This is an excellent opportunity for a qualified candidate to join our growing fee only, independent financial planning and investment management firm. It is expected that the successful Financial Planning Analyst who fills this new position will have an opportunity for career advancement into a Financial Planner role. Our firm has a demonstrated record of providing both career and compensation growth for our employees. Our company’s culture is focused on providing outstanding client service in a true team-oriented environment, while valuing each of our staff members’ work-personal life balance.

Zieglers Arizona office, in the Gainey Ranch area of Scottsdale, is expanding and currently have opportunities for experienced, motivated, financial advisors. We seek advisors who understand what it takes to succeed and serve clients well and who look for a firm to provide the resources so your time is spent with your clients!

BH Asset Management is now a New York-based registered investment advisor seeking to grow regionally. We are recruiting seasoned professionals in New York, California, and Florida to join our team. We seek highly motivated candidates for Financial Advisory positions serving private and institutional clients. We prefer experienced Financial Advisors with a minimum of five years experience and a verifiable track record serving an existing client base with minimum assets under management of $50 -100 million.

This position is a professional position for a upwardly mobile professional who wants to make financial/retirement counseling their career. Experienced financial planner looking to add series 7 licensed professional to staff in client facing capacity. A CFP will be preferred, and a condition of the position is that the candidate at least be dedicated to obtaining the CFP designation. Experience is necessary and it would be preferred if the candidate has a client book to bring along. That indicates success in client marketing, which is the true qualifier. There is a succession opportunity in this large RIA and BD business for the right person.

AXA Advisors’ financial professionals are relationship builders, equipped with the knowledge and experience to deliver customized, objective financial services and strategies to individuals and business owners that can meet their clients’ evolving needs and are designed to help them achieve their financial goals. Our financial professionals come from a variety of disciplines but they all share several key attributes. They’re achievement-driven, results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their community and the desire to help others achieve their financial goals through trusted, strategic client partnerships.

AXA Advisors financial professionals are relationship builders, equipped with the knowledge and experience to deliver customized, objective financial services and strategies to individuals and business owners that can meet their clients evolving needs and are designed to help them achieve their financial goals. Our financial professionals come from a variety of disciplines but they all share several key attributes. Theyre achievement-driven, results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their community and the desire to help others achieve their financial goals through trusted, strategic client partnerships.

We are a rapidly growing fee-only wealth management company in Akron, OH seeking a Client Services Advisor for our expanding team. This is an ideal opportunity for a planner to learn our firm and the financial planning business from the ground up while making substantial contributions to our firm and mass affluent clientele.

We are seeking a Wealth Manager for our fee-only wealth management company in Dallas, TX. We are very interested in you if you are a CFP® Certificant or a Candidate for CFP® Certification who has a few years experience, might feel trapped by a lack of upward mobility opportunities in your current situation, don’t necessarily have a transferable book of business and/or you want to focus on nurturing our existing client relationships, you want to learn from several industry veterans, want to begin/continue working with clients immediately, and help shape the service offering of a mid-sized firm. Candidates that fit into our firm and culture seek a mid-size firm environment will believe in a holistic planning focus for high net worth clients.

We are uniquely structured as a fee-only RIA inside a larger regional credit union in East Windsor, NJ and due to our distinctive structure and needs we have experienced tremendous growth and are looking for a Client Services Advisor to support this growth in the NJ and NYC locations. This is an ideal opportunity for an entry level planner to learn our firm and the financial planning business from the ground up by working with an experienced CFP certificant and an established mass affluent clientele.

Coastal Value Partners is a value investment firm with a client base consisting of upper middle class to high net worth families; foundations; and corporations. Searching for professional who will focus on bringing new client relationships into the firm. Compensation based on production.

Fareed Wealth Management is a boutique fee based financial planning & investment firm seeking to add one or two top financial advisors to join the team. As an independent firm with LPL Financial as its broker/dealer, we offer unbiased comprehensive financial planning and investment advice to a select group of high net worth individuals and families. We would like to add individuals who will help grow the business and also possess skills that would enhance our firm’s reputation for excellence in the marketplace.

At Waddell & Reed, we invest in our Financial Advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. 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.

This is a professional position that will assist Senior Planners (CFP®/JD and CFP®/CPA) 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.

This is a professional position that will initially support the firm’s owner directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Excel spreadsheets, Money Guide Pro, and eMoney Advisor financial planning software. Thorough computer skills are essential with a particularly strong understanding of Microsoft Excel. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The firm’s owners are looking to expand their younger (accumulator) clientele and are looking for the right associate to take the lead on these relationships.

This is a professional position that will support the firm’s owner directly in managing existing and new clients. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Excel spreadsheets and SunGard financial planning software. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The firm owner is 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. The firm owner is looking for a long term fit and the right candidate has the potential to grow into a future owner of the firm.

This is a professional position that will support a Director of Client Services directly in managing existing and new client relationships. You will be expected to assist in preparing financial projections using Money Tree financial planning software and Excel spreadsheets and various projects including portfolio reviews. A working knowledge of portfolio allocation and investment management is expected. The Director of Client Services is 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. The firm owners are looking for a long term fit and the right candidate will grow into a future owner of the firm.

This is a professional position that will support the firm’s lead advisors directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Morningstar Advisor Workstation and Money Tree financial planning software. Thorough computer and technology skills are essential with the ability to quickly learn new software. A working knowledge of portfolio allocation and investment management is expected. The lead advisors 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.