Working in support of the partners, the Financial Planner will ultimately be expected to interface directly with clients to develop and clarify financial goals and aspirations and prepare personal financial plans. This will include identifying critical data necessary for development of a balanced and tailored plan analysis summary, net worth statement, retirement analysis and portfolio analysis. The Financial Planner will be expected to handle financial plan construction and review while using well developed problem solving skills to assist the partners in managing the work flow.

Under the direction of the department director, the Financial Planner supports Client Advisors in all aspects of the financial planning process, including case writing (analysis and calculations), relationship management development and support. The Financial Planner must demonstrate clear command of all of the skills required of an Associate Planner prior to advancing to the next level.

Nationally recognized Edina, MN based fee-only wealth management company seeking a Wealth Manager for our growing team. We provide comprehensive, holistic financial life planning services for high net worth individuals and families. We use a unique approach to assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values. We provide a highly customized and very personal suite of services. If you have an accounting and/or tax background and want to transition into wealth management, we are interested in you.

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.

As a professional member of a client-service “Diamond Team,” you will meet with clients and work on accounts as you learn the financial planning business and build your skills. You will receive extensive mentorship from the firm’s lead planners, but you will be expected to work independently, use your critical thinking skills, anticipate firm needs, and respond to client questions.

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.

FINANCIAL SERVICES PROFESSIONALS: THE SKY'S THE LIMIT Are you interested in a career that brings tremendous personal satisfaction, independence and financial rewards? We are seeking enthusiastic, motivated individuals to join our team as Financial Services Professionals in Camp Hill, PA. In this entrepreneurial position, your responsibilities will include prospecting for leads, working with individuals and businesses, managing client accounts, implementing marketing plans and preparing case illustrations. Please visit our web site at www.ufinancialgroup.com

Full service registered investment advisor serving high net worth clients and families is seeking an investment operations associate. This individual will be a key person responsible for helping with all the firm’s investment operations including trading, monitoring and rebalancing portfolios, reporting, communicating with custodians, money movement and ongoing client maintenance including paperwork completion and organization of client documents. The role will be exposed to the firm’s entire investment practice and will have significant growth potential.

The ideal candidate will have existing clients, agree with our investment philosophy and is looking to grow their book of business. We believe that our marketing and lead flow will help you take your business to the next level. We are looking for someone who is a self-starter and possesses integrity, competence, diligence and respect and who consistently acts in an ethical manner. We will consider candidates who do not have an existing book of business. In addition, we may consider sponsoring a suitable candidate for necessary licensing exams. Junior candidates will be fully trained and work directly under a Senior Broker/Advisor who will train you to understand our philosophy and procedures.

Complete Advisors is a well-known RIA with offices on Long Island and NYC. There is an opportunity for an established financial advisor who seeks freedom & independence along with some level of support & guidance. The firm is registered in NYS with a web presence & brand offering a seamless transition for the advisor with an existing clientele who wants to operate independently without the hassles of: becoming registered, maintains a brochure, privacy statement and advisory/planning agreement, finding the best IT support & building & maintaining an on-line presence & brand. If this describes you, please contact me at evan@completeadvisors.com or 516-240-6161. For more information please visit our website at www.completeadvisors.com.

Well-established, highly successful financial advisory group in Boca Raton, FL seeks an experienced and polished professional Client Support Associate who enjoys working with clients on a multi-advisor team in an upscale, high profile office environment. The selected candidate will be an integral member of the team and deal with clients, prospects, and group support matters each day. College Degree, commensurate experience and/or Series 7 license preferred. Email: Christine.Sloboth@opco.com to apply.

Seeking a Wealth Manager for our fee-based wealth management company. We are 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 mobility opportunities in your current situation, don’t feel you necessarily have a transferable book of business/you want to focus on nurturing our existing client relationships, you want to learn from several industry veterans, want to be 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. http://www.leapwealthmanagement.com/

Top producing advisor seeking a highly motivated, process oriented individual to assist in running the day to day operations of his private wealth advisory practice. The career path for this position is to become the firm's Practice Manager, who is responsible for running the practice as a business. Series 65/66 and 7 securities licenses are required for consideration.

Center for Financial Planning, Inc. is seeking a financial planner to support senior financial planners with functions including analysis of financial planning issues as well as relationship management with clients and financial planning related project management. Will be responsible for preparing for and assisting in client meetings and follow-up on financial planning-related items. Attainment or ability to achieve the CERTIFIED FINANCIAL PLANNER designation is required. Opportunities for advancement from this position are broad and commensurate with intellectual curiosity and performance. We are comprehensive financial planning and wealth management firm serving more than 700 clients and managing more than $750 million in assets.

William Blair is recruiting for a Senior Financial Planning Advisor. Provide personal financial analysis, counseling, and advisory services for ultra-high net worth (+$7 million) private and institutional clients in the following areas: cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning. Assist firm-wide in new business development. Provide research, analysis, and education to the firm’s investment professionals and clients relating to financial and tax planning/portfolio management issues through public speaking engagements, publications, etc. Respond to inquiries from professionals firm-wide regarding financial planning issues.

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 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.