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

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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 Description
COHighwater Wealth ManagementFinancial Services Executive Assistant2014-04-16

If you are the Executive Assistant we are looking for, you will be a self-motivated, successful, a well-organized self-starter, customer focused, with high energy and the capacity to work in a collaborative team environment that is results oriented. This newly created position for a full time Executive Assistant at our privately owned, fee-only wealth management firm reports to the Owner/Senior Wealth Management Advisor, and is designed for the right individual who can support senior investment advisors, assist with operations processes and client relations. Valuable experience would include knowledge of financial operations, investment products, and financial planning.

For more information, go here.
COHighwater Wealth ManagementWealth Advisor2014-04-16

Highwater Wealth Management, a fee-only fiduciary wealth management firm seeks experienced Wealth Advisors to join our practice in Denver CO. Highwater Wealth was formed in 2011 and is privately owned. We pride ourselves on providing superior service and unbiased advice to our clients and providing a positive workplace. Requirements: Must have a $10 million dollar established book of business.

For more information, go here.
NJNew Planner RecruitingAnalyst2014-04-16

We are a nationally known wealth management firm in Northern New Jersey seeking an Analyst to join our organization. We are interested in you if you are a recent graduate of a CFP Board registered financial planning program, are looking for an entry level position, 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 work your way up our advisory career ladder. Candidates that fit into our firm and culture will desire to be in a large 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.
CANew Planner RecruitingAssistant Financial Planner2014-04-16

Yeske Buie is a national wealth management firm with a mission of helping our Clients harness their material and human resources in pursuit of their Live Big life. Yeske Buie is a learning- and growth-oriented environment committed to leading edge, evidence-based financial planning and asset management. The founders of Yeske Buie, Dr. David B. Yeske, CFP and Elissa Buie, CFP, are leaders in the profession, both having been Chair of the Financial Planning Association (US). They are dedicated to adding to the body of knowledge for the profession through research, publishing articles (including in The Journal of Financial Planning) and speaking, both nationally and internationally.

For more information, go here.
CANew Planner RecruitingAssociate Wealth Advisor2014-04-16

We are currently seeking an Associate Wealth Advisor who is familiar with the financial planning and investment management industry, and is dedicated to helping 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. This is a great opportunity for an aspiring planner to shadow Eric Toya and Scott Leonard, 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.
TXNew Planner RecruitingAssociate Wealth Manager - Dallas TX2014-04-16

Beaird Harris is a fee-only wealth management and accounting firm located in Dallas, TX. We encourage you to visit our website to learn more http://bit.ly/BHCOWealthMgmt We are seeking an Associate Wealth Manager to support our existing client base of affluent individuals, retirement plans, trusts and businesses, in addition to our newly established Wealth Accumulator division working with emerging affluent professionals. We are very interested in you if you are a self-starter, desire a career in financial planning, have achieved the CFP certification, or are pursuing the CFP certification and want an opportunity to advance within a firm. We do not cold call for business and instead focus on nurturing our existing client relationships.

For more information, go here.
NYNew Planner RecruitingAssociate Wealth Manager2014-04-16

We are an independent fee-only Wealth Management firm founded in 1993 in Purchase, NY seeking an Associate Wealth Manager 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. We are currently seeking a dynamic team player who wants to be part of a successful team, is enthusiastic about helping people make the most meaningful use of their personal and financial resources, believes in the financial planning process, and is looking for a tremendous career growth opportunity.

For more information, go here.
MDNew Planner RecruitingFinancial Advisor2014-04-16

We are seeking a Financial Advisor for our fee-only investment advisory firm in Rockville, MD. We are very interested in you if you desire a career in wealth management, are pursuing the CFP certification, want an opportunity to advance within a firm, do not want to cold call for business and instead want to focus on nurturing our existing client relationships, want to learn from four industry veterans, seek to begin working with clients immediately, and help shape the future of a small boutique firm.

For more information, go here.
KANew Planner RecruitingFinancial Planner2014-04-16

We are seeking a Financial Planner for our fee-only wealth management company in Overland Park, KS. We are very interested in you if you feel trapped by a lack of growth opportunities in your current situation, dont necessarily have a book of business and/or you want to focus on nurturing our existing client relationships versus new business development, you want to learn from a team of industry veterans, want to begin working with clients immediately, help shape the future of a small boutique firm, and eventually work your way up to a Wealth Manager.

For more information, go here.
SCNew Planner RecruitingFinancial Planning Associate2014-04-16

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.

For more information, go here.
CANew Planner RecruitingFinancial Planning Associate2014-04-16

We provide comprehensive, holistic financial life planning services for high net worth individuals and families. 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. We provide a highly customized and very personal suite of services. We are currently seeking a dedicated team player who wants to be part of a successful team, and is enthusiastic about helping people make the most meaningful use of their personal and financial resources. Our Financial Planning Associate position requires a bright, hard working, goal-oriented, self-motivated, passionate, personable, and professional individual.

For more information, go here.
MONew Planner RecruitingFinancial Planning Associate2014-04-16

Nationally recognized 2.5 billion AUM St. Louis, MO based fee-only wealth management company seeking a Financial Planning Associate for our growing team. We provide comprehensive, holistic financial life planning services for high net worth individuals and families. 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. We provide a highly customized and very personal suite of services. We are interested in you if wealth management is your true calling.

For more information, go here.
PAuFinancial GroupFinancial Advisor2014-04-07

Are you interested in a career that brings personal satisfaction, independence and financial rewards? We are seeking enthusiastic, motivated individuals to join our team in Mechanicsburg, PA. In this entrepreneurial position, your responsibilities will include prospecting for leads, working with individuals and businesses, managing client accounts, implementing marketing plans and preparing case illustrations. Qualifications: interviewing/presentation, networking and organizational skills; desire to succeed; integrity; BA, BS, Graduate Degree or equivalent work experience required. Comprehensive training will be provided, lead generation and benefits package available For information, please visit our web site at www.ufinancialgroup.com

CAOneWest Bank N.A.Investment Advisor2014-03-25

The 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 their needs. Clients will be high net worth individuals. Duties include assessing clients assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies. The candidate must be willing to work with and service existing client base of a Sr. Investment Advisor as required. They will also work closely with the client services team to ensure client objectives and needs are being met. And are expected to cultivate new business and grow into a primary relationship manager and business development officer.

For more information, go here.
CADonnelly Wealth Advisors, Inc.Administrator/ParaPlanner2014-03-24

Donnelly Wealth Advisors is an established independent, fee-only wealth management firm located in San Diego, CA. We are looking for a dynamic self-starter to join our growing team and fill a unique hybrid Administrative and ParaPlanner position. Step into an instrumental role and help conduct the smooth operation of a fast-paced and friendly wealth management office. Opportunity for motivated individual to grow their current level of planning expertise to an advanced level within a team environment. Will lead administrative functions of an experienced team of 5 as well as provide planning support. Respond by e-mail only please to rdonnelly@dwa-sd.com www.dwa-sd.com

CTAsset Management GroupAdministrator/ParaPlanner2014-03-18

We are seeking a cheerful poised Administrative Assistant with experience in the financial services field who is looking to train to become a Registered Paraplanner in the short term, and a Certified Financial Planner within five years for our fee-based RIA firm in Stamford, CT. The financial planning practice is a dynamic, privately held company with a well established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations.

For more information, go here.
CADonnelly Wealth Advisors, Inc.Financial Advisor2014-03-07

Donnelly Wealth Advisors Inc. is an established Financial Life Planning group in the UTC area of San Diego. DWAs team of 5 provides intensive planning as well as top tier investment management to successful families and businesses. We are looking for an established Financial Advisor who seeks an opportunity to enhance their ability to attract substantial relationships. Working within our team environment you can use your time and energy to the best and highest use every day. If you are looking for a place to grow your career and focus on your strengths, we should talk. Opportunities for advancement and potential ownership exist for the right individual. Respond by e-mail only please to rdonnelly@dwa-sd.com www.dwa-sd.com

CO, NEAWM Asset Management, LLCRegistered Rep/Investment Advisor2014-03-06

AWM Asset Management, LLC (AWM) is seeking ambitious, high achieving financial professionals who want the opportunity to be highly compensated for growing a financial services book of business. Financial professionals with AWM daily navigate the intricate subject matter which naturally comes with creating wealth and helping clients achieve essential financial goals. A career in financial services with AWM will allow you to focus on what you do best, maximizing your relationships with your clients while maintaining your independence as a financial advisor. AWM provides back office support and follow up efforts while you strengthen your new and existing client relationships.

For more information, go here.
CA, ILFirst Midwest Securities, Inc./FMSI AdvisersRegistered Representatives and/or Investment Advis2014-02-28

We are seeking Registered Representatives and/or Investment Advisor Representatives (RRs/IARs) to join our independent network of financial professionals. We are a dually registered broker-dealer and SEC registered investment adviser. We are interested in professionals who desire independence and offer full service back-office principal support; no proprietary products; robust custodial & clearing platforms; RR/IAR friendly Compliance Department; highly competitive payouts. Give Yourself A Raise youll be glad you did! Internal Recruiters mkashan@myfmsi.com or ehagler@myfmsi.com

For more information, go here.
FLMoors & CabotFinancial Advisor2014-02-26

We are seeking experienced Financial Advisors to join our Central Florida office located in Winter Park, FL. Moors & Cabot was established in 1890 and is still privately owned. Our firm is based in Boston and we have 3 Florida locations. We pride ourselves on providing superior service and advice to our clients and providing high quality service to our advisors. If you are an experienced advisor looking for support so you can focus on building your practice, we are the place for you. Moors & Cabot is a full service investment firm and we offer competitive benefits. Please contact Tony Dorval at tdorval@moorscabot.com for more information.

ILWestern & Southern LifeFinancial Representative2014-02-21

The purpose of the Financial Rep is to meet the middle-income client needs for risk protection and financial security by educating clients, analyzing needs, and recommending solutions in an ethical and client focused manner. Contact tony.fashola@wslife.com for more information.

FLWheeler Wealth Management, Inc.Client financial advisor2014-01-29

I own an established, fee oriented, financial advisory company and am looking to add a financial advisor, financial planning oriented, to our team,. Excellent opportunity for the right personality. Contact: pat@wheelerwealthmgmt.com


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