ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

Follow us on

Content Channels

Most Popular This Month

Most Popular This Year

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 Ascending Order
Hamilton Capital Management Investment Analyst OH1/27/16

Hamilton Capital Management is nationally acclaimed and one of the region’s largest and fastest-growing independent, fee-only, registered investment advisory firms. We seek an exceptional candidate for this key position in our investment management group. The successful candidate will partner with our investment portfolio managers and our financial advisory team to develop the strategies that help our clients achieve their financial goals. Our motivated investment management group combines a sophisticated research and analytical framework with an institutional mindset to provide the best investment solutions for our clients.

Download Extended Description…

Email: hr@hamiltoncapital.com

Hamilton Capital Management Associate Financial Advisor OH1/27/16

Do you have a passion for financial planning, investment management and helping clients meet their financial goals? Do you have the drive, work ethic, personality and integrity to get there? Are you the best? Then we have the position for you. Hamilton Capital Management is one of the nation’s largest independent, fee-only, registered investment advisory firms. We are seeking exceptional, client-oriented professionals for this key developmental position responsible for working with the financial advisory team to develop strategies to help our clients achieve their financial goals.

Download Extended Description…

Email: hr@hamiltoncapital.com

Summit Financial Resources Registered Client Associate NJ1/27/16

A leading financial planning and wealth management firm is seeking an experienced Registered Client Associate to join the support team of a leading advisor. The candidate will process investment transactions and perform investment related projects. Additionally, candidate will maintain and service accounts for high-net worth clients, generate investment reports, perform portfolio analysis and prepare advisor for client meetings.

Download Extended Description…

Email: jcooke@sfr1.com

MKT Advisors Sr. Operation/Administrative CA1/25/16

We are an investment advisory firm in North County San Diego. We are looking for a permanent, full-time employee who can professionally interact with clients and provide operational and administrative support to four financial advisors. General duties include: 1) Client service – Provide non-advice related support to clients (greet clients, screen and route phone calls, prepare reports, maintain contact, schedule meetings, respond to administrative queries); 2) Operation and administration – complete client, custodian and firm paperwork, maintain office supplies, execute client and firm tasks such as asset transfers and trades, coordinate website and social media, assist in compliance monitoring.

Download Extended Description…

Email: resumes4jobsearch@gmail.com

Western & Southern Financial Group Financial Representative SC1/25/16

Western & Southern Financial Group is a Fortune 500 Company that still believes in a local presence and a personal touch. We’ve recently opened an office in the Charleston area and are looking to grow our staff. The purpose of the Financial Rep is to meet the risk protection, financial security, and wealth creation needs of the middle income client. This is accomplished by educating, analyzing, and recommending solutions in a client focused manner. The ideal candidate is ethical, coachable, and competitive. The ideal candidate also understands the value of networking, is able to demonstrate success in previous roles, has a strong belief in the value of financial security planning, and can communicate that belief. Lastly, the ideal candidate is a professional, and shows this through his/her approach to business and appearance. For more inf

Email: tricia.doane@wslife.com

Eleven Atlantic, LLc. an Independent Raymond James Financial Services firm Registered Sales Assistant FL1/20/16

We are seeking a personable and detail-oriented Registered Sales Administrative Assistant to provide a wide variety of clerical and staff support services to clients and management under limited supervision. As an Administrative Assistant with Raymond James, you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with internal and external customers to obtain, clarify or provide facts and information as you project a professional image.

Download Extended Description…

Email: paul.ross@raymondjames.com

Emerald Investment Partners, LLC Wealth Management Advisor NC1/20/16

We are seeking a Financial Advisor for our investment advisory firm in Cary, North Carolina. We have built a cutting-edge technology platform that provides our advisors with the tools to grow their business in a modern world. Arm yourself with a robo platform that can add scale and efficiency to your business. We are interested in advisors that are driven to excel and are not afraid to embrace change. Ideally we are interested in financial advisors that are CFP credentialed or pursuing the CFP. Check out http://www.emerald-ip.com/join-emerald/ for more information or email clint@emerald-ip.com.

Email: clint@emerald-ip.com

PDS Planning, Inc. Associate Investment Advisor & Planner OH1/11/16

PDS Planning is an independently-owned, fee-only RIA firm with clients in 24 states. We are seeking to fill a new position that adds to our investment/planning team and that will be a key part of future growth. This is a multi-faceted position that includes client meetings and communications, detailed investment research, assisting with development of new client relationships, and coordination of client investments with our wealth management services. All employees have opportunities for advancement within the company. The ideal candidate for this position will have 3-4 years experience in investment management or financial planning services, excellent communication skills, and a commitment to superior client service.

Download Extended Description…

Email: RCochran@pdsplanning.com

Raub Brock Capital Management Financial Advisor CA1/5/16

We are currently seeking a highly motivated and experienced Financial Advisor who is familiar with the financial planning and investment management industry. The primary responsibility of this position is to manage existing client relationships by providing financial planning and investment management services. This position requires the ability to give advice and make recommendations to clients on financial plans and investments without supervision of higher level advisors, as well as the proper licensing to work directly with clients. We offer a strong team environment and an exciting career opportunity with excellent growth potential to help you reach your personal and career goals.

Download Extended Description…

Email: brooke.mease@kaleido.net

Bridgewater Practice Manager - Part-Time - 30-36 hours/week PA1/5/16

A values-based planning firm is searching for a key player. We specialize in family dynamics work and helping families thrive. If you are passionate about excellent customer service and being a key player in a growing office, we may be a great fit for you. The practice manager is responsible for directing and handling the day-to-day operational activities and the workflow of the organization freeing other team members to operate in their best and highest use. College degree or equivalent preferred. 3-5 years’ experience working in a client service environment. Series 7 & Life, Accident, Health preferred. Detail orientated, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.

Download Extended Description…

Email: resources@stratoswp.com

1st Global Wealth Management Advisor TX12/4/15

Wealth Management Consultant (WMC) assists our affiliated advisors in growing their financial services practices. The Wealth Management Consulting Group is dedicated to providing sales, platform and product support to 1st Global advisors on comprehensive wealth management solutions, including investment analysis and recommendations, insurance and annuity planning, and retirement and distribution planning.

Download Extended Description…

Email: aparker@1stglobal.com

Trust Point Inc. Investment Associate MN12/2/15

The Investment Associate is responsible for both investment and support functions. The employee will be part of the investment team and play an active role in trading, rebalancing and monitoring accounts. Performance calculation and reporting will also be an important part of the role. Many investments -related projects will be assigned to this person, including research projects on strategies and investments held in clients’ accounts. The role requires a keen attention to detail, a focus on efficiency and a high level of proficiency with technology platforms. This is a full-time position in a non-bureaucratic environment. Please visit our career website to apply at https://trustpointinc.applicantpro.com/jobs/

Download Extended Description…

Email: MNevin@trustpointinc.com