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23 Open positions

Lead Financial Planner

Description:

Our client is a fee-only independent financial planning firm based on the West Coast that serves women and LGBTQ professionals, many of whom are tech employees or self-employed. They combine comprehensive financial planning, tax planning, and investment management to help our clients make confident, values-aligned decisions. Their clients tend to be thoughtful, ambitious mid-career professionals in their 30s-50s who want their financial lives to reflect their personal and family values. …

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Financial Advisor

Palo Alto, California, United States

Description:

Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct quarterly calls to all assigned clients and document them in call log. -Document meeting notes and follow-ups and assign tasks in SalesForce. -Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation. -Participate in …

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Wealth Management Client Associate

New York, New York, United States

Description:

Our firm is a rapidly growing Registered Investment Advisor (RIA) managing over $1 billion in client assets. We deliver customized financial planning and investment management to high-net-worth individuals, families, and business owners. They are seeking a Wealth Management Client Associate to support client onboarding, investment implementation, and ongoing service coordination. The ideal candidate is detail-oriented, organized, and committed to providing an exceptional client experience. This role offers collaboration with advisors …

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Paraplanner

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 and those just getting started. Our firm is seeking a paraplanner to join our team of dedicated professionals. Because our firm is small, every team member plays a critical role and is needed to make a tangible difference. Your knowledge, experience, …

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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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Portfolio Manager

Pittsburgh, Pennsylvania, United States

Description:

Our client is a multi-billion-dollar investment advisor. They are seeking a Portfolio Manager to join their team. As a Portfolio Manager, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture. Client …

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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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Wealth Advisor/Portfolio Manager

Newtown, Pennsylvania, United States

Description:

Our client is located in Greater Philadelphia, PA. They are seeking a Wealth Advisor/Portfolio Manager to join their team. This person will manage client portfolios including financial planning, investments, compliance, and problem resolution. Essential Responsibilities: Provides service to Wealth Management clients in a timely and professional manner. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; contacts …

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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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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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