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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
DE Lau Associates LLC Senior Planning Advisor 11/26/14

We are seeking a Senior Planning Advisor, preferably an experienced CFP® with an in-depth knowledge of all aspects of financial planning, to join our fee-only wealth management firm in Greenville, Delaware. Our team provides a broad array of sophisticated strategies and services to help clients streamline their financial world, improve the quality of their lives and enhance family harmony. This position will have responsibility for managing existing client relations and formulating and implementing advice. They should also have a history of attracting and working with high net worth individuals and families. To learn about our company, please visit www.lauassociates.net....

Email: LauFamilyOffice@gmail.com

For more information, go here.

IL LCM Capital Management, Inc. Advisor 11/21/14

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....

Email: jmarinovic@lcmcapital.com

For more information, go here.

NY Coastal Value Partners Financial Advisor 11/19/14

Located in a beautiful area of northern suburb of New York City. Several financial advisor positions are available. Payout up to 85% of gross. Looking for advisors with a high sense of ethics with the ability to grow their business in a supportive environment. Please contact us at: Gensler@Coastal-One.com. No calls....

Email: gensler@coastal-one.com

NY Ogorek Wealth Management Financial Planner 11/19/14

Ideal candidate is a CFP that embraces the fiduciary standard, innovation, and strives to provide high-end financial planning with a memorable client experience. Self-starter, multi-tasker, problem solver and goal-oriented team player with a ‘no task is beneath me’ attitude desired. Advisors are available to mentor and provide big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. You are expected to be an active contributor to the development and growth of our wealth advisory firm. Click here to see more.......

Email: operations@ogorek.com

NM New Planner Recruiting Associate Wealth Advisor 11/17/14

We are a CPA and financial planning firm located in Albuquerque, NM, organized as an RIA. Due to our growth, we are seeking an Associate Wealth Advisor to join our team. We are interested in you if you are a soon to be or recent college graduate, seek to work with clients immediately as part of the existing advisory team, desire to be mentored by several senior advisors, learn the business from the ground up, and not be pressured to develop business. Position Summary: This is a challenging position that requires you to work closely with the wealth management and operations team members to provide day to day financial planning, tax and investment management support to clients of the firm....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Financial Consultant 11/10/14

We are a $200 million AUM fast-growing financial planning firm in Seal Beach, CA. Due to our tremendous growth we are seeking a Financial Consultant to join our team. We are interested in you if you are pursuing the CFP® certification, have several years of experience, do not want to cold call for business, and are feeling trapped by lack of upward growth opportunities. Ideal candidates desire to be mentored by several senior advisors, work and meet with clients, and not be pressured to develop business. Position Summary: This is a very challenging position that requires you to work closely with the Partners in all areas of the client engagement - plan development, plan recommendations, and plan implementation....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

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

We are a $500 million AUM fee-only wealth management firm located in Houston, TX. Due to our tremendous 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, learn the business from the ground up, and not be pressured to develop business. Position Summary: This is a challenging position that requires you to work closely with the financial advisors and operations team members to provide day to day financial planning support to clients and prospects....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

MN Trust Point Inc. Portfolio Manager 10/29/14

This qualified individual will play a key role in the company’s investment management division. The primary function of this role is to manage existing client relationships, overseeing portfolio management and all other aspects of client service together with the development of new business from existing clients, new clients and referral sources in the Minneapolis area. Additionally, the position will have assigned investment management/research responsibilities..........

Email: jtaylor@trustpointinc.com

For more information, go here.

FL Moors & Cabot Financial Advisor 10/22/14

Moors & Cabot is seeking experienced Financial Advisors with established practices to join our expanding office in Winter Park, FL. The Financial Advisor is responsible for maintaining and growing their book of business while keeping their customers' interests first. This role requires recommending investment products and services to prospects and existing clients by communicating and understanding the client's financial needs and goals. The Financial Advisor is also responsible for meeting performance targets on an annual basis.......

Email: tdorval@moorscabot.com

For more information, go here.

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....

Email: gary@williamsassetmanagement.com

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....

Email: lbernstein@egfas.com

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.......

Email: lynn@wjica.com

For more information, go here.

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