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
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....

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....

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.......

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....

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....

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....

For more information, go here.

CA New Planner Recruiting Financial Planning Resident 10/29/14

The Yeske Buie Financial Planning Resident position will be a life-changing experience for the successful candidate. The Resident will learn financial planning at a leading edge firm, from a great team. (S)he will work directly with clients, preparing financial plans and reviews, and working in all aspects of financial planning, from the discovery process through to implementation and ongoing support of Yeske Buie’s Clients’ Live Big® goals. The Financial Planning Resident will “graduate” from this position with exceptional experience that will prepare them to join an established financial planning firm or start their own practice....

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..........

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.......

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....

For more information, go here.

NC New Planner Recruiting Client Services Advisor 10/2/14

We are a financial planning firm in Durham, NC seeking a Client Services Advisor for our growing team. This is an ideal opportunity for an entry level planner to learn our firm and the financial planning business from the ground up while making substantial contributions to our firm....

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....

For more information, go here.

NY Francis Financial, Inc. Junior Analyst 9/9/14

We are currently seeking a Junior Analyst to complement our team of hard working individuals. Our firm’s culture is fast paced, driven and collaborative, and we are looking for an individual to help our team in providing support for high net worth individuals. The Junior Analyst will be responsible for establishing new accounts, managing client and custodian paperwork and generating client portfolio reports. Along with this, they will need to provide support to planners including collecting client data, responding to client queries and preparing client letters and standard reports. Preparing financial models and financial advice documents under guidance of senior advisors will be required. He/She will be part of the operations team....

For more information, go here.

NJ New Planner Recruiting Financial Planner 9/4/14

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....

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 9/3/14

This is a professional position that will assist Senior Planners 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....

For more information, go here.

IL New Planner Recruiting Portfolio Advisor 9/3/14

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....

For more information, go here.

CA New Planner Recruiting Wealth Planning Analyst 9/3/14

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....

For more information, go here.

CA New Planner Recruiting Financial Planning Associate 9/3/14

We are seeking a Financial Planning Associate for our fee-only wealth management firms Walnut Creek, CA office. 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....

For more information, go here.

NJ New Planner Recruiting Analyst (Entry Level Financial Planner) 9/3/14

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....

For more information, go here.

NJ Modera Wealth Management, LLC Client Service Associate 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Westwood, NJ....

For more information, go here.

FL Modera Wealth Management, LLC Financial Planning Advisor 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Hernando, FL....

For more information, go here.

NJ Modera Wealth Management, LLC Financial Planning Advisor 8/29/14

Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured inInc. Magazine as one of America’s fastest growing private companies for two consecutive years (2012 and 2013) and has been selected as one of the 2012 Best Places to Work in Pensions & Investments Money Management Magazine. The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Westwood, NJ....

For more information, go here.

NY Coastal Investment Advisors Relationship Manager (Title commensurate with expe 8/27/14

Professional will be responsible for new client development and relationship management. Ideal for retired professional with well-developed network of contacts seeking a new career and sources of income. Compensation dependent on assets brought into the firm. Please respond to: gensler@coastal-one.com. No calls....

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.......

For more information, go here.

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