and planning services. You will also play a vital role within the Wealth Management, Financial Planning, and Operations teams, offering valuable support in tax, financial, and business planning. Education / Experience Bachelors Degree in Accounting or Finance related field is required. Certified Public Accountant (CPA) certificate is a plus. Lacerte Tax Preparation …

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 …

Tampa, FL, United States

Description:

Job Function / Summary This position provides administrative and technical support to the Firms Financial Planners and Financial Advisors, including all aspects of client management, onboarding, and service. As a Client Service Associate you would be responsible for partnering with the Financial Advisors and Financial Planners to review and assess a holistic view of the clients finance, tax, and estate planning needs. Education / Experience Bachelors Degree in Business or …

Tampa, FL, United States

Description:

Job Function / Summary This position provides administrative and technical support to the Firms Financial Advisors, including all aspects of the financial planning process. This role is a client facing position, where you will regularly engage with clients around their financial plans, goals, and taxes. Education / Experience Bachelors Degree in Business or Finance related field is required. CFP Professional or ChFC® is strongly desired. Florida Insurance licensed in Life, …