Career Center

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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
Nuveen Investments, Inc. Senior Compliance Analyst, AVP CA9/22/16

The Senior Compliance Analyst is responsible for testing policies and procedures for compliance with Rule 206(4)-7 as well as supporting the CCO in a wide-range of ad hoc projects for the two Los Angeles affiliates. The analyst is expected to develop a complete knowledge of each affiliate and its products, internal policies and procedures and regulatory requirements related to their respective Compliance Programs. Additionally, the analyst will also develop credibility and solid working relationships with personnel in other shared services departments in order to identify conflicts and risks which could impact the affiliates.

Download Extended Description…

Email: maryann.iudice@nuveen.com

Financial Navigators, Inc Investment Advisor MA8/30/16

Wealth Management/Consulting Firm Seeks Investment Advisor with Growth Potential - Tired of wasting time driving to the office every day? Just like to work hard and accomplish a lot? Come join our exciting, unique, growing firm! We are a virtual, fee only wealth management firm that also conducts consulting meetings with employees of our clients. No need for central physical office space because employees work from their home office or at client sites. Another benefit of our business strategy is most new clients are sourced through relationships garnered in our consulting business so there is less focus on sourcing from other, less effective approaches.

Download Extended Description…

Email: Marcia@financialnav.com

Moors & Cabot Investments Sales Assistant/Administrator FL8/29/16

Sales Assistant/Administrator needed for Winter Park, FL, investment firm. Full time position. Experience required. Please contact Tony Dorval for more information at 407-691-5350 email tdorval@moorscabot.com

Email: tdorval@moorscabot.com

New Planner Recruiting Director of Financial Planning MD7/11/16

Pinnacle Advisory Group, a $1.8B RIA that provides comprehensive wealth management services to more than 1,000 families in the Baltimore/Washington area and across the United States, is seeking a new Director of Financial Planning. The Director of Financial Planning will function as a "product manager" for Pinnacle's financial planning deliverables and client experience, implementing the vision of its Director of Wealth Management, Michael Kitces, and coordinating between the firm's wealth management teams, its Director of Sales and Marketing, and current and new technology/software solutions, to evolve the firm's current offerings for clients.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Financial Advisor All7/11/16

This is a professional position that will initially support Senior 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 tools such as, but not limited to Microsoft Office software suite and Third Party financial planning software. Thorough computer skills are essential with a particularly strong understanding of Microsoft Excel. A basic knowledge of portfolio allocation, investment management, and general financial planning is expected. The Senior Advisors are available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Financial Advisor CA7/11/16

Founded in 2001, we are a fee only investment advisory firm headquartered in Larkspur, CA, serving both private and institutional clients. Current AUM exceeds $550MM and is experiencing strong growth. The firm is dedicated to putting clients’ interests ahead of its own, hiring talented people who work as a team to provide high value and outstanding service to our clients. We provide multidisciplinary advisory services to help clients reach their goals and objectives.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Planning Associate SD7/11/16

We are currently seeking a Financial Planning Associate with both analytical and relational skills to manage new and existing client relationships and perform a variety of financial planning activities. We currently have a team/ensemble approach to financial planning, so all team members work with many of the same clients. The primary skill we seek for this position is the ability to manage client relationships and develop financial plans. This includes a keen interest in relational skills, self-development, and the analysis and application of financial data.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Advisor MD7/11/16

We are seeking a Financial Advisor for our fee-only investment advisory firm in Rockville, MD. We are very interested in you if you desire a career in wealth management, are pursuing the CFP® certification, want an opportunity to advance within a firm, do not want to cold call for business and instead want to focus on nurturing our existing client relationships, want to learn from four industry veterans, seek to begin working with clients immediately, and help shape the future of a small boutique firm.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Investment Advisor CA7/11/16

We are seeking an Investment Advisor for our fee-only investment advisory firm in San Francisco, CA. Our firm is dedicated to providing a healthy and happy work environment where all employees gain a sense of purpose, productivity and contribution to the welfare of our clients. We are very interested in you if you desire a career in wealth management, want an opportunity to advance within a firm, and want to focus on nurturing existing client relationships. This is a position that will work directly with the firm’s owner in serving new and existing client relationships.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Financial Planner NH7/11/16

We are a rapidly growing, fee-only, tech-savvy financial planning firm with offices in New Hampshire and Massachusetts. We are looking for an Associate Financial Planner with 0-5 years’ experience who is passionate about Financial Planning to join our Manchester area, (Bedford) NH office. We are very interested in you if you are seeking a non-sales position and prefer to work with senior planners to serve our existing clientele by developing plans and researching client planning situations.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Planning Associate NY7/11/16

We are a fee-based, independent and highly specialized boutique financial planning firm in New York, NY providing comprehensive financial planning and wealth management services to individuals. We are seeking a Financial Planning Associate to join our team of professionals. This is an exciting opportunity to join an established firm with great mentorship opportunities. We are very interested in you if you are looking for hands on training from Senior Planners and a flexible career path. Candidates should be eager and motivated to help shape the future of our firm.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Associate Financial Advisor NJ7/11/16

We are seeking an Associate Financial Advisor to join our fee-only financial planning and investment management firm, with offices in Morristown, NJ, Burlington, MA and Farmington, CT. This position will support the Lead and Senior Advisors in our Diamond Team service structure. This position will be based in Morristown, NJ but may require some travel to the other offices. The ideal candidate has 0-3 years of experience, seeking a non-sales position and is passionate about Financial Planning. Primary responsibilities include researching specific planning topics, helping prepare client plans, and responding to client requests.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Advisor Associate NY7/11/16

We are a + $4 billion AUM fee-only wealth management firm located in New York City. We were founded in 1995 and offer objective and comprehensive advice to individuals, helping our clients define and achieve their financial goals. To help support our continued growth, we are seeking an Advisor Associate to join our team. We are interested in you if you have a basic understanding of financial concepts, seek to impact clients' lives immediately as part of the existing advisory team, desire to be mentored by several Senior Advisors, and learn the business from the ground up. Developing new business is not an expectation of this position.

Download Extended Description…

Email: candidate@newplannerrecruiting.com

New Planner Recruiting Financial Planning Associate NC7/11/16

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