Financial Services Leadership & Staff


Associate Wealth Management Advisor
Lombard, IL

A successful Associate Wealth Management Advisor will work closely with the  financial advisor in the preparation and implementation of financial plans. This is a hybrid opportunity (Lombard, IL office) with comprehensive benefits, small team environment and  unlimited growth opportunities. 

  • Fully licensed (Series 7 and 66) 

  • 3-5+ years of financial planning experience required

  • Industry designations or willingness to obtain CFP 

  • Life and Health Insurance licensed (or willingness to obtain)

Compensation: $80-90k base, bonus eligible

Investment Operations
Southfield, MI

A successful candidate supports the firm’s Investment Specialist in day-to-day operational duties, sharing  knowledge of investment-related products, and acting in a relationship-building capacity with the firm’s  Registered Representatives; and working closely with Home Office to implement and deliver on key initiatives

  • • To have, or to obtain within 9 months, licenses and registrations (Life, Accident & Health, SIE, S7 and S66) • Excellent verbal and written communication skills 

    • Technology savvy- High proficiency in Microsoft Office Suite 

    • Demonstrates initiative 

    • Operates with a sense of urgency 

    • Detail-oriented 

Compensation: $70-80k base

Senior Tax Manager
Newport Beach, CA

A Wealth Management private firm is looking to add a Senior Tax Manager to their leadership team. Do you have the experience of corporate, business and personal taxes, as well as working with clients? This role might be for you, we are looking to introduce candidates who are excited for growth and the Financial Services industry. CPA required.

  • CPA required

Compensation: $150-200K base, potential for equity

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