Job description. Our client, a well-established financial advisory firm in Wexford, PA, is seeking a. Lead Advisor. to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 12, including 4 Service Advisors and experienced operational staff, they are ready to ...
Must live in Twin Cities but can be primarily remote. Our client, a mission-driven wealth management firm, is seeking a highly organized and detail-oriented Executive Client Associate to join their team. This role is essential for supporting the firm’s clients and internal team with duties that blend executive assistance and client service. The ideal candidate is passionate about community impact, highly attentive to detail, and able to thrive in...
Job Description. Job Description. 5Our client, based in. Braintree, MA. is seeking an. Investments Associate. to join their dynamic team. In this role, you will support the investment operations team by onboarding and assisting representatives managing investments. The Investments Associate will handle administrative tasks, process transactions, and deliver exceptional service to meet the needs of both clients and advisors with precision and prof...
Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Client Service Associate to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting advisors in delivering tailored i...
Our client, a boutique wealth management firm, is seeking a dynamic Financial Associate/Relationship Manager to join their team. This individual will work through the leads in the current CRM, providing top-notch service and financial advice to clients. The ideal candidate will be comfortable engaging with clients, discussing financial plans, asking for referrals, and identifying additional opportunities for growth within the existing book of bus...
Our client, based in. Braintree, MA. is seeking an. Investments Associate. to join their dynamic team. In this role, you will support the investment operations team by onboarding and assisting representatives managing investments. The Investments Associate will handle administrative tasks, process transactions, and deliver exceptional service to meet the needs of both clients and advisors with precision and professionalism. Key Responsibilities. ...
About Our Client. Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team culture, they are seeking a highly organized, detail-oriented Lead Client Service Associate to join their Kansas City office. This role supports a fast-paced team by streamlining daily operations and providing e...
Our client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth ...
Financial Associate – Wealth Management. Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a. Financial Associate. to support high-end financial planning and investment operations. This role is ideal for a detail-oriented, business-minded professional with strong analytical and client service skills. Key Responsibilities. Develop needs-based financial models and recommend portfolio solutions. Prepare prop...
About the Role. Our client is seeking an ambitious and tenacious. Relationship Manager. who thrives on building and nurturing long-term client relationships. This role requires flexibility, as you'll work on the client’s schedule, not a standard 9-5. The ideal candidate is someone who thrives in a fast-paced environment and knows that cultivating client trust can take months or even years. Success in this role demands a results-driven attitude, r...
Job Description. Job Description. About the Role. Our client, a growing wealth management firm in Pittsburgh, is seeking aLead Financial Advisorto join their team. This role offers a unique blend of responsibilities, equally divided between managing existing client relationships and driving new business development. If you are an experienced, entrepreneurial financial advisor looking for long-term growth potential, this could be the opportunity f...
Location. Fort Lauderdale, FL (In-office with 40-50% travel). Compensation. $60,000 - $80,000 annually (depending on experience and qualifications). About the Role. Our fast-paced professional-client seeks a proactive and resourceful Personal/Executive Assistant to provide exceptional organizational and administrative support. This role is ideal for someone who thrives in a dynamic environment, is flexible, and has a knack for bringing order to c...
