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10 Open positions

Client Service Associate

Franklin Lakes, NJ, United States

Description:

Our client is an RIA based out of Franklin Lakes, NJ. They are seeking a Client Service Administrator/Associate to join their team. Responsibilities Include: -Working alongside lead advisors and other team members to assist with projects, note-taking, etc. -Communicating with clients on firm-related questions. -Organizing data in Salesforce and keeping everything up to date. -Juggling multiple tasks at once and completing them in a timely manner. -Maintaining organization in other …

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Financial Advisor

Knoxville, TN, United States

Description:

Our client is a boutique fee-only RIA based in Knoxville, TN. They are seeking a Lead Financial Advisor to join their growing team. If you are looking for a client-facing role with tons of growth opportunities, this could be a great fit for you. Responsibilities Include: -Act as the first point of contact and lead existing client relationships. -Focus on delivering holistic financial plans to clients. -Develop, implement, and monitor …

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Financial Planner

Yardley, PA, United States

Description:

Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit! Some responsibilities Include: -Develop, implement, and monitor robust financial plans for clients. -Act as the first point of contact and lead existing client relationships. -Focus on delivering holistic financial plans …

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Wealth Management Advisor

Bethesda, MD, United States

Description:

Our client is an expanding boutique wealth management firm seeking a Wealth Management Advisor with experience working with clients in the Ultra-High Net Worth Space. Responsibilities Include: -Work directly with the President of the RIA to ensure clients are taken care of. -Provide advice on client portfolios, including those with private investments, public market portfolios, and models. -Participate and lead client reviews, doing a deep dive into their financial plans …

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Associate Financial Advisor

Emmaus, PA, United States

Description:

Our client is a boutique wealth management firm seeking an Associate Financial Advisor to join its team. Responsibilities: - Work as support and second chair in client meetings to ultimately learn to be the first chair. - Assist lead advisors in client meeting preparation, including preparing the financial plan, gathering data, running scenarios, recommendations, and solutions. - Track all follow-ups after the meeting and assist in their completion. - Actively …

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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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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 …

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