Source Job

• Drive new business growth across financial institutions.
• Build and manage a strong pipeline of potential prospects.
• Represent Addition Wealth at industry events and meetings.

Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.

• Spearhead marketing efforts to drive financial well-being.
• Oversee the entire marketing ecosystem, focusing on performance-based acquisition strategies and product launches.
• Strategically position our brand in a competitive landscape.

Jobgether is a platform that connects job seekers with companies. They use AI to match candidates with roles and aim to ensure fair and objective application reviews.

• Conduct client interviews to gather financial information.
• Recommend customized financial plans based on client goals.
• Maintain a commitment to delivering excellent results.

Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.

• Leads a defined sales territory effort to meet the Strategic sales goals.
• Develops new sales strategies and teaches the sales team to implement them.
• Manages the Strategic sales team to specific performance targets, exceeding quotas and delivering appropriate quantities of new deals.

NICE Ltd. (NASDAQ: NICE) software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime and ensure public safety. Known as an innovation powerhouse that excels in AI, cloud and digital and with over 8,500 employees across 30+ countries, NICE is consistently recognized as the market leader in its domains.

• Execute identification, cultivation, and solicitation strategies.
• Provide information and education to donors.
• Steward existing planned giving donors.

Jobgether is a platform that helps people find jobs. They use AI to match candidates with companies.

• Initiates a high volume of outbound sales calls to advisors.
• Sources experienced financial advisors interested in affiliating with Raymond James.
• Sets meetings for recruiters/managers.

Raymond James is a diversified financial services company that provides wealth management, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. The company has locations and subsidiaries across the United States, Canada, the United Kingdom, and Germany.

• Have conversations with individuals, families, or business owners about their financial goals.
• Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
• Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.

Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.

• Participate in our most important growth initiatives.
• Be a software product visionary.
• Lead our people.

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.

• Define what "5-star" looks like in wealth management and design client experiences that are genuinely differentiated.
• Incubate and personally run new advice services, creating the V1 process and overseeing the first cohort of clients.
• Build the partnerships that expand their offering, designing the integrated client experience and piloting the model.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.

• Run a team of licensed portfolio managers supporting clients for whom we manage money.
• Coach, train, develop, and inspire entry-level portfolio managers.
• Oversee our digital portfolio management systems used to manage client money.

Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.

• Manage a portfolio to ensure satisfaction, retention, and partnership
• Serve as the primary liaison for plan sponsors and internal teams
• Develop and execute strategic service plans to align with client goals

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.

• Review and deliver financial reports and KPIs.
• Assist with budgeting, forecasting, and cash flow modeling.
• Provide technical accounting assistance to clients and internal engagement teams.

Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.