About Our Client Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team c...
Our client, a thriving wealth management firm, is seeking a Lead Financial Advisor to join their growing team. This position is ideal for someone who is client-focused, relationship-oriented, and eager to build a rewarding career with a com...
Our client is a dynamic, boutique wealth management firm looking to add an experienced Executive Assistant to support the Founder and team. The firm's mission is to help smart people make smart decisions through robust integrated planning. ...
Our client is a highly respected non-profit organization in San Mateo County, known for over 45 years of service fighting against poverty. They provide a comprehensive range of services to the working poor, ensuring their clients are fed, c...
Our client, a fast-paced and dynamic financial services team located just outside of Boston, is seeking a detail-oriented and highly organized professional to join their growing team. This hybrid role requires in-office presence two days pe...
Our client is seeking an experienced Investment/Risk Operations Specialist to join their team. This role is pivotal in ensuring seamless investment and risk processing, onboarding clients, servicing accounts, and maintaining strong client r...
Job description Our client, a well-established financial advisory firm in Wexford, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a stro...
Our client, a boutique wealth management firm, is seeking a dynamic Financial Associate/Relationship Manager to join their team. This individual will work through the leads in the current CRM, providing top-notch service and financial advic...