Local Financial Planning office and National Registered Investment Advisory is seeking a candidate with at least 3-5 years of experience working in one or both of these organizations.  This position currently encompasses some aspects of each of the following areas:

• Client services
• Submitting & Tracking Applications & Paperwork
• Maintaining Client Accounts

The Financial Administrator is responsible for processing and tracking all business accurately and efficiently to achieve client satisfaction and ensure timely receipt of revenue for company.

Day-to-day responsibilities include client service communications, verifying financial and ACH transactions, managing fund transfers, serving as liaison between company and its clearing house, and providing overall customer support services

One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Cordova, TN area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

• Work with existing clients of the firm
• Client reviews
• Portfolio analysis
• Re-balancing
• Look for other sales opportunities within the existing book
• 65 required

Salary plus bonus on revenue with full benefits. Great growth potential within the firm.

A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Woodland Hills, CA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements

• Access to an existing marketing system
• New client appointments scheduled for you
• Little to no prospecting
• Meet with clients and close business!
• Series 65 required
• CFP a plus

A successful independent RIA firm is seeking a Financial Advisor in the Clear Lake, IA area. The firm has a marketing team that drives business to the advisors, and leads are booked for them. No need to prospect or cold call.  

Job Highlights:

• Proven marketing system provided to the advisor
• No prospecting needed
• No cold calling
• Just meet with candidates and close business!

A rapidly growing independent RIA firm in Westbrook, CT is seeking a Service Advisor to join their team and take over an existing book of business.

Job Responsibilities:

• Work with existing clients
• Client reviews
• Portfolio analysis
• Re-balancing
• Finding new opportunities within the existing book
• Opportunity to work with new clients

Job Highlights:

• Existing marketing initiatives to attract new clients
• Strong compensation plan—salary plus bonus on revenue
• Full benefits
• Growth potential within the firm
• 3-5 years of experience preferred
• CFP is a plus
• Series 65 preferred

This role is responsible for driving client outreach for a Financial Services Firm. You will handle appointment scheduling, ensuring smooth coordination between prospective clients and financial advisors. This position involves extensive phone-based communication, organizational efficiency, and attention to detail.

Requirements:

• Minimum of 2 years of experience in telephone appointment setting or a related customer-facing role.

A rapidly growing Financial Planning Firm is seeking a Relationship Coordinator to provide strategic direction, leadership, and management of all prospective client communication using multiple marketing channels.

A financial services firm is seeking a Digital Ads/Webinar Specialist. The Digital Ads/Webinar Specialist is responsible for planning, executing, and analyzing digital advertising campaigns and webinar programs to drive lead generation and brand awareness for the company's financial products and services.

Requirements

• Must be able to work for any US employer without sponsorship.
• 3-5 years of experience in digital marketing, paid media, webinar/event marketing

A leading wealth management firm is seeking a motivated individual to join their Digital Marketing Team. This person will be a pivotal part of the dynamic marketing team, working closely with the Digital Marketing Manager to create and execute powerful digital marketing strategies.

You will utilize your expertise in SEO, email marketing, and social media marketing to reach and connect with the target audience.

Independent bank based out of Fort Lauderdale, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. The bank's leadership is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.