Seattle, WA

Receptionist – Full Time

The Gregory-Simmons Group (TGSG) is actively seeking a detail orientated, self-motivated Receptionist to join their thriving Financial Advisory team. At TGSG, the Receptionist position provides a full range of administrative support for the team and office. From politely and promptly answering client calls, addressing inbound and outbound mail, and actively engaging with clients, each day will have variety! As a Receptionist at The Gregory Simmons Group, you will make a significant difference in the team’s ability to serve their clients effectively.

If you possess a welcoming professional personality, thrive on organization and administrative details and are seeking an in-office position within the financial services industry, we want to hear from you!

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Registered Client Service Associate

Short Hills, NJ

Registered Client Service Associate – Full Time

Rey Financial Group, located in Short Hills, New Jersey, is seeking a Registered Client Service Associate 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 Registered CSA role is a 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 Registered CSA, 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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Technical Support Specialist

Waukee, IA

Technical Support Specialist – Full Time

Myriad Advisor Solutions, now located in our brand-new office in Waukee, Iowa, is seeking a Technical Support Specialist to join our growing team! If you have work experience or possess a strong interest in the Information Technology field; you have or are willing to obtain applicable certificates, as defined; and would describe yourself as someone who is well spoken, tech savvy, personable and enjoys providing outstanding customer service, we encourage you to review our current Technical Support Specialist-Level 1 opening.

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Senior Tax Accountant

Urbandale, IA

Senior Tax Accountant – Full Time

Timmins, Jacobsen & Strawhacker, LLP (TJS) is seeking a Senior Tax Accountant to join our team of trained, experienced, and friendly certified public accountants in Urbandale, IA. In this role, you will be empowered to prepare and review tax returns for individuals, businesses and organizations, evaluate and articulate potential tax opportunities for our clients, and supervise junior staff. Additionally, through direct engagement with our clients, the Sr. Tax Accountant will obtain information, answer questions, and assist with consulting and planning needs.

TJS came together for the greater good of our industry, our employees, and our clients. We individually strive to provide personalized financial & accounting services to deliver peace of mind in an ever-changing financial and regulatory environment. TJS is dedicated to providing quality services while treating both our clients and employees with dignity. As a Sr Tax Accounting, you may work with numbers – at TJS that doesn’t mean you are a number to us!

If you align with our mission and are eager to work on a team where you are truly valued, apply today!

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Client Service Associate

West Des Moines, IA

Client Service Associate – Full Time

Bral | Niedert Private Wealth Advisors believes in the manageable goal of being the difference-maker in the worlds of their clients. Towards that goal, they are seeking a Client Service Associate to join their team of experienced, credentialed financial professionals located in West Des Moines, IA.

The Client Service Associate (CSA) will go home every night knowing they are critical to making a difference for the most important part of Bral | Niedert – our clients. Enthusiastic and genuine by nature, the CSA will be responsible for injecting flair into every client interaction to leave them with a positive & memorable impression. The right candidate should pride themselves on providing highly personalized service, taking ownership of their work, and executing a high attention to detail in a fast-paced environment.

Bral | Niedert is seeking difference-makers who align with their friendly team of approachable life-long learners. Apply today to start making a difference in the worlds of others!

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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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Investment Associate

Ashburn, VA

Investment Associate – Full Time

Are you someone who is excited to take the next step in your career? Our client in financial services is seeking an Investment Associate to join their team in Ashburn, Virginia. This is a role with endless opportunities, for candidates who want to truly empower their career and join a rapidly growing Registered Investment Advisor Firm.

This position will mainly assist the firm advisors with workflow management, while delivering a superior experience to the firms High Net Worth clients. This role will provide client relationship support by ensuring all client needs are addressed, answering client questions, prepping advisors for client review meetings, and resolving other issues and tasks as necessary. The candidate should be tech savvy and always thorough in their work. If you are eager to advance your career while working alongside a talented team, who collectively have over 90 years of experience, we strongly encourage you to apply.

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Client Service Associate

Orlando, FL

Client Service Associate – Full Time

Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors, located on Lake Eola in Orlando, Florida is seeking a full-time Client Service Associate to join their team. As a Client Service Associate (CSA) you will be an integral part of our team. With daily interaction and providing direct support to the practice’s Financial Advisor team, the CSA’s critical thinking skills and reliability are essential to the ongoing growth and success of the company.

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