Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Serve as an educational and technical resource to manage complexities of significant wealth, including estate, tax and charitable planning.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products.
Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and their legal and tax professionals.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, the firm has locations across the US, Canada, UK, and Germany, and is listed on the NYSE, with a people-first culture that values diversity and growth.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Lead the end-to-end success journey of newly integrated partner firms through strategic relationship management.
Build trusted relationships with firm principals and drive measurable outcomes in growth, retention, and operational alignment.
Collaborate with cross-functional teams to identify opportunities, solve challenges, and create scalable processes.
The company is a network of advisory firms, providing support for transitions and growth. It offers a remote-first culture with a focus on collaboration and professional development.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Lead and coach a team of Investment Representatives to ensure high-quality, compliant client interactions.
Oversee daily operations including trade reviews, quality assurance, and performance metrics.
Collaborate with cross-functional teams to improve processes and client experiences.
Our partner is a fast-growing financial services company focused on delivering reliable and innovative financial solutions. They foster an inclusive workplace culture with a focus on learning and growth.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.