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
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State Firm Name Position Posted
CO New Planner Recruiting Associate Financial Planner 8/3/15

We are a fee-only financial planning and investment management firm located in Denver, CO providing services to affluent individuals and families. We are interested in you if you are seeking a career in financial planning and are pursuing the CFP certification. This is a professional position that will support both of the lead planners directly in servicing existing and potential clients. You will be expected to perform various tasks, including, preparing financial planning reports for client meetings and financial projections. 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.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NE Cherry Creek Financial Advisors, Inc. Investment Advisor 7/16/15

As an Advisor, you will be responsible for building your own business consisting of individuals, businesses, families, estates, and other entities and advising them on their investment needs.

Email: ealbertson@cherrycreekfinancial.com

For more information, go here.

CA New Planner Recruiting Client Services Associate 7/9/15

We are an independent fee-only RIA located in Walnut Creek, CA seeking a Client Services Associate to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals, corporate executives, and business owners. As our new Client Services Associate, you will have the opportunity to learn directly from our Director of Client Services in how we run our business and care for our clients.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA Nuveen Investments Compliance Analyst 7/1/15

The Compliance Analyst provides day-to-day support related to the compliance monitoring/testing programs of Nuveen Investments, Inc.’s Registered Investment Adviser affiliates located in Los Angeles, CA.

Email: CeRue.VanDenBroeck@nuveen.com

For more information, go here.

NC New Planner Recruiting Associate Financial Planner 7/1/15

We are a financial planning firm located in the southeast Charlotte, NC metro area. We are seeking a Associate Financial Planner to join our 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. We do not cold call for business and focus on nurturing our existing client relationships. The Associate Financial Planner 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 Associate Wealth Manager 6/18/15

We are a fee-only RIA located in Redwood City, CA seeking an Associate Wealth Manager to join our growing team. We are a fast-growing, entrepreneurial firm with a passion for client service. Our work environment is warm and supportive. We believe in nurturing strong teams internally and in cultivating deep and meaningful relationships with our clients. As our new Associate Wealth Manager, you will have the opportunity to learn directly from the company’s Founder. From the beginning, you will collaborate with other team members in serving a wide variety of individuals. We envision that you will eventually lead the service team for a defined group of clients yourself.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Analyst 6/18/15

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.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Financial Advisor 6/18/15

Founded in 2001, our client is a fee only investment advisory firm headquartered in Larkspur, CA, serving both private and institutional clients. Current AUM exceeds $550MM and is experiencing strong growth. The firm is dedicated to putting clients’ interests ahead of its own, hiring talented people who work as a team to provide high value and outstanding service to our clients. We provide multidisciplinary advisory services to help clients reach their goals and objectives.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Wealth Planning Analyst 6/18/15

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.

TX New Planner Recruiting Associate Financial Planner 6/17/15

We are seeking an Associate Financial Planner for our independent, fee-only, investment advisory firm in Houston, TX. We are very interested in you if you are pursuing the CFP® certification and want to provide holistic retirement planning and investment management services to high net worth clientele. Candidates that fit into our firm and culture will desire to be in a small independent RIA firm environment that, embraces modern investment strategies, and offers a great growth opportunity.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

MA Pegaesus Advisors Wealth Advisor 6/17/15

Pegaesus Advisors is looking for a Wealth Advisor. Job Responsibilities of Client Service Advisor: Servicing and retention of designated client segmentation. Servicing as the primary point of contact of the assigned segmented accounts. Proactively contacting existing clients; maintaining prospect and client database after every client contact. Help clients to determine financial and investment needs, and utilize sales skills to effectively recommend suitable financial products and gather all the assets as well as pursue client referrals.

Email: Anigrelli@pegaesusadvisors.com

For more information, go here.

IL New Planner Recruiting Wealth Advisor Associate 6/16/15

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.

Email: cbrown@newplannerrecruiting.com

For more information, go here.

MI New Planner Recruiting Associate Financial Advisor 6/15/15

We are an established fee-only wealth management firm located in the northern suburbs of Detroit providing comprehensive, wealth management financial planning services and managing approximately $500 million for high-net-worth business owners, corporate executives, and the independently wealthy. We are interested in you if you are familiar with the financial planning process, might feel trapped in your current situation due to lack of upward growth opportunities, or want to work for a firm that is truly a fiduciary and planning oriented.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

FL Moors & Cabot Investments Sales Assistant/Administrator 6/1/15

Sales Assistant/Administrator needed for Winter Park, FL, investment firm. Full time position. Experience required. Please contact Tony Dorval for more information. 4076915350 or tdorval&moorscabot.com....

Email: tdorval&moorscabot.com

OH True Wealth Design, LLC Wealth Advisor 5/19/15

True Wealth Design is a rapidly growing wealth management firm in Akron, OH (near Summit Mall), recognized in Crain’s Cleveland Top 25 Financial Planners’ List, and is seeking a Wealth Advisor for our expanding team. This is not an entry-level position but is an ideal opportunity for a highly-intelligent CFP® with 7+ years-of-experience to take your career to the next level. If you feel trapped by a lack of upward mobility in your current situation, we want to talk to you. This is a service-advisor, planning-centric position that does not require business development although business development will be incented and is required at higher levels of the advisory career track....

Email: sstuchal@truewealthdesign.com

For more information, go here.

OH True Wealth Design, LLC Wealth Analyst 5/19/15

True Wealth Design is a rapidly growing wealth management firm in Akron, OH (near Summit Mall), recognized in Crain’s Cleveland Top 25 Financial Planners’ List, and is seeking a Wealth Analyst for our expanding team. This is an ideal opportunity for a highly intelligent, early-career financial planner hungry to learn wealth management while making substantial contributions to our firm and clientele. This is a planning-centric position and is not a sales position....

Email: sstuchal@truewealthdesign.com

For more information, go here.

IL New Planner Recruiting Senior Financial Planning Analyst 5/8/15

We are an established fee-only, Independent RIA, located in the western suburbs of Chicago, providing comprehensive, wealth management financial planning services and managing over $1 billion for high-net-worth families, trusts and foundations. We are interested in you if you are familiar with the financial planning process, might feel trapped in your current situation due to lack of upward growth opportunities, or want to focus on work life blend by having a shorter commute. This is a professional position that will support Lead Advisors directly in servicing existing and potential clients....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Financial Consultant 5/1/15

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.

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