Career Center

Receive email notifications when new postings are added by subscribing to our Career Center digest.

Firms seeking to hire financial professionals should review the following instructions in order to submit new career opportunities:

New career opportunity postings should be emailed to careers@advisorperspectives.com and must include:

  • Hiring firm’s name and the state where it is located.
  • Job title and brief description (up to 750 characters) of the position.
  • Date the posting should begin.

You may also optionally include:

  • A PDF with an extended description of the opening.
  • Date the posting should expire.

Disclaimer: While this service is currently provided free of charge, this is subject to change.

Firm Name Position State Date Added
Thompson Financial Group Financial Services Representative MD1/4/17

I am a partner at Mass Mutual (Thompson Financial Group and Garrison Financial). We are aggressively growing and are looking to bring on additional financial advisers, agents, and brokers. You get to make your own hours, work from home when convenient, and network with people any place and any time. We have established teams that are looking for help within their market. Additionally, we have a large Company Benefit group that manages over 250 Retirement Plans. There are opportunities to work with the employees and even the CFO and HR Heads, to assist in Payroll, Health Insurance, Retirement Plans, and other Financial Group Benefits.

Email: craigscornavacca@financialguide.com

New Planner Recruiting Agency Planning Principal TX12/30/16

We are new, growing financial services firm in Fort Worth, TX, providing expertise in financial planning, retirement income planning, tax planning and investments. We are seeking to hire an Agency Planning Principal that has a passion for Financial Planning and understands planning from the client maintenance and compliance aspect.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Wealth Manager NY12/30/16

We are an independent fee-only Wealth Management firm founded in 1993 in Purchase, NY seeking an Associate Wealth Manager to join our team. We provide comprehensive financial planning and investment management services for individuals, families, and small businesses. We use a unique approach to assist clients in discussing meaningful goals and attaining those goals through actions and strategies consistent with their specified values.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Advisor CO12/30/16

We are a boutique wealth management firm in Boulder, Colorado seeking a Associate Advisor to join our team. This is a professional position that will support the firm’s lead advisors directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Morningstar Office and Moneyguide Pro financial planning software.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Planning Associate NC12/30/16

We are a growing fee-only financial planning firm seeking to hire a Financial Planning Associate to help us continue providing our clients premier customer service. The Financial Planning Associate (FPA) will provide technical financial planning and investment management under the guidance and supervision of the firm’s senior and lead planners. The ideal candidate will have 2-5 years of professional work experience and embrace a client-centered team approach to the financial planning process.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Planner CA12/30/16

We are a wealth management firm in San Jose, CA that provides primary financial care to our clients, their businesses and their loved ones. We are seeking a Paraplanner to join our growing team and be responsible for providing general client and office support. You will work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Advisor AL12/30/16

We are a professionally managed financial planning and wealth management firm based in Birmingham, AL seeking an Associate Advisor to join our team. The focus of an Associate Advisor is to prepare, attend and execute follow up work for client meetings. This is a professional support position in a client-focused environment. This position is designed to provide the right candidate a career path leading to a Relationship Manager position after 5 to 10 years.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Planning Associate CA12/30/16

The Humphrey’s Group is a fee-only investment firm seeking a Financial Planning Associate that will be committed to guiding our clients on a financial path that is in alignment with their goals and values. The Financial Planning Associate will support the President and the Director of Financial Planning in providing effective, high-touch services that reflect both empathy and expertise. This position is an integral part of our team and though primarily involved in wealth management, will also participate in organization and business development activities in addition to client events.

Download Extended Description…

Email: candidate@newplannerrecruiting.com