RECRUITING


 

Registered Client Service Associate

Boca Raton, FL

Support – Full Time

Gardens Wealth Management is actively seeking a Registered Client Service Associate to join their growing team, in their brand-new office in Boca Raton, Florida. The Registered CSA position is an empowering, client service orientated role. The CSA position will focus on enhancing the client experience by providing unparalleled client service, while also serving as administrative and operational support to the firm and Financial Advisors. If you are detailed oriented with proven organizational skills, can manage time efficiently, and have a good understanding of finance, this may be the opportunity for you!


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Wealth Advisor

Orland Park, IL

Wealth Advisor – Full Time

PrairieView Wealth Partners, located in Orland Park, IL, is seeking an experienced Wealth Advisor to join our growing and successful firm. The ideal individual brings strong industry experience with a background in comprehensive financial planning. Additionally, as a Wealth Advisor who shares our firms core values, they will focus on prospecting and sourcing clients with an open mind to implementing all financial products to meet the client’s objectives and financial goals.

To allow our Wealth Advisor’s the ability to focus on client engagement and securing new clients, our firm provides high level client service support. Providing all necessary financial planning preparation, proposal generation, underwriting management, investment transfer services, and more, our support team has all the details covered!

At PrairieView Wealth Partners we take great pride in our Wealth Advisors as they genuinely care for our firm’s clients and are connected through consistent interactions with new and established clients. The camaraderie that exists amongst our team allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients.

We invite you to connect with us if a Wealth Advisor at PrairieView Wealth Partners, with our faith-based perspective and genuine care for clients, pairs with your experience and personal career objectives to include higher cash flows with unlimited potential. We look forward to discussing the many advantages that joining our expanding team has to offer!


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Registered Client Service Associate

Fayetteville, NC

Support – Full Time

Our client, located in Fayetteville, North Carolina, is actively seeking a Registered Client Service Associate to join their experienced team.

The Registered Client Service Associate position is an empowering, customer service orientated role. This position will focus on enhancing the overall experience by providing unparalleled client service while also serving as administrative and operational support to the firm. The ideal candidate is a team player with a cheerful, positive attitude and a desire to learn and improve their knowledge of the financial services industry and the practice. This role is the “window” into the practice as they are the first point of contact for clients and prospects. If you are looking for a company who values serving others and makes a difference in their clients lives each and every day, this is the opportunity for you!


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Registered Client Associate

Chesterfield, MO

Support – Full Time

Moeller Investment Group, located in Chesterfield, Missouri, is seeking a Registered Client Associate to join their growing wealth management firm.

The Registered Client Associate plays a critical role in the overall success of the firm by developing a deeper, more meaningful connection with our clients, and ensuring their needs are being met with satisfaction. As a Registered CA, you will focus on providing high-quality service to all clients and Financial Advisors. Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate care and warmth when communicating with clients, take pride in their work, and have a desire to learn and grow.

The Registered Client Associate position is an empowering, customer service orientated role with endless opportunities. If this position aligns with what you are looking for, we want to hear from you!


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Client Associate

Tucson, AZ

Support – Full Time

Presidio Group Wealth Management is seeking a full-time Client Associate (CA) to join their growing firm. At their Tucson, Arizona branch office, you will assist Financial Advisors to maximize productivity and to ensure an exceptional service experience with our clients. Your day will be busy from start to finish. From providing an unforgettable first impression to the firm’s perspective clients to assisting clients with their needs in a timely, professional manner, you will make an impact every day. This is an interactive position where every day brings new challenges and opportunities to grow.

The ideal candidate is one that operates with attention to detail, has a desire to help, owns their tasks, and encompasses great organizational skills.


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Executive Assistant

Issaquah, WA

Support – Full Time

Invex Financial, located in Issaquah, Washington, is seeking an Executive Assistant to provide a high level of support to the Managing Director and their thriving wealth management firm.

The Executive Assistant plays a critical role in the overall success of the firm by ensuring the Managing Director is focused on the key areas of her business which include, business development, client retention, and portfolio management. The position requires an experienced, organized and detailed individual who is self-motivated, remarkably resourceful and has a passion for executive administrative support. At Invex Financial, the Executive Assistant role will manage all traditional executive assistant duties including scheduling, managing calendars, drafting and proof-reading correspondences, managing emails and calls, and diligently recording all agreed upon action and follow up items needed from the Managing Director to ensure her commitments are fulfilled.

At Invex Financial, the Executive Assistant presents themselves as a polished professional who seeks excellence by thriving in a fast-paced environment, meeting tight deadlines and displaying exemplary organization and communication skills. Ideal candidates welcome challenges, appreciate the need for flexibility and find gratification through problem resolution.

If you are searching for a challenging, fast paced and rewarding position, this position may be the opportunity you are looking for!


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