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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
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State Firm Name Position Posted
MD Williams Asset Management Wealth Advisor 10/3/14

The primary role for this position is to be responsible for building and maintaining a book of business by creating marketing campaigns, using effective prospecting and sales skills to convert prospects, and assisting clients in meeting financial goals by recommending appropriate plans and products....

For more information, go here.

MA New Planner Recruiting Associate Wealth Advisor 10/2/14

Artemis Financial Advisors is a Boston, MA based, fee-only, independent investment advisory firm serving the needs of high net-worth individuals and families. We offer an opportunity to work with existing clients, one-on-one mentoring, defined career track, collaborative atmosphere, reputation for excellence and high career growth potential. For more information, please visit us at www.artemisadvisors.net....

For more information, go here.

NC New Planner Recruiting Client Services Advisor 10/2/14

We are a financial planning firm in Durham, NC seeking a Client Services Advisor for our growing team. This is an ideal opportunity for an entry level planner to learn our firm and the financial planning business from the ground up while making substantial contributions to our firm....

For more information, go here.

IN Eley-Graham Financial Advisory Services Junior Financial Advisor 9/29/14

Junior Financial Advisor, Merrillville, Indiana. A Junior Financial Advisor supports the firm’s Financial Advisory Team (Certified Financial Planners®) by providing assistance with a variety of tasks so the planners are more efficient and focused on business development. An Eley-Graham Junior Financial Advisor learns to be a financial planner--first, by assisting in building the business while allowing the senior staff to focus on advising the clients. A successful Junior Financial Advisor may then move up to becoming a Certified Financial Planner(R), dependent on licensing, experience and expertise....

For more information, go here.

MI LJPR, LLC Trader/Research Analyst 9/9/14

We are seeking a trader/research analyst for our investment team. Ideal candidate would have experience in Tamarack, Morningstar, Zephyr, Bloomberg, and Portfolio Center. We also integrate with SalesForce. Trader/Analyst would perform daily functions, rebalances, research reports, and some due diligence. Position also supports analysis for team of client service representatives.......

For more information, go here.

NY Francis Financial, Inc. Junior Analyst 9/9/14

We are currently seeking a Junior Analyst to complement our team of hard working individuals. Our firm’s culture is fast paced, driven and collaborative, and we are looking for an individual to help our team in providing support for high net worth individuals. The Junior Analyst will be responsible for establishing new accounts, managing client and custodian paperwork and generating client portfolio reports. Along with this, they will need to provide support to planners including collecting client data, responding to client queries and preparing client letters and standard reports. Preparing financial models and financial advice documents under guidance of senior advisors will be required. He/She will be part of the operations team....

For more information, go here.

NJ New Planner Recruiting Financial Planner 9/4/14

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....

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 9/3/14

This is a professional position that will assist Senior Planners in the creation of complex and comprehensive financial projections for high net worth clientele. This position will be involved in the entire client engagement and will be encouraged to grow into the Senior Planner role. The Senior Planners 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. This is a planning centric position within the financial planning department and will not require investing client assets and/or advising clients directly about investments....

For more information, go here.

IL New Planner Recruiting Portfolio Advisor 9/3/14

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....

For more information, go here.

CA New Planner Recruiting Wealth Planning Analyst 9/3/14

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....

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 9/3/14

We are seeking a Financial Planning Associate for our fee-only wealth management firms Walnut Creek, 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....

For more information, go here.

NJ New Planner Recruiting Analyst (Entry Level Financial Planner) 9/3/14

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....

For more information, go here.

NJ Modera Wealth Management, LLC Client Service Associate 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Westwood, NJ....

For more information, go here.

FL Modera Wealth Management, LLC Financial Planning Advisor 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Hernando, FL....

For more information, go here.

NJ Modera Wealth Management, LLC Financial Planning Advisor 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured inInc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Westwood, NJ....

For more information, go here.

NY Coastal Investment Advisors Relationship Manager (Title commensurate with expe 8/27/14

Professional will be responsible for new client development and relationship management. Ideal for retired professional with well-developed network of contacts seeking a new career and sources of income. Compensation dependent on assets brought into the firm. Please respond to: gensler@coastal-one.com. No calls....

IL LCM Capital Management, Inc. LCM Capital Management Advisor 8/21/14

LCM Capital Management, Inc. (LCM) is a Chicago based Federally Registered Investment Advisory firm looking to add Series 65 advisors nationally. LCM is driven to help clients significantly reduce the fees that they pay to have their assets managed through their unique private money management program. While LCM is based in Chicago, its clientele are nationwide. For more information, please visit www.lcmcapital.com....

For more information, go here.

CO Financial Abundance, LLC Director of Financial Planning 8/21/14

Financial Abundance, a Broomfield, Colorado based, fee only asset management and financial planning firm, is seeking a Director of Financial Planning. Candidate must have a CFP® and be capable of providing advanced financial planning services to our clients. Duties also include new client acquisition, strategic planning and development of new service offerings. Must be well organized, able to work independently and have strong communications and interpersonal skills. Partnership path is available....

For more information, go here.

GA Keystone Financial Services Associate Wealth Advisor/Servicing Advisor 8/21/14

The Associate Wealth Advisor is an integral part of the organization. This position is responsible for providing financial planning and investment advice to the firm’s small to mid-size clients. Some of the duties performed by this position include working with prospects and clients, making investment recommendations, formulating financial plans and affecting transactions....

For more information, go here.

GA Keystone Financial Services Paraplanner 8/21/14

Financial Planning Firm seeking Paraplanner to support six advisors in the southeastern area. Job duties to include case analysis, client servicing and operations management. Candidate will be a college graduate, preferably securities licensed, detail oriented and familiar with financial planning process....

For more information, go here.

GA Keystone Financial Services Comprehensive Financial Planner - To work an alrea 8/21/14

Perform and manage all aspects of the comprehensive financial planning process, including but not limited to: identifying short & long term financial goals as expressed by each client; asset and income protection; retirement planning; investment recommendations; cash flow review; taxes; estate planning....

For more information, go here.

IN Biechele Royce Advisors, Inc. Portfolio Administrator 8/21/14

Biechele Royce Advisors, a Fishers, Indiana based Registered Investment Advisory firm seeks to add a Portfolio Administrator to support and assist the CIO in all areas of portfolio management, research, and client service. Perform administrative and office support activities as needed related to maintaining the portfolio management functions of the firm....

For more information, go here.

VA AMJ Financial Wealth Management Associate Wealth Advisor 8/19/14

AMJ Financial Wealth Management is a highly successful, boutique wealth management firm providing clients with both portfolio management and financial planning. We are seeking a highly motivated, trustworthy professional to join our growing family as an Associate Wealth Advisor. This position will work directly with our Lead Wealth Advisor in providing outstanding service to our clients. The Associate Wealth Advisor is responsible for establishing and maintaining client relationships. This position will also be responsible for performing investment research and assisting with daily client investment transactions. Please email Brett Bender at bbender@amjfinancial.com for more information.......

For more information, go here.

CA Buckingham Portfolio Advisor 8/7/14

The Portfolio Advisor partners with the Wealth Advisor to manage client relationships and portfolios and participates in the advanced planning process to address retirement, estate, and tax considerations. Opportunities are available in our Cupertino, CA office. Buckingham does not offer relocation assistance. Compensation includes a base salary and eligibility for an annual bonus.......

For more information, go here.

CA William Jordan Investments Financial Advisor 8/6/14

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.......

For more information, go here.

FL RJFS Branch Associate Financial Advisor 7/29/14

Successful Tampa Bay area Wealth Management Firm (since 1982) is looking for an Associate FA to help supplement our client support staff. Must be the right fit with clients and staff and have a burning desire to help clients visualize an ideal future and strategy to reach goals. Helpful if have small business planning knowledge. Email me at pat@wheelerwealthmgmt.com...

CA YellowBrickRoad Financial Advisors Financial Advisor 7/17/14

YellowBrickRoad Financial Advisors is a successful fee-based financial advisory firm located in the park-like setting of San Francisco’s Presidio district. We are looking for a highly motivated, seasoned, and trustworthy professional who will demonstrate a consultative and expert presence as a Financial Advisor to an existing Client Group. You will prepare comprehensive financial plans for new clients, and execute on plan implementation in collaboration with other members of the advice team. You will also conduct annual comprehensive financial reviews with existing clients. Candidates must have a minimum of five years’ experience managing comprehensive personal financial advisory relationships, and have earned the CFP Designation....

For more information, go here.

TX Covenant Wealth Partners Associate Wealth Advisor 7/16/14

We are seeking an Associate Wealth Advisor for our fee-based, independent advisory firm in Dallas, TX. If you desire a career in wealth management; have or are pursuing the CFP® certification; desire to serve an existing clientele rather than shoulder the responsibility of building your own new book of business; seek to grow into a Senior Wealth advisor position; and build ownership in an advisory firm in the years ahead, we would like to speak with you....

For more information, go here.

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