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)

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 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

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.

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

Serve as a key member of the advisory team by delivering exceptional service to clients and supporting Wealth Advisors with investment research, financial planning, and day-to-day client needs. This highly collaborative role requires strong organizational skills, proactive communication, and a commitment to providing a seamless client experience.

Requirements:

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).

• Minimum of two years’ experience in the financial services industry preferred.

• 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

• Professional Financial Designation (CFP®, CFA, or Series 65) needed.

Compensation:
$100,000- $115,000 Base

• bonus / variable

• full benefits

Oversee and prioritize the day-to-day workflow of investment operations, ensuring critical tasks are completed accurately and on time. This role coordinates operational priorities, manages competing deadlines, and partners with investment leadership to maintain efficient, high-quality execution across the team.

Requirements:

• 3-5+ yrs experience in Financial Services or Investment Operations

• Bachelors degree with major in finance, economics, accounting, financial planning or related field required

• FINRA Series 6 or 7 and series 63 license (required or obtainable within 6 months on the job).

• Progress toward professional designation a plus but not required: CFA, CAIA, CFP, CPWA, CPA, JD, MBA, or CIMA

Compensation:
$80,000 - $90,000 Base

• bonus / variable

• full benefits