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Career Center

As a service to our clients, we are posting career opportunities for firms that seek to add financial professionals to their staff.  This is being offered as a free service during this test period.  If you would like to post a career opportunity, please submit the following criteria to us at :

  1. Firm Name
  2. Job title
  3. State where you are located
  4. Brief description (up to 750 characters)
  5. A full description, as a separate file
    (either a Word or PDF file)
  6. Start and end date for posting
To subscribe to our Career Center digest email, click here.

State Firm Name Position Posted
OH True Wealth Design, LLC Wealth Advisor 5/19/15

True Wealth Design is a rapidly growing wealth management firm in Akron, OH (near Summit Mall), recognized in Crain’s Cleveland Top 25 Financial Planners’ List, and is seeking a Wealth Advisor for our expanding team. This is not an entry-level position but is an ideal opportunity for a highly-intelligent CFP® with 7+ years-of-experience to take your career to the next level. If you feel trapped by a lack of upward mobility in your current situation, we want to talk to you. This is a service-advisor, planning-centric position that does not require business development although business development will be incented and is required at higher levels of the advisory career track....

Email: sstuchal@truewealthdesign.com

For more information, go here.

OH True Wealth Design, LLC Wealth Analyst 5/19/15

True Wealth Design is a rapidly growing wealth management firm in Akron, OH (near Summit Mall), recognized in Crain’s Cleveland Top 25 Financial Planners’ List, and is seeking a Wealth Analyst for our expanding team. This is an ideal opportunity for a highly intelligent, early-career financial planner hungry to learn wealth management while making substantial contributions to our firm and clientele. This is a planning-centric position and is not a sales position....

Email: sstuchal@truewealthdesign.com

For more information, go here.

CO Private Capital Management Senior Investment Advisor 5/12/15

Private Capital Management is seeking a highly motivated individual who desires a client facing role with our Colorado based investment management firm. This role will emphasize new business development, managing existing client relationships, and investment research. If you are interested in working directly with clients and helping drive growth of a highly successful firm, please apply.......

Email: Careers@GuarantyBankCO.com

For more information, go here.

IL New Planner Recruiting Senior Financial Planning Analyst 5/8/15

We are an established fee-only, Independent RIA, located in the western suburbs of Chicago, providing comprehensive, wealth management financial planning services and managing over $1 billion for high-net-worth families, trusts and foundations. We are interested in you if you are familiar with the financial planning process, might feel trapped in your current situation due to lack of upward growth opportunities, or want to focus on work life blend by having a shorter commute. This is a professional position that will support Lead Advisors directly in servicing existing and potential clients....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

WA White Raven Financial Services Financial Advisor 5/1/15

Small, lifestyle investment management/financial planning firm seeks a support advisor to join their firm. This position is ideal for an energetic self-directed individual who thrives in a small office environment and has a desire to grow with the firm. The successful candidate will have at least two years of investment industry experience with strong math and organizational skills. We are looking for someone who is personable and takes a proactive role in engaging and maintaining client relationships. Responsibilities include client contact, account administration, and implementation of advice strategies. The successful candidate needs a CFP® designation or is actively working towards completion of certification.......

Email: diane@whiteravenfs.com

For more information, go here.

MD CovingtonAlsina Financial Planner 5/1/15

CovingtonAlsina focuses on comprehensive financial planning for our clients. Investment solutions and insurance offerings complement the planning services. We work closely with a team of outside professionals and trusted advisers to fully implement our clients’ plans. We are looking for an advisor to join our team. Responsibilities include business development, financial planning and ongoing client service. A successful planner in our firm is a team player who seeks personal and professional growth opportunities, and works hard to do the right thing for our clients....

Email: Ann@CovingtonAlsina.com

For more information, go here.

CA New Planner Recruiting Financial Consultant 5/1/15

We are a $200 million AUM fast-growing financial planning firm in Seal Beach, CA. Due to our tremendous growth we are seeking a Financial Consultant to join our team. We are interested in you if you are pursuing the CFP® certification, have several years of experience, do not want to cold call for business, and are feeling trapped by lack of upward growth opportunities. Ideal candidates desire to be mentored by several senior advisors, work and meet with clients, and not be pressured to develop business. Position Summary: This is a very challenging position that requires you to work closely with the Partners in all areas of the client engagement - plan development, plan recommendations, and plan implementation....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA William Jordan Investments Financial Advisor 4/28/15

William Jordan Investments (RIA) has an opportunity for Financial Advisors to join our expanding office in Laguna Hills and our newest location in Del Mar. Our mission at William Jordan Investments is to provide exceptional investment results combined with world class service and a tremendous emphasis on helping our clients have their wealth make the greatest positive impact on their lives. We provide unique investment choices and strategies giving them a compelling reason to retain us and refer their friends and associates..........

Email: lynn@wjica.com

For more information, go here.

NY, CT Sirmium Capital VP or Sales / Sales Associated (w/ series 65 licen 4/17/15

Sirmium Capital is a an independent investment management firm that provides a wide range of investment and consulting services to retail and institutional clients. We are currently seeking a dedicated VP/associate who licensed, enthusiastic about helping people meeting their financial goals. The position requires a hard working, honest, passionate, and professional person that can interface with existing and new clients to help grow our AUM. This position is for our New York City office. Please contact william@sirmiumcapital.com should you have any questions or require additional information....

Email: william@sirmiumcapital.com

CA First American Trust Wealth Management Advisor 4/17/15

First American Trust is hiring a Wealth Management Advisor. The Wealth Management Advisor (WMA) is responsible for selling investment services and trust services to high net worth individuals and families. The WMA will be responsible for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals. 5 years of trust and / or investment management sales experience and a strong background working specifically with HNW individuals and their advisors. Bachelor’s Degree required and MBA, CFP or CFA preferred....

Email: kehagen@firstam.com

For more information, go here.

NV First American Trust Wealth Management Advisor 4/17/15

First American Trust is hiring a Wealth Management Advisor. The Wealth Management Advisor (WMA) is responsible for selling investment services and trust services to high net worth individuals and families. The WMA will be responsible for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals. 5 years of trust and / or investment management sales experience and a strong background working specifically with HNW individuals and their advisors. Bachelor’s Degree required and MBA, CFP or CFA preferred.......

Email: kehagen@firstam.com

For more information, go here.

PA Monti, Thompson & Getty Planner 4/15/15

MTG is a 16 year old multi-family office which specializes in combing investment management, tax planning, legal coordination and insurance planning for clients. We are looking for an advisor with a minimum of 3 years of experience who appreciates the holistic management process and has a desire to work and net-work with tax and legal professionals. We are looking for a candidate that wants the opportunity to run their own client base inside of the firm, who appreciates the income potential of building a client base, but who will also have access to our team of CPA’s, lawyers and other seasoned financial professionals to bring a unique service offering to the market. Learn more by visiting our website at www.monthomp.com...

Email: djt@monthomp.com

For more information, go here.

DE New Planner Recruiting Financial Planner 4/15/15

We are an established fee-only financial planning firm located in Newark, DE. We are seeking a Financial Planner to join our team. We are very interested in you if you have a few years of experience, would rather focus on the planning relationship versus bringing in clients, are passionate about a fee-only fiduciary approach to financial planning, have a desire to develop life-long relationships with clients, and adhere to a disciplined , strategic investment management philosophy. This is a challenging position with growth potential as the senior leadership is looking to bring in Next Generation advisors who seek to become firm owners, over time....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

VA Azzad Asset Management Financial Advisor 4/13/15

Azzad has a job opening for a financial advisor to assist our niche clientele with their financial planning needs. The qualified candidate will help namely American Muslim physicians and other health care providers plan their investment, retirement and college goals. They will offer the Azzad Mutual Funds and Ethical Wrap Program, whenever suitable and appropriate to a client’s needs. A basic understanding of Islamic Finance is preferred, but otherwise will train. Must also have Series 65 securities license. To apply submit a cover letter and your resume to: info@azzad.net subject line: Financial Advisor....

Email: info@azzad.net

For more information, go here.

FL New Planner Recruiting Wealth Manager Associate 4/1/15

We are an established fee- only, Independent RIA, registered with the SEC, providing comprehensive wealth management, financial planning and investment management services to a range of clients including high net worth individual’s families, trusts and foundations. We do not sell financial products and are affiliated with a regional CPA firm based in exciting Jacksonville, Florida. We are currently seeking a dedicated associate who is familiar with the financial planning process, and is enthusiastic about helping people strive for financial independence. This position requires a goal-oriented, hard working, highly capable, honest, passionate, and professional person....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NC New Planner Recruiting Financial Planning Associate 3/26/15

Woodward Financial Advisors is an independent, fee-only, Wealth Management firm located in Chapel Hill, NC seeking a Financial Planning Associate to join our team. We provide comprehensive, holistic, financial planning and investment management services for high net worth clients. We use a unique approach to assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Wealth Manager 3/26/15

We are an established comprehensive wealth management company that is in need of an Associate Wealth Manager. We offer a team environment, a reputation for excellence, established clients and growth potential to help you reach your personal goals. Located in Berkeley, CA, we have served the SF Bay area and surrounding area for the last 19 years. We specialize in investment management and hands on financial planning using a customized approach for high net worth individuals. We are currently seeking a dedicated team player who is familiar with the investment management and financial planning process, and is enthusiastic about helping people strive for financial independence....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

IL Edge Portfolio Management, LLC Support Advisor 2/26/15

Boutique investment management firm is seeking a Support Advisor. This position is ideal for a dynamic, self-directed individual who will thrive in a small office environment and desires to progress along an advisor career path. To be successful in this role you must have at least 2 years of investment industry experience. Responsibilities include: Support client meetings, prepare documentation of advice as directed by Lead Advisor, ensure implementation of agreed advice strategies, develop and effectively implement systems and tools that will increase the efficiency and accuracy of the documentation of advice, and ake a proactive role in the client service experience within the firm....

Email: ed@edge-pm.com

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 2/18/15

We are seeking a Financial Planning Associate for our fee-only wealth management firm's Palo Alto, CA office. We are very interested in candidates pursuing the CFP® certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

VA Old Dominion Capital Management Senior Financial Planner 2/10/15

Old Dominion Capital Management, Inc. is seeking an experienced financial planner/client relationship manager to join our fee only investment management practice. The firm’s clients are individuals and families, and we offer clients in-depth financial planning in conjunction with broadly diversified investment management and a high level of personal service. This person must be able to develop close relationships with clients and colleagues and inspire trust and confidence by knowledge of the field and attention to detail. We would prefer someone who holds the CFP® designation but would also consider a CPA or other similarly trained and experienced person. Experience must include primary responsibility for client relationships........

Email: jim.childress@odcm.com

For more information, go here.

MI Telemus Capital Client Experience Associate 2/10/15

We are seeking a dedicated, detail-oriented client service enthusiast with strong interpersonal skills and positive attitude to support our Advisors and their team in acquiring new clients and retain existing ones. In addition to being the liaison between clients and Advisors, this role provides administrative support across the Client Experience Team and organization.......

Email: johannah.schiffer@telemuscapital.com

For more information, go here.

CA OneWest Bank Investment Advisor 2/10/15

Investment Advisor will work in conjunction with a dedicated team to determine the financial needs of clients and to provide advice and make recommendations on products and services that best meet client needs. This is a fee-only environment that embraces technology. The Investment Advisor acts in a fiduciary capacity within the OneWest Bank Investment Advisory Services Division. This position will have a significant emphasis on new business development in the early years....

Email: Mark.Shanahan@owb.com

For more information, go here.

IL New Planner Recruiting Portfolio Advisor 12/19/14

We are seeking a Portfolio Advisor for our fee-only wealth management firm in downtown Chicago, IL. We are very interested in candidates pursuing the CFP? certification and those who want to provide holistic wealth management services to ultra high net worth clientele. Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Wealth Planning Analyst 12/19/14

We are seeking a Wealth Planning Analyst for our 12-person wealth management firm located in San Luis Obispo on the beautiful Central Coast of California. This is a professional position that will initially directly support the firm?s Wealth Advisors in servicing existing and new client relationships. We are looking for people who have the capability to become ? in time and with the proper training and preparation -- a client-facing Wealth Advisor.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Financial Planner 12/19/14

We are an established fee-only financial planning firm located in Newark, DE. We are seeking a Financial Planner to join our team. We are very interested in you if you have a few years of experience, would rather focus on the planning relationship versus bringing in clients, are passionate about a fee-only fiduciary approach to financial planning, have a desire to develop life-long relationships with clients, and adhere to a disciplined , strategic investment management philosophy. This is a challenging position with growth potential as the senior leadership is looking to bring in Next Generation advisors who seek to become firm owners, over time.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 12/19/14

We are seeking a Financial Planning Associate for our fee-only wealth management firm in San Francisco, CA. We are very interested in candidates pursuing the CFP certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CT New Planner Recruiting Associate Wealth Manager 12/19/14

We are well established fee-only financial planning firm located in Woodbridge, CT. We are seeking an Associate Wealth Manager to join our growing team. We are very interested in you if you have a few years of experience, are passionate about a life-centered approach to financial planning, developing life-long relationships with our clients and adhere to a generally passive investment management philosophy.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Analyst (Entry Level Financial Planner) 12/19/14

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using Excel spreadsheets and MoneyGuidePro financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

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