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16 Open positions

Financial Planning Associate

Detroit, Michigan, United States

Description:

Our client is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Financial Planning Associate to join their team.  The Financial Planning Associate plays a critical role as the bridge between clients, advisors, and internal operations, ensuring exceptional client service and consistent follow-through on financial planning tasks. This position supports advisors by managing the preparation, execution, and follow-up of client meetings, maintaining accurate …

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Lead Advisor

Eugene, Oregon, United States

Description:

Our client is a fee-only firm located in the Oregon metropolitan area. They are seeking a Lead Advisor to join their team. The lead advisor will serve as the connection between our clients and the support teams, under the guidance of our Senior Advisors. The Lead Advisor is a great communicator, team player, and enthusiastic person who supports and demonstrates our firm's vision, positive culture, and team orientation. The firm's …

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Associate Advisor

Eugene, Oregon, United States

Description:

Our client is a fee-only financial planning firm located in the Oregon Metropolitan area and is seeking an Associate Advisor to join its team. The associate advisor must be enthusiastic and able to support and demonstrate the firm's vision, positive culture, and team orientation with clients. The key role of this position is to support client relationships, working side-by-side with our lead and senior advisors. This support involves preparing analysis, …

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Client Service Associate

Detroit, Michigan, United States

Description:

Our client is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Client Service Associate to join their team. This person will provide an exceptional client experience by having personable and professional interactions with clients, creating efficiencies in processes, and by taking initiative to support the team. Become an expert in custodial management, utilizing the firms portfolio accounting system and our CRM program. Primarily …

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Associate Advisor

Description:

Our client is a remote fee-only financial planning firm. They specialize in helping tech professionals, families, and founders navigate financial decisions. They are seeking a REMOTE Associate Advisor to join their team. Position Summary The Associate Financial Advisor plays a key role in supporting lead advisors, providing financial planning support, and executing operations. This role is ideal for a candidate who is organized, tech-savvy, and eager to grow in a …

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Financial Advisor

Description:

Our client is a boutique financial planning and business consulting firm with a strong focus on helping business owners, executives, and high-net-worth individuals navigate their financial futures. We work closely with entrepreneurs, retirees, and professionals to craft personalized financial strategies. The firm thrives on a growth mindset, deep relationships, and a strong culture of professional development. We are currently seeking a Remote Financial Advisor to service and support our current …

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Associate Advisor

San Diego, California, United States

Description:

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our …

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Senior Wealth Advisor

Hauppauge, New York, United States

Description:

Our client is a growing wealth management firm seeking a 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: Provide …

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Financial Advisor

Bluffton, South Carolina, United States

Description:

Our client is a boutique RIA, seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and risk management, to help clients achieve their financial goals. The ideal candidate will be considered for a succession opportunity. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk …

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Client Service Associate

Dayton, Ohio, United States

Description:

Our client is an independent financial planning firm seeking a detail-oriented and proactive Client Service Associate/Admin Assistant to join their team. This individual will be crucial in supporting financial advisors and ensuring an exceptional client experience. The ideal candidate will have strong organizational skills, excellent communication abilities, and a client-first mindset. Key Responsibilities: Process client inquiries and service requests, via phone and email. Prepare and process client paperwork, forms, and …

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