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

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
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 Wealth Manager 3/26/15

We are an established comprehensive wealth management company that is in need of an additional 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, all areas of the financial planning process with an emphasis on tax, and is enthusiastic about helping people strive for financial independence....

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.

MN Trust Point Inc. Portfolio Manager 3/6/15

Come join our growing Minneapolis team! Trust Point Inc. is seeking a client focused individual with superb investment knowledge and the ability to communicate that knowledge in a language their clients can understand. The Portfolio Manager provide direct investment support to the Minneapolis based Trust Point team. The right individual will enjoy the autonomy of working in a small office environment while having the support of the investment team from our corporate site.......

Email: jtaylor@trustpointinc.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.

NY Ogorek Wealth Management LLC Financial Analyst 2/18/15

Come join one of the most innovative wealth management teams in the country. Ogorek Wealth Management LLC, a Registered Investment Advisor based in western New York, is looking for a Financial Analyst. Ogorek Wealth Management has been recognized by Buffalo Business First as one of WNY's Most Admired Companies! The successful candidate will be responsible for: · Monitoring investment performance · Creating and maintaining portfolio models · Maintaining portfolio reporting software · Creating communication materials for use with clients...

Email:

For more information, go here.

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

Abacus Planning Group is a fee-only financial planning firm located in Columbia, SC. We are seeking a Financial Planning Associate to join our growing team. We are very interested in you if you desire a career in financial planning, are pursuing the CFP® certification and want an opportunity to advance within a firm. Abacus does not cold call for business and focuses on nurturing our existing client relationships. A Financial Planning Associate will be able to learn from our highly experienced team, seek to begin working with clients immediately, and help shape the future of a growing firm....

Email: cbrown@newplannerrecruiting.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.

NY Ogorek Wealth Management LLC Controller 2/11/15

Come join one of the most innovative wealth management teams in the country. Ogorek Wealth Management LLC, a Registered Investment Advisor based in western New York, is looking for a Controller who is interested in working flexible hours on a part to full-time basis depending on the demands of the business. Ogorek Wealth Management has been recognized by Buffalo Business First as one of WNY's Most Admired Companies! A qualified candidate will possess a Bachelor’s degree in accounting, business or operations with 5 – 10 years of experience. We are looking for someone who is driven, intellectually curious, welcomes autonomy and is motivated by a variety of responsibilities...

Email:

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.

WI New Planner Recruiting Associate Financial Planner 1/22/15

We are an established fee-only financial planning firm located in Milwaukee, WI. We are seeking an Associate Financial Planner to join our team. We are very interested in you if you have a few years of experience, would prefer to focus on the planning relationship rather than selling products, 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....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Financial Advisor 1/20/15

We are a $400 million AUM fee-only wealth management firm located in Newport Beach, CA. We were founded in 1976 as one of the first fee-only RIAs formed in California. To help support our continued growth, we are seeking an Associate Financial Advisor to join our team. We are interested in you if you are in a CFP board registered financial planning program, seek to work with clients immediately as part of the existing advisory team, desire to be mentored by several senior advisors, and learn the business from the ground up. Sourcing clients may become an opportunity over time, but is not an expectation of this position.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Associate Wealth Advisor 1/20/15

We are seeking an Associate Wealth Advisor for our fee-only wealth management firm in Princeton, NJ. We are very interested in you if you are pursuing the CFP® certification and want to provide holistic wealth management services to 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, believes in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

MN New Planner Recruiting Financial Planning Associate 1/20/15

We are seeking a Financial Planning Associate for our fee-only financial life planning and wealth management firm in Minneapolis, MN. We are very interested in you if you are pursuing the CFP certification and want to provide holistic wealth management services to 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, believes in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Wealth Advisor 1/20/15

We are a growing, fee-only independent wealth management firm located in San Jose, CA. We are seeking to add a permanent member to our team. You will be an important part of our success, working closely with experienced professionals to deliver personal financial services to individuals and families. In order to give broad exposure to our business, the Associate Wealth Advisor will be responsible for some or all of the following items at increasing levels of responsibility....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA AdvicePeriod, LLC Wealth Advisor 1/5/15

AdvicePeriod is a rapidly growing RIA committed to reinventing wealth management. We’re looking to hire an advisor with 2-5 years experience, able to become a key member of our client relationship management team in Los Angeles, supporting Senior Advisors with existing client relationships and proactively generating ideas to improve the client experience. Our typical clientele has a net worth in excess of $10 million and is digitally savvy. To learn more, please see the attached position profile....

Email: Jonathan.Straub@adviceperiod.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.

NJ New Planner Recruiting Investment Analyst 12/19/14

Leading New Jersey independent fee-only wealth management firm seeking a major contributor for an Investment Analyst position on our growing team. The ideal candidate will be passionate about investments, financial markets, economics, and comfortable generating new ideas to help clients achieve their goals. Daily you would be expected to execute a quantitative large cap stock strategy, monitor and recommend the rebalancing of multi-asset class portfolios, review investment portfolios of prospective clients, and participate in firm wide projects pertaining to investment management. Periodic trading of individual bonds may also be required.......

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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