Open Roles

This opportunity would have you work as an apprentice underneath a senior advisor as you successfully train & obtain licensing through our development program.  Ideally suited for someone who has found success  within sales/business development and is eager to expand their expertise into the broader financial services landscape! 

(Series 7 & 66 will be supported)

Boutique feel office with over 250M of AUM. The CSS role serves as a primary point of contact for clients and advisors, delivering a polished and seamless service experience. Responsibilities include coordinating meetings, processing service requests, maintaining client records, and supporting operational workflows with accuracy and efficiency. The position also contributes to relationship-building through proactive outreach, events, and collaboration to continually elevate the overall client experience.

Requirements:

• Financial services experience

• Strong organizational & time management skills

• Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office

• Outstanding communication skills

• Proactive problem solver

• Ability to travel

• Military experience? We value your skills!

Compensation:
$65,000-$75,000

• Health, Dental, Vision Benefits

• 401K

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.

Requirements:

• CPA

• 5+ years of experience

• Experience in Wealth Management +

Compensation:

$85,000

• potential for equity

• Medical, dental, and vision coverage, 401K, Life insurance, Short’Long Term DI, Flexible Work from home, continuing education related to the industry.

• Support in additional certifications/licensing

This role manages and improves investment data tracking while serving as a key point of coordination for process, software, and advisor-related matters. The position executes transactions such as rollovers, Roth conversions, and contributions with accuracy and clear client communication. Following an initial training period, the role transitions to a hybrid work arrangement.

Requirements:

• Must be investment licensed (series 7 preferred, series 6/63 minimum)

• 2-5+ Years experience in investment service/operations

• Reliable, team player, self-starter, self-sufficient, and hard worker

• Proven strength in written and verbal communication skills

• Strong critical thinking, organizational, and time management skills.

• Keen eye for detail and data analysis

Compensation:
$60,000-$90,000

This opportunity offers a training and development program alongside a senior-level advisor. Role comes with a stipend, full benefits package and clear growth opportunities within the firm.

This opportunity offers a training and development program alongside a senior-level advisor. Role comes with a stipend, full benefits package and clear growth opportunities within the firm.

We are looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team.

Requirements:

• 3 years of professional experience

• Financial Services is a plus

• Licensed with series 7, 6, 66 or 63 is a plus
  

Compensation:
$75,000-$85,000

• plus variable and/or bonus

• Full Benefits Package

Our client provides specialized support so that Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice.

Requirements:

• 5+ years of Planning experience

• CFP
  

Compensation:
$125,000

• plus variable and/or bonus

• Full Benefits Package

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software

Requirements:

• 5+ years of Planning experience

• CFP
  

Compensation:
$75,000-85,000

• plus variable and/or bonus

• Full Benefits Package

The Wealth Advisor will build substantial and enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions.

Requirements:

• 3-6 years experience serving clients in a planner or advisor capacity

• Series 7/66 required
  

Compensation:
$175,000-$180,000

• plus variable and/or bonus

• Full Benefits Package

600M AUM firm is adding on to their team to enhance the client experience. Work alongside two of the Partners to guide new clients through the onboarding process with clarity and warmth. Gather required information and streamline account openings and insurance applications
Handle scheduling for annual reviews and reschedules Attend client meetings when appropriate to support the advisor and client relationship Lead rollover calls and “shepherd” new clients through their first steps with the firm.

Requirements:

• Series 7 and 63

• Experience in financial services or a similar client‑facing environment

• A natural relationship‑builder who enjoys helping people

• Communicate clearly, and professionally

• Organized, even when juggling multiple priorities

Compensation:
$75,000-85,000 base

• plus up to 10% bonus

• Full Benefits Package

• up to $500 match for charitable donation

• Gym membership

700M AUM firm is adding on to their team to enhance the client experience. Strategy Development: Formulating and executing investment strategies based on market research and economic trends. Asset Management: Making critical buying/selling decisions and managing portfolio risk. Performance Monitoring: Analyzing portfolio-level metrics, performance attribution, and compliance with investment guidelines. Client & Team Leadership: Interfacing with clients, preparing RFP responses, and leading investment teams.

Requirements:

• 7+ years of experience at RIA or broker dealer

• CFA or on track

• Added bonus for series 7

Compensation:
$175,000-220,000 base

• plus bonus

• Full Benefits Package

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.

Requirements:

• 5+ years of client facing experience

• CFP® designation (Certified Financial Planner) CFA® and/or CPA designations acceptable

• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts

Compensation:
$125,000-150,000 Base

• bonus

• full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential.

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.

Requirements:

• 5+ years of client facing experience

• CFP® designation (Certified Financial Planner) CFA® and/or CPA designations acceptable

• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts

Compensation:
$125,000-150,000 Base

• bonus

• full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential.

RIA specializing in the Ultra High Net Worth space is looking to add to their client service team. This person will consistently provides exceptional client services to all of firm’s clients and must have excellent organizational, interpersonal, and communication skills, attention to detail, and the ability to perform multiple tasks successfully.

A high level of technical proficiency and the ability to quickly learn and adapt to new systems and tools are essential for success in this role.

Requirements:

• 2+ years of client/customer experience

• detail oriented

• excellent communication skills

Compensation:
$55,000-60,000 Base

• bonus

• full benefits

RIA specializing in the Ultra High Net Worth space is looking to add to Wealth Management team.

Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients ($5M+), delivering comprehensive wealth planning solutions across investments, retirement, tax, estate, and legacy planning strategies. Assume responsibility for an existing client book while driving business development efforts; leverage expertise in alternative investments and sophisticated planning strategies to support complex client needs and long-term growth.

Requirements:

• 5+ years experience with HNW or UHNW clients

• CFP designation or equivalent experience

• Experience evaluating and implementing alternative investment strategies, including private equity, private credit, hedge funds, and real estate investments.

Compensation:
$150,000 Base

• bonus / variable

• full benefits

Build relationships with high-income professionals and business owners through comprehensive financial planning. Drive new business through networking, referrals, and consistent client outreach. Manage and grow client relationships while partnering with a strong team and operational support staff. There is a potential path to partnership.

Requirements:

• 5+ years experience in wealth management

• Proven track record of business development and client acquisition

• Strong Investment knowledge

Compensation:
$100,000- $150,000 Base

• bonus / variable

• full benefits