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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
WI New Planner Recruiting Associate Financial Planner 1/22/15

We are an established fee-only financial planning firm located in Milwaukee, WI. We are seeking an Associate Financial Planner to join our team. We are very interested in you if you have a few years of experience, would prefer to focus on the planning relationship rather than selling products, are passionate about a fee-only fiduciary approach to financial planning, have a desire to develop life-long relationships with clients, and adhere to a disciplined, strategic investment management philosophy....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Financial Advisor 1/20/15

We are a $400 million AUM fee-only wealth management firm located in Newport Beach, CA. We were founded in 1976 as one of the first fee-only RIAs formed in California. To help support our continued 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, and learn the business from the ground up. Sourcing clients may become an opportunity over time, but is not an expectation of this position.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Associate Wealth Advisor 1/20/15

We are seeking an Associate Wealth Advisor for our fee-only wealth management firm in Princeton, NJ. We are very interested in you if you are pursuing the CFP® certification and want to provide holistic wealth management services to high net worth clientele. Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity that, embraces technology, believes in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

MN New Planner Recruiting Financial Planning Associate 1/20/15

We are seeking a Financial Planning Associate for our fee-only financial life planning and wealth management firm in Minneapolis, MN. We are very interested in you if you are pursuing the CFP certification and want to provide holistic wealth management services to high net worth clientele. Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity that, embraces technology, believes in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Associate Wealth Advisor 1/20/15

We are a growing, fee-only independent wealth management firm located in San Jose, CA. We are seeking to add a permanent member to our team. You will be an important part of our success, working closely with experienced professionals to deliver personal financial services to individuals and families. In order to give broad exposure to our business, the Associate Wealth Advisor will be responsible for some or all of the following items at increasing levels of responsibility....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA AdvicePeriod, LLC Wealth Advisor 1/5/15

AdvicePeriod is a rapidly growing RIA committed to reinventing wealth management. We’re looking to hire an advisor with 2-5 years experience, able to become a key member of our client relationship management team in Los Angeles, supporting Senior Advisors with existing client relationships and proactively generating ideas to improve the client experience. Our typical clientele has a net worth in excess of $10 million and is digitally savvy. To learn more, please see the attached position profile....

Email: Jonathan.Straub@adviceperiod.com

For more information, go here.

IL New Planner Recruiting Portfolio Advisor 12/19/14

We are seeking a Portfolio Advisor for our fee-only wealth management firm in downtown Chicago, IL. We are very interested in candidates pursuing the CFP? certification and those who want to provide holistic wealth management services to ultra high net worth clientele. Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Wealth Planning Analyst 12/19/14

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.

NJ New Planner Recruiting Financial Planner 12/19/14

We are an established fee-only financial planning firm located in Newark, DE. We are seeking a Financial Planner to join our team. We are very interested in you if you have a few years of experience, would rather focus on the planning relationship versus bringing in clients, are passionate about a fee-only fiduciary approach to financial planning, have a desire to develop life-long relationships with clients, and adhere to a disciplined , strategic investment management philosophy. This is a challenging position with growth potential as the senior leadership is looking to bring in Next Generation advisors who seek to become firm owners, over time.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 12/19/14

We are seeking a Financial Planning Associate for our fee-only wealth management firm in San Francisco, CA. We are very interested in candidates pursuing the CFP certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment....

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Investment Analyst 12/19/14

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.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

CT New Planner Recruiting Associate Wealth Manager 12/19/14

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.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

NJ New Planner Recruiting Analyst (Entry Level Financial Planner) 12/19/14

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using Excel spreadsheets and MoneyGuidePro financial planning software. 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, structured and have a high degree of follow through.......

Email: cbrown@newplannerrecruiting.com

For more information, go here.

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.

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

This qualified individual will play a key role in the companys 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.

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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