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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
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.

CO Private Capital Management, a subsidiary of Guaranty Bank and Trust Investment Advisor 8/8/14

Private Capital Management is seeking highly motivated individuals who desire a client facing role with our Colorado based investment management firm. This role will emphasize new business development, managing some existing client relationships, and investment research. Successful applicants will have a passion for investment management and a personal drive to continually increase their investment knowledge base through the pursuit of professional designations such as the CFA or CFP. If you are interested working directly with clients and helping drive growth of a highly successful firm, please apply. Successful advisors who are considering a change are encouraged to apply....

For more information, go here.

MN Punch & Associates Investment Advisory Administrative Support 8/7/14

Punch & Associates is a Boutique Investment Advisory located in suburban Minneapolis, MN. The position is an entry level job with excellent opportunity for advancement. The responsibilities are to perform administrative and office support activities as well as coordinate various communications of the firm....

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.

CA New Planner Recruiting Associate Wealth Advisor 7/11/14

We are an independent, fee-only wealth management firm looking to add an Associate Wealth Advisor to our team in Redondo Beach, CA. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity and ethical treatment....

For more information, go here.

NJ New Planner Recruiting Investment Analyst 7/11/14

Leading New Jersey independent fee-only wealth management firm seeking a major contributor for an entry level 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 monitor and recommend the rebalancing of multi-asset class portfolios, fixed income trading, review investment portfolios of prospective clients, and participate in firm wide projects pertaining to investment management....

For more information, go here.

CA New Planner Recruiting Associate Financial Advisor 7/11/14

We are currently seeking an Associate Financial Advisor to help take our company to the next level. The primary responsibilities will be working with our experienced advisors to maintain profitable, professional client relationships with our current client base, and review/present client related financial plan recommendations or implementation processes with all existing clients. All candidates should demonstrate a desire to network, build relationships and communicate effectively with people. This is a great opportunity for an aspiring planner to shadow Richard Alpert, CFP®, be involved in client meetings early on, and contribute to a growing firm that leverages technology and is positioned for growth....

For more information, go here.

SC New Planner Recruiting Investment Advisor 7/11/14

Abacus Planning Group is a fee-only financial planning firm located in Columbia, SC. We are seeking an Investment Advisor to join our growing team. We are very interested in you if you have a desire to desire focus on the investment management area of financial planning and adhere to a passive philosophy....

For more information, go here.

NJ New Planner Recruiting Investment Analyst 7/11/14

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....

For more information, go here.

CT New Planner Recruiting Associate Wealth Manager 7/11/14

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....

For more information, go here.

GA New Planner Recruiting Support Advisor 6/30/14

Jon Baker Financial Group is an independent financial planning firm headquartered in Atlanta, GA. We are currently seeking a Support Advisor to join our rapidly growing organization. This position offers the potential for progression through our multi stage advisory career path and eventually securing ownership....

For more information, go here.

IL New Planner Recruiting Wealth Advisor Associate 6/30/14

We are a fee-only wealth management firm in Evanston, IL seeking a Wealth Advisor Associate to join our growing organization. We are interested in you if you have an accounting and/or tax background and want to transition into wealth management; want to learn the business and our company from the ground up; do not want to market and cold call for clients, but do want to be involved with making a direct impact on clients’ lives; and want to work your way up our advisory career ladder. Candidates that fit into our firm and culture will desire to be in a fiduciary wealth management RIA environment, have a true passion for financial planning as their career calling, and are committed to a fulfilling work/life balance....

For more information, go here.

CT New Planner Recruiting Associate Financial Advisor 6/30/14

We are seeking an Associate Financial Advisor to join our fee-only financial planning firm, based in Ridgefield, CT. Founded in 2003, our firm currently has $190MM AUM, and continues to grow through existing client referrals. We are very interested in you if you are seeking a great growth opportunity to: learn the wealth management profession from an industry veteran, begin working with clients immediately, help shape the future of a small boutique firm, and eventually work your way up to a Lead Financial Advisor role....

For more information, go here.

CA Merk Investments LLC Financial Analyst Intern 6/30/14

We are currently looking for a Financial Analyst Intern to join our dynamic and growing team. As part of the Analyst Training Program, the candidate will rotate through investment research, portfolio management, trade execution and trade processing teams. The candidate may be offered an opportunity to became a full-time employee at Merk Investments following the completion of the 3-month Analyst Training Program. For details, including how to apply, please read http://www.merkinvestments.com/about-us/careers/financial-analyst-intern.php...

Nationwide Waddell & Reed Financial Advisors Financial Advisor 6/27/14

As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals. Target prospective clients and market your unique value proposition in your community Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process. Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives....

IL LCM Capital Management, Inc. LCM Capital Management Advisor 6/17/14

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....

VA The Motley Fool Financial Planner 6/12/14

Do you wake up every morning and check your favorite financial blogs before checking if the kids ate all the Froot Loops? Does your heartbeat quicken when you see that your issue of the Journal of Financial Planning has arrived in the mail? Do friends and family come to you for financial advice, and then afterward say, “Wow, I’ve never heard that explained so well. I finally understand what I should do. Here, take this pie I baked in your honor.” If so, then consider joining an incipient band of Fools that is striving to disrupt the Financial “Advice” Industrial Complex for the good of all America. Go here to apply: http://hire.jobvite.com/CompanyJobs/Careers.aspx?k=Job&j=on6HYfwS&s=rss......

For more information, go here.

VT M. Kraus & Company Investment Management Associate 6/3/14

Seeking an associate to join our Independent investment advisory firm serving high net worth clients nationwide. The ideal candidate will possess impeccable fiduciary standards, 5-7ys relevant work experience and a commitment to the highest level of client service. Experience with Advent, Schwab, Bloomberg and Junxure a plus. The position requires a combination of investment and administrative functions: investment research and portfolio management support to two portfolio managers, participation in writing quarterly investment newsletter, assistance with compliance oversight, miscellaneous small business management functions and operational support. Send resume and salary history to: PO Box 9 Shelburne, VT 05482 Or missy@mkrausco....

MA Peak Financial Management Assistant Portfolio Manager 5/20/14

Peak Financial Management is a boutique registered investment advisory firm that provides a full suite of wealth management services to high net worth individuals and families. The primary role of the Assistant Portfolio Manager is to conduct the firm?s investment research across all asset classes to recommend investments and to make portfolio asset allocation decisions with the Investment Policy Committee. An advanced understanding of both traditional and alternative investments, portfolio construction and risk management is required.

For more information, go here.

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