RECRUITING


 

Wealth Manager

St. Johnsbury, VT

Wealth Manager – Full Time

Ridgeline Wealth Management, an established, cutting edge financial services firm, is seeking a Wealth Manager to join their team. The Wealth Manager will have the opportunity for growth, input, and ownership in the firm, as well as in their professional career. As a growing firm, Ridgeline offers many paths to salary and career advancement. Partnership opportunities are a future possibility for candidates who display the right aptitude and performance.

The Wealth Manager will help drive the growth of the firm through client relationship management and consultation. This individual will be tasked with identifying client needs and issues and offer innovative solutions capable of empowering clients to live their best life. At Ridgeline Wealth Management, they recognize that each investor has unique objectives, challenges, fears, and goals. By getting to know their clients on a deeper level, they can provide a specific direction on how to address their portfolio. Ridgeline WM has a singular goal, and that is to see their clients achieve all of theirs. Ridgeline only knows one way to achieve that goal: together. This mindset specifically avoids competition between team members and instead strongly promotes collaboration among them.

Ridgeline Wealth Management is located in beautiful, Victorian St. Johnsbury, Vermont. The skiing, hiking, mountain biking, hunting and fishing are the best you’ll find in the northeast as well as world-class education opportunities at the renowned St. Johnsbury Academy. The area offers an affordable standard of living and is a great place to raise a family. The ideal candidate is one who possesses an entrepreneurial mindset and is motivated & eager to grow the firm by contributing new ideas. This industry is exciting with unlimited opportunities to grow, so we invite you to connect with us if this position aligns with your experience and personal career objectives.


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Human Resources Coordinator

Waukee, IA

Human Resources – Full Time

Continuum Advantage is looking for passionate and energetic payroll administration professional to join our human resources team! This is a hands-on position with primary responsibility of implementation and execution of payroll processing. The ideal candidate will be motivated to learn new skills and tactics that relate to the umbrella of human resource functions to include benefits administration. They would bring strong analytical, problem solving and project management abilities as well as be comfortable managing through change and working in a fast-paced environment.

The Human Resources Coordinator will optimize all programs offered through HR to utilize and increase our brand awareness in relation to human resources support. The Human Resources Coordinator should be able to interact with executives, sales people, prospective applicants, and clients. Proficiency in payroll administrative, time management and customer focused is a must. Familiarity with a wide range of field practices, concepts, and procedures is preferred.


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Client Associate

McLean, VA

Client Associate – Full Time

Brown | Miller Wealth Management, based in the Washington DC area, is seeking a dedicated Client Associate to join their growing team. The Client Associate position is an empowering, customer service orientated role with endless opportunities. The client service team is very important, as they are the first voice a client hears when they call the office.

This position will be focused on providing exceptional client service to current and potential clients; accurately administer updates for complex and multi-step client accounts to include account updates, asset movements, account transfers, and fostering new household relationships. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has a warm and caring attitude, is willing to learn, and encompasses great time management and problem-solving skills.

If you thrive in a collaborative and supportive culture, deliver outstanding client experience, and are looking to advance your career with an engaged team, we look forward to hearing from you!


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Registered Client Service Associate

Wellesley, MA

Support – Full Time

Our client, Burbank Wealth Management, is actively seeking a Registered Client Service Associate to join their experienced team. The Registered Client Service Associate position is a customer service orientated role that empowers you to make a difference in their client’s lives. This position will focus on enhancing the overall client experience by providing unparalleled customer service, while also providing administrative and operational support to the firm. The ideal candidate is detail oriented, organized, and efficient in all areas of the job. Frequent interruptions are common, which means the candidate must have the ability to adapt and shift priorities seamlessly.

An employee who ‘jumps in’ to their work and engages with the team at Burbank, will find they are treated like family. They will also find robust opportunities for career growth & long-term tenure with the organization. Apply today if you align with Burbank Wealth Management’s passion to help individuals and families reach their personal and financial goals!


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Registered Client Service Associate

Seattle, WA

Support – Full Time

The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Client Service Associate to join their independent and seasoned Financial Advisory Group.

As a Registered Client Service Associate, you will become a trusted resource to our clients, advisors, and team members, while demonstrating a client-first approach to enhance the overall client experience. This role will allow for you to use your administrative and operational skills to research and resolve problems, onboard new accounts, maintain proper record keeping, and prepare correspondence in a fast-paced, collaborative, and professional environment.

If you possess a welcoming personality and are in search of an empowering career, we want to hear from you! Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively.


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Client Service Associate

Seattle, WA

Support – Full Time

The Gregory-Simmons Group is actively seeking a Client Service Associate (CSA) to join their flourishing Financial Advisory Group in Seattle, Washington. The CSA directly engages with our clients, advisors, and team members every day, making this role truly integral to our practice. It is critical that the CSA is willing to learn, adapt current knowledge & skills to the firm’s processes and procedures, and embrace ongoing growth for career advancement. Multitasking skills are a must!

Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively. The Gregory-Simmons Group promotes work life balance with PTO and paid holidays and offers a competitive 401(k) match. They are looking for detail-oriented, team players who are seeking an interactive and engaging team environment. If you possess a welcoming personality and want to empower your career, we want to hear from you!


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Digital Marketing Specialist

Waukee, IA

Marketing – Full Time

Myriad Advisor Solutions is looking for a passionate and energetic marketing professional to join our marketing team! The ideal candidate will be motivated to learn new skills and tactics that relate to digital marketing. They must be able to interact with executives, sales people, developers, and creatives. They would bring strong analytical, problem solving and project management abilities as well as be comfortable managing through change and working in a fast-paced environment.

This is a hands-on position responsible for leading the development and execution of email, digital advertising, social media, and search engine marketing programs. The Digital Marketing Specialist will optimize these marketing channels, increase membership in our social media properties, and increase brand awareness and engagement with our markets and customers. Proficiency in graphics, web advertising, social media and web development is a must. Familiarity with a wide range of field practices, concepts, and procedures is preferred.


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Financial Consultant

Short Hills, NJ

Consultant – Full Time

Rey Financial Group, located in Short Hills, New Jersey, is seeking a Financial Consultant (FC) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and bring value to the areas they can grow.

The Financial Consultant role is critical, client facing role, communicating daily with their highly valued clients and their families. This newly created role will consist of a mix of roughly 50% client servicing and 50% advice-driven work. As a FC, you will support the current Financial Advisors, attend meeting reviews with clients, provide summaries and next steps for all priorities, and enhance proactive and reactive client servicing to include: client onboarding and trading for potential liquidity needs.

Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate confidence and care when communicating with clients, and work well with others in a collaborative environment.


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