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Reposted 2 Days AgoSaved
Remote
USA
Mid level
Mid level
Information Technology • Financial Services
As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.
Top Skills: CfpCpaSeries 65
6 Days AgoSaved
Remote
USA
Junior
Junior
Information Technology • Financial Services
As a Wealth Management Associate, you'll serve as the main client contact, manage inquiries, assist with accounts, and ensure client satisfaction.
Top Skills: Crm SoftwareMicrosoft Office Suite
Reposted 6 Days AgoSaved
In-Office or Remote
11 Locations
175K-200K Annually
Expert/Leader
175K-200K Annually
Expert/Leader
Information Technology • Financial Services
Lead and build a modern tax practice for high-net-worth clients, overseeing compliance, holistic planning, and tax tech management.
Top Skills: Compliance SoftwareTax Technology
Reposted 12 Days AgoSaved
Remote
USA
Mid level
Mid level
Information Technology • Financial Services
The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.
Top Skills: Financial Planning Software
Reposted 18 Days AgoSaved
Remote
USA
175K-350K Annually
Senior level
175K-350K Annually
Senior level
Information Technology • Financial Services
The Director of Advisor Recruiting will lead the advisor recruitment strategy, managing outreach, relationship building, and ensuring smooth transitions for incoming advisors while collaborating with leadership and cross-functional teams.
Reposted 19 Days AgoSaved
Remote
USA
350K-350K Annually
Senior level
350K-350K Annually
Senior level
Information Technology • Financial Services
The Sales Director at Compound Planning will lead recruiting efforts for financial advisors, manage relationships, and improve the recruiting process while collaborating with cross-functional teams.
Reposted 24 Days AgoSaved
Remote
USA
Junior
Junior
Information Technology • Financial Services
The Sales Development Representative will identify potential customers, drive meetings with advisors, and assist in the sales process while improving lead generation.
Top Skills: Salesforce
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